Employee Data that can be Imported into BrightPay

If you are migrating to BrightPay from another payroll package, employee data can be imported into BrightPay via CSV file format.

Once you have your employer file set up and opened, simply click File > Import/Export Data > Import employees from a CSV file’.

Browse to the location of your Employee CSV file, select this and press Open.

For each column, choose the employee data it represents. Ignore any columns and uncheck any rows you do not wish to be imported.
When ready, click ‘Import’. Your employee data will now be imported and can now be accessed through the Employees tab.

Fields which can be imported into BrightPay using CSV file format are:

Title

Name

Middle Name

Surname

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Gender

Date of Birth

Nationality

Phone Number

Email Address

PPS Number

Works Number

Start Date

Leave Date

Department

Is a Director

Is Valid Certificate Held

Is Temporary

Calculation Basis

Is Exempt from PAYE

Is Exempt from USC

Has PAYE Exclusion Order

Has E101 Certificate

PRSI Class

Annual PAYE Credit

Annual PAYE Cut-Off Point

Annual PAYE Cut-Off Point 1

Annual PAYE Cut-Off Point 2

Annual PAYE Cut-Off Point 3

Total LPT to be Deducted

PRD Calculation Method

Is Monday a Typical Working Day

Is Tuesday a Typical Working Day

Is Wednesday a Typical Working Day

Is Thursday a Typical Working Day

Is Friday a Typical Working Day

Is Saturday a Typical Working Day

Is Sunday a Typical Working Day

Annual Leave Entitlement Calculation Method

Leave Year Start Date

Is Annual Leave Carried Over From Previous Year

Number of Annual Leave Days Carried Over From Previous Year

Number of Annual Leave Days in Year

Number of Annual Leave Days in Month

Number of Hours in Working Day

Payment Frequency

Payment Calculation Method

Annual Pay Rate

Period Pay Rate

Standard Daily Rate of Pay

Standard Hourly Rate of Pay

Payment Method

Payment Bank Name

Payment Bank Branch

Payment Bank Sort Code

Payment Bank Account Name

Payment Bank Account Number

Payment Bank Reference

Payment BIC

Payment IBAN

Job Title

Starting Salary

Employment Arrangements

Next Review Date

Document Password

Medical Information

Notes

Previous Employment Employer Registration Number

Previous Employment Leave Date

Previous Employment PAYE-able Pay

Previous Employment PAYE

Previous Employment USC-able Pay

Previous Employment USC

Previous Employment PRD-able Pay

Previous Employment PRD

Previous Employment LPT

Mid Year Cumulative Notional Pay

Mid Year Cumulative Medical Insurance

Mid Year Cumulative Illness Benefit

Mid Year Cumulative Maternity Benefit

Mid Year Cumulative Adoption Benefit

Mid Year Cumulative PAYE-able Pay

Mid Year Cumulative PAYE

Mid Year Cumulative USC-able Pay

Mid Year Cumulative USC

Mid Year Cumulative PRD-able Pay

Mid Year Cumulative PRD

Mid Year Cumulative LPT

Mid Year Cumulative Employee PRSI-able Pay

Mid Year Cumulative Employee PRSI

Mid Year Cumulative Employer PRSI-able Pay

Mid Year Cumulative Employer PRSI

Mid Year PRSI Class 1

Mid Year Cumulative Insurable Weeks at PRSI Class 1

Mid Year PRSI Class 2

Mid Year Cumulative Insurable Weeks at PRSI Class 2

Mid Year PRSI Class 3

Mid Year Cumulative Insurable Weeks at PRSI Class 3

Mid Year PRSI Class 4

Mid Year Cumulative Insurable Weeks at PRSI Class 4

Mid Year Pension Scheme Type

Mid Year Cumulative Employee Pension

Mid Year Cumulative Employer Pension

Need help? Support is available at 01 8352074 or [email protected].

Installing BrightPay

Installing the software on to your PC Setting Up BrightPay for Multiple Users

General

Ordering for Next Year Payroll Calendar

Getting Started

Introduction to BrightPay Setting up an employer and its employees using a Revenue P2C File

Importing from Previous Year

Importing from BrightPay 2014 Importing from Thesaurus Payroll Manager

Switching from Thesaurus Payroll Manager to BrightPay mid year Importing employee data from another payroll package

Employee Data that can be Imported into BrightPay Migrating from SAGE Micropay to BrightPay

Employer

Adding a New Company Additional Employer Information Setup Initial Rates of pay Adding/ Amending Hourly Rates Adding/ Amending Daily Rates Adding/ Amending Addition Types Adding/ Amending Deduction Types Adding/ Amending Pension Schemes Adding/ Amending Savings Schemes Adding/ Amending Bank Accounts Adding/ Amending Departments

Employee

Exporting a P2C file from ROS Importing a P2C file Personal Employment Payment Revenue Details HR CSO

Payroll Deductions

Universal Social Charge Universal Social Charge - Calculations USC Exempt Status v USC Exempt Income PAYE - Pay As You Earn Week One or Cumulative Basis Emergency Tax Basis Local Property Tax (LPT)PRSI PRSI - 2015 Tables

Payroll

Processing Weekly Payroll Processing Fortnightly Payroll Processing Monthly Payroll Processing 4-Weekly Payroll Net to Gross Payments Entering Pension Deductions Allocating An Employee's Pay across Departments Importing Pay Data from a CSV File Finalising Payslips Printing Payslips Emailing Payslips Exporting Payslips Paying Employees

Mid-year Starters

Preparing a P45 Part 3 for ROS Preparing a P46 for ROS Setting up a new employee mid-year

Leavers

Issuing a P45 Printing a P45 Reversing a P45 Submitting a P45 to ROS

Pensions

Adding/ Amending Pension Schemes CWPS & NECI Reports Entering a CWPS Pension Entering a NECI Pension Entering Normal Pension Deductions Normal Pensions Report

Illness Benefit

Employer does not pay employee while out sick Employer pays employee while out sick and receives the illness benefit Employer pays employee while out sick but employee retains the illness benefit Illness Benefit - General Making adjustments to previously paid illness benefit

Benefit in Kind

Vehicles Loans Accommodation Medical Insurance - Annual Medical Insurance - One-Off Share Based Remuneration Annual Benefits One-Off Benefits

Parenting Leave

Adoptive Leave & Pay Maternity Leave & Pay

Holidays

Processing Holiday Pay

Re-opening Payslips

Re-defining Schedule of Periods Re-opening Payslips

P30 Returns

Monthly P30 Return P30 ROS File Quarterly P30 Return

Analysis

Audit Trail Report Creating a New Report CWPS & NECI Reports Daily Pay Report DSP Benefits Report Favourite Reports Hourly Pay Report Notional Pay Report Payroll Summary Report Pensions Report

Backing Up & Restoring Data Files

Backing Up Your Payroll Data Restoring a Payroll Data File

Year End

Preparing a P35 ROS File Submitting a P35 to ROS P60s Medical Insurance Eligible for Tax Relief

Glossary of Terms - Foreign Language Help Sheets

Cantonese Czech English Hungarian Latvian Lithuanian Mandarin Polish Portuguese Romanian Russian

Employee Data that can be Imported into BrightPay

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