Switching from Thesaurus Payroll Manager Mid Year

To switch from Thesuarus Payroll Manager to BrightPay mid-year:

1. Set up your employer in BrightPay. In the employer set-up, be sure to choose the option Continue Partway in the 2014 Tax Year. Enter all the information as required and save your employer file.
2. Export your BrightPay CSV file from Thesaurus Payroll Manager (in the Utilities menu). If you run both weekly and monthly payroll in Thesaurus Payroll Manager, you will need to do this twice - once for weekly and once of monthly.
3. In BrightPay, navigate to File > Import/Export Data > Import Employees from a CSV File. Select the file which you created in step 2. BrightPay will automatically recognise the format. Click OK to complete the import.
4. Your employees will now be in BrightPay. Check your employer and employee information and complete any BrightPay specific fields as required. You may need to set up things which could not be imported from Thesaurus Payroll Manager such as rates, additions/deduction types, pension schemes, benefit in kind, etc.
5. When setting up your payment schedule, ensure you begin in BrightPay exactly where you left off in Thesaurus Payroll Manager.