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.

Disabling/Editing Employee Access to Self Service

You can enable or disable access to Self Service and set/ change the email address and password for each employee at any time using BrightPay on your computer.

1) Within your BrightPay software, open the company you require and click the Cloud icon in the top right hand corner of the screen.

2) Choose 'Employee Self Service Options'.

3) Make any required changes and click 'Save'.

4) Synchronise your data back up to BrightPay Connect for the changes to take effect.

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

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 IRISImporting from MoneysoftImporting from SAGEImporting 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)NINO Verification Request (NVR)Earlier Year Update (EYU) - Discontinued RTI - Additional Functionality

Common HMRC Error Messages HMRC Payments

Recording Payments to HMRC P30 & P32

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

Gender Pay Gap Reporting Payroll JournalsStarters

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 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 BenefitsP11D & P11D(b)

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 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)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 - 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 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 PortalEmployee Self Service PortalConnect for Bureaus - New features

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