To move an employer from one organisation to another mid-year, follow the below steps:

1. Export employees' details to CSV file

Go to the Employees tab> Import & Export> Export Employees to CSV File. 

Select the data items you wish to export or click ‘Select All’ and click Continue:

Click Download. 

2. Create a new employer in the BrightPay Cloud

https://www.brightpay.ie/docs/bpol/getting-started/add-or-import-an-employer/adding-an-employer-manually/

When creating a new employer file in BrightPay Cloud, choose ‘Continue partway in the tax year’ employer profile. 

3. Import employees into the new employer. 

To import employees, go to the Employees tab, Import & Export, Import/Update Employees from CSV File

Click ‘Select CSV File to Upload’, choose the file, and click Open. 

Click 'Match Header row' icon, review the columns, untick any columns you don’t wish to import and click ‘Import’. 

Please note:  where an employee had had previous employment in the same tax year, the employee's 'taxable pay to date', 'tax to date', 'usc-able pay to date', 'usc to date', 'employee PRSI-able pay to date', 'employer PRSI-able pay to date' and 'pensionable pay to date' amounts that are imported in from SAGE will include 'previous employment' figures.
 

As these previous employment amounts will already be catered for in within the Starter Details section of the employee's record in BrightPay, users must ensure that the employee's 'taxable pay to date', 'tax to date', 'usc-able pay to date', 'usc to date', 'employee PRSI-able pay to date', 'employer PRSI-able pay to date' and 'pensionable pay to date' amount within their 'Mid Year Totals' utility are reduced by these amounts prior to processing any payroll.

Following the import, future information can be entered if required, such as the pension scheme, employer bank account, addition & deduction types.

The employees pay elements, benefits and attachment orders, employer bank details also need to be entered if required. 

Note: the original Employment IDS should be imported and entered. 

Please find a link to the Migration Checklist and further information that may assist you with the migration process and setup. 
https://hello.brightsg.com/hubfs/Migration%20checklists/Migration%20Checklist%20BrightPay%20cloud%202026.pdf

BrightPay Post Import Checklist may help you with setting up additional details after you entered or imported your employer and employees into BrightPay cloud, https://hello.brightsg.com/hubfs/Migration%20Webinars/BrightPay%20Cloud%20IE%20Post%20Import%20Checklist.mp4