Personal

To add a new employee to BrightPay, select Employees, followed by New Employee.

Complete the Personal Details for an employee as follows: 

Title

Enter the employee's title, if known.

First name

Enter the employee’s first name - this is a compulsory field.

Middle name

Enter the employee's middle name, if applicable.  

Surname

Enter the employee’s surname - this is a compulsory field.

Date of birth

Enter the employee’s date of birth. A date of birth is required if the employee is over 66, under 16 or their PPS number is unknown.

Gender

Select the employee’s gender.

Address

Enter the employee’s address, if known. Please note that the employee’s address is required if the employee’s PPS number is unknown.

Email address(es)

Click Add Email Address to add a contact email address for the employee. Select whether it is a work address or a personal address from the drop down menu and enter the employee’s email address. To add additional email addresses, click Add Email Address again and repeat the process. If more than one email address is added, specify which is to be the primary address. The primary email address will be used for the emailing of payslips etc.

Phone number(s)

Enter a contact telephone number for the employee. Select whether it is a work or personal phone number from the drop down menu and then enter the telephone number. To add additional phone numbers, click Add Phone Number and repeat the process. If more than one phone number is added, specify which is to be the primary contact number.

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.

THE EMPLOYEE’S PERSONAL DETAILS ARE NOW COMPLETE. SELECT THE ‘EMPLOYMENT’ TAB TO CONTINUE TO SET UP THE EMPLOYEE’S RECORD.