To add a new company to the BrightPay software, select  Create New Employer at the bottom of the 'Open Employer' screen.

 

On the Welcome to BrightPay screen, click Next to continue.

How would you like to use Bright Pay?

Three options are available:

a) Start at the Beginning of the Tax Year - select this option if you are starting at the beginning of the tax year

 

b) Start Partway in the Tax Year - select this option if you are starting payroll partway through a tax year, with no previous payroll records in the same tax year

 

c) Continue Partway in the Tax Year - select this option if you already have payroll records for the tax year up to this point, and wish to continue where you have left off. Selecting this option will allow you to enter year to date figures for each employee


Select the most appropriate option and click Next

Employer Registration

1) Enter your Employer Registered Number - this field is mandatory and must be in the format XXXXXXXA (where X is a number and A is a letter). Some Employer Registration Numbers can have an additional letter at the end. 

2) Enter your Employer Name 

3) Enter your Employer Address

Click Next to continue

Departments
 

Employees can be organised into departments, which can subsequently be used in payroll processing and analysis. 

 

Enter each Department Name you require in the fields provided. Additional departments can be added by clicking “Add Another” or can be added at a later date if required.

 

Click Next to continue

Your Typical Employee

This section allows the user to create settings that will be used as the default when adding a new employee. They can of course be changed on an individual basis if required. These settings are:

a) Typical Pay Frequency

b) Typical Pay Basis

c) Typical Pay Method

d) Typical Leave Year Starts

e) Typical Annual Leave Carry-Over

f)  Typical Annual Leave Entitlement Method

g) Typical Annual Leave Days in Year

h) Typical Working Days

 

Click Next to continue

Create your BrightPay Employer Data File

To protect the payroll information, a password can be set, which will then be required to open the employer data file in future. Enter and confirm a Password of your choice. Click Save & Finish.

You will now be asked where you would like to save your employer data file. Select a location of your choice and click Save.

Your employer details have now been saved and your payroll will open. To add additional employer information (e.g. pension schemes, employer bank accounts etc) select the Employer heading.

Alternatively, to begin adding employees select the Employee heading.

Further information on entering additional employer information and setting up employees can be found within the online support section.