To import an employer from BrightPay IE Desktop to BrightPay Cloud, follow the steps below or watch the video tutorial.

Step 1. Create your organisation.

Sign up to BrightPay Cloud for free using this link.

Please use your BrightID log in details if you have one. You will already have a BrightID if you have already purchased BrightPay, or used BrightPay Connect or other Bright products.

If you don’t have a Bright ID, click Sign up for Bright ID and follow the steps, https://brightsg.com/en-gb/creating-a-new-bright-id

Once logged in, you will be asked to create your organisation. 
An organisation is where employers, team members, and billing are managed. Here, you need to enter your organisation's name and address, choose your payment plan, and add a payment method.

*Need help? Click here.

Step 2. Import your employer(s) from BrightPay Desktop. 

Select the option ‘Import from BrightPay for Windows’. Read the Post-Import Checklist.

Select the employer file(s) you wish to import, and BrightPay will import your employer.

To import multiple employers, press and hold the ‘Shift’ key on your keyboard and select the employer files you wish to import.

To import multiple employers, select the Shift key on your keyboard and select the multiple employer files you wish to import. You can import up to 10 employers per batch.

If the employer data file is password protected, you will need to enter the password to import the employer(s).

*Need help? Click here.

Step 3. Open your employer. 

Select Open employer to access your payroll data. If you wish to import another company, click the icon with the company name in the top left corner, then click Import from Windows and follow the process.
 

To watch the Migration Video Tutorial, click here

Migration Checklist click here

Feature Comparison, click here

What information/data comes across from BrightPay Desktop to Cloud?

If you are migrating to BrightPay Cloud mid-tax year, your employer details, employees’ details and the year-to-date totals will come across.

Employer Details are imported to BrightPay Cloud, including:

Employer Details, Calendar, Departments, Hourly Rates, Daily Rates, Piece Rates, Addition Types, Deduction Types, Pension Schemes, Saving Schemes, and Bank Accounts

Employee Details are imported to BrightPay Cloud, including:

Personal Details, Employment, PAYE Details, Payment details, HR, CSO, Expenses & Benefits, Calendar / Leave Information, Year to Date totals.

Custom Reports in the Analysis menu are also imported.

Pay periods that have been processed in the current tax year are imported into BrightPay Cloud.

What needs to be re-entered?

You need to enter the ROS Digital Certificate. For help, click here

Have you been using BrightPay Connect?

If you use BrightPay Connect and move your employer to BrightPay Cloud, please note that BrightPay Cloud software and BrightPay Connect are two separate products. BrightPay Connect is designed to work with BrightPay Desktop only.

The Employee Self Service Portal, Manager Portal, and Client Portal are included as standard features with BrightPay Cloud, click here.

The Employee Self Service Portal Overview, click here.

The Manager Portal Overview, click here.

The Client Portal Overview, click here.

Support Resources:

The following link will direct you to our dedicated website to make your move to BrightPay Cloud as seamless as possible: https://bpopie.brightsg.com/

Comprehensive Migration Employer Guide, click here.

Help Centre Guides, click here.

Video Tutorials, click here.

Webinars:

Join our next 'Ask Me Anything' webinar designed to answer your migration questions. 

Need more help with your migration? Email hellomigration@brightsg.com