Automatic Enrolment Journey Report

BrightPay provides an automatic enrolment 'Journey Report', which details the automatic enrolment journey for each employee within the payroll.

This report is available within the Pensions utility:

... and also within the 'More' menu in the Employees utility.

Simply select the employee(s) whose automatic enrolment journey you wish to view and click 'OK' to generate the report:

The Journey Report can subsequently be printed, emailed or exported to PDF, as required.

Need help? Support is available at 0345 9390019 or brightpayuksupport@brightsg.com.

25-26 BrightPay - System Requirements 25-26 BrightPay - Download Introduction to BrightPay Important Information for Mac Users Starting the New Tax Year

Ordering for the new Tax Year

Order BrightPay using your Bright ID

How do I start processing 2025-26 payroll?Importing From 24-25 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 Methodology used in BrightPay 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 Moving to BrightPay mid-year - Directors Importing from 12Pay Importing from Access Payroll Importing from Capium Importing from HMRC Basic PAYE Tools Importing from IRIS

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

Importing from Kashflow Importing from Keytime Importing from Moneysoft

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

Importing from MyPAYE Importing from Opera Importing from Payroo Importing from Pegasus Importing from Qtac Importing from Quickbooks 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 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

BrightPay Startup Window Client Details Agent Settings Exporting Client Documents Batch Processing Payroll

Batch finalise currently open pay period Batch send outstanding RTI and CIS submissions Batch check for coding notices

Bureau Statistics Report Importing Multiple Employers from CSV File 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 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 Additions and Deductions Processing Pension Deductions (outside of AE)Setting a Pension AVC to repeat Adding a Note to Employee Payslips Pre-paying an Employee Zeroising Payslips (Batch Operation)Setting pay items to auto-zeroise Finalising Payslips Childcare Vouchers

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

Distributing Payslips

Printing Payslips Emailing Payslips Exporting Payslips Customising Payslips

Paying Employees

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

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)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

New RTI Requirement from April 2022 - CIS Deductions Suffered

Common 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 Journals

Payroll Journals - Overview AccountsIQ ClearBooks Exact FreeAgent

FreeAgent - Employer API FreeAgent - Accountancy Practice API

Freshbooks Kashflow

Kashflow - CSV upload Kashflow - using API

Quickbooks

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

QuickFile Sage

Sage Accounts - CSV upload Sage Business Cloud Accounting - using API

Twinfield Xero

Xero - Introduction to using the API Xero - Submitting your journal using API Xero - API FAQs Xero - CSV upload

Zoho Books Creating a Generic Payroll Journal Nominal Ledger Mapping - Custom Items (e.g employment allowance)

HMRC Payments

Recording Payments to HMRC P30 & P32 Paying HMRC using Modulr Paying HMRC - Useful HMRC Guidance

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

Leavers

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

Student Loan Deductions Postgraduate Loan Deductions 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) - England Council Tax Attachment of Earnings Order (CTAEO) - Wales 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 2024-25 - 5 Step Guide Year-End Checklist for Tax Year 2024-25 Year End - Support Hub

Rates & Thresholds at a Glance

Rates & Thresholds 2023-24 Rates & Thresholds 2024-25

Tax

Tax Codes - Overview

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 Batch Processing of Employee Leave on the Calendar Adding Notes to Calendar Entries Viewing/Printing Employees' Annual Leave Entitlement Calendar Report

Annual Leave

Annual Leave Entitlement Methods in BrightPay Adjusting an Employee's Leave Entitlement Recording an Employee's Annual Leave Batch Processing of Employee Annual Leave on the Calendar 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 Subcontractors

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

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

Year End Statement CIS - VAT Domestic Reverse Charge New RTI Requirement from April 2022 - CIS Deductions Suffered

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 Authentication

Two Factor Authentication - Enabling for Users Signing In - User Two Factor Authentication - Enabling for Employees Employee Self Service App - Security

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 Employer Portal - Subcontractors

Employee Self Service Portal

Employee Portal - Cancelling Leave 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 Employer Notifications Enter HMRC Payments Amount

BrightPay Connect - Terms of Service Connect - MultiUser Enhancements

MultiUser Enhancements Details

Connect - New Tax Year FAQs Deleting a Company in BrightPay Connect

GDPR

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

Bright Terms and Conditions and BrightPay End User Licence Agreement Bright ID

Order BrightPay using your Bright ID

Automatic Enrolment Journey Report

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