We speak to payroll bureaus all of the time, always keen to hear what their biggest challenges are and how we can help make their job easier, and one of the most common issues we hear is that requesting payroll information from clients can be an inefficient, time-consuming and often, frustrating process. And we understand why.
For any payroll bureau, getting payroll approved by clients can be a tiresome process. Despite meticulous attention to detail, finding mistakes in the payroll is common. Even the most detail-oriented clients are prone to forgetting to let you know that James had to take a week off with the flu, or that Michelle’s maternity leave started early. As a result, it isn’t until you hand over the so-called finalised payroll to the client that these changes are brought to your attention and you’ve got to go back and make the (often, many) appropriate changes. Sound familiar?
The good news is that BrightPay Connect makes this process so much simpler and reduces the chances of such omitted information (and the time it takes to get that final payroll approval) significantly. As such, it has become a must-have tool for bureaus big and small who want to streamline their payroll entry and approval process and increase efficiency with their clients.
Not to be confused with the payroll software, BrightPay Connect is an add-on feature which is purchased separately and works alongside BrightPay payroll software. As such, it offers a range of features not made available through the payroll software alone. These include an employee app, an employer dashboard, a secure online portal and much more. While BrightPay’s payroll software looks after the day to day tasks involved in payroll management, BrightPay Connect offers extra benefits, not least of which is it’s payroll entry and approval feature.
Getting payroll information from clients has never been as easy thanks to Connect. From your bureau dashboard you can send a payroll entry request to one client at a time, or in batch form to dozens/hundreds of clients in the same amount of clicks. You simply select the clients from a drop-down menu and send your requests, instantly.
A real-time dashboard also lets you see what requests you’ve sent out and breaks them down into requests that have been responded to by the client, and requests for which you’re still waiting for a response.
On the client’s end, they will receive a notification on their online employer dashboard that lets them know they need to enter or upload their employee’s pay information for the pay period. The client can add new employees here too, and there’s a user-friendly comment section where they can leave any notes that they’d like to share with you, cutting out the need for endless back and forth emails.
Once you’ve received the payroll entry from your clients, complete with their employee’s pay information, the bureau can review the information that has been entered by the client and apply this information in BrightPay Payroll Software at the click of a button. All communications between the payroll bureau and the client are automatically tracked in the online audit trail on BrightPay Connect.
From this point you can finalise the payslips or if you wish to get the payroll signed off by the client, you can send them a payroll approval request. This allows you to securely send a payroll summary to the client for them to review before you send the payslips to the employees.
Similar to the payroll entry request, the client will receive their payroll approval request on their online client dashboard instantly and can choose to either approve or reject the payroll. Either way, your dashboard will update automatically to let you know and the audit trail keeps a complete time-stamped record of all requests, protecting both your bureau and your client.
Want to learn more about BrightPay Connect and how it’s sophisticated payroll entry and approval functionality can transform your payroll processes? Book a free online demo here for a detailed walkthrough of everything the portal can offer you and your clients.