Compulsory Back needs to be made after every 12 months

Harvester Payroll help topic

Read the help answer below and, where available, watch the matching Harvester YouTube training video.

Payroll Help, Training and Support Actions

Payroll Help, Training and Support
Start 10-week Free Trial See Plans & Pricing Payroll Zambia Features Trusted Customers ZRA PAYE & Net Pay Calculator
Clear
Browse Help Topics / Results Open help answers here after searching above
Key Word Topic Title
Click to open
Help Answer & Training Video
Backup Compulsory History and Move Payroll Compulsory Back needs to be made after every 12 months
Click this Topic Title above to open the full help page and view any related training video if available.

Compulsory Back needs to be made after every 12 months

A compulsory Backup needs to be made after every 12 months. Harvester online will remind you and so you don't need to remember to do it. Click on the "Backup off the Cloud" icon. Click on Backup-Employees(Blue highlighted text). You will see your data in a table format. Above this is the actual "Backup-to-Excel icon". Click this to ensure your data is downloaded and hence backed up. It will be in an excel format that you can store locally on your machine or in another Internet drive location of your choice. Note: There is NO NEED to change the MONTH or the YEAR from the default current month and year for the employee backup data. If you do NOT choose to purchase the "Keep History module", then make sure you have a downloaded excel copy for any months more than 13 months back from the present month of February. For these historic months (more than 13 months back), please check you have a NORMAL offline copy each month of your monthly Summary Report or Payslips in excel. (Only needed for pay-months more than 13 months back). If you do not have excel copies of these months then use the NORMAL reports menu to choose the historic month you have missing and then you will be able to do the export to excel. Note: These "backups" are your normal payslip and or summary excel monthly reports and are not generated using the "Backup off the Cloud" icon. Harvester online only keeps all your payroll history for 13 months back. When you want to move from January to February just remember to click "yes to confirm backup is done" and then press submit. Then you can easily move your payroll forward. Until you select "yes" in the drop down box on the compulsory backup page you will not be able to move to the next month. EXAMPLE: End of Jan 2022 Harvester will clear historic data from Jan 2020 through to Dec 2020. These are the months you should have backups for as they will be removed after you finish Jan 2022 payroll. (Unless you have bought the module to Keep Old historic Data online in which case no backups will be needed). Only in the end of Jan 2022(in this example) will Harvester clear historic data from Jan 2020 through to Dec 2020. This means(in this example) that for the whole of 2021 you will still have direct access to any month in the year 2021 EVEN IF you do not purchase the Keep-History module. Note: You ONLY have to pay for the purchase module for Harvester to keep data older than 13 months. For the "Free version" you can't purchase the "Keep-History Module". Harvester will keep data up to 13 months back on the "Free version". If you really want this module and you are on the "Free version", then you need to upgrade to the "10 employee package" first and then purchase the "Keep-History Module". However, whether you purchase the module or not, you need to go through the compulsory backup check at the end of January each year in order to move to the next month. Do this as follows: To move from January, move pay period as normal on the Home page by clicking on the "Move to next period" icon. You will be taken to the page "This month Harvester requires you to do a Compulsory Offline Backup from the Cloud" Select "I agree to backup" and click "Submit". On the next "Payroll Backup" page, simply click on the Icon where it says in bold "Click here". (Do not press the Cancel option) On the next "Backup Page" at the bottom select 'Yes' to Confirm you have Backed up and then press the "Submit" button. Lastly on the "Compulsory Backup Completed" page click on the "Move to next period" icon. Select "I agree to Move" and click "Submit".

New Harvester YouTube Training Course

Learn the latest Harvester Payroll step by step. Our newest YouTube playlist has over 30 short videos, most roughly 5 minutes each, so you can learn one topic at a time or complete the full course in under 3 hours.

Watch Harvester Training on YouTube

Next steps

Next steps
Start 10-week Free Trial Create Account Prices Trusted Customers PAYE & NAPSA Calculator