BrightPay Documentation

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Coronavirus (Covid-19) - Guidance for BrightPay Users

BrightPay's Covid-19 Resources Hub Coronavirus Job Retention Scheme - Processing Furlough Pay in BrightPay Coronavirus Job Retention Scheme - Claim Report in BrightPay Coronavirus Job Retention Scheme - Making a Claim through HMRC Processing Covid-19 related SSP in BrightPay How to use BrightPay if you need to work from home

Important Information for Mac Users Bureau Enhancements - Additional Functionality Bureau Licence Holders (Only)

Agent Settings Client Details BrightPay Startup Window Batch RTI Submissions Exporting Client Documents Importing Multiple Employers from CSV File

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

Ordering for The New Tax Year Importing From The Previous Tax Year 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 HMRC Basic PAYE Tools Importing from 12Pay Importing from Qtac Importing from Star Importing from IRIS

Importing from IRIS (excluding PAYE-Master) - using an FPS File Importing from IRIS PAYE-Master - using an FPS File Importing from IRIS Bureau - using a CSV File Importing from IRIS Professional or Earnie - using a CSV File

Importing from Moneysoft

Importing from Moneysoft - using a CSV File (start of year)Importing from Moneysoft - direct import (start of year only)Importing from Moneysoft - using a CSV File (mid year)Importing from Moneysoft - using an FPS File

Importing from SAGE

Importing from SAGE 50 Payroll - using a CSV File (start of year)Importing from SAGE 50 Payroll - using a CSV File (mid year)

Importing using a CSV File - Other software Importing using an FPS File - Other Software

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 Importing Employees from a CSV File Employee Count Report Employee Address Labels

Coding Notices Processing Payroll

Setting your Payment Schedule Weekly Payroll Fortnightly Payroll 4-weekly Payroll Monthly Payroll Quarterly Payroll Annual/Yearly Payroll Period Summary View (Payroll Preview)Net to Gross Payments Allocating An Employee's Pay across more than one Department Processing Pension Deductions (outside of AE)Additions and Deductions Zeroising Payslips Finalising Payslips Printing Payslips Emailing Payslips Exporting Payslips Paying Employees

Importing 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

Payroll Calendar Payslip Translations Making Corrections to Payroll

Re-opening Payslips Re-defining Schedule of Periods

Pre-paying an Employee Scheduling Future Payments Switching an Employee's Pay Frequency RTI

Reporting Contracted Hours - Hourly Bands for FPS Full Payment Submission (FPS)Additional Full Payment Submission Employer Payment Summary (EPS)

Employer Payment Summary - Overview Recovering Statutory Payments Recovering CIS deductions suffered Reporting Apprentice Levy Declaring a future period of inactivity Declaring no payment for period Claiming & Stopping Employment Allowance Notifying HMRC of Bank Details Notifying HMRC of your final submission of year Notifying HMRC that your PAYE scheme has ceased Deleting an EPS

NINO Verification Request (NVR)Earlier Year Update (EYU) - Discontinued RTI - Additional Functionality

Marking RTI Submissions as already sent to HMRC Excluding a submission from the 'Unsent Submissions 'Count'Excluding zero paid employees from an FPS submission Force including an employee's starter declaration on an FPS submission HMRC Submission Receipt

Common HMRC Error Messages HMRC Payments

Recording Payments to HMRC P30 & P32

Analysis

Saved Reports Creating a New Report Viewing Reports Editing Reports Saving Reports Printing/Emailing Reports Exporting Reports

Gender Pay Gap Reporting Payroll Journals

Payroll Journals - Overview AccountsIQ Exact FreeAgent

FreeAgent - Employer API FreeAgent - Accountancy Practice API

Kashflow

Kashflow - CSV upload Kashflow - using API

Quickbooks

Quickbooks (Desktop version) - CSV upload Quickbooks Online - using API

Sage

Sage Accounts - CSV upload Sage One - using API

Twinfield Xero

Xero - CSV upload Xero - using API

Creating a Generic Payroll Journal

Starters

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

Leavers

Processing a Leaver Printing a P45 Processing Payments After Leaving

Student Loan Deductions Postgraduate Loan Deductions Statutory Payments

Statutory Sick Pay Statutory Maternity Pay Statutory Adoption Pay Statutory Paternity Pay (Birth)Statutory Paternity Pay (Adoption)Statutory Shared Parental Pay (Birth)Statutory Shared Parental Pay (Adoption)Statutory Pay Calculation & Schedule Report SSP & Covid 19

Pensions (outside of Automatic Enrolment)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

Payrolling Benefits

Expenses & Benefits Expenses & Benefits - Tax Accounting Method Adding Expenses & Benefits - General Adding Expenses & Benefits - Cars and fuel Adding Expenses & Benefits - Vans and fuel

P11D & P11D(b)

Expenses & Benefits - End of Year

Payroll Giving Directors

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

Employee Calendar Employer Calendar Holidays

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

Rates & Thresholds at a Glance

Rates & Thresholds 2019-20 Rates & Thresholds 2018-19 Rates & Thresholds 2017-18 Rates & Thresholds 2016-17

Tax

Tax Codes - Overview Tax Rates and Thresholds for 2019-20 Scottish Rate of Income Tax (SRIT)Welsh Rate of Income Tax Marriage Allowance 50% Overriding Regulatory Limit

Scottish Rate of Income Tax Welsh Rate of Income Tax National Insurance

NIC Category Letters NIC Thresholds & Rates State Pension Age Directors' NIC

Employment Allowance Apprenticeship Levy National Minimum/Living Wage

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

Off-Payroll Working in the Public Sector Mileage Allowance Payments (MAPs)Year End

Year-End Procedure for Tax Year 2019-20 Year-End Procedure for Tax Year 2018-19 Year-End Procedure for Tax Year 2017-18

Backing Up/Restoring Your Payroll BrightPay Licence Terms and Conditions Construction Industry Scheme (CIS)

CIS

CIS Overview Contractor Details Adding Subcontractors Subcontractor Registered Details Subcontractor Additional Details Subcontractor Payment Details Subcontractor Notes Subcontractor Verification Request Processing Subcontractor Payments Finalising Subcontractor Payments Monthly Return Re-opening Subcontractor Payments (Corrections)Payment & Deduction Statements Paying Subcontractors Importing Subcontractors from a CSV File Zeroising Payments Importing Subcontractor 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

Automatic Enrolment

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 Applying a Salary Sacrifice Arrangement in BrightPay Automatic Re-enrolment in BrightPay Dedicated Pension Providers in BrightPay - Guidance

NEST NEST - Error Messages The People's Pension Smart Pension Aegon Aviva Creative Pension Trust Legal & General NOW Pensions Royal London Salvus Scottish Widows Simply Auto Enrolment Solutions Standard Life True Potential Trust Pensions Welplan Workers Pension Trust

Salary Sacrifice for Auto Enrolment

Contractual Salary Sacrifice Using Salary Sacrifice for Auto Enrolment Applying a Salary Sacrifice Arrangement in BrightPay

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 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 Employer Self Service Portal

Employer Portal - Dashboard Employer Portal - Employees Employer Portal - Reports Employer Portal - Calendar Employer Portal - HMRC Payments Employer Portal - Documents Employer Portal - Settings Employer Portal - Processing Leave Requests

Employee Self Service Portal

Employee Portal - Dashboard Employee Portal - Documents Employee Portal - Calendar Employee Portal - My Details Employee Portal - Requesting Leave

Connect for Bureaus - New features

Payroll Approval Requests - Bureau Guidance Payroll Approval Requests - Employer Guidance Payroll Entry Requests - Bureau Guidance Payroll Entry Requests - Employer Guidance

GDPR

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

BrightPay Documentation

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