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Published: 29 Jun, 2026Payroll migration

Switching from BrightPay to Workmax: UK Payroll Migration Checklist

BrightPay is a familiar payroll product for many UK employers and payroll bureaus. It is widely used because it focuses on the core payroll job: RTI, payslips, auto enrolment and payroll processing.

Switching from BrightPay to Workmax is usually not about replacing one payroll calculation screen with another. It is about deciding whether payroll should stay separate from workforce operations, or whether HR, scheduling, time tracking, approvals and payroll should sit in one connected workflow.

When switching makes sense

BrightPay may suit employers who want a dedicated payroll system and are happy to keep rota, HR, time tracking and approvals elsewhere.

Workmax may be a better fit when:

  • managers approve hours across multiple sites;
  • payroll depends on mobile timesheets or clock-ins;
  • care, restaurant or field teams create lots of pay exceptions;
  • payroll queries require rota and attendance evidence;
  • HR records, pay rates and leaver data are duplicated across tools;
  • the business wants payroll-ready data before payroll day.

The important point is not that every employer should switch. It is that employers should review the whole workflow, not just the payroll submission step.

Migration checklist

Before migrating, export or confirm:

  • employee names, addresses and contact details;
  • National Insurance numbers and tax codes;
  • pay rates, pay frequencies and departments;
  • starter dates and leaver dates;
  • year-to-date taxable pay, tax, National Insurance and pension values;
  • workplace pension settings;
  • statutory payment history;
  • student loan and postgraduate loan deductions;
  • attachments of earnings;
  • holiday balances where they are managed in the old process;
  • previous FPS and EPS submission history;
  • payslip access arrangements.

Do not leave this until the week payroll is due. The best migration window is before a new tax month or after a parallel-run check.

Run one parallel payroll

For a growing employer, one parallel run is worth the effort.

Run the same pay period in BrightPay and Workmax, then compare:

  • gross pay;
  • taxable pay;
  • employee National Insurance;
  • employer National Insurance;
  • PAYE tax;
  • pension deductions;
  • net pay;
  • statutory payments;
  • leaver and starter treatment.

Any differences should be explained before the first live submission. Sometimes the difference is a setup issue. Sometimes it is a historical correction. Either way, the migration process should surface it early.

Do not forget the operational workflow

The migration is also the moment to fix the messy part before payroll.

If managers currently send hours by spreadsheet, email or WhatsApp, moving payroll software alone will not remove the risk. Build a process where managers approve hours, exceptions and corrections before the pay run starts.

That is where Workmax differs: payroll sits next to workforce records, scheduling, time tracking and approvals.

How Workmax helps

Workmax helps UK employers move from disconnected payroll preparation to a joined-up payroll workflow. Employee records, approved hours, manager review, RTI payroll and payslips can sit in one place.

Read the broader switching payroll providers guide, see migrating to Workmax or book a migration demo.

Sources

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