Steps
- Open Settings and choose Export data.
- Under Payroll export, if you have more than one employer set up, choose the Employer. Each file covers one employer.
- Choose a Format: Any payroll software or bureau, Xero Payroll UK, Changes in a pay period or BrightPay leavers.
- For Changes in a pay period or BrightPay leavers, set the Period start and Period end.
- To include salary and other personal details, choose Include personal details…, pick the details, say why you need them and choose Include for 30 days. BrightPay leavers files never include them.
- Choose Download payroll pack.
What happens next
- The spreadsheet downloads straight away. It flags anything payroll needs that's missing, so you can fix it in HollyHR first. HollyHR doesn't run payroll or send the file anywhere.
- Once included, personal details stay in payroll exports for 30 days, then are left out again.
If something goes wrong
Salary isn't in the file. Personal details are left out until you choose Include personal details… and Include for 30 days. BrightPay leavers files never include them, and bank details are never included, so give those to payroll separately.
It says the employer's payroll is incomplete. The file can't be made while something is missing. Tick Download a gap report instead to see what to fix, then try again.
BrightPay can't match someone. Anyone HollyHR can't match safely goes in a separate exceptions file with their name. Sort them out in BrightPay, and don't let it add people it can't match.