1. Enter All Pay Details

• Make sure you have entered all payments, additions, and deductions for your employees for the pay period.  For step by step guidance on this please see our help section Here

2. Review Your Payroll

• It’s a good idea to review your payroll before finalising payslips to help catch any errors early.

3. View the Period Summary

• Go to the Payroll section.

• Click on More.

  

   

• Here, you can choose to Email / Download PDF Period Summary, or Export Period Summary to CSV.
• By default, the summary will show you key information such as Gross Pay, Tax, Employee NIC, Employer NIC, Net Pay (Take Home Pay), and the total Cost to Employer for the projected payslips.

4. Customise Your Report

   - If you’d like to see more details, you can add extra columns to your report.

   - Simply go to Payroll > More > Choose Period Summary Columns and select the columns you want to include.

Reviewing your period summary before finalising payslips is a great way to ensure everything is accurate and avoid any mistakes. 

Please note: it is not possible to view the actual tax calculations / workings performed by BrightPay for a period. You can do a manual YTD tax calculation or use the HMRC PAYE calculator if you are unsure how the tax was calculated.

The cost to employer figure includes all amounts the employer is liable to pay, including gross salary, any additions, employer National Insurance contributions, and employer pension contributions.