BrightPay facilitates the importing of employee information in CSV format from the IRIS Bureau / Business.

If you are migrating to BrightPay mid-tax year, both employee and their mid-year pay information can be imported from IRIS Bureau / Business into BrightPay using this import option.

1. Please log in to BrightPay with your Bright ID. If you have already purchased BrightPay or another Bright product or used BrightPay Connect you will already have a Bright ID.

If you do not have a Bright ID, please click Sign up for a Bright ID and follow the steps or select here. 

As a new user, when you log into BrightPay, on the Welcome to BrightPay you will have a step-by-step guide on how to set up your information.

Step 1 - You will need to set up an Organisation. For assistance on setting up your organisation please see here.

Step 2 - Click Create or Import an employer - For assistance on setting up your employer please see our step by step guide.

When creating your employer, you will be asked how you would like to use BrightPay – three options are available:

1. Start at the beginning of the tax year - select this option if you are running payroll from the start of the tax year

2. Start Partway in the tax year – you should select this option if you are starting payroll partway in the tax year with no previous payroll records in the same tax year

3. Continue Partway in the tax year – you should select this option if you have already have payroll records for the tax year up to this point and wish to continue from where you have left off. Selecting this option will allow you to enter in year-to-date figures for each employee.

As we wish to import employee information partway through the tax year, Select 'Continue partway in the tax year' and Select 'Next'

Step 3 - Open the employer in order to import your employee and pay information into BrightPay.

2. To export csv files from Iris, follow the steps from the relevant link below:

Iris Bureau / Business, https://www.brightpay.co.uk/docs/25-26/moving-to-brightpay-from-another-payroll-software/importing-from-iris/importing-from-iris-bureau-using-a-csv-file/

Rename the Iris csv file to iris.csv

3. To import a file from Iris, click on ‘Select a CSV File to Upload’ on the import screen. Choose the Iris.csv file.

4. Click open, and you see this screen 

5. Choose the relevant option and click Confirm, then Continue. BrightPay matches all columns, click Import.

Important Notes: Iris CSV includes all leavers from previous tax years 

Following the import, further employee information can be manually entered within 'Employees', if required. Alternatively, you may wish to update missing employee information using a CSV file, for more details click here Updating Existing Employee Details from a CSV File

Migration Checklist Cloud may assist you with the migration process and set-up. 

It is also recommended that all employee details are reviewed before processing any payroll to ensure information imported in is correct and applicable for the tax year in question.

The imported year-to-date figures in ‘Mid-Year Totals’ section may include the previous employment income. In this instance, users must amend them prior to processing the payroll.

If you have migrated to BrightPay mid-year, any mid-year cumulative pay information imported in via your CSV file can also be viewed here in each employee’s ‘Mid-Year Totals’ section.

After reviewing your employee and employer information, simply click the 'Payroll' tab to commence processing payroll.

Please note: If you cannot see the 'Mid years total' tab in the Employees section, the Employer profile has not been set up as 'Continue part way in the tax year'. To change this, go to the Employer section > Basic details and amend the profile and save changes.

Need more help with your migration? Email brightpayukmigration@brightsg.com