Harmony is a cloud-based solution - meaning all your data is stored in real-time, on the cloud, for easy access with a web browser. However, Harmony offers a manual backup and restore option to access other data that you may not be able to on a regular basis. A backup is like a snapshot in time - it captures the setup and processes at that moment. This means that the backup will not contain any changes to your account after the backup was made. Similarly, restoring that backup will not contain any changes to your account after the backup was made. This means if you've added a new employee, updated someone's rate in the Payroll module, or if your employees have clocked in using the Time & Attendance module, you must create another backup in order for these changes to save, if you will be restoring this backup. 

Each Harmony account is provided with 1 GB of storage space by default. You may purchase additional storage if required (please contact our sales team for updated pricing at sales@paymatesoftware.com).

Backing Up Company Data (via the Payroll module)

1. Navigate to Configuration > Tools > Company Backup. 
2. Enter a "Backup File Name". We recommend entering the current date, reason for the backup, and who is doing the backup. 
3. Ensure that "Compress Backup File" is ticked. This will reduce the size of your backup. 
4. Click "Backup". Ensure that you receive the 'backup successful' message.

Restoring a Backup File (via the Payroll module)

We strongly recommend creating a new backup file prior to restoring a backup, in the event that you restore the incorrect one. You may always delete this backup file later if you confirm that you do not need it. Please note that restoring a backup file will restore all modules. If your employees are currently clocked in or accessing the system, we do not recommend restoring any backup files at any time.

1. Navigate to Configuration > Tools > Company Restore.  
2. Select the "Backup File" that you'd like to restore. 
3. Click "Restore". 
4. Read the warning message and click "Confirm" to fully restore the backup file or click "Cancel" to cancel the process (will not restore the backup file).
   Note: Clicking "Confirm" will log you out of Harmony, but you may log back in and  your data will be restored back to the point in time of when the backup file was made.

Managing Storage Space (via the Payroll module)

There are several ways to manage and optimize your available storage space. Keep in mind that paystubs also contribute to storage space. 

• Compress the backup file to reduce the size of the file
• Ensure that the email log is empty before making a backup file to reduce the size of the file 
  • You can review this by navigating to Configuration > Tools > Email Log and resending/discarding any stuck emails. 
• Delete old backups that you won't need anymore 
  • You can do this by clicking the "Manage Backups" button. 
• Delete old paystubs that you won't need more (you can always download them prior to deleting)
  Note: Deleting paystubs from your database cannot be recovered and if you have the Employee Self-Service module, your employees will no longer be able to access these deleted paystubs online. We strongly recommend downloading the paystubs prior to deleting them.
  
  • You can do this by navigating to Payroll > Payroll Employees > Paystub History and clicking the "Manage Data" button.
• Purchase additional storage - please contact our sales team at sales@paymatesoftware.com for updated pricing and more information

Backing Up Company Data (via the Time & Attendance, Human Resources, or Employee Self-Service module) 

1. Navigate to the module selection page by clicking the Harmony logo. 
2. Navigate to Settings > Tools > Backup/Restore. 
3. Click "Back Up". Ensure that you receive the 'Backup created successfully' message. 

Restoring a Backup File (via the Time & Attendance, Human Resources, or Employee Self-Service module)

We strongly recommend creating a new backup file prior to restoring a backup, in the event that you restore the incorrect one. You may always delete this backup file later if you confirm that you do not need it. Please note that restoring a backup file will restore all modules. If your employees are currently clocked in or accessing the system, we do not recommend restoring any backup files at any time.

1. Navigate to the module selection page by clicking the Harmony logo. 
2. Navigate to Settings > Tools > Backup/Restore. 
3. Confirm which file you'd like to restore. Click the brown 'restore' button with the arrow icon. 
   Note: Clicking this button will log you out of Harmony, but you may log back in and  your data will be restored back to the point in time of when the backup file was made.

Managing Storage Space (via the Time & Attendance, Human Resources, or Employee Self-Service module)

There are several ways to manage and optimize your available storage space. Keep in mind that paystubs from the Payroll module also contribute to storage space. 

• Delete old backups that you won't need anymore 
  • You can do this by clicking the 'delete' button for each backup file that you want to delete.
• Delete old paystubs that you won't need more in the Payroll module (you can always download them prior to deleting)
  Note: Deleting paystubs from your database cannot be recovered and if you have the Employee Self-Service module, your employees will no longer be able to access these deleted paystubs online. We strongly recommend downloading the paystubs prior to deleting them.
  
  • You can do this by navigating to Payroll > Payroll Employees > Paystub History and clicking the "Manage Data" button.
• Purchase additional storage - please contact our sales team at sales@paymatesoftware.com for updated pricing and more information