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How to archive a record (employee, contractor, etc.)

This article steps you through the process of how to archive a record.

 

To start, open the employee record file to be archived then follow the proceeding steps:

1. From the employee "Details" tab, click on the "Edit" button.

2. In the ''Status'' drop-down list, select the relevant non-current status type (e.g. Terminated, Suspended, etc). (2)

3. Click the "Update" button. (3)

archive1.png

archive.png

 

The record will now be ''non-current" and archived.

 

You can access archived records by un-ticking the "current records only" check box when searching records.

 

archive_search.png

 

 

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