Setting up a New Employer
- In this tutorial we will demonstrate how to set up your Employer Details. On the Open Employer screen, simply click the option to ‘Set Up New Employer… ’
- Before getting started, Bright Pay will need a few details about the Employer, for example its name, address and PAYE registration details. Click ‘Next’ to continue.
- On this screen you are asked how you would like to use Bright Pay. Once you have selected the option most relevant to your company, click ‘Next’ to continue.
- Enter your Employer name and address. The first two lines of the address as well as a valid UK postcode must be entered before you can continue on to the next screen
- Under TAX/ PAYE, enter your Tax District, Employer PAYE Reference and Accounts Office Reference. The Employer PAYE Reference must consist of a three digit office number as well as a valid reference number.
- If you qualify for Small Employer’s Relief, tick the box provided. Should the Scottish Variable Rate apply simply tick this box. A Payroll Giving Reference can also be entered on this screen, if applicable.
- Click ‘Next’ to continue
- Should you wish to organise your employees into departments, simply enter the departmental names you require in this screen. These departments can subsequently be used in your payroll processing and analysis. More departments can be added at a later date if needed.
- Alternatively, if you wish to skip this step, simply click on ‘Next’.
- In this screen, you are now asked about your Typical Employee. These settings will be used as the default when adding a new employee, but can be changed on an individual basis if required.
- Firstly, select the desired default pay frequency from the drop-down menu. Secondly, select the typical pay method – either a set amount each period or dependent on hours worked. Finally, select the typical working days that your company operates. Click ‘Next’ to continue
- To protect your payroll information, a password must be set and will be required to open the employer data file in future. Enter a password of your choice and re-enter to confirm this. Click ‘Save and Finish’.
- The final step is to choose a location to save your employer file to. Employer files should always be kept away from the Bright Pay installation folder, for example by saving them to a separate folder created on your local C drive.
- Multiple users of Bright Pay who wish to share employer files across a network should ensure that this folder is created on the network so that employer files can be saved here for shared access. The software itself however must be installed and run locally on each individual user PC.
- When ready, click on ‘Save’. Your Employer Details have now been added.
Additional Employer Information, Departments and Bank Accounts
- In this tutorial we will demonstrate how you can access your Employer Details and edit information that has already been entered
- To access your Employer information, select the ‘Employer’ tab from the Menu
- Select the option ‘Edit Employer Details’ to add or amend your basic employer information, for example company address, Tax/ PAYE details etc.
- Here you will also find the section to enter your HMRC credentials. This section must be completed should you wish to electronically submit your employer returns to HMRC using Bright Pay. Simply select your ‘Sender Type’, then enter your HMRC Security Credentials and Contact Details.
- To view or edit Departments already entered, select the ‘View/ Edit Departments’ tab. Select the desired department on the left and amend as necessary. Click ‘Save Changes’ to save your amendment.
- To add additional Departments, select the ‘Add Department’ tab. Type in the desired name and click ‘Save’
- To delete a Department, first select the ‘View/ Edit Departments’ tab. Select the department you wish to delete on the left, then click the ‘Delete Department’ tab. Click ‘Yes’ to delete the department.
- To set up Employer Bank Account details, simply select the ‘Add Bank Account’ tab. Enter your relevant bank information and click ‘Save’. More than one bank account can be added, with the option given to set a bank account as the primary bank account.
- To view or edit a Bank Account already entered, select the ‘View/ Edit Bank Accounts’ tab. Select the desired bank account on the left and amend as necessary. Click ‘Save Changes’ to save any amendments made.
- To delete a Bank Account, first select the ‘View/ Edit Bank Accounts’ tab. Select the bank account you wish to delete on the left, then click the ‘Delete Bank Account’ tab. Click ‘Yes’ to delete the bank account.
Adding a Contracted-Out Pension Scheme
- In this tutorial we will demonstrate how to set up a Contracted-Out Pension Scheme
- Select the ‘Employer’ tab from the menu and click on ‘Add Pension Scheme’
- Firstly, enter your Employer Contracted-Out Number at the top of the screen, followed by the name of the pension and reference, if known.
- Under Type of Scheme, select the contracted-out pension scheme you wish to set up from the drop down menu. If applicable, enter the Scheme Contracted-out number assigned by HMRC. This is a mandatory field for Contracted-out Money Purchase Schemes and Contracted-out Mixed Benefit Schemes.
- Within the Contact and Payment section, enter in the contact details of the pension provider and your method of payment to them. If you choose to remit the pension contributions by credit transfer, simply enter the pension provider’s bank details in the fields provided. These bank details can subsequently be used to create a BACS file to send to your bank.
- Click ‘Save’ to finish
Adding an Other Pension Scheme
- In this tutorial we will demonstrate how to set up Pension Schemes other than contracted out pension schemes, for example Personal Pensions, Group Personal Pensions and Stakeholder Schemes.
- Select the ‘Employer’ tab from the menu and click on ‘Add Pension Scheme’
- Enter the name of the pension and the reference, if known.
- Under Type of Scheme, select the type of pension scheme you wish to set up from the drop down menu.
- Tick the option ‘reduce contributions by basic rate tax’ if applicable
- Within the Contact and Payment section, enter in the contact details of the pension provider and your method of payment to them. If you choose to remit the pension contributions by credit transfer, simply enter the pension provider’s bank details in the fields provided. These bank details can subsequently be used to create a BACS file to send to your bank.
- Click ‘Save’ to finish
Adding an Employee - Personal/Employment Information
- In this tutorial we will demonstrate how to set up an Employee. Select the ‘Employee’ tab from the menu and click ‘New Employee’
- Please note that the minimum information required for setting up an employee in Bright Pay is:
First Name
Surname
Gender
Either a date of birth or National Insurance number
A payment amount if the employee is being paid a set amount each period. - For online submissions of your returns to HMRC, the following will also be required:
The first two lines of the employee’s address
Date of birth - On the ‘Personal’ screen, enter your employee’s name, address, gender, date of birth and marital status. To add a contact email address for the employee, click ‘Add Email Address’. Select whether it is a work address or a personal address from the drop down menu, then type in the employee’s email address. To add additional email addresses, simply click on ‘Add Email Address’ again and repeat the process. An option is available to specify which email address is to be the primary address
- Similarly, a contact phone number can be entered for the employee. Click on ‘Add Phone Number’ and select whether it is an office, work, home or personal mobile number. Then enter the telephone number. Should you wish to add more phone numbers, simply click on ‘Add Phone Number’ again and repeat the process. An option is also available to specify which phone number is the primary number.
- Once the personal details of the employee have been entered, proceed to the Employment screen. Under Employment Details, enter a works number if applicable and the employee’s start date if they are joining your employment during the current tax year.
- To allocate an employee to a department, click on ‘Add Department Association’ and choose the desired departmental name from the drop down menu. If a department has not yet been set up, simply click on ‘Add Department Association’, followed by ‘Add a Department’, where you will then be able to create a new department name.
- An employee can be allocated to more than one department, if required. To do this, click on ‘Add Department Association’ again and select an additional department from the drop down menu. Set the employee’s weighting in each department by dragging the bars to the percentage required.
- Should the employee’s typical working days differ to the default, simply amend where necessary.
- If Widows & Orphans Life Assurance is applicable to your employee, simply type in the total annual amount the employee wishes to contribute. This is limited to £100 per tax year.
Adding an Employee - Tax/NIC Information
- When this screen has been completed, select the Tax/ NIC tab. If the employee is a student with a P38(S) tick the box provided. This will automatically set the employee’s tax code to NI
- For all other employees, enter their current tax code. A tax code is usually made up of several numbers and a letter, for example 747L or K497. Indicate whether the tax code is to be applied on a Week 1/ Month 1 basis by ticking the box provided.
- To set the correct National Insurance Table for your employee, click the ‘Choose’ button. Complete the checklist by selecting the relevant age category of your employee at the start of the payroll year, whether they are a member of a contracted-out pension scheme and their National Insurance Contributions status. Bright Pay will automatically determine the national insurance table based on your selection. Click ‘Save’ to add this to your employee record.
- If the employee is liable to make student loan repayments, simply tick the box provided
- Enter your employee’s national insurance number, if known. Please note that either a date of birth or a national insurance number must be entered in order to update the employee record.
- If the employer is not liable to make NIC payments for the employee, tick the box provided.
Adding an Employee - Payment/HR Information
- To complete your employee’s payment details, select the ‘’Payment’ tab
- Firstly, select your employee’s pay frequency by choosing one of the options from the drop down menu.
- Under ‘Starting Payment Options/ Rates’ select how the employee’s pay is to be worked:
- If based on a set amount each period or annual salary, either a set rate per period or the annual salary can be entered. If applicable, a daily rate and an hourly rate can also be entered in addition to the set amount
- If the employee’s pay is to be based on a daily rate, select this option and enter the desired daily amount. If applicable an hourly rate can also be entered in addition to the daily pay.
- If the employee’s pay is to be based on an hourly rate, select this option from the drop down menu and enter the desired hourly amount. If applicable a daily rate can also be entered in addition to the hourly pay.
- Finally, select an appropriate payment method for your employee. If you wish to pay your employee by credit transfer, simply enter your employee’s bank details in the fields provided.
- A HR section is also available within the employee record, to record additional information about your employee, for example job title, recruitment date, starting salary and emergency contact information.
- Once employee details have been entered, simply click ‘Save Changes’ to add the Employee record.
- To add further employees, select ‘New Employee’ at the top of the screen and repeat the process.
- After your employees have been set up, the first pay period can be set by clicking ‘Payroll’ and choosing your starting period end date. For example if the starting week of your weekly payroll is week ending the 11th April, select this date from the calendar.
- Similarly a month end date can be set for your monthly payroll, for example the penultimate day of every month starting from April.
Setting up a Director
- To set up a director within Bright Pay, select the ‘Tax/NIC’ tab within the employee’s record. Under the heading ‘National Insurance’ tick the box to indicate that the employee is a director during the current tax year. By default, Bright Pay will apply HMRC’s preferred method of ‘annual basis’ for calculating national insurance for directors.
- Should you wish to use the alternate method for calculating directors’ NIC instead, simply tick the box provided.
- If the directorship is starting during the current tax year enter the start date or choose the date from the calendar (to confirm alternate basis)
- Likewise, should the directorship end during the same tax year, a cessation date can be entered at the appropriate time.
- If the director has an Appropriate Personal Pension, tick to indicate this.
Employee Calendar
- This tutorial demonstrates how to access and use the employee calendar to record time taken for annual leave, unpaid leave etc.
- Firstly, to access an employee’s calendar, click on the ‘Employees’ tab.
- Choose the employee’s name from the list on the left of the screen and select ‘Calendar’
- Days marked in black represent the employee’s typical working days and days marked in grey represent non-working days.
- To select one day, simply click on the desired date on the calendar. To select a series of days, click and drag to highlight the days required.
- As soon as dates are selected on the employee’s calendar, select the type of leave from the list of options. For example, if the employee is taking 3 days annual leave, highlight the days on the calendar and click on ‘Holiday’.
- If an incorrect entry is made on the calendar, simply highlight the day or days in question and click on the leave option originally selected.
- To add a note to the employee’s calendar, firstly highlight the date on which you would like to add a note. Please note that days in past pay periods are locked and cannot be accessed. Enter the note on the right hand side.
- A date that is underlined denotes that a note has been added for that day. To view a note again, simply click on the relevant date to display the narrative on the right.
- For employees who are paid a daily rate, certain entries made on their calendar are automatically linked to the payroll function, namely unpaid leave and absent days. For example, an employee who is paid a daily rate takes 3 days unpaid leave which is entered on his calendar. The employee typically works 5 days per week. In the pay period in which the unpaid leave falls, the employee’s payslip will automatically reflect the number of working days only in determining his pay. Should you wish to override or turn off this automatic facility at any time, simply click the ‘Edit’ button within the employee’s payslip and untick the box.
New Employees - P45 Part 3 and P46
- For new employees commencing mid-year, set up your employee in the normal manner. For assistance with this, please view the tutorial “Setting up an Employee.”
- For a new employee starting mid –year, a start date is essential in order to ensure that the employee is added to the payroll in the correct pay period. It is also a requirement when submitting new employee details to HMRC.
- The employee’s start date must be entered in the designated field provided in the ‘Employment’ tab.
- After a start date has been entered a ‘Previous Employment’ section will become available in order to enter previous employer and pay history for the current tax year.
- If the employee has worked elsewhere in the current tax year, complete the ‘Previous Employment Details’ by entering the PAYE reference of the employee’s previous employer, the employee’s date of leaving and their tax code from their previous employment. If the tax code at the time of leaving was applied on a Week 1/ Month 1 basis, tick the box provided.
- If the employee’s tax code is on a cumulative basis, complete the ‘Amounts from Previous Employment’ section
- Finally, if the tax figure to be entered on the P11 Deductions Working Sheet differs from the amount stated in box 7 on their P45, record the adjusted total tax to date amount in the field provided.
- Once all employee details have been entered, simply click ‘Save Changes’ to add the Employee record.
- As soon as the employee record is saved, Bright Pay will inform you that a P45 Part 3 or a P46 must be completed and an asterisk will be placed next to the employee’s name as a reminder until this action is completed.
- For new employees who have provided a P45 from previous employment, a P45 Part 3 can be completed and submitted to HMRC using Bright Pay. To do this, select the P45 Part 3 option on the employee menu.
- On the P45 Part 3 screen, ensure that the employee details entered are correct and amend if necessary. Click ‘Continue’ to confirm these details and to set the employee’s start date.
- Should you need to undo the P45 Part 3 to make amendments, simply click ‘Undo P45 Part 3’ at any stage before submission to HMRC.
- When ready to submit the P45 Part 3 to HMRC, select the ‘Send to HMRC’ tab. Click ‘Start’ to begin the submission. Response messages will be displayed on screen during the submission. As soon as the file is received and accepted by HMRC, a success response will be displayed.
- To print a file copy of the P45 Part 3, select the ‘Print’ tab (Ross to do!)
- For new employees commencing mid-year who do not provide their new employer with a P45, a P46 can be completed and submitted to HMRC instead. To do this, select ‘P46’ on the employee menu.
- On the P46 screen, ensure that the employee details already entered are correct, then select the most appropriate statement which applies to the new employee.
- Click ‘Continue’ to confirm these details and to set the employee’s start date.
- Should you need to undo the P46 to make amendments, simply click ‘Undo P46’ at any stage before submission to HMRC.
- When ready to submit the P46 to HMRC, select the ‘Send to HMRC’ tab. Click ‘Start’ to begin the submission. Response messages will be displayed on screen during the submission. As soon as the file is received and accepted by HMRC, a success response will be displayed.
- To print a file copy of the P46, select the ‘Print’ tab (Ross to do!)
- After the new employee has been set up, they will be added to the payroll in the pay period which corresponds to their start date.
Issuing a P45
- In this tutorial we will demonstrate how to issue a P45 to an employee ceasing employment.
- Firstly, process their final pay period in the normal way ensuring that all amounts owing to the employee are accounted for – for example holiday pay, back-pay etc.
- Before finalising the pay period, a note can also be added to the employee’s payslip to indicate that this is their final payslip and all amounts owing have been included.
- Finalise the employee’s payslip in the normal manner by selecting ‘Finalise Payslips’ on the menu bar.
- To issue the employee’s P45, click on the ‘Employees’ tab and select the employee’s name on the left.
- Select the ‘P45’ button on the employee’s menu bar. If you have made all final payments to the employee, click ‘Yes’ to continue
- On the P45 screen, enter in the employee’s date of leaving or select from the calendar. This is a mandatory field.
- Ensure that the additional employee information on this screen is correct and amend where necessary. A date of birth will be required before the P45 can be completed.
- Click ‘Continue’ to confirm these details and to commit the employee’s leave date.
- To submit Part 1 of the employee’s P45 to HMRC, now select the ‘Send to HMRC’ tab. Click ‘Start’ to begin the submission. Response messages will be displayed on screen during the submission. As soon as the file is received and accepted by HMRC, a success response will be displayed.
- To print or export the employee’s P45, select the ‘Print/Export’ tab. Select which parts of the P45 you wish to print or export and click ‘Continue’. Parts 1A and 2 can be printed or exported for the employee as well as a copy of Part 1 for the employer to keep on file.
- On the next screen, the selected parts of the P45 will be displayed on screen. When ready, choose the ‘Print’ or ‘Export XPS’ option, as required.
- After a P45 has been issued, the employee record will be updated to state that they are no longer employed and they will no longer be included in any subsequent payroll period.
- The employee’s payslip history, however, will remain should this need to be viewed at any time.
Reversing a P45
- If a P45 has been issued but not yet submitted to HMRC, the P45 can be reversed if needed. This may be needed for example if an incorrect leave date has been entered or amounts owing to the employee have been accidentally omitted.
- If not already in the P45 screen, select the ‘P45’ button in the employee’s record to access the P45 again.
- At the top of the P45 screen, the employee’s leave date will be displayed. Click the ‘Undo P45’ option next to this to remove the employee’s date of leaving and to reverse the P45.
- Click ‘Cancel’ should you need return to your employee record or to return to the payroll screen.
- The employee will now be added back into the payroll until such time that a P45 is issued again.
- Please note that a P45 cannot be undone once it has been submitted to HMRC.
Running Payroll
- When you are ready to process your payroll, click ‘Payroll’ on the menu bar
- The current pay period is displayed at the top of the screen. Hover over a particular period on the payroll schedule to view the period end date.
- Employees are listed in a summary view. To edit a particular employee’s pay, simply click on the employee name
- When the employee’s payslip view is displayed on screen, enter their pay accordingly. If the employee is paid a basic gross, enter the amount in the field provided. An ‘Edit’ facility is available if you wish to enter an annual salary in order to calculate the equivalent periodic amount or you wish to perform a net to gross calculation. A ‘delete’ option is also available within the Edit facility, should you wish to completely remove a pay item.
- If an employee is hourly paid, the default rate entered in the employee record will be displayed. If this rate still applies, enter the number of hours required. To add more pay items, click the ‘Add’ button and select whether you wish to add a weekly pay amount, a daily pay amount or another hourly rate. To amend an hourly rate, click on the drop down menu and select an option from the list. To enter a customised rate, select ‘Enter rate’ and type in the amount desired.
- If an employee is daily paid, the default rate entered in the employee record will be displayed. Bright Pay will automatically apply the number of days in the period based on the employee’s calendar. For example, if an employee normally works a 5 day week and a day of unpaid leave is entered in their calendar, the daily rate will be applied to 4 days. Should you wish to turn this automatic facility off and manually enter the number of days, simply click the ‘Edit’ button and untick the box.
- To add more pay items, click the ‘Add’ button and select whether you wish to add a weekly pay amount, a daily pay amount or another hourly rate. To amend a daily rate, click on the drop down menu and select an option from the list. To enter a customised rate, select ‘Enter rate’ and type in the amount desired.
- An option is also available to copy payments from a previous pay period. Click on ‘Add’, followed by ‘Copy Payments From…’ and the relevant period number
- To edit an employee’s Tax/ NIC information, an ‘Edit’ button is available on the employee’s payslip. Settings which can be edited within this screen include the employee’s tax code, their National Insurance Table and student loan indicator, as well as their typical daily or hourly rates.
- To add a note to an employee’s payslip, click on the Notes section within the payslip view and type in your narrative. When payslips are finalised, this note will subsequently appear on the payslip.
- After completing an employee’s pay, either return to the summary view by clicking on the tab button to the left of the screen or simply select a name from the list to edit the next employee’s pay.
Payslips and Period Summary
- In this tutorial we will show you the various payslip views available
- Firstly, to view an employee’s projected payslip, click on their name in the summary list to access their payslip. On the right hand side, you will see the employee’s current period payslip totals displayed on screen.
- Should you wish to view the employee’s year to date totals, simply click on the drop down menu at the top right of the screen and select ‘Totals to Date’
- In addition, if you would like to view a step-by-step calculation for a payslip value, select ‘Step-by-Step Calculations’ from the drop down menu, followed by the calculation you wish to see.
- To hide payslip details from view, simply click on the right arrow at the top right of the screen. These can be brought back into view at any time by reselecting one of the payslip options.
- To return to the current period payroll summary, click on the tab button to the left of the screen. If an arrow is displayed next to a pay value, this will indicate either an increase or decrease in that value from the pay period before.
Additions and Deductions
- In this tutorial we will demonstrate how to set up additions and deductions for your employees
- Click ‘Payroll’ on the menu bar and select your employee’s name in the summary view.
- Firstly, to set up both taxable and non-taxable additions click on the ‘Add’ button within the ‘Additions’ section. If applicable, select a preset addition from the list and enter the desired amount. To add a further addition repeat this process. If you wish to add an addition which is not available in the preset list, simply choose ‘Other’, followed by the type of addition you require. Enter a description of your choice and the amount required.
- Should you wish to edit the additions you have set up, simply click the ‘Edit’ button. Here you will find a facility to set an addition to repeat every pay period until you choose to manually remove it or to repeat up to and including a particular pay period in the future.
- If you wish to re-order any additions you have set up, an ‘Ordering’ function is also available here.
- Similarly, to set up both allowable and non-allowable deductions, click on the ‘Add’ button within the ‘Deductions’ section. Select a preset option from the list or choose ‘Other’ to setup a deduction of your own. Enter the amount desired and description, if applicable. To add a further deduction repeat this process
- Should you wish to edit any deductions you have set up, simply click the ‘Edit’ button. Once again, you will find a facility to set a deduction to repeat every pay period until you choose to manually remove it or to repeat up to and including a particular pay period in the future.
- In addition, if you wish to re-order any deductions you have set up, simply use the ‘Ordering’ facility provided
Pension Deductions
- In this tutorial we will demonstrate how to set up an employee pension deduction
- Click ‘Payroll’ on the menu bar and select your employee’s name in the summary view.
- Within the ‘Deductions’ section on the employee’s payslip, click on ‘Add’ and select ‘Pension’. Choose an existing pension from the list or click ‘New Pension Scheme’ to add a new scheme.
- The pension scheme will now appear in the deductions section. A reference can be added if desired. Enter your employee’s contribution and if applicable, any employer or additional voluntary contribution. Pension deductions can be applied on a set amount basis or on a percentage basis. To use the percentage basis, simply change the £ sign to the % sign and enter the applicable percentage rate.
- To add further pensions, click on ‘Add’ again and repeat the process.
- Should you wish to edit any pensions you have set up, simply click the ‘Edit’ button. Here you will find a facility to set a pension to repeat every pay period until you choose to manually remove it or to repeat up to and including a particular pay period in the future.
- If you wish to re-order two or more pensions you have set up, an ‘Ordering’ facility is also available here. Alternatively, if you wish to delete a pension, click ‘Delete’.
Attachment Orders
- To set up an Attachment Order for an employee, click ‘Payroll’ on the menu bar and select your employee’s name in the summary view.
- Within the ‘Deductions’ section on the employee’s payslip, click on ‘Add’ and select ‘Attachment Orders… ’.
- To set up a new Attachment Order, click on ‘Add Attachment Order’ and select the relevant Order from the list.
- Enter a description and reference, if known.
- Under the ‘Dates’ section, enter the date the Order has been made, the date to apply from and the date to stop.
- Where an Order instructs you to deduct a fixed value each period from your employee, enter this in the ‘Amount’ section. Certain Orders, for example Maintenance Attachment of Earnings Orders, may also inform you of the employee’s protected earnings rate and this should be entered in the field provided.
- Where an Order is based on percentage deduction rates instead of fixed values, for example Council Tax Attachment of Earnings Orders or Scottish Earnings Arrestments, Bright Pay will automatically apply the correct percentage rate based on the employee’s net earnings.
- If you wish to deduct a £1 admin charge from your employee’s pay towards your costs for operating the Order, simply tick the box provided.
- Where applicable, if any shortfalls exist at the start or the employee has already paid some of the Order, perhaps in a previous employment, enter these amounts in the relevant fields.
- When ready, click on ‘Save’. The Attachment Order has now been set up.
- Return to the employee’s payslip by closing this screen. The Order will now be displayed within the ‘Deductions’ section. To view or edit this at any time, click the ‘Edit’ button, followed by ‘View/ Edit Details…’
- To add further Attachment Orders for an employee, simply click the ‘Add’ button again and repeat the set-up process.
Allocating Pay Across Departments
- If you have employees assigned to more than one department, their pay can be allocated across these.
- Within the ‘Payroll’ screen, select the employee’s name from the summary list to access their payslip
- Click the ‘Edit’ button within the ‘Pay’ section and set the employee’s weighting in each department by dragging the bars to the percentage required.
- This will facilitate accurate departmental analysis at the reporting stage.
Finalising Payslips
- In this tutorial we will demonstrate how to finalise payslips for a period.
- Once your employees’ payroll details have been entered for the period, click on ‘Finalise Payslip’ at the top of the screen.
- The following screen will indicate the period being finalised and the pay date. Should you wish to amend the pay date, enter in the desired date or choose from the calendar.
- By default, all employees included in the pay period will be marked for updating. If you wish to update all employees at the same time, simply click on ‘OK’. Alternatively, if you only wish to finalise payslips for some of your employees, untick any employees who you do not wish to include in the update and click ‘OK’. These employees can be updated at a later time.
- After clicking ‘OK’, the payroll period will be displayed again. A tick will be displayed next to an employee’s name to indicate that their payslip for this period has been finalised.
- To proceed immediately to the next pay period, simply click the ‘Next Period’ button at the top of the screen or select from the payroll schedule.
- Employee payslips which have not been updated can be finalised at any time in the future. An icon is displayed on the payroll schedule to indicate that employee payslips are still open in a particular period.
Reopening Payslips
- Should you wish to make amendments to employees’ payslips that have already been finalised, these can be re-opened at any stage and processed again.
- To re-open payslips in the last period processed, return to this payroll period by either clicking the ‘Previous Period’ button on the menu bar or by selecting the period on the payroll schedule.
- Click on ‘Re-open Payslips’ to view your list of employees. If you wish to re-open all your employees’ payslips simply click ‘All’, followed by ‘OK’. Alternatively, if you only wish to re-open payslips for some of your employees, tick the employee or employees required and click ‘OK’.
- These payslips will now be available for editing and finalising again.
- To re-open more than one finalised period for one or more of your employees, select the period you wish to go back to on the payroll schedule
- Click on ‘Re-open Payslips’ to view your list of employees. Please note this procedure will re-open all subsequent payroll periods you have finalised for the employees you select.
- If you wish to re-open all your employees’ payslips again simply click ‘All’, followed by ‘OK’. Alternatively, if you only wish to re-open payslips for some of your employees, tick the employee or employees required and click ‘OK’.
- This pay period as well as all subsequent pay periods will now be open for processing the selected employees again.
Finalising the Payroll Year
- In this first tutorial we will guide you through finalising your payroll in order to complete the tax year.
- Before any end-of-year reports can be completed and submitted to HMRC, it will be necessary to ensure that all payroll periods are finalised and fully up-to-date, for example up to and including Week 52, Month 12 etc for all relevant employees.
- In the event that an employee or director has been omitted from the payroll and they are to be included in the P35 submission to HMRC, they can be added and processed at this stage. To do so, first select ‘Employees’ and set up the employee or director in the normal manner. The omission or entry of a start date in the employee’s record will determine the payroll period they will be added to. This will be indicated by the appearance of an employee icon in the relevant starting period on the payroll schedule.
- After setting up the employee details, click the ‘Payroll’ tab and select the employee or director’s starting period on the payroll schedule. Process their pay for this period, then continue to process each period thereafter until their pay details are up-to-date.
- If you process weekly payroll, whether you will have a 53-week payroll year will be dependent on your payroll date schedule, which was set before your first payroll period was processed. For example, if your starting week for the tax year was set as week ending 10th April, 52 pay periods will fall in the tax year and a week 53 will not be needed. If your starting week, however, was set as week ending 6th April, there will be 53 pay periods in the tax year and a Week 53 will be added to your payroll schedule.
- Similarly for fortnightly and 4-weekly payroll, an additional pay period will be added dependent on the payroll date schedule set at the start.
Completing Year End Returns
- As soon as all your payroll has been finalised for the tax year, your year-end reports can be completed.
- To access your year-end reports, select the ‘HMRC’ tab.
- If you would like to review your P32 Employer Payment Record before processing your year-end returns, simply click the ‘P32’ button on the HMRC toolbar. Month 12 on the P32 will indicate the total amount of tax and NIC still outstanding to HMRC, if any.
- To access your P35 and P14 Reports, select the ‘P35/ P14s’ option on the toolbar.
- Complete the Checklist required for your P35 submission by answering each question accordingly.
- In the ‘Additional Information’ section, complete any fields relevant to the company. The information you provide here will also be included in your P35 return.
- If you would like to review or print your P35 and P14s before submitting them to HMRC, this can be done by selecting the ‘Print’ tab. Options available for printing are to print a ‘Complete Return’, incorporating both employer and employee details, a ‘P35 Part Return Only’ or a ‘P14 Part Return Only’. If you wish to print a P14 Part Return Only, you will also be given the option to choose which employees you wish to print a P14 for.
- On selecting one of the three options, the report type you have chosen will be displayed on screen for viewing. Should you wish to print this, simply click the ‘Print’ button at the top of the report.
- Please note that for most employers, HMRC now require that the P35 and P14s are filed electronically, therefore printed copies of these reports are for your reference only.
- In the event that amendments are needed to either employer or employee details, these can be corrected before submission to HMRC. This can be done by returning to the relevant screen and section where the amendment is to be made. For example, to correct an employee’s national insurance number, simply return to the employee’s record and choose the ‘Tax/ NIC’ tab. Amend accordingly and save the changes.
- When ready to submit your P35 and your employees’ P14s to HMRC, select the ‘Send to HMRC’ tab within the P35/P14 function.
- You will be given the option to send a ‘Complete Return’, incorporating both your employer and employee details, to send a ‘P35 Part Return Only’ or to send a ‘P14 Part Return Only’. Although it is recommended by HMRC that a complete year-end return is sent, it is possible to submit part of your year-end return followed by the remainder at a later date.
- After making your selection, click ‘Start’ on the next screen to begin the submission. Response messages will be displayed on screen during the submission. As soon as the file is received and accepted by HMRC, a success response will be displayed.
- When ready to print your employees’ P60s, simply select ‘P60’ on the HMRC toolbar. On the ‘P60 Certificates’ screen you will be given the option to select which employees’ P60s you wish to print. On making your selection, click ‘OK’. Each P60 will be displayed on screen for review. To print, simply click the ‘Print’ button at the top of the screen.
Statutory Sick Pay
- To enter Statutory Sick Pay for an employee in Bright Pay, select ‘Payroll’ followed by the employee’s name on the left to access their payslip
- Under ‘Statutory Pay’, click the ‘Calendar’ button and on the employee’s calendar, select the date range the employee is out sick
- Click the ‘Sick’ leave option at the bottom right of the screen to apply the sick leave. The number of Qualifying Days, Waiting Days & Statutory Sick Pay Days will be displayed on the screen.
- Press ‘Close’ to return to the employee’s payslip. If sufficient historical payroll data is present for the employee, Bright Pay will automatically calculate the employee’s average weekly earnings and apply any Statutory Sick Pay due to them.
- If sufficient historical payroll data isn’t available within Bright Pay to calculate the employee’s average weekly earnings but you are aware that they are entitled to receive statutory sick pay based on previous payroll records, simply click on the ‘Edit’ button and tick to ‘override the average weekly earnings calculation’.
- Similarly, if you are aware that the employee is not entitled to any Statutory Sick Pay in this sick leave, tick the box provided within the ‘Edit’ facility.
- Bright Pay will continue to apply any Statutory Sick Pay due until the sick leave end date.
Statutory Maternity Pay
- This tutorial will demonstrate how to enter Maternity Leave and Statutory Maternity Pay for a female employee.
- Firstly, select ‘Payroll’ followed by the employee’s name on the left to access their payslip
- Under ‘Statutory Pay’, click the ‘Calendar’ button and on the employee’s calendar, select the baby’s expected birth date
- Click the ‘Parenting Leave’ option at the bottom right of the screen and choose ‘Maternity Leave’ from the list
- On the Maternity Leave screen, complete the Dates section accordingly and select the employee’s length of leave from the drop down menu. The employee’s expected week of childbirth and qualifying week will automatically be calculated.
- Should the employee be absent due to a pregnancy-related illness before her maternity leave begins, enter the illness start date in the field provided. If her absence continues into or starts within the four-week period beginning on the Sunday of the 4th week before the expected week of childbirth, her maternity leave and statutory maternity payments, if entitled, will begin automatically from this point. Her length of leave will also be updated to reflect this and can be amended if necessary.
- Under the ‘Payment, Entitlement & Calculation’ section, select the payment method you would like to apply for the employee’s SMP – either according to statutory pay weeks or by aligning to the employee’s pay period.
- Bright Pay will automatically calculate the employee’s average weekly earnings to determine whether the employee is entitled to SMP. However should you wish to override this automatic calculation, simply untick the box provided and manually enter the employee’s average weekly earnings.
- To retain the information entered, click ‘Save’. The employee’s calendar will automatically be updated with their maternity leave.
- Press ‘Close’ to return to the employee’s payslip. Bright Pay will automatically calculate and apply any SMP due when the maternity leave period begins.
- In the event that sufficient historical payroll data isn’t available within Bright Pay to calculate the employee’s average weekly earnings but you are aware that they are entitled to receive SMP based on previous payroll records, simply click on the ‘Edit’ button and tick to ‘override the average weekly earnings calculation’, followed by the average weekly earnings amount.
- To view or edit the employee’s maternity leave details at any time, click ‘Edit’ followed by ‘View/ Edit Details … ‘
- Bright Pay will continue to apply any SMP due until the maternity leave end date is reached.
- Should an employee attend work during her maternity leave, she will be able to work for up to 10 days without losing any SMP. These days are known as ‘Keeping In Touch’ days.
- To record Keeping In Touch days, firstly click the ‘Calendar’ button within the ‘Statutory Payments’ section on the employee’s payslip.
- On the employee’s calendar, highlight the day or days the employee is attending work, then select the ‘Keep In Touch Day’ option on the right hand side.
- Once an employee has used up her 10 Keeping in Touch days, she will lose a week’s SMP for any further week in which she works during her maternity leave. Bright Pay will automatically apply this rule in the payroll when the number of keeping in touch days entered on an employee’s calendar exceeds 10.
Ordinary Statutory Paternity Pay (Birth)
- In this tutorial we will demonstrate how to enter Ordinary Statutory Paternity Leave after a baby is born and apply Ordinary Statutory Paternity Pay for an employee.
- Firstly, select ‘Payroll’ followed by the employee’s name on the left to access their payslip
- Under ‘Statutory Pay’, click the ‘Calendar’ button and on the employee’s calendar, select the baby’s expected birth date
- Click the ‘Parenting Leave’ option at the bottom right of the screen and choose ‘Ordinary Paternity Leave’ from the list
- On the Ordinary Paternity Leave screen, complete the Dates section accordingly and select the employee’s length of leave from the drop down menu. The expected week of childbirth and qualifying week will automatically be calculated.
- Under the ‘Payment, Entitlement & Calculation’ section, select the payment method you would like to apply for the employee’s OSPP – either according to statutory pay weeks or by aligning to the employee’s pay period.
- Bright Pay will automatically calculate the employee’s average weekly earnings to determine whether the employee is entitled to OSPP. However should you wish to override this automatic calculation, simply untick the box provided and manually enter the employee’s average weekly earnings.
- To retain the information entered, click ‘Save’. The employee’s calendar will automatically be updated with their ordinary paternity leave.
- Press ‘Close’ to return to the employee’s payslip. Bright Pay will automatically calculate and apply any OSPP due when the ordinary paternity leave period begins.
- In the event that sufficient historical payroll data isn’t available within Bright Pay to calculate the employee’s average weekly earnings but you are aware that they are entitled to receive OSPP based on previous payroll records, simply click on the ‘Edit’ button and tick to ‘override the average weekly earnings calculation’, followed by the average weekly earnings amount.
- To view or edit the employee’s paternity leave details at any time, click ‘Edit’ followed by ‘View/ Edit Details … ‘
- Bright Pay will continue to apply any OSPP due until the ordinary paternity leave end date is reached.
- In the event that an employee decides to work in any week of their paternity leave period, they will no longer be entitled to that week’s statutory paternity payment.
- To record any day that an employee works during their ordinary paternity leave, click the ‘Calendar’ button within the ‘Statutory Payments’ section on the employee’s payslip.
- On the employee’s calendar, highlight the day or days the employee is attending work, and then select the ‘Return To Work Day’ option on the right hand side.
- Bright Pay will automatically apply the rule in the payroll that no OSPP is payable for any week in which the employee works.
Ordinary Statutory Paternity Pay (Adoption)
- In this tutorial we will demonstrate how to enter Ordinary Statutory Paternity Leave after a child is placed for adoption and apply Ordinary Statutory Paternity Pay for an employee.
- Firstly, select ‘Payroll’ followed by the employee’s name on the left to access their payslip
- Under ‘Statutory Pay’, click the ‘Calendar’ button and on the employee’s calendar, select the child’s placement date
- Click the ‘Parenting Leave’ option at the bottom right of the screen and choose ‘Ordinary Paternity Leave (Adoption)’ from the list
- On the next screen, complete the Dates section accordingly and select the employee’s length of leave from the drop down menu. The Matching Week will automatically be calculated.
- Under the ‘Payment, Entitlement & Calculation’ section, select the payment method you would like to apply for the employee’s OSPP – either according to statutory pay weeks or by aligning to the employee’s pay period.
- Bright Pay will automatically calculate the employee’s average weekly earnings to determine whether the employee is entitled to OSPP. However should you wish to override this automatic calculation, simply untick the box provided and manually enter the employee’s average weekly earnings.
- To retain the information entered, click ‘Save’. The employee’s calendar will automatically be updated with their ordinary paternity leave.
- Press ‘Close’ to return to the employee’s payslip. Bright Pay will automatically calculate and apply any OSPP due when the ordinary paternity leave period begins.
- In the event that sufficient historical payroll data isn’t available within Bright Pay to calculate the employee’s average weekly earnings but you are aware that they are entitled to receive OSPP based on previous payroll records, simply click on the ‘Edit’ button and tick to ‘override the average weekly earnings calculation’, followed by the average weekly earnings amount.
- To view or edit the employee’s paternity leave details at any time, click ‘Edit’ followed by ‘View/ Edit Details … ‘
- Bright Pay will continue to apply any OSPP due until the ordinary paternity leave end date is reached.
- In the event that an employee decides to work in any week of their paternity leave period, they will no longer be entitled to that week’s statutory paternity payment.
- To record any day that an employee works during their ordinary paternity leave, click the ‘Calendar’ button within the ‘Statutory Payments’ section on the employee’s payslip.
- On the employee’s calendar, highlight the day or days the employee is attending work, and then select the ‘Return To Work Day’ option on the right hand side.
- BrightPay will automatically apply the rule in the payroll that no OSPP is payable for any week in which the employee works.
Additional Statutory Paternity Pay (Birth)
- In this tutorial we will demonstrate how to enter Additional Statutory Paternity Leave for eligible employees and how to apply Additional Statutory Paternity Pay for Birth.
- Firstly, select ‘Payroll’ followed by the employee’s name on the left to access their payslip
- Under ‘Statutory Pay’, click the ‘Calendar’ button and on the employee’s calendar, select the start of leave date.
- Click the ‘Parenting Leave’ option at the bottom right of the screen and choose ‘Additional Paternity Leave’ from the list
- On the Additional Paternity Leave screen, complete the ‘Mother’s Statutory Maternity Pay/ Maternity Allowance’ details accordingly.
- The expected week of childbirth, qualifying week and the last day of the 39th week of the Maternity Pay Period will be automatically calculated.
- Under ‘Additional Paternity Leave Dates’, ensure the employee’s start of leave date is correct. The start of leave date must be no sooner than twenty weeks after the birth date and there must be at least two weeks of the Maternity Pay Period remaining. Also select the employee’s length of leave from the drop down menu.
- Under the ‘Payment, Entitlement & Calculation’ section, select the payment method you would like to apply for the employee’s ASPP – either according to statutory pay weeks or by aligning to the employee’s pay period.
- Bright Pay will automatically calculate the employee’s average weekly earnings to determine whether the employee is entitled to ASPP. However should you wish to override this automatic calculation, simply untick the box provided and manually enter the employee’s average weekly earnings.
- To retain the information entered, click ‘Save’. The employee’s calendar will automatically be updated with their additional paternity leave.
- Press ‘Close’ to return to the employee’s payslip. Bright Pay will automatically calculate and apply any ASPP due when the additional paternity leave period begins.
- In the event that sufficient historical payroll data isn’t available within Bright Pay to calculate the employee’s average weekly earnings but you are aware that they are entitled to receive ASPP based on previous payroll records, simply click on the ‘Edit’ button and tick to ‘override the average weekly earnings calculation’, followed by the average weekly earnings amount.
- To view or edit the employee’s additional paternity leave details at any time, click ‘Edit’ followed by ‘View/ Edit Details … ‘
- Bright Pay will continue to apply any ASPP due until the additional paternity leave end date is reached.
- Should an employee attend work during their additional paternity leave, they will be able to work for up to 10 days without losing any ASPP. These days are known as ‘Keeping In Touch’ days.
- To record Keeping In Touch days, firstly click the ‘Calendar’ button within the ‘Statutory Payments’ section on the employee’s payslip.
- On the employee’s calendar, highlight the day or days the employee is attending work, then select the ‘Keep In Touch Day’ option on the right hand side.
- Once an employee has used up their 10 Keeping in Touch days, they will lose a week’s ASPP for any further week in which they work during their additional paternity leave. Bright Pay will automatically apply this rule in the payroll when the number of keeping in touch days entered on an employee’s calendar exceeds 10.
Additional Statutory Paternity Pay (Adoption)
- In this tutorial we will demonstrate how to enter Additional Statutory Paternity Leave for eligible employees and how to apply Additional Statutory Paternity Pay for Adoption.
- Firstly, select ‘Payroll’ followed by the employee’s name on the left to access their payslip
- Under ‘Statutory Pay’, click the ‘Calendar’ button and on the employee’s calendar, select the start of leave date.
- Click the ‘Parenting Leave’ option at the bottom right of the screen and choose ‘Additional Paternity Leave (Adoption)’ from the list
- On the Additional Paternity Leave (Adoption) screen, complete the ‘Adopter’s Statutory Adoption Pay’ section accordingly.
- The Matching Week and the last day of the 39th week of the Adoption Pay Period will be automatically calculated.
- Under ‘Additional Paternity Leave Dates’, ensure the employee’s start of leave date is correct. The start of leave date must be no sooner than twenty weeks after the placement date and there must be at least two weeks of the Adoption Pay Period remaining. Also select the employee’s length of leave from the drop down menu.
- Under the ‘Payment, Entitlement & Calculation’ section, select the payment method you would like to apply for the employee’s ASPP – either according to statutory pay weeks or by aligning to the employee’s pay period.
- Bright Pay will automatically calculate the employee’s average weekly earnings to determine whether the employee is entitled to ASPP. However should you wish to override this automatic calculation, simply untick the box provided and manually enter the employee’s average weekly earnings.
- To retain the information entered, click ‘Save’. The employee’s calendar will automatically be updated with their additional paternity leave.
- Press ‘Close’ to return to the employee’s payslip. Bright Pay will automatically calculate and apply any ASPP due when the additional paternity leave period begins.
- In the event that sufficient historical payroll data isn’t available within Bright Pay to calculate the employee’s average weekly earnings but you are aware that they are entitled to receive ASPP based on previous payroll records, simply click on the ‘Edit’ button and tick to ‘override the average weekly earnings calculation’, followed by the average weekly earnings amount.
- To view or edit the employee’s additional paternity leave details at any time, click ‘Edit’ followed by ‘View/ Edit Details … ‘
- Bright Pay will continue to apply any ASPP due until the additional paternity leave end date is reached.
- Should an employee attend work during their additional paternity leave, they will be able to work for up to 10 days without losing any ASPP. These days are known as ‘Keeping In Touch’ days.
- To record Keeping In Touch days, firstly click the ‘Calendar’ button within the ‘Statutory Payments’ section on the employee’s payslip.
- On the employee’s calendar, highlight the day or days the employee is attending work, then select the ‘Keep In Touch Day’ option on the right hand side.
- Once an employee has used up their 10 Keeping in Touch days, they will lose a week’s ASPP for any further week in which they work during their additional paternity leave. Bright Pay will automatically apply this rule in the payroll when the number of keeping in touch days entered on an employee’s calendar exceeds 10.
Statutory Adoption Pay
- In this tutorial we will demonstrate how to enter Adoption Leave and Statutory Adoption Pay for an employee.
- Firstly, select ‘Payroll’ followed by the employee’s name on the left to access their payslip
- Under ‘Statutory Pay’, click the ‘Calendar’ button and on the employee’s calendar, select the child’s placement date
- Click the ‘Parenting Leave’ option at the bottom right of the screen and choose ‘Adoption Leave’ from the list
- On the Adoption Leave screen, complete the Dates section accordingly and select the employee’s length of leave from the drop down menu. The Matching Week will automatically be calculated.
- Under the ‘Payment, Entitlement & Calculation’ section, select the payment method you would like to apply for the employee’s SAP – either according to statutory pay weeks or by aligning to the employee’s pay period.
- Bright Pay will automatically calculate the employee’s average weekly earnings to determine whether the employee is entitled to SAP. However should you wish to override this automatic calculation, simply untick the box provided and manually enter the employee’s average weekly earnings.
- To retain the information entered, click ‘Save’. The employee’s calendar will automatically be updated with their adoption leave.
- Press ‘Close’ to return to the employee’s payslip. Bright Pay will automatically calculate and apply any SAP due when the adoption leave period begins.
- In the event that sufficient historical payroll data isn’t available within Bright Pay to calculate the employee’s average weekly earnings but you are aware that they are entitled to receive SAP based on previous payroll records, simply click on the ‘Edit’ button and tick to ‘override the average weekly earnings calculation’, followed by the average weekly earnings amount.
- To view or edit the employee’s adoption leave details at any time, click ‘Edit’ followed by ‘View/ Edit Details … ‘
- Bright Pay will continue to apply any SAP due until the adoption leave end date is reached.
- Should an employee attend work during the adoption leave period, they will be able to work for up to 10 days without losing any SAP. These days are known as ‘Keeping In Touch’ days.
- To record Keeping In Touch days, firstly click the ‘Calendar’ button within the ‘Statutory Payments’ section on the employee’s payslip.
- On the employee’s calendar, highlight the day or days the employee is attending work, then select the ‘Keep In Touch Day’ option on the right hand side.
- Once an employee has worked for 10 Keeping in Touch days, they will lose a week’s SAP for any further week in which they work during their adoption leave. Bright Pay will automatically apply this rule in the payroll when the number of keeping in touch days entered on an employee’s calendar exceeds 10.
Reporting and Analysis
- In this video we will demonstrate how the ‘Analysis’ function can be used to generate and create payroll reports.
- Firstly, to access the reporting function select the ‘Analysis’ tab.
- A number of pre-set reports have already been set up for your use and can be found within the ‘Favourite Reports’ section on the analysis toolbar. These reports represent the most common payroll reports generally used.
- To view any of these reports, simply click on the report of your choice. To run the report without making any changes to the parameters, select ‘Run Report’ at the bottom of the screen.
- Should you wish to redefine the parameters of a report, simply click ‘Redefine’ in the ‘Current Report’ section on the anaylsis toolbar.
- Amend the parameters as desired and click ‘Run Report’ to view again.
- Should you wish to create your own customised report, simply select the ‘New Report’ option from the anaylsis toolbar.
- Firstly, enter a ‘Report Name’ of your choice
- Under the ‘Dates’ column, choose the period or periods you wish to run the report for using the drop down menus.
- If you only wish to view totals for the period you have selected simply un-tick the ‘show separate results for each’ box
- To show aggregate results for each separate period tick the fields required or alternatively untick this option if you do not wish to see any.
- Likewise, to show aggregate results for all periods simply tick each field required or untick this option if you do not wish to see any.
- Under the ‘Employees’ column, select the employees you wish to include in the report.
- If you have employees assigned to departments, tick to ‘show department totals’ if you would like your report to also include a departmental breakdown.
- Now select the information you would like to view in your report from the list within the ‘Columns’ section. To clear the current settings, simply click the ‘Select None’ button to begin again.
- Under ‘Order Results By’, select the fields you would like your information to be ordered by. More fields can be added or deleted as per your requirements. The fields you have chosen can also be further sorted in ascending or descending order by using the arrow keys.
- Once you have chosen your report parameters, simply click ‘Run Report’ to view.
- Should you wish to change the parameters of your report, simply click ‘Redefine’ in the ‘Current Report’ section on the anaylsis toolbar. Amend as desired and click ‘Run Report’ to view again.
- If you would like to save a report you have generated, simply select ‘Save’ on the Analysis Toolbar.
- Type in a report name of your choice
- Under ‘Save Options’, select whether you wish the program to automatically use the latest dates each time the report is opened or to save and use the exact dates you have specified
- Likewise, select whether you wish the program to automatically select all relevant employees each time the report is opened or to save and use the exact employees you have selected yourself
- Should you wish to add the report to the ‘Favourites’ section for future use, simply tick the box provided under ‘Analysis Toolbar’
- Click ‘OK’ to save the report.
- To subsequently re-open a report that hasn’t been saved as a favourite, select the ‘Open’ button on the analysis toolbar and choose from the listing.
- The ‘Analysis’ function also allows for more than one report to be opened and viewed at the same time. This can be done by continuing to select the reports desired from the analysis toolbar.
- Once reports have been saved, these can be managed at any time using the ‘Manage Reports’ option on the toolbar. This facility provides the option to mark or unmark reports as favourites and to delete any reports no longer needed.
- To print a report you have generated, simply click ‘Print’ on the analysis toolbar and select ‘Print Current Report…’ A print preview of the report will appear. Press ‘Print’ again to print out the report.
- Should you need to change the orientation, paper size or print margins for the report, these can be amended by clicking ‘Print’ on the analysis toolbar and selecting ‘Page Setup’.
- To export a report to file (e.g. Excel), to Document or to Clipboard, simply click ‘Export’ on the anaylsis toolbar and select the option required. Save the report to a location of your choice, where applicable.
