How to set Salary Sacrifice up in Brightpay

The employee is sacrificing 5% of Qualifying Earnings.

You’re using BrightPay payroll software.

Pension provider and scheme (e.g., Penfold) are already set up in BrightPay.

The scheme allows salary sacrifice.

Open BrightPay.

Go to the “Pension” tab

Click on “Add Scheme” (In the ribbon).

Select the pension provider from the options i.e. Penfold or SMART. If not shown, select "Other".

Name the scheme "Penfold - Salary Sacrifice Scheme"

Add the pension scheme reference

Contribution Type, change to "Use custom contribution rates"

Set the employer contribution rate to 8% and the Employee contribution rate to 0%

Earnings Basis, select " Standard Qualifying Earnings
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Head to the employees tab, select an employee who is changing over to salary sacrifice and select "Auto Enrolment"

Select "Switch"

Under Scheme, select the pension scheme we created in the step 1

Tax Relief, select None

Select "Switch multiple employees"

Select all the employees you wish to switch over to the salary sacrifice scheme and hit "Switch Selected Employees"
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Payroll Tab, select employee

Additions and deductions section, select Add, under deductions select Salary Sacrifice and ensure the deduction percentage is 5%

The pay slip shall look like the below