Tc codes.xls

Overview

Define the codes used to classify teller roles Every code you define needs to belong to either the 'T' group or the 'O' group The T (teller) group should contain your main teller roles, whether for branches or call centers The O (other) group should contain employees who may process transactions, but it is not their primary duty

Note: that if you are usng FTE's, the FTE values are only plotted with the T group

The following codes are used by the Teller Activity document and should not be altered Use the exclude code to mark the tellers you want omitted from the final document

   TC_CODE	TC_CODE_DESCRIPTION	TC_GROUP	TC_CODE_COMMENTS
   <X>	        Exclude 		X		Do not change -- used this for all atm machines, etc.
   <M>	        <Missing>		U		Either a transaction or a teller record exist but teller not defined.
   <U>	        <Undefined>		U		Teller has multiple or zero roles assigned for one or more days.

Example

   TC_CODE	TC_CODE_DESCRIPTION	TC_GROUP	TC_CODE_COMMENTS
   TLR	        Teller		        T		handles bulk of trans
   DTA	        DTA             	T		phone teller
   MSR	        Service Rep		O		
   MGR	        Manager	                O

Columns

TC_CODE

   The teller code

TC_CODE_DESCRIPTION

   The description of the teller code

TC_GROUP

   A unique group for the teller code

TC_CODE_COMMENTS

   Comments for the teller code