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Year End Processes in BrightPay

Watch our Webinar

Watch a recording of our webinar where we discuss the year end processes in BrightPay for 2023/24 and answer the most frequently asked questions.

Getting started

Watch the tutorial

Creating an organisation

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Importing into BrightPay (for Windows or Mac)

Watch the tutorial

User management roles

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Manually create an employer

Watch the tutorial

Deleting an employer

Watch the tutorial

Importing into the New Tax Year

Employees

Watch the tutorial

Adding new employee personal employment details

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Adding new employee data

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Setting up a new employee for tax and NICs

Watch the tutorial

Setting up a director

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Setting up your payment schedule

Watch the tutorial

Coding notices

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Processing your payroll

Watch the tutorial

Finalising your payslips

Paying employees

Watch the tutorial

Paying employees by cheque

Watch the tutorial

Distributing payslips email download

Watch the tutorial

Paying employees by cash

Watch the tutorial

Paying employees by credit transfer

Employee self-service

Watch the tutorial

Employee Self Service Portal

General

Watch the tutorial

Creating a Report

Easy onboarding to BrightPay cloud

Step 1

Transfer your data into BrightPay

In just a few clicks you can transfer your data into BrightPay.

It’s quick and easy – take a look at this short demo.

Step 2

Add your Government Gateway details

Navigate to the settings icon in the top right hand of the screen. Under this you will see “Gateway
Credentials” – enter your information here.

If you are using Agent Settings, these can be added through “Agent Settings” in the same location.

BrightPay onboarding screenshot government gateway credentials
1
Navigate to settings
2
Access Gateway Credentials
Step 3

Invite users to your account

So you can work collaboratively, you have the option to invite users to your BrightPay system.

Watch the video to see how it’s done!

Step 4

Configure employee self-service

Allow employees to use the self-service portal.

We show you how in this video.

Onboarding support

Contact support

Where can I view my expected bill?

Navigate to “My Organisation”, click “Billing”. Here you can see what you are due to pay and when, and how many employers and employees are on the payroll.

Do I have to add attachment orders again?

No, attachment orders are imported from BrightPay (desktop) to BrightPay’s cloud software.

Can I import previous years’ data?

You can upload payroll data from BrightPay (desktop) to BrightPay’s cloud software for the 2023/24 and 2024/25 tax years only. You will not be able to upload data from previous tax years.

Will my bank details all come across?

Yes, the employer and employees’ bank details come across from BrightPay (desktop) to BrightPay’s cloud software.

Do I need to set up my payroll journal mapping again?

Some settings of the payroll journals will be imported and some settings will need to be set up again. When you import from BrightPay (desktop) to BrightPay’s cloud software, the basic nominal ledger mapping will be imported. However, you will need to set up any variations or custom mapping again.