To access / amend your BrightPay settings, select the settings cog icon in the top right corner of the screen next to your initials:

The following settings can be accessed and amended:

Appearance

Alter the screen appearance between Auto, Dark and Light mode

Personalisation

• General Preferences - When an employer is opened, this tab will initially be shown (defaulted to the Payroll tab)
• Employee Display Preferences - You can change the way the employees are displayed on screen, ie <Name> <Surname> or <Surname> <Name>, etc
  • Include employees' title
  • Include works number
  • Include NINO
• Employee Ordering - Change the order the employees display on the payroll tab summary and on reports. You can order employees by their first name, surname, works number or National Insurance Number.
• Leavers - Choose to show employees who have left after all other current employees (in the Employees tab listing)

Documentation

• PDF Export Preferences - The settings here will be used by default when you create a PDF document. Note that for some types of documents, some page settings are pre-defined and cannot be overridden.
• Email Preferences - The settings in this section will typically be used when emailing a document. You can change the default settings and add / remove email recipients. Information such as the default ‘reply to’ email address, default email body text, email signature and ask BrightPay to remember and reuse the most recent email content/settings for each document type can be set here. 

Submissions

• Agent Settings 
  • RTI Submissions - Enter your personal agent details to be included in RTI submissions that you send on behalf of your customers
  • Smart Pension - Enable logging in to Smart Pension as an 'Advisor' (rather than as an 'Employer')
• Gateway Credentials - To avoid having to enter your Government Gateway credentials each time they are required, you can add them to your Bright ID in this section. Multiple sets of credentials can be added.
• Nest Credentials - To avoid having to enter your NEST credentials each time you send a submission, you can optionally add them to your Bright ID here. Multiple sets of credentials can be added.