NOTE: You are viewing documentation for a previous tax year version of BrightPay. Click here to view the documentation for the current 2019/20 tax year version.

Batch Processing of Employees

15/16 BrightPay facilitates the batch processing of employees who have the same automatic enrolment settings, thus eliminating the requirement to automatically enrol, postpone, etc. employees on an individual level.

 

Batch Enrolment

 

  • At the time of enrolling an eligible jobholder, you will have the option to enrol other eligible jobholders with the same settings: 

 

 

  • Simply select the employees who you wish to enrol and click ‘Ok’ to complete their enrolment all at the same time:

 

 

  • In the same manner, you will also be given the option to batch process the enrolment letters which BrightPay will automatically generate for each employee enrolled. Simply select Print/Export on an enrolled employee's Automatic Enrolment screen followed by Print letters for multiple employees:

 

 

  • Select the employees for whom you wish to print their letters and click OK. The selected employees' enrolment letters will be displayed on screen, which can subsequently be printed or exported to PDF, as required.

  • To then indicate that you have communicated with the employees, under Mark as Done, select For Multiple Employees:

 

 

  • Select the applicable employees and click OK.

 

 

 Batch Postponement

 

In a similar manner, more than one employee can be postponed at the same time. 

  • At the time of postponing one employee, you will have the option to postpone multiple employees with the same settings:

 

  • Likewise, you will also be given the option to batch process the postponement notices which BrightPay will automatically generate for each employee postponed. Simply select Print/Export on a postponed employee's Automatic Enrolment screen followed by Print notices for multiple employees:

  • Select the employees for whom you wish to print their notices and click OK. The selected employees' postponement notices will be displayed on screen, which can subsequently be printed or exported to PDF, as required.
  • To then indicate that you have communicated with the employees, under Mark as Done, select For Multiple Employees:

 

 

  • Select the applicable employees and click OK.

 

 

Batch Exemption

 

Where exemption applies, at the time of exempting one employee, you will be given the option to exempt multiple employees with the same settings:

 

  • Select the employees for whom exemption applies and click Mark Selected Employees as Exempt to complete the action.

 

Need help? Support is available at 0345 9390019 or support@brightpay.co.uk.

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