To access this utility, go to Employees heading > Select Employee from listing > Payment tab. 

Complete the Payment section as follows:

Payment Schedule
Select the employee's pay frequency. BrightPay caters for the following pay frequencies:

• weekly
• fortnightly
• 4-weekly
• monthly
• quarterly
• yearly

How is the Pay worked out?
Select how the employee is to be paid – based on a set amount each period, based on a daily rate or based on an hourly rate.

• If based on a set rate each pay period, enter this amount in the field provided.
• If based on an hourly rate, enter the employee’s standard hourly rate in the field provided. If more than one hourly rate applies to the employee, click Add Hourly Rate to set up another. Enter a description of your choice for the additional hourly rate and indicate whether this hourly rate is to be classified as an overtime rate.
• If based on a daily rate, enter the employee’s standard daily rate in the field provided. If more than one daily rate applies to the employee, click Add Daily Rate to set up another. Enter a description of your choice for the additional daily rate and indicate whether this hourly rate is to be classified as an overtime rate.

Payment Method
Select the employee’s payment method from the drop down menu – cash, cheque or credit transfer. If paying by credit transfer, the employee’s bank details must be entered in order to pay the employee using the bank payment facility in the software.

It is only possible to have 1 bank account per employee.

Please note: If any payslips have been finalised in the tax year and there is a change in the annual salary mid-year, the salary information in the 'Payment' section is not editable. You must update the period salary in the Payroll tab on the employee's payslip - 

Here’s how to update it:

1. Go to Payroll and open the relevant payslip for the employee. 
2. On the payslip, find the periodic pay amount. 
3. Click the spanner (settings) icon on the far right of the periodic pay line. 

4. In the pop‑up, locate the field called “Equivalent Annual Salary.” 

   Click on the underlined amount :

   

5. Enter the new annual salary in this field and save.

   

To apply a mid-period pay rise, please follow these steps:

1. Go to Payroll and open the relevant payslip for the employee. 
2. On the payslip, find the periodic pay amount. 
3. Click the spanner (settings) icon on the far right of the periodic pay line. 
4. In the pop‑up, locate the field called “Mid-Period Pay Raise.” 
5. Select the date for the pay rise and enter the new salary details.

The system will then automatically recalculate and display the correct weekly / monthly pay for that employee.

To update an employee's salary / give them a pay raise (either at the start of a period), go to the employee's payslip > click on the spanner icon on the periodic amount (weekly / monthly pay) & choose the option for mid period pay raise'. You can then enter the new periodic amount & annual salary.

THE EMPLOYEE’S PAYMENT DETAILS ARE NOW COMPLETE. NOW SELECT THE ‘TAX, NICs, RTI’ TAB TO CONTINUE TO SET UP THE EMPLOYEE’S RECORD.

When setting up an employee, if you cannot see the field to enter an annual salary - you can enter a periodic amount in the Payroll section. To do this, go to the open employee's payslip on the schedule > Under Pay & Benefits click on 'Add' > Monthly Pay (or Weekly Pay / Fortnightly Pay etc) > then enter the the periodic pay directly on the payslip.

If you need to switch an employee from hourly pay to an annual salary (after payroll has started and the annual salary option is greyed out):

1. Go to the Payroll tab and select the employee’s current payslip.
2. In the Pay and Benefits section, click Add.
3. Choose the pay frequency you need (e.g., “Monthly Pay” or “Weekly Pay”).
4. Manually calculate the salary per pay period (annual salary divided by 12 for monthly, or 52 for weekly).
5. Enter this calculated periodic salary amount for the employee.
6. If you need to remove the old hourly pay item, click the spanner icon next to that line and select Delete.

This will change the employee from hourly rate to salaried pay for future payroll periods