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

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

 

To start, open the record file to be archived.

 

Below are the steps:

 

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


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

 

3. Click the "Update" button.

 

 

 

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

 

You can access archived records by unticking the "current records only" check box when searching records.

 

 

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