Looking for support with payroll year end? Explore our year end support hub to access your free checklist, webinars, FAQs and more. Check it out.

BrightPay 2024/25 is now available. Click here to get started with BrightPay's cloud software or click here to download BrightPay for Windows/Mac.

Please note : We are experiencing a higher number of calls and emails at this time of year, so you may experience a longer than usual wait time in reaching one of our support agents. 

Setting up a New Employer

In this tutorial we will demonstrate how to set up your Employer Details. On the Open Employer screen, simply click the option to ‘Create New Employer… ’

Before getting started, BrightPay will need a few details about the Employer, for example its name, address and employer registration details. Click ‘Next’ to continue.

On this screen you are asked how you would like to use BrightPay. Once you have selected the option most relevant to your company, click ‘Next’ to continue.

Enter your Employer name and address, followed by your employer registration details on the next screen. For RTI reporting purposes, a valid Employer PAYE Reference and your Accounts Office Reference number are required.

If you qualify for Small Employer’s Relief, tick the box provided. Also select the applicable tax accounting method for your company benefits, if applicable.

Should you wish to organise your employees into departments, simply enter the departmental names you require in this screen. These departments can subsequently be used in your payroll processing and analysis. More departments can be added at a later date if needed. Alternatively, if you wish to skip this step, simply click on ‘Next’.

On the next screen, you are now asked about your Typical Employee. These settings will be used as the default when adding a new employee, but can be changed on an individual basis if required. Select the settings you would like as default and click ‘Next’ when ready.

UK employers must automatically enroll their staff into a workplace pension if they meet certain criteria. Your staging date is when your automatic enrolment duties first come into force. Enter your staging date, if known.

If you are unsure of your staging date, or wish to check it, click ‘Connect to the Pensions Regulator to retrieve my staging date...’

If you are exempt from automatic enrolment (e.g. you are a single director company, you have ceased trading, etc.) and you have not already informed the Pensions Regulator of this, this can also be done here.

Alternatively you may wish to complete this section at a later date.

To protect your payroll information, you may optionally set a password. On setting a password of your choice, this will then be required to open the employer data file in future. Click ‘Save and Finish’ on completion of this screen.

The final step is to choose a location to save your employer file to. Employer files should always be kept away from the Bright Pay installation folder, for example by saving them to a separate folder created on your local C drive.

Multiple users of Bright Pay who wish to share employer files across a server/network should ensure that this folder is created in a central location so that employer files can be saved here for shared access. The software itself however must be installed and run locally on each individual user PC.

When ready, click on ‘Save’. Your Employer Details have now been added.

Order using your Bright ID

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

Click here for more Auto Enrolment videos.


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

Click here for more information about BrightPay Connect.


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

Webinars On Demand

Must-have features for a busy payroll processor - 11am

The power of payroll and pension integration