BrightPay facilitates the batch processing of employees who have the same automatic enrolment settings, thus eliminating the requirement to automatically enrol, postpone, etc. employees on an individual level.

Batch Enrolment

• At the time of enrolling an eligible jobholder, you will have the option to enrol other eligible jobholders with the same settings: 

• Simply select the employees who you wish to enrol and click ‘OK’ to complete their enrolment all at the same time:

• In the same manner, you will also be given the option to batch process the enrolment letters which BrightPay will automatically generate for each employee enrolled. Select Letter > Create Letter > Print / Email Letter PDF / Download Letter PDF 

• Selected employees' enrolment letters can be printed, exported to PDF or emailed, as required.
   

• To then indicate that you have communicated with the employees, under Mark as Done, select For Multiple Employees:

• Select the applicable employees and click OK.

Note: If the incorrect employee's name is appearing on the pension letter, go to create the letter and check the Salutation field is set up correctly, ie there is not any employee's name here and it says 'Dear [name] [surname]' so BrightPay can read it correctly.

Batch Postponement

In a similar manner, more than one employee can be postponed at the same time. 
 

• At the time of postponing one employee, you will have the option to postpone multiple employees with the same settings:

• Likewise, you will also be given the option to batch process the postponement notices which BrightPay will automatically generate for each employee postponed. Select Letter > Create Letter > Print / Email Letter PDF / Download Letter PDF 

• Selected employees' letters can be printed, exported to PDF or emailed as required.
   
• To then indicate that you have communicated with the employees, under Mark as Done, select For Multiple Employees:

• Select the applicable employees and click OK.

Batch Exemption

Where exemption applies, at the time of exempting one employee, you will be given the option to exempt multiple employees with the same settings:

• Select the employees for whom exemption applies and click OK to complete the action.

FAQs
 

Q. I can’t see the option to mark the letter as ‘Done’ like I did in the desktop version.

A. In the cloud version, you don’t need to mark letters as ‘Done’. Instead, you control this through the Employee Portal settings:

1. Go to Employee Portal Settings.
2. Under Document Availability, tick Yes to make the letter available.

Once this option is ticked, the letter is automatically made available on the employee portal, so the old “Mark as Done” step from the desktop version is no longer required.