Additional Employer Information

ENTERING ADDITIONAL EMPLOYER INFORMATION

To access this utility, click Employer. Sections available for completing/ editing are:

1) Employer Details - if not already entered, complete or amend this section accordingly

2) Tax/ PAYE - complete this section accordingly. Please note an Employer PAYE Reference is a compulsory field

3) Typical Employee Settings - if these were not set at the time of setting up the employer,this section allows the user to create settings that will be used as the default when adding a new employee. They can of course be changed on an individual basis if required. These settings are:

a) Typical Pay Frequency

b) Typical Pay Basis

c) Typical Pay Method

d) Typical Holiday Entitlement Method

e) Typical Days Holiday in Year

f) Typical Working Days

Default Payslip options:

a) Tax refunds - by default, the payroll system will not give a tax refund to an employee who has zero pay. If you wish to give your employees who are on a cumulative basis a tax refund when their pay is zero simply un-tick this box.

b) Sick Pay - if your company has its own Sick Pay Scheme and you wish to operate your own scheme rather than HMRC's Statutory Sick Pay scheme, tick this box to not pay SSP by default.

4) HMRC Online Filing - in order to submit your employer returns online using BrightPay, this section must be completed.

a) Sender Type - select your sender type from the drop down menu

b) Security Credentials - enter your Sender ID and Password. This information is provided by the HMRC

c) Contact Details - enter your contact details as required by the HMRC for online filing

Adding/ Amending Departments

1) To add a new Department – select this option on the menu toolbar. Type in the desired department name and click Save.

2) To view or edit a Department – select this option on the menu toolbar. Select the department name from the department listing. View and amend accordingly. Click Save Changes.

3) To delete a Department – first select View or Edit Department on the menu toolbar. Select the department name from the department listing and click Delete on the menu toolbar. Click Yes to confirm you wish to delete the department.

Adding/ Amending an Employer Bank Account

1) To add a new Bank Account – select this option on the menu toolbar. Complete all required fields accordingly and click Save.

2) To view or edit a Bank Account – select this option on the menu toolbar. Select the bank account name from the listing and view/ amend accordingly. Click Save Changes.

3) To delete a Bank Account – first select View or Edit Bank Account on the menu toolbar. Select the bank account name from the listing and click Delete on the menu toolbar. Click Yes to confirm you wish to delete the bank account.

Adding/ Amending Pension Schemes

1) To add a new Pension Scheme – select this option on the menu toolbar. Complete all required fields accordingly and click Save.

2) To view or edit a Pension Scheme – select this option on the menu toolbar. Select the pension scheme from the listing and view/ amend accordingly. Click Save Changes.

3) To delete a Pension Scheme – first select View or Edit Pension Scheme on the menu toolbar. Select the pension scheme from the listing and click Delete on the menu toolbar. Click Yes to confirm you wish to delete the pension scheme.

Adding/ Amending a Holiday Fund

1) To add a new Holiday Fund – select this option on the menu toolbar. Complete all required fields accordingly and click Save.

2) To view or edit a Holiday Fund – select this option on the menu toolbar. Select the holiday fund from the listing and view/ amend accordingly. Click Save Changes.

3) To delete a Holiday Fund – first select View or Edit Holiday Fund on the menu toolbar. Select the holiday fund from the listing and click Delete on the menu toolbar. Click Yes to confirm you wish to delete the holiday fund.