BrightPay Cloud Employer Portal

You will receive an invitation email from:

client@brightpay.co.uk

The Dashboard provides an overview of recent activity and quick access to commonly used information within the portal.

The optional features of holiday management and employee requests will not be visible if you manage your holiday in-house and/or have elected to not enable employees to request changes to their employee information held within payroll.

The Employer section contains information about your company and employer settings.

Two action buttons are available:

• Displays your company name, address and postcode.
• You also have the option to upload a company logo.

Shows the default settings used when employees are added to the payroll, including:

• Pay settings
• Working day settings
• Annual leave entitlement
• Minimum wage profile

• This section displays HMRC information once payroll submissions have been made to HMRC by PayrollAbility as your agent.

Individuals within your organisation that have been allocated ‘super-user’ access can add other standard users to the client portal and allocate their permissions.

The Employees section provides access to employee information and related resources.

The available action buttons include:

• View Employees
• Employee Portal
• Manage Resources – Documents can be uploaded the Client Portal which can then be shared with employees.
• View All Requests (optional feature) Holiday requests and employee requests to change personal information (home address etc) can be approved or declined.
• More – here you can access employees annual leave reports and calendar reports, and email Employee Portal Instructions to Employees.

This area enables customisation of setting, access and dates for document availability. Here:

• Payslip notification can be switched on or off.
• Employee calendar and the ability to request holiday can be switched on or off and whether the employee can see other employees’ holiday and calendar can be selected.
• Employee request (holiday and changes to personal details) can be switched on or off.
• Global managers can be added
• Document availability can be set (when payslips, P60 and P45 and P11d, if applicable, are available for download).

The Payroll section provides access to payroll runs and related payroll information.

The available action buttons include:

View and approve the current month’s payroll.  Review payroll records for previous completed months from a month or individual employee level.

Download P30s and view the amount due to HMRC each month, due date and payment reference.  Update payment amounts and date payment made.

Provides access to payroll reports and documents.

Here you can view, customise and download reports for all completed payrolls.

If you have any questions about accessing the portal or locating information, please contact:

nadine@payrollability.co.uk or call 01273 56 92 27

1. Select Payroll from the main menu
2. Click the Pay Periods action button
3. Choose the pay period headed Approval Requested.  You can do this either by using the Tools Dropdown above the “Cost to Employer” column, or clicking on each employee to review their individual payslip.
4. If you have any notes or queries about this payroll period, please add them to the Chat Box.
5. Once you’ve finished reviewing everything, click Mark as Submitted at the bottom of the page.
6. We will be notified that you have approved payroll.