To access this utility, click Employer, followed by Edit Employer Details. Sections available for completing / editing are:

Basic Information
 

1) Employer PAYE Reference - 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) Employer Name

3) Trading Name - a Trade Name can also be entered here, if applicable

4) Employer Address 

5) Upload a logo for the employer

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

 

Works Numbers - tick if you would like the software to automatically generate works numbers using your own custom settings, which can set up here.


Tax refunds - by default, the payroll system will not give a tax refund to an employee who has zero pay. If you wish to give your employees who are on a cumulative basis a tax refund when their pay is zero, simply un-tick this box.

Cost to Employer - tick if you would like to exclude notional pay from the 'Cost to Employer' calculation

Revenue Submissions

1) If you have multiple ROS certificates, you can select which one to use by default for the employer

2) If you need to customise the payroll run reference that is included in the PSR submissions for multiple payrolls (eg. on different sites) - it is recommended that you set this before sending any submissions to Revenue.

Client Details

The following client information can be recorded for each employer in BrightPay:

• Contact name, email address and phone number
• Alternative contact details
• Label colour
• Managed by
• Status
• Due date
• Default password (for sharing documents)
• Notes

This information can be edited directly from the 'Browse Employers' screen by clicking on the spanner icon on the right hand side for the employer and selecting the 'View/Edit Client Details' menu option (this menu also includes a quick one-click link to set a label colour).

Whilst extra information can be added in the Notes section for the employer, there is no facility to upload external documents here, ie liability insurance certificates