HMRC have advised that they are having intermittent issues and delays with RTI submissions and responses. Work is urgently being carried out to fix the issue.

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.

Saved Reports

To access the Reporting function, click 'Analysis'.

A number of pre-set reports have already been set up for your use and can be found within the Saved Reports section in the menu toolbar.

Some of the saved reports display in the toolbar while others can be found by selecting "More".

These saved reports represent the most common payroll reports generally used. The default reports that appear in the toolbar consist of:

Daily Pay
Employee Details
Hourly Pay
Payroll Summary
Pensions
Statutory Pay
Year to Date

The saved reports available under "More" consist of:

Additions
CIS Summary
CIS Summary (Year to Date)
Deductions
Employee Contact Details
Employee Emergency Contact Details
Employee Payment Details
National Insurance
Notes
P32
Pensions (Year to Date)
Statutory Pay (Year to Date)

Manage Reports

This utility allows you to manage saved reports. Here you can indicate whether a report is to show in the menu toolbar or within the 'More' menu, and you can also delete reports.

Also, if using BrightPay Connect, this screen allows you to indicate which reports you wish to show on your BrightPay Connect employer dashboard.

Need help? Support is available at 0345 9390019 or [email protected].

Coronavirus (Covid-19) - Guidance for BrightPay users

BrightPay's Covid-19 Resources Hub CJRS Flexible Furlough Scheme - effective from 1st July 2020Covid-19 SSP & the SSP Rebate SchemeHow to use BrightPay if you need to work from home

21-22 BrightPay - System Requirements 21-22 BrightPay - Download Introduction to BrightPay Important Information for Mac Users Starting the New Tax Year

Ordering for the new Tax Year How do I start processing 2021-22 payroll?Importing From 20-21 BrightPay Starting the new tax year - FAQs

Importing From The Previous Tax Year 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

Moving to BrightPay from another payroll software

Preparing for your move to BrightPay - Useful Guidance Importing Employers - List of Employer Data that can be Imported into BrightPay Importing Employees - 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 12Pay Importing from Access Payroll Importing from Capium Importing from HMRC Basic PAYE Tools Importing from IRISImporting from Kashflow Importing from Keytime Importing from MoneysoftImporting from MyPAYE Importing from Pegasus Importing from Qtac Importing from Quickbooks Importing from SAGEImporting from Star Importing from Xero Importing using a CSV File - Other software Importing using an FPS File - Other Software

Bureau Enhancements - Useful Functionality for Bureau Licence Holders

Agent Settings Client Details BrightPay Startup Window Batch RTI Submissions Exporting Client Documents Importing Multiple Employers from CSV File Bureau Statistics Report Updating Existing Employee Details from a CSV File Importing Saved Reports from another BrightPay Data File

Employer Details

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

Employee Details

Personal Employment Starter/Leaver Payment Tax, NICs, RTI HR, Other Generating Employee Works Numbers Employee Count Report Employee Address Labels Adding New Employees from a CSV File Updating Existing Employee Details from a CSV File

Coding Notices Payroll Calendar Processing PayrollImporting Pay Data using CSV File

Importing Periodic Payments using CSV file Importing Daily Payments using CSV file Importing Hourly Payments using CSV file Importing Additions using CSV file Importing Deductions using CSV file Importing Notes using CSV file Importing Payments, Additions & Deductions in a single CSV File

Paying Employees

Paying Employees by Cash Paying Employees by Cheque Paying Employees by Credit Transfer & Creating a Bank File Paying Employees using Modulr

RTICommon HMRC Error Messages Analysis

Saved Reports Creating a New Report Viewing Reports Editing Reports Saving Reports Printing/Emailing Reports Exporting Reports Importing Saved Reports from another BrightPay Data File

Payroll JournalsHMRC Payments

Recording Payments to HMRC P30 & P32 Paying HMRC using Modulr

Making Corrections to Payroll

Re-opening Payslips Re-defining Schedule of Periods

Scheduling Future Payments Switching an Employee's Pay Frequency Directors

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

Off-Payroll Working (IR35)Starters

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

Processing a Leaver Printing/Emailing/Exporting a P45 Processing Payments After Leaving

Student Loan Deductions Postgraduate Loan Deductions Statutory Payments

Statutory Payment Rates for 2021-22 Statutory Sick PayStatutory Maternity Pay Statutory Adoption Pay Statutory Paternity Pay (Birth)Statutory Paternity Pay (Adoption)Statutory Shared Parental Pay (Birth)Statutory Shared Parental Pay (Adoption)Statutory Parental Bereavement Pay Statutory Pay Calculation & Schedule Report

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 Attachment Order Summary Report

Expenses & Benefits

Expenses & Benefits - Overview Expenses & Benefits - Setting the Tax Accounting Method Applying an Expense or Benefit in BrightPay Expenses & Benefits - P11D & P11D(b) End of Year Return

Pensions (outside of Automatic Enrolment)Payroll Giving Year End

Year End - Frequently Asked Questions Year-End Procedure for Tax Year 2021-22 - 5 Step Guide

Rates & Thresholds at a Glance

Rates & Thresholds 2021-22 Rates & Thresholds 2020-21 Rates & Thresholds 2019-20

Tax Codes - Overview Tax Rates and Thresholds for 2021-22 Scottish Rate of Income Tax (SRIT)Welsh Rate of Income Tax 50% Overriding Regulatory Limit

National Insurance

NIC Category Letters NIC Thresholds & Rates State Pension Age & BrightPay Directors' NIC Directors' NIC - where appointed during the Tax Year

National Minimum/Living Wage

National Minimum Wage and National Living Wage Minimum Wage Flagging and Reporting

Mileage Allowance Payments (MAPs)Employment Allowance Apprenticeship Levy Termination Awards & Sporting Testimonials Gender Pay Gap Reporting Leave Reporting & Employee Calendar

Employee Calendar - Overview Defining and Setting Custom Leave Types on Employee Calendar Recording Employee Leave on the Calendar Adding Notes to Calendar Entries Viewing/Printing Employees' Annual Leave Entitlement Calendar Report

Annual Leave Entitlement Methods in BrightPay Adjusting an Employee's Leave Entitlement Recording an Employee's Annual Leave Viewing/Printing Employees' Annual Leave Entitlement Processing Holiday Pay Annual Leave Request Form Holiday Entitlements - Useful Information

Payslip Translations Backing Up/Restoring Your Payroll Construction Industry Scheme (CIS)

CIS Overview Contractor Details Adding Subcontractors Subcontractor Registered Details Subcontractor Additional Details Subcontractor Payment Details Subcontractor Notes Subcontractor Verification Request Importing Subcontractors from a CSV File Updating Existing Subcontractor Details from a CSV File Processing Subcontractor Payments Finalising Subcontractor Payments Monthly Return Re-opening Subcontractor Payments (Corrections)Payment & Deduction Statements Paying SubcontractorsZeroising Payments Importing Subcontractor Pay Data using CSV FileYear End Statement CIS - VAT Domestic Reverse Charge

Automatic Enrolment

21-22 Automatic Enrolment Assessment Guide Instructing BrightPay of your Duties Start Date Entering your Pension Scheme 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 Sending your Pension Information to the Pension Provider Automatic Enrolment Journey Report Generating an Automatic Enrolment Report in BrightPay Switching Pension Schemes/Groups in BrightPay Applying a Salary Sacrifice Arrangement in BrightPay Automatic Re-enrolment in BrightPay Dedicated Pension Providers in BrightPay - GuidanceSalary Sacrifice for Auto Enrolment

BrightPay Connect

BrightPay Connect - Overview Registering for BrightPay Connect Linking an Employer to BrightPay Connect Customising your BrightPay Connect Account Assigning a New User in BrightPay Connect Editing/Deleting a User from BrightPay Connect Standard Users - Invite and Manage Users 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 Two Factor AuthenticationEmployer Self Service PortalEmployee Self Service PortalConnect for Bureaus - New featuresConnect - Billing BrightPay Connect - Terms of Service Connect - MultiUser Enhancements

Frequently Asked Questions GDPR and BrightPay GDPR and the Payroll Bureau Data Processor Agreement

BrightPay Licence Terms and Conditions