How to Access Settings:

• Click on the Settings button in the top right hand corner of your screen (next to your initials), to open the options. 
   
   
   

Appearance:

• Choose your preferred mode:  
• Auto (BrightPay will switch between light and dark mode automatically based on your system settings),  
• Light or
• Dark

General Preferences:

• You can set which window BrightPay opens on when you log in for quicker access. 
   

  

Employee Preferences 

• Here, you can customise the way employee names are displayed, such as using Surname, Name, or including Initials, title, work numbers or NINO,  and other options according to your preferences.
• You can also choose to sort employees by other options, such as Name, Surname, Works Number, or additional criteria.
• There is also a checkbox to include employees who have left, so they will appear on the list after all active employees.

Email Preferences 

• You can also set email preferences, including a default reply-to email address, preset body text, and signature. 

  This helps save time by automatically adding these details, so you don’t have to enter them manually each time.

By default, BrightPay will remember the content you enter in the email body when sending reports, P30s, and similar documents, and will use this same content the next time you email that type of document. 

If you’d prefer not to reuse the previous email content, simply untick the option “Remember and reuse the most recent email content/settings for each document type.” If you have set up a default email body, this will be used for each report or P30 you send. 

In the Recent Recipients tab, you'll find email addresses you've used recently. 

You can also add new addresses here, so they will appear in the drop-down lists when you're emailing reports or other users, making it easier to select frequent contacts.

Agent Settings 

• Here, you can set the default contact details for HMRC and/or  tick the box to login to Smart pension as an Advisor 

Gateway Credentials 

• In this section you can add multiple Gateway credentials as needed 

• You can then set your preferred credentials by navigating to Employer > Edit Employer Details > RTI section, and selecting from any of the credentials entered in this area.

• Here you can add in multiple sets of credentials for your NEST Account

Please note: The preferences saved are global settings and will be applicable to all employers within your organisation.