To access this utility, go to Employees > Select Employee from listing > HR. Complete the HR section as follows:



Enter the employee's nationality, if known. This is an optional field.

Passport number

Enter the employee's passport number, if known. This is an optional field.


Job Title

Enter the employee’s job title, if applicable. 

Cloud/ PDF Password

If the employee wishes to receive password protected payslips or their P60 by email, enter the password that will be needed by the email recipient in order to open and view these attachments when received .

This password is usually set by the employee and can be a combination of letters and numbers. Alternatively. click Randomise to create a password for the employee.

This field can also be used to set the password needed for the employee to access the BrightPay Connect portal (if applicable).


Self Service

Applicable to BrightPay Connect subscribers only - tick this option if you would like to enable access for this employee to their self service dashboard on BrightPay Connect


Applicable to BrightPay Connect subscribers only - tick this option if you would like to prevent users without the requisite permission from viewing this employee's information and pay details within BrightPay Connect

Starting Salary

Enter the employee’s starting salary, if known. 

Employment Arrangements

If applicable, any employment arrangements made between the employer and employee can be entered here. 

Next Review Date

Enter a review date as a reminder that a review is pending. 



Enter any medical information relating to the employee, if known.


Enter any other notes of importance in this section.

Employee Photo

To add the employee’s photo to their record, double click on the photo icon and browse to where you have the photo saved. Please note, the image file must either be in .jpg, .png or .gif format.


Emergency Contact Details

Emergency contact details can also be added in this utility.


The employee’s HR details are now complete. Now select the ‘CSO’ tab to continue to set up the employee’s record.


Need help? Support is available at 01 8352074 or

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