Personal

To add a new employee to the BrightPay software, select Employees, followed by New Employee.

Complete the Personal Details for an employee as follows: 

Title

Enter the employee's title, if known.

First name

The employee's first name is a mandatory RTI requirement, enter accordingly.

Middle name

Enter the employee's middle name, if applicable.  

Surname

The employee's surname is a mandatory RTI requirement, enter accordingly.

Address

Enter the employee's address as well as a valid post code. The employee's address is mandatory for RTI, if their National Insurance number is not known. 

Gender

This is a mandatory RTI requirement. Select 'Male' or 'Female' accordingly.

Date of birth

The employee's date of birth is a mandatory RTI requirement, enter accordingly.

Nationality

Enter the employee's nationality, if known. This is an optional field.

Passport number

If you have reviewed the employee's passport number as part of checking that they have the right to work in the UK, enter their passport number in the field provided. This information will subsequently be included in your RTI submissions.

Marital status

If known, select the employee's correct marital status from the drop down menu. 

Email address(es)

Click Add Email Address 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 and enter the employee’s email address. To add additional email addresses, click Add Email Address again and repeat the process. If more than one email address is added, specify which is to be the primary address. The primary email address will be used for the emailing of payslips etc.

Phone number(s)

Click Add Phone Number to add a contact telephone number for the employee. Select whether it is an office, work mobile, home or personal mobile number from the drop down menu and then enter the telephone number. To add additional phone numbers, click Add Phone Number again and repeat the process. If more than one phone number is added, specify which is to be the primary contact number.

THE EMPLOYEE’S PERSONAL DETAILS ARE NOW COMPLETE. SELECT THE ‘EMPLOYMENT’ TAB TO CONTINUE TO SET UP THE EMPLOYEE’S RECORD.