This article provides steps for archiving payroll data.
CAUTION: Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.
- Back up your data: Make a backup of your data before proceeding with these steps. See How to Back up Company data with System Administrator including SQL Replicator
- Move terminated employees: Move terminated employees that no longer need to be included on government tax forms. For detailed steps see How do I move employees in Payroll?
- Move checks from Current to Current: Move check records for the employees archived in step 1. For detailed steps see How do I move payroll checks? (moving payroll checks from Current to Current)
- Move checks from Current to History: Move check records from the Current file to the History file for employees that are still active. For detailed steps see How do I move payroll checks? (moving payroll checks from Current to History)
Steps to duplicate