BrightPay includes a dedicated Salary Sacrifice report in the Analysis section to help you review and analyse salary sacrifice amounts and related employer NIC savings.

This article explains:

• Where to find the Salary Sacrifice report
• The default fields included
• How to add the new salary sacrifice fields to other reports
• How to export and share the report

Accessing the Salary Sacrifice report

1. Go to Analysis in the main menu.
2. Click More.
3. Select Salary Sacrifice.

This will open the Salary Sacrifice report, showing salary sacrifice data for the selected pay period.

Default fields in the Salary Sacrifice report

By default, the Salary Sacrifice report contains the following fields:

• Name
• Surname
• Gross pay
• Salary sacrifice-able gross
• Salary sacrifice
• Employer NIC reduction from salary sacrifice
• Salary sacrifice-able gross to date
• Salary sacrifice to date
• Employer NIC reduction from salary sacrifice to date

These fields give you both period-based and year-to-date views of salary sacrifice amounts and related employer NIC reductions.

Adding salary sacrifice fields to other reports

The new salary sacrifice options are not limited to the dedicated Salary Sacrifice report. They can also be added to other Analysis reports.

To add these fields:

1. Open any report in the Analysis section.
2. Click Add/Remove Columns.

3. In the Period and Year to Date sections, you can select the following new fields:

   • Salary sacrifice-able gross to date
   • Salary sacrifice to date
   • Employer NIC reduction from salary sacrifice to date
    
4. Click OK or Save (depending on your report options) to apply the changes.

The selected fields will now appear in your chosen report, allowing you to incorporate salary sacrifice data into your existing analysis layout.

Exporting and sharing the Salary Sacrifice report

Just like other reports in the Analysis section, the Salary Sacrifice report can be exported or shared.

1. With the Salary Sacrifice report open, click Export or Share.
2. Choose from the available options:
   • Export CSV for selected report…
   • Export shared PDF document for selected report…

This allows you to:

• Export the salary sacrifice data for further analysis in spreadsheet software.
• Generate a PDF document that can be shared with colleagues, management or other stakeholders.