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 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.