To move an employer from one organisation to another at the beginning of a new tax year, follow the below steps:

1. Export employees' details to CSV file

Go to the Employees tab> Import & Export> Export Employees to CSV File. 

Select the data items you wish to export or click ‘Select All’ and click Continue. 

Click Download. 

2. Create a new employer in the BrightPay Cloud

https://payrollsupport.uk.brightsg.com/hc/en-gb/articles/37179861675537-Adding-a-New-Employer

When creating a new employer file in BrightPay Cloud, choose ‘Start at beginning of the tax year’ employer profile. 

3. Import employees into the new employer. 

To import employees, go to the Employees tab, Import & Export, Import/Update Employees from CSV File

Click ‘Select CSV File to Upload’, choose the file, and click Open. 

Click 'Match Header row' icon, review the columns, untick any columns you don’t wish to import and click ‘Import’. 

Following the import, future information can be entered if required, such as the pension scheme needs to be set up and employees enrolled, the Employment Allowance needs to be enabled and EPS submission sent with the Employment Allowance Indicator (if applicable), Apprenticeship Levy needs to be enabled (if applicable).

The employees pay elements, benefits, and attachment orders, employer bank details also need to be entered if required. 

Note, the original Payroll IDs should be imported and entered. 

In the event that you must use a different RTI payroll ID (e.g., the previous RTI payroll ID is not known), it is essential that you select ‘Force include ‘Change of Payroll ID’ indicator on next FPS’ from the ‘Change of Payroll ID’ drop down menu. To do this go to the Employee section > Tax, NICs, RTI section and under the section ‘Details to be included on FPS’ Click on the box under the Payroll ID and change to ‘Force include ‘Change of Pay

For more information, review the Migration Checklist below: 

https://hello.brightsg.com/hubfs/Migration%20Checklist%20BrightPay%20Cloud%202025-26.pdf