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Synchronization of Sage HRMS and HRMS Employee Self Service

Backup and Restore

The databases for Sage HRMS and HRMS Employee Self Service work in conjunction and must always remain synchronized. For this reason, it is vital that whenever you perform a backup or restore of Sage HRMS, you must also perform a backup or restore of HRMS Employee Self Service.

When you back up Sage HRMS or HRMS Employee Self Service:

You have Sage HRMS installed. You must also back up your HRMS Employee Self Service data in order to keep both product backups current.

After the Sage HRMS backup is complete, select HRMS Employee Self Service from the Connected Services menu to back up your HRMS Employee Self Service data.

You have Sage HRMS installed. You must also restore your HRMS Employee Self Service data in order to keep both products current.

Once the Sage HRMS restore is complete, select HRMS Employee Self Service from the Connected Services menu to restore your HRMS Employee Self Service data.

Backing up or restoring HRMS Employee Self Service

To back up or restore HRMS Employee Self Service:

  1. From the Connected Services menu in Sage HRMS, select Employee Self Service > Backup and Restore. The Backup and Restore page opens.
  2. Select Lock HRMS Employee Self Service. It is imperative that HRMS Employee Self Service is locked during backup and restore operations, since all those who are currently logged on are disconnected. Note that if you create a HRMS Employee Self Service backup and expect to restore it as part of a process (for example, during payroll processing), leave HRMS Employee Self Service locked until the process is complete.

    Warning! If anyone using HRMS Employee Self Service makes any changes (additions, deletions, updates) between the time the Sage HRMS and HRMS Employee Self Service databases were backed up and restored, the changes will be lost when you restore the database. This means that anyone who made a change must re-enter their changes. To avoid this situation, lock the HRMS Employee Self Service database before you do a backup and then unlock it only when you are sure you do not have to restore the database.

  3. Enter a Username and password. You must log on as the Master user or as a person in any of the following roles: Benefit Administrator, HR Administrator, or Payroll Administrator.
  4. Click Save to lock. Everyone is now prevented from logging onto HRMS Employee Self Service. Additionally, current sessions are terminated. In both cases, a screen displays with a message that HRMS Employee Self Service is locked for system maintenance.
  5. Click Backup or Restore and confirm the action to start the process. An indicator shows the process as it runs and a message displays when it is complete. The Last Backup field displays the current date and time when the backup completes successfully. If the backup fails and does not complete, the date and time does not update.

Reminders About the Back Up Process

  • Like Sage HRMS, a backup stores only one copy. Each backup overwrites the existing backup and you can only restore to the most recent backup.
  • Data is backed up and restored from a secure location accessible only by the network system administrator.
  • If you are using a current version of SQL Server or SQL Server Express Edition with Advanced Services, you do not need to do a separate backup and restore of the full-text catalogs and indexes as they are included in the database backup and restore.