Adding an Employee - Personal / Employment Details

In this tutorial we will demonstrate how to manually set up an Employee. Select the ‘Employees’ tab from the menu and click ‘New Employee’

On the ‘Personal’ screen, enter your employee’s personal details accordingly. For RTI submission purposes the employee’s first name, surname, gender and date of birth are a mandatory requirement. If the employee’s national insurance number is not known, the employee’s address is also mandatory.

To add a contact email address for the employee, select whether it is a work address or a personal address from the drop down menu, then type in the employee’s email address. To add additional email addresses, simply click on ‘Add Email Address’ and repeat the process. An option is available to specify which email address is to be the primary address, for use when emailing payslips, P60s etc.

Similarly, a contact phone number can be entered for the employee. Select whether it is a work, home or personal number, then enter the telephone number. Should you wish to add more phone numbers, simply click on ‘Add Phone Number’ and repeat the process. An option is also available to specify which phone number is the primary number.

Should you wish to email payslips or a P60 to the employee, these can be password protected on receipt. Simply enter a password of the employee’s choice or use the ‘Randomise’ button in order for BrightPay to generate a password for you. This field can also be used to set the password needed for the employee to access their self-service cloud utility, should you have signed up to this service.

Once the personal details of the employee have been entered, proceed to the Employment screen. Under Employment Details, enter a works number if applicable. To allocate an employee to a department, click on ‘Add Department Association’ and choose the desired departmental name from the drop down menu. If a department has not yet been set up, simply click on ‘Add Department Association’, followed by ‘Departments’, where you will then be able to create a new department name.

An employee 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 employee’s weighting in each department by dragging the bars to the percentage required.

Should the employee’s annual leave and working days differ to the default, simply amend where necessary.

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Creating a new Bright ID

Using an existing Bright ID


Getting Started with BrightPay

BrightPay Payroll Demo

BrightPay Connect

Employee Smartphone App Demo


Setting up a New Employer

Additional Employer Information


Adding an Employee - Personal / Employment Details

Adding an Employee - Tax / NIC

Adding an Employee - Payment Information

Setting up a Director

Employee Calendar

Importing into BrightPay

Importing Employees via CSV file

Importing Employees via FPS file

Importing from Previous Tax Year

Importing from Sage

Importing from IRIS

Importing from HMRC Basic PAYE Tools

Processing Payroll

Payment Schedule

Running Payroll

Additions and Deductions

Pension Deductions

Attachment Orders

Processing Holiday Pay

Allocating Pay Across Departments

Finalising Payslips

Making Corrections to Payroll

Paying employees with Modulr


Email Payslips

Export Payslips

Print Payslips

Starters and Leavers

Mid Year Starter

Processing Leavers

Statutory Payments

Shared Parental Pay (ShPP) Birth

Shared Parental Pay (ShPP) Adoption

Statutory Sick Pay

Statutory Maternity Pay

Statutory Adoption Pay

Ordinary Statutory Paternity Pay (Birth)

Ordinary Statutory Paternity Pay (Adoption)


Ascertaining Payments Due to HMRC

Real Time Information

Payroll Journals

AccountsIQ - API

ClearBooks - API

Exact Accounting - CSV File

FreeAgent - API

FreshBooks - API

Generic Payroll Journal Integration

KashFlow - API

Nominal Ledger Mapping - Custom Items

QuickBooks Online - API

QuickFile - API

Sage Business Cloud Accounting - API

Twinfield - API

Xero - API

Zoho Books - API

Automatic Enrolment - API Integration

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Aviva API Integration


The People's Pension

Smart Pension

Automatic Enrolment Features

Employee Assessment

Enrolling Employees


Opt Outs & Refunds

AE Reporting

Ongoing Monitoring

Auto Enrolment - The Movie!

BrightPay Connect

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BrightPay Connect Overview

Setting up BrightPay Connect

Billing Account

CIS (Construction Industry Scheme)

CIS - Entering Contractor and Subcontractor Details

CIS - Processing Subcontractor Details

CIS Submissions to HMRC


5 Steps to Completing the Tax Year

Downloading and Installing

Reporting and Analysis

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