Finding Available Teller IDs

The Tellers window displays the status of all tellers or a specified teller. To access the Tellers window, click Administration under Teller Management. On the Administration menu bar, click Teller, then click Tellers.

How do I? and Field Help

The Selection Criteria group box lets you display all tellers, general tellers, $tellers, open tellers, and/or closed tellers.

In the Display Teller Option group box:

• To display tellers and $tellers, click the All Tellers option.
• To display only tellers, click the Tellers option.
• To display only $tellers, click the $Tellers option.

In the Display Teller Status group box:

• To display open and closed tellers, click the Both Open and Closed option.
• To display only opened tellers, click the Opened Tellers option.
• To display only closed tellers, click the Closed Tellers option.

In the Teller ID field, enter the teller ID to begin the list of tellers. Type two asterisks (**) to select blank teller IDs. (Length: 2 alphanumeric/Keyword: ST)

Click the Branch down arrow to select the branch to begin the list of tellers.

Click Search to display the list of tellers. Click Reset to clear the search criteria.

The Teller IDs grid lets you quickly determine a teller’s authorization, drawer assignment, and whether he/she is on break or at lunch. Click the export icon to export the teller ID list to Microsoft Excel.

Column Heading	Description
Teller	The teller ID. Length: 2 alphanumeric
Effective Date	If the specified teller ID is open, the open date is displayed.
Teller Name	The name or description of the teller. Length: 30 alphanumeric
Other Users	Click the icon button in the Other Users column to display a list of all the users assigned to the branch and teller ID selected.
Transaction Category	The Teller Administration transaction category that identifies the group transactions based on individual’s job functions.
Drawer Location	The current drawer location ID assigned to the teller.
Alt Drawer Location	The alternate drawer location ID assigned to the teller. This can be a forms location.
Auto Close	The value in the Auto Teller Close field on the Teller Information window for the teller. The valid values are Daily, Monthly or No. Reporting Analytics: Auto Close Rule Ind (All Teller Security subject in the Teller folder)
Auto Close Status	The status of the auto close. If the system attempted to automatically close the teller, but was unable to close, the error message preventing the teller from closing will appear in this column. Hover your cursor over the status to view the entire error message. If the system successfully auto-closed the teller, Auto Closed will appear in this column. If the teller was closed manually or the auto close feature is not used, the column will be blank. The Auto Close Status column changes to blank, once the teller opens. Reporting Analytics: Auto Closed (Y/N) and Auto Close Error Message (All Teller Security subject in the Teller folder)
Reverse All	The value in the All Transactions field on the Teller Information window for the teller. The valid options are: Yes, No and Override.
Reverse Any	The value in the Reverse Any Teller field on the Teller Information window for the teller. The valid options are: Yes, No and Override.
Prior Day Reversal	The value in the Prior Day Reversals field on the Teller Information window for the teller. The valid options are: Yes, No and Most Recent.

General Ledger Effects: none | Related Reports: none

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