How to manually back up data to a local drive

The manual backup of data from Lemonade Software to a local drive allows you to have control over the backup process, ensuring the safety and accessibility of your data for auditing purposes. This user guide provides step-by-step instructions to help you perform manual backups efficiently.

Step 1: Identify Data to Back Up

Determine the specific data sets you need to back up for auditing purposes. The following modules should be included in your backup after the payroll process:

• Attendance Records: Export the attendance records to capture the attendance data for auditing purposes.
• Salary Structure Assignment: Export the salary structure assignments to retain the configuration of employee salaries.
• Payroll Entry: Export the payroll entries to preserve the details of the payroll calculations.
• Salary Slip: Export the salary slips to retain individual employee salary information.
• Salary Register: Export the salary register to have an overview of the total payroll for auditing purposes.
• Other Reports: Identify any other relevant reports that provide crucial payroll data and include them in your backup.

Step 2: Export Data: To export data from Lemonade for backup, follow these steps for each module:

Attendance Records: To export attendance records from Lemonade, follow these steps:

1. Navigate to the "Attendance" module.
2. Apply filters or search criteria to narrow down the desired attendance records, such as a specific payroll period.
3. Click on the "Export" or download button within the module.
4. Select the desired export format (e.g., CSV, Excel) for the backup file.
5. Choose a location on your local drive to save the exported file.

Salary Structure Assignment: To export salary structure assignments from Lemonade, follow these steps:

1. Navigate to the "Salary Structure Assignment" module.
2. Apply filters or search criteria if necessary.
3. Click on the "Export" or download button within the module.
4. Select the desired export format (e.g., CSV, Excel) for the backup file.
5. Choose a location on your local drive to save the exported file.

Payroll Entry: To export payroll entries from Lemonade, follow these steps:

1. Navigate to the "Payroll Entry" module.
2. Apply filters or search criteria to narrow down the desired payroll entries.
3. Click on the "Export" or download button within the module.
4. Select the desired export format (e.g., CSV, Excel) for the backup file.
5. Choose a location on your local drive to save the exported file.

Salary Slip: To export salary slips from Lemonade, follow these steps:

1. Navigate to the "Salary Slip" module.
2. Apply filters or search criteria to narrow down the desired salary slips.
3. Click on the "Export" or download button within the module.
4. Select the desired export format (e.g., CSV, Excel) for the backup file.
5. Choose a location on your local drive to save the exported file.

Salary Register: To export the salary register from Lemonade, follow these steps:

1. Navigate to the "Salary Register" module.
2. Apply filters or search criteria if necessary.
3. Click on the "Export" or download button within the module.
4. Select the desired export format (e.g., CSV, Excel) for the backup file.
5. Choose a location on your local drive to save the exported file.

 Other Reports: Identify any other relevant reports in Lemonade that provide crucial payroll data. Follow similar steps as above to navigate to the respective module or report, apply filters or search criteria, and export the data in the desired format. Save the exported files to your local drive.

Step 3:  Save Exported Files Locally- Once you've exported the data from each module, save the exported files to your local drive by following these steps:

1. Choose a suitable location on your local drive to store the backup files.
2. Provide clear and identifiable file names for each exported file for easy reference.
3. Click on the "Save" or "Download" option to save the files.

Step 4:  Organize and Secure Backups -To organize and secure your backup files on the local drive, consider following these best practices:

1. Create a dedicated folder to store all the exported data files.
2. Use a logical naming convention for the backup files to ensure easy identification.
3. Implement additional security measures, such as encryption or password protection, to safeguard the backups.