Archive an Employee ID
These steps explain how to archive an employee ID for employees that quits or is terminated.
• For a teller ID, wait to do this until at least one day after the employee leaves so that end-of-day teller processing will work properly for any activity posted that day.
• Remember that any reports or screens that show employee ID (attached to a transaction, assigned to an account, loan officer IDs, etc.) will no longer be able to the name for that ID.
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Launch Tool # 327 CU*BASE Employee Security
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Click to select the employee from the list on the Employee Security Maintenance screen.
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TIP: Use the Jump to ID field to quickly locate the employee.
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Click the Del/Archive/Lock option.
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On the Delete/Archive/Lock Employee Profile window, select Archive profile with all settings from the Action field.
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In the If archiving, specify employee end date field, use the calendar to select the employee’s last working day.
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Click the Process button.
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Click the Add/Update button.