Keep Payroll History and Historic Reports Online

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Backup Annual History Reports How do I make sure Harvester keeps my historic Data for previous years online?
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Keep Payroll History and Historic Reports Online

If you use Upgrades on the Settings page, you may purchase the module to Keep-Historic-Data for 13 or more months back. This will ensure you have those months 'Live and Online'. Hence with this module, no offline backups will be needed for old monthly pay records from 13 or more months back. If you don't purchase the module then its wise that you have all the monthly Pay-details offline backups for 13 or more months back. It is very import to ensure you have all the monthly Pay-details offline backups when Harvester reminds you to do the Compulsory Backup after January payroll is completed each year. This means that if you don't purchase the module, as long as you have the monthly offline Pay-details backups you will be fine. For actual monthly pay records you will need each monthly backup of the specific months you would like to restore from. Ideally you should have 12 backups of the payroll data for the 12 months of the calendar year starting 2 years back. Example: End of Jan 2020 harvester will clear historic data from Jan 2018 through to Dec 2018. These are the months you should have backups for as they will be removed after you finish Jan 2020 payroll. (Unless you have bought the module to Keep Old historic Data online in which case no backups will be needed) Only in end of Jan 2021(in this example) Harvester will clear historic data from Jan 2019 through to Dec 2019. NB this means(in this example) that for the whole of 2020 you will still have direct access to any month in year 2019 EVEN IF you do not purchase the Keep-History module. These are the months you should have backups for as they will be removed after you finish Jan 2020 payroll. Harvester will always give you the reminder and the option to purchase the "Keep History Module" every time you move the payroll from January to February. If you do not want Harvester to delete the online history for more than 13 months back then you MUST purchase the module. Note that all the relevant accumulative values that need to be carried forward like leave etc are not deleted. Note: If you have been saving your offline payslips and summary sheets in excel then you also have a soft copy offline. The monthly "compulsory" backups make all the raw data available offline as well. You can then be more assured that you still have the data in an offline format. Then you can avoid the charges needed for Harvester to keep that data for you online.

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