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.