Exporting files for payroll with BrightPay custom file exports

To export the files required for Brightpay you can export the whole list by clicking on With All > Export for payroll:

Or use the checkboxes to the left of each shift to select them individually:

Then use With Selected > Export to payroll export function for just those shifts:

There will be 2 files downloaded:

• Payroll: This is the main payroll file to import into Brightpay which contains the following columns:
  • Employee Works Number
  • Employee Name
  • Amount
  • Description
  • Is Tax Deductible
  • is NIC Deductible
  • Is Employee Pension Deductible
  • Is Employer Pension Deductible
• Payroll New Starters: This file contains new starter information to add to Brightpay before being able to run payroll against their Payroll ID. It contains the following information:
  • Works Number
  • Payroll ID (RTI)
  • StartDate
  • Title
  • Name
  • Surname
  • Email
  • Gender
  • Date of Birth
  • Address 1
  • Address 2
  • Address 3
  • Address 4
  • Postcode
  • National insurance Table
  • National Insurance number
  • Payment Bank Sort Code
  • Payment Bank account

Once you have run your payroll the following will happen:

• The shifts are removed from awaiting payment
• The shifts are marked as Processed in the staffarea and throughout the system with a time/date stamp of this export
• A payment batch is created under Payroll > Payment batches which contain all these shifts that have been exported

Showing total hours on staff payslip for monthly payments

The best method to show staff total hours for monthly payments on the staff payslips is to use the Download Notes export

This file will be in the format:

• Employee Works Number
• Employee Name
• Employee First Name
• Employee Surname
• Notes
  • This column will show the following: 'Total hours works this month = '

You can then import this file into Brightpay and the notes will show as follows on the payslip in the payment block in the bottom right: