Pay by Bank is a fast, safe and easy pay to pay employees directly from a bank account registered in BrightPay. Salary or wage payments for employees can be created from BrightPay and authorised using Multi Factor Authentication eliminating the need to create bank files and the manual workload associated with making payments to employees.

Once your bank account is successfully registered to the employer in BrightPay a payment run can be created to pay employees.

Under the Pay menu you will see the option to start Salary/Wage payments to your employees. Select ‘Create New Pay Run’ to start.

Employees whose payment method has been set to credit transfer will now be displayed for review.

a) Pay from Account -  select the account you wish to make payment from using the ‘Change’ option in the top right hand corner.

b) Payment Date - select the payment date required
 

c) Payee - review the list of payees for payment and de-select any who you wish to exclude from the payment run

d) Sort Code & Account number - ensure the correct bank details are entered for each applicable employee

Please note: bank details which have been entered on the employee's record will be displayed by default.

e) Reference - enter a reference for the payment, if desired

Please note: the reference has to be entered on the employee's record and this will be displayed by default.

In addition, payment references must consist of at least 6 alphanumeric characters that are not all the same. Total of all characters must also be less than 18. No spaces are allowed. 

f)  Amount - the payment amount for each employee will reflect the employee's 'take-home pay' on their payslip for the pay period being paid

Please note: in the event you wish to amend an employee's payment amount to be paid through the Pay by Bank utility (e.g. where an employee has been given an advance payment), simply amend the amount accordingly. It is important to note that this will not change any payslip amounts, simply the amount being submitted via Pay by Bank.

Payments can be scheduled in advance if required. On the Pay by Bank screen select the bank account you wish to pay from, the required payment date and the employees you wish to pay. Agree the terms and conditions and select ‘Schedule’ for the payment to be scheduled and processed on the date selected.

If making the payment straight away, enter in today’s date and select Continue.

The payment run has been created. Select ‘Continue’ to bring you to the authorisation step of this process.

Scan the QR Code using your mobile device where you can log in and authorise the payment. You can also Login to the Banking site where you can log in and authorise the payment to your employees in BrightPay.

Log into your banking app to authorise. Once the authorisation is processed the connection is complete and close the window on your mobile device and go back into BrightPay.

On approval, confirmation that your payment request has been successfully sent to Crezco will now be displayed