FREELANCE PAYMENT PORTAL – A SUMMARY FOR

FREELANCERS (Cymraeg ar dudalen 7)

The BBC’s Freelance Payment Portal is where freelancers can update their personal details, view payments

due to them and claim payments once the work is complete. The portal can be accessed from the BBC’s

external freelancer website (search freelancer on bbc.co.uk).

The FPP is hosted on BBC servers and secured by the BBC firewall; the portal uses SSL security. This is the

industry standard method for securing data collected over the internet and is used by banks and internet

shopping sites. The system has been vetted and approved by BBC Information Security and the processes

around it have been checked by the Information Policy and Compliance Unit to ensure they conform to the

Data Protection Act.

[1] ACCEPTING A JOB AND GETTING PAID VIA THE BBC’S NEW

ONLINE SYSTEM (THE FREELANCE PAYMENT PORTAL – FPP)

First time you are booked to work using the FPP:

Email 1 confirms your booking

Email 2 invites you to accept your terms and conditions

Email 3 asks you to verify your details for setup on the FPP (Section 2)

Email 4 gives you a login password and link to the FPP (Section 3)

Log-in to the FPP, check your personal details and enter your bank details for payment (Section 4)

Accept your booking (Section 5)

Do the job

Log-in to the FPP and claim your payment (Section 6)

Payment made in the next payroll run

For return jobs:

Email confirms your booking

Log-in to the FPP and accept your booking (Section 4 & 5)

Do the job

Log-in to the FPP and claim your payment (Section 6)

Payment made in the next payroll run

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[2] EMAIL 3 ASKS YOU TO VERIFY YOUR DETAILS FOR SETUP ON

THE FPP

2a This is the email which will be sent after you have accepted your Terms & Conditions. You must use

the link to enrol into the Freelance Payment Portal. This link will expire after 90 days, after which time you

will need to request a new one by calling or emailing BBC HR Direct (hr@bbchrdirect.co.uk or 0800 082

8080).

2b You must enter the required personal details to verify your account, then click Submit. The NI

number and post code entered must be the same as those held on the BBC’s records. If there is a

mismatch you must contact BBC HR Direct to get your records updated.

2c You will receive a confirmation message that you have validated your account. You will then be sent an

email containing your login and password.

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[3] EMAIL 4 GIVES YOU A LOGIN PASSWORD AND LINK TO THE

FPP 3a This email contains your login and

temporary password to be used the

first time you log into the Freelance

Payment Portal (use the link

provided).

3b You must use the details included on this

email to login to the system for the first time.

The system will then prompt you to change

your password to your own choice.

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[4] MY DETAILS TAB

4a When you first log into the FPP you will see this screen. This is the My Details tab. Across the top of

the screen are a number of tabs that can be clicked to navigate around:

My Details - This is where you can view and update your details

My Bookings/Bookings Awaiting Acceptance - This is where you view and accept new

bookings

Current Bookings/Claim Payment - This is where you claim payments for accepted bookings

Claim History - This is where you display previous bookings and claims made against them

4b You can view all your personal details and, if the Make a change button is available, update them.

4c If you are VAT

registered and wish to

claim VAT you must

enter your VAT

registration number on

this screen (being

highlighted to you). VAT

CANNOT be claimed on

PAYE (previously known

as Casual contracts)

bookings.

4d The first time you log

on to the system you will

be required to enter your

bank details. If you

subsequently update your

bank details you should

do this before you claim

any payments.

4e You only need to

enter bank details for

expenses if you require

expenses to go into a

different account than

your main one.

Please note, name, National Insurance number, date of birth and email address cannot be updated here.

You must call BBC HR Direct to update these pieces of information as they are used for verification

purposes.

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[5] NEW BOOKINGS/BOOKINGS AWAITING ACCEPTANCE TAB

5a This is the New Bookings/Bookings Awaiting Acceptance tab. This is where you can accept your

bookings when you have received a booking email from the BBC. You will not be able to claim a payment

against a booking until you have accepted it.

Please note, you can sort

by booking no, start date

or end date by clicking the

arrows on the column

headers. You can also

search for a specific

booking number using the

search box and button.

5b To accept a booking, you must select the appropriate radio button and click the

button.

[6] CURRENT BOOKINGS/CLAIM PAYMENT TAB

6a This is the Current Bookings/Claim Payment tab. Again, you can sort by booking no, start date or end

date, or you can search for a specific booking number if required.

6b To claim a payment you must select the appropriate radio button and click

( you can only claim payments on the date they have been recorded as due or any day thereafter.

6c We can see all the amounts due to us for this booking. Please note that you can only claim payments

which have the current day’s date or a date in the past.

6d To claim

payments tick the

appropriate boxes

and click

VAT registered

freelancers only

Each line will display an additional drop down box.

You will need to select either VAT at 20% or VAT

exempt as well as selecting the line for payment.

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6e This is the invoice/payment claim which you will be able to print for your records after you have

submitted it. This shows the gross amount and if you are booked as a PAYE freelancer, tax and other

contributions will be deducted and the net amount details will be found on the payment advice.

6f If you are VAT

registered, your VAT

number will display on

the right hand side of

the screen.

6g You must click the button to submit your claim.

VAT registered freelancers only

Your payment table will also have a column for VAT.

You will also need to tick the box at the bottom of the

screen confirming that it is your responsibility to

declare this VAT to HMRC.

6h You will receive a message at the top of the screen telling you that the claim has been successful. You

will notice that you are now able to print the invoice / payment claim by clicking the PRINT button. This

copy is for your records only. Please do not send it to the BBC.

[7] CLAIM HISTORY TAB

This is the Claim History tab. You can view all of your past claims here and print past invoices from this

screen, but click the magnifying glass.

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PORTH TALIADAU LLAWRYDD – CRYNODEB I WEITHWYR

LLAWRYDD

Porth Taliadau Llawrydd y BBC yw’r lle y gall gweithwyr llawrydd ddiweddaru eu manylion personol, gweld

taliadau sy’n ddyledus a hawlio taliadau unwaith fydd y gwaith wedi’i gwblhau. Gellir defnyddio’r system o

wefan gweithwyr llawrydd allanol y BBC (chwiliwch am ‘freelancer’ ar bbc.co.uk).

Mae'r Porth Taliadau Llawrydd yn cael ei gadw ar servers y BBC a'i ddiogelu gan len dân y BBC; mae'r porth

yn defnyddio diogelwch SSL. Dyma'r dull safonol a ddefnyddir yn y diwydiant i ddiogelu data sy’n cael ei

gasglu ar y rhyngrwyd, a chaiff ei ddefnyddio gan fanciau a gwefannau siopa. Mae'r system wedi'i gwirio a'i

chymeradwyo gan adran Diogelwch Gwybodaeth y BBC. Mae'r prosesau wedi'u gwirio gan yr Uned Polisi a

Chydymffurfiaeth Gwybodaeth er mwyn sicrhau eu bod yn cydymffurfio â'r Ddeddf Diogelu Data.

[1] DERBYN GWAITH A CHAEL EICH TALU DRWY SYSTEM AR-

LEIN NEWYDD Y BBC (Y PORTH TALIADAU LLAWRYDD /

FREELANCE PAYMENT PORTAL)

Y tro cyntaf y cewch eich cyflogi trwy’r system, bydd:

Neges e-bost 1 yn cadarnhau eich archeb

Neges e-bost 2 yn eich gwahodd i dderbyn eich telerau ac amodau

Neges e-bost 3 yn gofyn i chi wirio eich manylion ar gyfer sefydlu cyfrif ar y Porth (Adran 2)

Neges e-bost 4 yn cynnwys cyfrinair a linc i’r Porth Taliadau Llawrydd (Adran 3)

Mewngofnodwch i’r system, edrychwch ar eich manylion personol a nodwch eich manylion banc ar

gyfer cael eich talu (Adran 4)

Derbyn y gwaith (Adran 5)

Gwnewch y gwaith

Mewngofnodwch i’r system a hawlio eich taliad (Adran 6)

Caiff y taliad ei wneud yn ystod rhediad nesaf y gyflogres

Cael eich cyflogi eto:

Neges e-bost yn cadarnhau eich archeb

Mewngofnodwch i’r system a derbyn eich archeb (Adran 4 a 5)

Gwnewch y gwaith

Mewngofnodwch i’r system a hawlio eich taliad (Adran 6)

Caiff y taliad ei wneud yn ystod rhediad nesaf y gyflogres

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[2] MAE EBOST 3 YN GOFYN I CHI WIRIO EICH MANYLION AR

GYFER SEFYDLU CYFRIF AR Y PORTH TALIADAU LLAWRYDD

2a Dyma’r e-bost fydd yn cael ei anfon ar ôl i chi dderbyn eich Amodau a Thelerau. Rhaid i chi

ddefnyddio’r linc i gofrestru ar y Porth Taliadau Llawrydd. Bydd y linc yma yn dod i ben ar ôl 90

diwrnod, ac ar ôl hynny, bydd angen i chi ofyn am un newydd drwy ffonio neu e-bostio BBC HR

Direct (hr@bbchrdirect.co.uk neu 0800 082 8080).

2b Rhaid i chi roi’r manylion personol angenrheidiol er mwyn cadarnhau eich cyfrif, yna cliciwch

Cyflwyno (Submit). Rhaid i’r rhif Yswiriant Gwladol (NI) a’r cod post fod yr un peth â’r rhai sydd

ar gofnodion y BBC. Os oes anghysondeb, rhaid i chi gysylltu â BBC HR Direct i ddiweddaru eich

cofnodion.

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2c Byddwch yn derbyn neges sy’n cadarnhau bod eich cyfrif yn ddilys. Yna byddwch yn derbyn e-

bost sy’n cynnwys eich login a’ch cyfrinair.

[3] MAE EBOST 4 YN RHOI CYFRINAIR I CHI YN OGYSTAL Â LINC

I’R PORTH TALIADAU LLAWRYDD

3a Mae’r e-bost yma yn cynnwys eich

login a’ch cyfrinair dros-dro sydd i’w

defnyddio’r tro cynta fyddwch chi’n

defnyddio’r Porth Taliadau Llawrydd

(defnyddiwch y linc sy’n cael ei

ddarparu).

3b. Rhaid i chi ddefnyddio’r manylion sydd

wedi’u cynnwys yn yr e-bost yma er mwyn

mynd mewn i’r system am y tro cyntaf. Bydd y

system yn eich annog i newid eich cyfrinair i un

o’ch dewis chi.

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[4] TAB FY MANYLION (MY DETAILS)

4a. Pan fyddwch yn mynd i fewn i’r system am y tro cyntaf, fe welwch chi’r sgrîn yma. Dyma’r tab Fy

Manylion (My Details). Mae yna nifer o 'tabs' ar draws top y sgrîn, a gellir clicio arnyn nhw i symud o

amgylch:

Fy Manylion (My Details) - dyma lle gallwch chi weld eich manylion a’u diweddaru nhw.

Fy Archebion/Archebion sy'n aros i'w Derbyn (My Bookings/Bookings Awaiting Acceptance) -

dyma lle gallwch chi weld a derbyn archebion newydd

Archebion Cyfredol/Hawlio Taliad (Current Bookings/Claim Payment) - dyma lle gallwch chi

hawlio taliadau ar gyfer archebion sydd wedi'u derbyn

Hen Geisiadau (Claim History) - dyma lle gallwch chi weld hen archebion a hawliadau

4b Gallwch weld eich holl fanylion personol, ac os yw'r botwm Newid (Make a change) ar gael, eu

diweddaru nhw.

4c Os ydych wedi eich

cofrestru am TAW ac am

hawlio TAW, rhaid i chi roi

eich rhif cofrestru TAW ar

y sgrîn yma (sy’n cael ei

ddangos i chi). NI ELLIR

gwneud cais am TAW ar

PAYE (sef yr hen

gytundebau casual).

4d. Y tro cyntaf i chi fynd

ar y system, bydd angen i

chi nodi eich manylion

banc. Os byddwch chi'n

newid eich manylion banc

ar ôl hynny, dylech wneud

hynny cyn hawlio unrhyw

daliadau

4e Bydd dim ond angen i

chi roi manylion banc am

dreuliau, os yw'r treuliau yn

mynd i gyfrif gwahanol i'r

prif gyfrif.

Cofiwch na allwch chi ddiweddaru enw, rhif Yswiriant Gwladol, dyddiad geni a chyfeiriad e-bost fan hyn.

Rhaid i chi alw BBC HR Direct er mwyn diweddaru'r wybodaeth hyn, gan eu bod yn cael eu defnyddio at

ddibenion gwirio.

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[5] TAB ARCHEBION NEWYDD/ARCHEBION SY’N AROS I’W

DERBYN (NEW BOOKINGS/BOOKINGS AWAITING

ACCEPTANCE)

5a Dyma'r tab ar gyfer Archebion Newydd/Archebion sy'n aros i'w Derbyn. Dyma lle gallwch chi dderbyn

eich archebion pan fyddwch chi wedi derbyn e-bost archebu wrth y BBC. Ni fyddwch yn gallu hawlio taliad

am archeb nes i chi ei derbyn.

Cofiwch y gallwch chwilio

fesul rhif archeb, dyddiad

cychwyn neu ddyddiad

gorffen, drwy glicio'r

saethau ar dop y golofn.

Gallwch hefyd chwilio am

rif archeb penodol drwy

ddefnyddio'r bocs a'r

botwm chwilio.

5b Idderbyn, rhaid i chi ddewis y botwm radio priodol a chlicio ar y botwm

[6] TAB ARCHEBION CYFREDO/HAWLIO TALIAD (CURRENT

BOOKINGS/CLAIM PAYMENT)

6a Dyma'r tab ar gyfer Archebion Cyfredol/Hawlio Taliad. Unwaith eto, gallwch chi chwilio fesul rhif

archeb, dyddiad cychwyn neu ddyddiad gorffen, neu gallwch chi chwilio am rif archeb penodol os oes angen.

6b I wneud cais am daliad, rhaid i chi ddewis y botwm radio priodol a chlicio ar

(gallwch chi ond hawlio am daliadau ar y dyddiad y’u cofnodir). 6c Gallwn weld yr holl symiau sy'n ddyledus i ni ar gyfer yr archeb hon. Cofiwch y gallwch chi ond hawlio

taliadau sydd â dyddiad yn y gorffennol neu ddyddiad heddiw.

6d I hawlio taliadau, ticiwch y

blychau priodol a chliciwch

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Gweithwyr llawrydd sydd wedi’u cofrestru am TAW yn

unig . Bydd pob llinell yn dangos bocs 'drop down'

ychwanegol. Bydd angen i chi ddewis naill ai TAW o 20%

neu eithrio TAW yn ogystal â dewis y llinell i'w thalu.

6e Dyma'r anfoneb/hawlio taliad y gallwch argraffu ar gyfer eich cofnodion unwaith y bydd wedi'i

gyflwyno. Mae’n dangos y swm gros, ac os ydych yn weithiwr llawrydd PAYE, bydd treth a

chyfraniadau eraill yn cael eu tynnu, a’r manylion net fydd yn cael eu dangos.

6f Os ydych wedi eich

cofrestru am TAW,

bydd eich rhif TAW yn

ymddangos ar ochr dde'r

sgrîn

6g Rhaid i chi glicio’r botwm i gyflwyno’ch cais.

Gweithwyr llawrydd sydd wedi eu cofrestru am TAW

Bydd eich tabl taliadau hefyd yn cynnwys colofn ar

gyfer TAW. Bydd angen i chi hefyd ticio’r bocs ar

waelod y sgrîn i gadarnhau mai eich cyfrifoldeb chi yw

datgan y TAW i'r HMRC.

6h Byddwch yn derbyn neges ar dop y sgrîn yn dweud wrthoch bod y cais wedi bod yn llwyddiannus. Fe

sylwch chi eich bod nawr yn gallu argraffu’r anfoneb/hawlio taliad drwy glicio'r botwm PRINT. Mae'r copi

yma ar gyfer eich cofnodion chi yn unig. Peidiwch â'i anfon at y BBC.

[7] TAB HEN GEISIADAU (CLAIM HISTORY)

Dyma'r tab ar gyfer Hen Geisiadau. Gallwch weld eich holl geisiadau o'r gorffennol fan hyn ac argraffu hen

anfonebau, ond cliciwch ar y chwyddwydr.