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✅ Required steps: Fill out the NI number and Payroll ID in the employee’s profiles in Planday. Both should match the ones on Brightpay’s payslip.
Setup and activate BrightPay
Follow the steps below to easily import the payslips from BrightPay, so your employees can access them in Planday. Log into Planday and go to Settings > Integrations > Overview. Find BrightPay, click on Set up and Activate.
Import BrightPay payslips into Planday
In order to match an employee with their payslip, Planday uses two identifiers:
Tax ID (or NI number ; SSN)
Salary ID (or Payroll ID)
Both of these values must be identical in Planday and in Brightpay.
You can find the Tax ID (or NI number) and Salary ID in the employee’s profile by going to People > Employees and edit the employee.
Download the PDF file with payslips to your desktop from BrightPay. We recommend you open the file to verify it is the correct data before importing it into Planday.
Log in to Planday and go to Payroll > Import payslips.
Choose start and end date: enter the same dates as the payslip.
Existing payslips: If you have already imported payslips to a given period, you can import additional payslips to that period. You can also overwrite existing payslips to update them with new data.
Choose Payslip as the type.
Choose the format BrightPay
Upload the payslips file and select import. The payslips will then be available to employees from their Planday account via the web and the Planday app.
Why do some Brightspay payslips not upload to Planday?
Why do some Brightspay payslips not upload to Planday?
If you're having trouble uploading payslips from Brightpay to Planday, check the following:
Ensure that the National Insurance (NI) numbers and payroll IDs match in both systems.
Look for any spaces in the NI numbers.
Verify if the original NI number or payroll ID has been archived. To check this:
Go to Settings > People > Employee Form Setup.
Scroll down to Archived Fields and unarchive the field if necessary.
If none of these steps work, try using the generic import format: SSN / CPR / NI-Number.
Learn more in How to Import Payslips into Planday.
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