Create New Employee ID

These steps explain how to create a new employee ID for a new CBX user.

1. Launch Tool #327 Employee Security.

2. Click Add employee button.

3. On the Employee Profile pop-up, input a unique two-character ID in the Employee ID field.

4. In the Name field, input the employee's name.

5. In the Branch location/Primary vault # field, input the vault with which the employee is associated.

   • To select multiple vaults, click the Select button after Other authorized vaults.

   • If the employee is not a teller who signs into a vault each day, enter the branch number where the employee most often works.

6. Optionally, fill in any applicable information for the following fields:

   • Check the This is a template box if you would like to flag this employee profile as a template.

   • Enter 'Y' in the Teller Posting field if you would like to authorize the employee to post teller transactions.

   • Input the employee’s CU-defined team code in the Team code (CU-defined) field.

   • In the Job class (for recommended tools) field, input the code corresponding to the employee's job function.

   • In the Comments field, input general comments about the employee, if needed.

   • Next to Branches to exclude, click the Select button and choose any applicable branch IDs, if needed.

     1. This prevents the employee from working with accounts attached to specific branches.

   • Next to Corp IDs to exclude, click the Select button and choose any applicable corporation IDs, if needed.

     1. This prevents the employee from working with accounts attached to specific corporations.

   • Check the Restrict auto-security for this employee box if you would like this employee to be required to always enter their credentials to access tools.

   • In the Start date field, input the employee’s start date.

   • In the NMLSR# field, input the NMLSR# for the employee.

   • In the Email address field, input the employee’s email address.

7. Use Enter. The new employee ID is created with an automatic temporary password of “x1234”.

Learn More

	Learn how to change employee ID passwords.
	Learn how to archive an employee ID.
	Learn more about job classes and employee templates.
	Learn more about PIN reason code maintenance.