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Teller Information Screen

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Teller Information Screen

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The Teller Information screen is found in two locations in CIM GOLD: under Deposits > Definitions and as a tab on the Security > Setup screen. Use this screen to set up employees to perform teller transactions for your customers. Only tellers who are set up on this screen will be able to sign on to GOLDTeller. To learn more about the setup process necessary for adding employees as tellers, see the Designating Tellers on the Teller Information screen help page.

 

Security for this screen should only be given to supervisors or managers.

 

The list view at the top of this screen displays all employees who have previously been set up as tellers for your institution. The information displayed in this list view correlates to the other fields on the Teller Information screen. Selecting a teller in this list view populates those fields with that teller's information and makes them available for editing (except Teller Number).

 

Click on any column header to organize the list view by that column's information type.

 

Deposits > Definitions > Teller Information Screen

Deposits > Definitions > Teller Information Screen

 

The field groups and tabs on this screen are as follows:

 

Teller Detail field group

 

Monetary Limits field group

 

Current Totals, Last Signoff, and Previous Totals tabs

 

Print Totals field group

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See also:

CIM GOLDTeller User's Guide

 

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Record Identification: The fields on this screen are stored in the FPTL record (Teller Information Record). You can run reports for this record through GOLDMiner or GOLDWriter. See FPTL in the Mnemonic Dictionary for a list of all available fields in this record. Also see field descriptions in this help manual for mnemonics to include in reports.

 

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