BrightPay facilitates the switching of an employee’s pay frequency should this be required.

Within the Payroll utility:
 

• Select the current open pay period on the payment schedule bar
• Click 'More' on the menu toolbar, followed by 'Switch Employee(s) Payment Schedule'...'

• Select the employee(s) you wish to switch payment frequency and press 'Select Schedule'

• Select the Schedule you wish to switch the employee(s) to

• Click 'Switch Schedule' to complete the switch of pay frequency

   

If you currently have no employees in the pay schedule you are switching to, you will need to create the new schedule before you can switch the employee(s). This can be done by clicking on 'Schedules' in the Payroll utility > create the new schedule frequency. 

Then follow the steps above to switch the employee(s) to the new payment frequency.

Important Note: Care should be taken that pay frequencies are aligned when switching an employee from one pay frequency to another.

If the original pay frequency isn’t aligned with the selected pay frequency, BrightPay will notify you of this and you will be unable to switch the employee(s).

For example:

Weekly paid employees should only be switched to a monthly pay frequency when the week ending date in the current open weekly pay period is in line with the month you are switching to. 

FAQs

Q. How do I switch my week end date from a Friday to a Sunday?

A. If you have already processed payroll within the tax year, you can set up a new schedule in order to switch the employees over to. Go to 'Schedules' > Create New Weekly Schedule - enter the period end (in this case Sunday) that will be the first period you want to process on this new schedule. You can name this schedule if it makes it easier to distinguish between your existing and new weekly schedules.

Once this is done, you can click on the 'More' icon > Switch Employee(s) Payment Schedule > select the employee(s) you want to switch > choose the new schedule & save.

If you are yet to process any payroll, you can delete the current schedule and start again. To do this go to 'Schedules' > Delete schedule > type CONFIRM. Note: this action cannot be undone and should only be used where no payroll has been processed. 

You can then set up the schedule again with your preferred dates. Click on 'Schedules' > create new weekly schedule.

The same process above can be used for all schedules; ie fortnightly, 4-weekly, monthly, etc.

If you wish to pay 1 or more employee(s) on a different pay date to what is set up in the schedule, you can use the 'Batch set pay date' option.

Only 1 payment can be made to an employee within a pay period. It is not possible to use the same period on the schedule for multiple payments.

Note: after the employee(s) have been switched to the new schedule, the old schedule will still remain as a separate line with the Payroll section. Do not delete the old schedule as you may need this for auditing or correction purposes in the future. If no employees are still on the old schedule, when you import into the new tax year, this old schedule will not carry forward - but do not remove it in the current tax year if employees have been processed using this schedule.