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How do I setup a New Employee in Checkpro?

Setting up a new employee (teller) in CheckPro is not much different than setting up a new customer. There are, however, a couple of differences to be aware of.

  • Employees are stored under the social 000-00-####, where #### is the last 4 digits of the employee's social security number.
  • Customer status must be set to "E" for employee.
  • An employee must also be given a teller ID and passcode.

The following steps will guide you through setting up a new employee in CheckPro.

  1. Go into File Maintenance > Customers
  2. Setup the employee in the Customer Master using "000-00-" plus the last 4 digits of the employees social security number (example 000-00-9061).
  3. Make sure to set the customer status field to "E" for Employee.
  4. Go into File Maintenance > Tables
  5. For the Table ID, enter the last 4 digits of the employee's social security number.
  6. You should be prompted with the "COPY FROM" prompt; Key in YOUR teller ID.
  7. Change the name to the new employee and set the pass-code (under the line) to the new employee's desired passcode.
  8. Don't forget to press PAGE DOWN when complete to save the new passcode.
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