Adding/ Amending Savings Schemes

This utility allows users to set up default Savings Schemes that will be available for selection when processing each employee’s payslip.  


1) To add a new Savings Scheme – select Savings Schemes on the menu toolbar, followed by New. Complete all required fields accordingly and click Save.





2) To view or edit a Savings Scheme – select Savings Schemes on the menu toolbar. Select the savings scheme from the listing and view/ amend accordingly. Click Save Changes.

3) To delete a Savings Scheme – first select Savings Schemes on the menu toolbar. Select the savings scheme from the listing and click Delete on the menu toolbar. Click Yes to confirm you wish to delete the savings scheme.





4) To view which employees have been assigned to a particular Savings Scheme - select Savings Schemes on the menu toolbar, followed by Where Is It Used?. Select the savings scheme from the listing. Employees who have been assigned to the savings scheme chosen will be displayed on screen. 





To view the pay periods in which an employee has been assigned to this scheme, click on the employee's name to display the periods on screen. The payslip for any of the pay periods displayed on screen can be individually viewed by clicking on the pay period you wish to view.

Need help? Support is available at 0845 300 4304 or support@brightpay.co.uk.

Important Information for MAC UsersInstalling BrightPayImporting From The Previous Tax YearMoving to BrightPay from another payroll softwareEmployer DetailsEmployee DetailsProcessing PayrollPayroll CalendarPayslip TranslationsMaking Corrections to PayrollPre-paying an EmployeeScheduling Future PaymentsSwitching an Employee's Pay FrequencyRTICommon HMRC Error MessagesHMRC PaymentsAnalysisStartersLeaversStudent Loan DeductionsStatutory PaymentsPensionsAttachment of EarningsPayroll GivingDirectorsEmployee CalendarHolidaysTaxScottish Rate of Income Tax (SRIT)National InsuranceEmployment AllowanceNational Minimum Wage and National Living WageRates & Thresholds at a GlanceYear EndPayrolling BenefitsBacking Up/ Restoring Your PayrollBrightPay Licence Terms and ConditionsConstruction Industry Scheme (CIS)Ordering for The New Tax YearAutomatic EnrolmentBrightPay Cloud