Follow this guide if you are moving from Brightpay and want to know where to find the feature in paiyroll®. This is a high-level table; for more information, please search for the paiyroll® topic. Also, please note that some features require setup before they are available.
Payroll #
| BrightPay | paiyroll® left menu | paiyroll® top menu | Notes |
|---|---|---|---|
| Payslip | Pay Item Editor Edit values to make changes, then click Update/View Payslip to commit changes and view the result. Create Pay Item to add a new pay type. | Setup > Pay Definitions to add a new Pay Definition to the company – the majority will be based on Payment, Deduction or Per unit Pay Templates. Once added, the Pay Item is available in the Pay Item Editor Create Pay Item. | Taxable configuration (PAYE/NIC/Pension) is altered in Setup > Pay Definition Outputs tab. |
| Summary | Pay runs > View > Summary tab | After any Payrun Redo | |
| Finalise Payslips | Pay Runs > Redo after any changes. Finalise is not required as all documents are automatically available for Client and Employee Self-service. Pay Runs > Approve when ready to submit. | If required, you can click Hide live payslips and in-progress documents from workers or Suppress watermarks [make them appear final] in Companies > Update > Preferences. Parallel run imports automatically set Dry-run [no live submission], which is auto-cleared after approval. | |
| Print/ Export Payslips | Documents | After any Payrun Redo, click the document name to view it or the icon on the left to download it. | |
| Pay Employees | Documents | After any Payrun Redo, click the bank file name to view or the icon on the left to download it. Documentation > GB migration and other tasks > BACS and Faster Payment files to see bank file setup instructions. Setup > Report Definitions> Add > Bank File > Add. | |
| Re-open Payslips | Pay runs > Rewind | ||
| Filter | Use the Company, Status, Search [for any employee] and Department selectors above the Pay Item Editor. | ||
| More > Import Pay Records from CSV file | Data feeds > Upload shift CSV or Columns from a file if configured. | Tools > Upload Pay Item workbook. | Tools > Create Pay Item workbook at any time. Support section Uploading data from Spreadsheets |
| More > Minimum Wage Report | Documents | Setup > Report Definitions> Add > GB Wage Analysis > Add. Available after any Payrun Redo | |
| Coding Notices | Automatically downloaded in the payroll cycle. | Enter credentials to enable: Bureau: Setup > Credentials > Add… > GB HMRC DPS Employer: Setup > Report Definitions > GB HMRC DPS Dashboards > Payroll Debbie > select the company to view the collection dates on the Data-feeds tab. | Data feeds > Select company: View to see any notices that applied automatically during the payroll cycle. Start to initiate a download. |
| Journal | Automatically submitted upon Pay run approval, and manual posting is not required. View what will be submitted in Pay Run > View > Reports tab > GB Xero/ FA/ QB/ etc. > View button and scroll down. | Setup > Report Definitions> Add > GB Xero/ FA/ QB, etc > Add. Then click Update to Grant and configure. There is a mirror journal in Documents > Pre-approval summary2 > Journal Sheet. | |
| Redefine Weeks | Setup > Schedules > Update, then clear the Enabled checkbox. Update the schedule to make changes. Don’t forget to re-enable. |
Analysis #
| BrightPay | paiyroll® left menu | paiyroll® top menu | Notes |
|---|---|---|---|
| Analysis | Analytics | Support has guides to generate any report across multiple years |
Employees #
| BrightPay | paiyroll® left menu | paiyroll® top menu | Notes |
|---|---|---|---|
| New Employee | Employees > Add… Data feeds > GB Upload workers CSV to upload from a file if configured. | Enter all required details on the Main, Postal and Bank tabs. The Tax tab currently requires Weekly Hours worked, DoB, Gender and NI | |
| Edit Details | Employees > Search > Update | Search for an employee using part of their name or works_id | |
| Calendar | Automatically created from workflows. Support and search “SSP” or “Holidays”. | ||
| Automatic Enrolment | No action is required on each Pay Run as these steps are all automated. | Setup > Schemes to configure. | Support search “NEST API” if API Opt-outs and Submission are required. We recommend not adding these until go-live. |
| Attachment Orders Expenses & Benefits | Setup > Pay Definitions to add a new Pay Definition to the company – the majority will be based on Payment, Deduction or Per unit Pay Templates; Once added, the Pay Item is available in the Pay Item Editor +Create Item. | Taxable configuration (PAYE/NIC/Pension) is altered in Setup > Pay Definition Outputs tab. | |
| P45/P60 | Automatically available in Documents for Admin, Clients and Employees. | Available after a Pay run Redo |
Employer #
| BrightPay | paiyroll® left menu | paiyroll® top menu | Notes |
|---|---|---|---|
| Edit Employer Details | Companies > Update | ||
| Departments | Setup > Departments | ||
| Hourly/ Daily/ Piece Rates Addition/ Deduction Types | Setup > Pay Definitions> Add… |
HMRC Payments #
| BrightPay | paiyroll® left menu | paiyroll® top menu | Notes |
|---|---|---|---|
| HMRC Payments | Documents > Pre-approval summary2 > GB P32 Sheet for monthly schedules. | Tools > All Tools > Company P32 Summary for all other/mixed schedules |
RTI #
| BrightPay | paiyroll® left menu | paiyroll® top menu | Notes |
|---|---|---|---|
| New Send | Automatically created and submitted upon Pay run approval, and no manual steps are required. Pay Run > View > Reports tab > GB RTI FPS > View button and scroll down to see a summary of what will be submitted. | When ready to go live, add credentials: Bureau: Setup > Credentials > Add… Employer: Setup > Report Definitions > GB RTI FPS and EPS > Update | RTI files can be viewed in Documents. |
Pension #
| BrightPay | paiyroll® left menu | paiyroll® top menu | Notes |
|---|---|---|---|
| Send Submission | Automatically submitted upon Pay run approval, and no manual steps are required. Pay Run > View > Reports tab > GB Enrol and Contribute > View button and scroll down to see a summary of what will be submitted. | When ready to go live, add credentials: Bureau: Setup > Credentials > Add… Employer: Setup > Report Definitions > GB Nest Enrol and Contribute GB NEST Opt-Out > Update | Pension files can be viewed in Documents. |
| Automatic Enrolment (AE) | All AE tasks are performed automatically by Debbie early in the pay cycle or during the pay run, and no user intervention is required. | Three-year re-enrollment is automated. Companies > Update > Tax tab to enter the last enrolment date. | |
| Journey report | Documents > Pre-approval summary2 > GB AE Sheet | Importers set all migrated AE Status. | |
| Letters | Automatically e-mailed upon approval. | Can be viewed in Documents > GB Pension Letters. | |
| Schemes New Scheme Delete | Pay Item Editor to edit AE values. Note that Company % is generally set on the Scheme, but can be overridden. | Setup > Schemes to configure any number of AE schemes. |
CIS #
| BrightPay | paiyroll® left menu | paiyroll® top menu | Notes |
|---|---|---|---|
| Payments | Pay Item Editor Create Pay Item > Shift (CIS) 1 Materials (CIS) 1 | Support and search “Setup CIS” for a complete guide. | |
| Subcontractors | Employees > Update > Tax tab and select CIS > Sole Trader/ Partnership/Trust/ Company and other details. | ||
| Contractor | Company > Update > Tax tab to enter UTR. | ||
| Contractor Verify | Data feeds > GB CIS Verify > Start | Setup > Report Definitions > Add… > GB CIS Verify to set up. | |
| Submissions | Automatically submitted upon Pay run approval, and no manual steps are required. | Setup > Report Definitions > Add… > GB CIS300 to set up. | Automatically submitted on Pay run approval. CIS300 files are viewed in Documents. You can also add a new schedule if required. |