To add a new subcontractor to the BrightPay software, select CIS > Subcontractors > New.
Complete the Additional Details for a subcontractor as follows:
If desired, enter a works number - this is an optional field. If a works number is not entered, BrightPay will generate one for the purpose of the HMRC submissions.
Secure PDF Password
If the subcontractor wishes to receive password protected payment & deduction statements by email, enter the password that will be needed by the email recipient in order to open and view these attachments when received.
Add Department Association
To allocate a subcontractor to a department, click on "Add Department Association" and choose the desired departmental name from the drop down menu. If the relevant department has not yet been set up, simply set this up within Employer > Departments > New
A subcontractor can be allocated to more than one department if required. To do this, click on Add Department Association again and select an additional department from the drop down menu. Set the subcontractor's weighting in each department by dragging the bars to the percentage required.
Enter the subcontractor's address and post code.
Enter a contact email address for the subcontractor. Select whether it is a work address or a personal address from the drop down menu. To add additional email addresses, click Add Email Address and repeat the process. If more than one email address is added, specify which is to be the primary address. The primary email address will be used for the emailing of payment & deduction statements.
Enter a contact telephone number for the subcontractor. Select whether it is a work or personal phone number from the drop down menu and then enter the telephone number. To add additional phone numbers, click Add Phone Number and repeat the process. If more than one phone number is added, specify which is to be the primary contact number.
THE SUBCONTRACTOR'S 'ADDITIONAL DETAILS' ARE NOW COMPLETE. SELECT THE ‘PAYMENT’ TAB TO CONTINUE TO SET UP THE SUBCONTRACTOR'S RECORD.
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