Great news - BrightPay is configured to automatically generate data that can be dragged and dropped straight into your Penfold Platform. Follow these simple steps to effectively manage your Penfold data flow:
Finalise ayslips:
After processing payroll, finalise the payslips as usual.
Access the Pensions section:
Navigate to the Pensions menu.
If contributions are due, a notification will appear.
Generate the Contributions Summary:
Click on the Contributions Summary notification.
Follow the on-screen prompts to generate the CSV file.
When prompted, confirm whether Salary Sacrifice applies to the contributions.
Save and upload the CSV File:
Save the generated CSV file to a secure location.
Upload the CSV file to your Penfold employer dashboard by dragging and dropping it into the platform.
Note: If you wish to enrol employees before processing contributions (e.g., to ensure they receive opt-out instructions prior to payroll), you can upload the contributions file to the "Add Employees Only" section on the Penfold platform. Otherwise, employees will be enrolled when you upload the contributions.
For employees switching from another scheme, BrightPay may include "ExitDates" in the contribution summaries. Penfold is aware of this and will ignore the "ExitDates" in such scenarios.