NOTE: You are viewing documentation for a previous tax year version of BrightPay. Click here to view the documentation for the current 2024/25 tax year version.

Importing from SAGE

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Important Information for MAC Users Installing BrightPay

Installing the software on to your PC Setting Up BrightPay for Multiple Users Download Sample Employer Files Transferring BrightPay from one PC to another

Importing From The Previous Tax Year Moving to BrightPay from another payroll software

Preparing for your move to BrightPay - Useful Guidance List of Employee Data that can be Imported into BrightPay Moving to BrightPay mid-year - Recoverable Amounts to Date Moving to BrightPay mid-year - Employment Allowance Moving to BrightPay - Continuing Auto Enrolment from a previous software Importing from HMRC Basic PAYE Tools Importing from IRISImporting from MoneysoftImporting from SAGE Importing using a CSV File - Other software Importing using an FPS File - Other Software

Employer Details

Adding a New Employer Adding/ Amending Employer Details Adding/ Amending Departments Adding/ Amending Hourly Rates Adding/ Amending Daily Rates Adding/ Amending Addition Types Adding/ Amending Deduction Types Adding/ Amending Savings Schemes Adding/ Amending Bank Accounts

Employee Details

Personal Employment Payment Tax, NICs, RTI HR Coding Notices Importing Employees from a CSV File

Processing Payroll

Weekly Payroll Fortnightly Payroll 4-weekly Payroll Monthly Payroll Quarterly Payroll Annual/Yearly Payroll Net to Gross Payments Allocating An Employee's Pay across Departments Processing Pension Deductions (outside of AE)Importing Pay Data from a CSV File Additions and Deductions Zeroising Payslips Finalising Payslips Printing Payslips Emailing Payslips Exporting Payslips Paying Employees Childcare Vouchers

Payroll Calendar Payslip Translations Making Corrections to Payroll

Re-opening Payslips Re-defining Schedule of Periods

Pre-paying an Employee Scheduling Future Payments Switching an Employee's Pay Frequency RTI

Reporting Contracted Hours - Hourly Bands for FPS Full Payment Submission (FPS)Employer Payment Summary (EPS)NINO Verification Request (NVR)Additional FPS Earlier Year Update (EYU)

Common HMRC Error Messages HMRC Payments

Recording Payments to HMRC P30 & P32

Analysis

Saved Reports Creating a New Report Viewing Reports Editing Reports Saving Reports Printing Reports Exporting Reports

Starters

Setting up a new employee mid-year New Starter Checklist Tax Codes to use for New Employees New Starters and Recruitment Templates

Leavers

Processing a Leaver Processing Payments After Leaving

Student Loan Deductions Statutory Payments

Statutory Sick Pay Statutory Maternity Pay Statutory Adoption Pay Statutory Paternity Pay (Birth)Statutory Paternity Pay (Adoption)Statutory Shared Parental Pay (Birth)Statutory Shared Parental Pay (Adoption)

Pensions

COSR Pensions Freestanding AVCs Group Pension Policy Personal Pensions Stakeholder Pensions

Attachment of Earnings

Attachment of Earnings (Northern Ireland)Child Support Deductions from Earnings Order (DEO)Civil Judgment Debt Attachment of Earnings Order (County Court)Council Tax Attachment of Earnings Order (CTAEO)Current Maintenance Arrestment (CMA)Direct Earnings Attachment Earnings Arrestment (EA) (Scotland)Magistrates Court Attachment of Earnings Order Maintenance Attachment of Earnings Order Other Attachment of Earnings Orders

Payroll Giving Directors

Setting Up a Director Directors' NIC Directors appointed during the Tax Year

Employee Calendar Holidays

Processing Holiday Pay Recording Annual Leave on the Calendar Annual Leave Entitlement Methods in BrightPay Viewing/ Printing Employees' Annual Leave Entitlement Holiday Entitlements - Useful Information Annual Leave Request Form

Tax

Tax Codes - The Basics Tax Rates and Bands Marriage Allowance Scottish Rate of Income Tax (SRIT)

Scottish Rate of Income Tax (SRIT)National Insurance

NIC Category Letters NIC Thresholds & Rates Directors' NICs State Pension Age

Employment Allowance National Minimum Wage and National Living Wage Rates & Thresholds at a Glance

Rates & Thresholds 2015-16 Rates & Thresholds 2016-17

Year End

Year-End Procedure For Tax Year 2013-14 Year-End Procedure for Tax Year 2014-15 Year-End Procedure for Tax Year 2015-16 Year-End Procedure for Tax Year 2016-17

Backing Up/ Restoring Your Payroll BrightPay Licence Terms and Conditions Construction Industry Scheme (CIS)Ordering for The New Tax Year Automatic Enrolment

Entering your Staging Date in BrightPay Entering your Pension Scheme in BrightPay Performing a Pre Staging Assessment in BrightPay Processing Eligible Jobholders in BrightPay Processing Non-Eligible Jobholders in BrightPay Processing Entitled Workers in BrightPay Postponing Employees in BrightPay Batch Processing of Employees in BrightPay Processing Opt-out Notices in BrightPay Preparing Enrolment Files/ Contribution Files in BrightPay Applying a Salary Sacrifice Arrangement in BrightPay Dedicated Pension Providers in BrightPay - GuidanceAutomatic Enrolment - Useful GuidanceSalary Sacrifice for Auto Enrolment

BrightPay Cloud

BrightPay Cloud - Overview Registering for BrightPay Cloud Connecting an Employer to BrightPay Cloud Customising your BrightPay Cloud Account Assigning a New User in BrightPay Cloud Editing/Deleting a User from BrightPay Cloud Enabling Employee Access to Self Service Configuring Employee Self Service Options Disabling/Editing Employee Access to Self Service Inviting Employees to use Self Service Automated Cloud Backup Restoring from a Cloud Backup Employer Self Service PortalEmployee Self Service Portal

Expenses & Benefits

Payrolling BenefitsP11D & P11D(b)

Importing from SAGE

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