Introduction
Archiving allows you to remove an employer from active use in Bud without losing important historical information. Once archived, an employer will no longer appear in selection lists when adding or changing an employer on an applicant or learner. However, if an applicant or learner is already linked to an archived employer, their workflow will continue as normal and will not be blocked.
This feature helps providers keep employer lists tidy while maintaining data integrity.
User Roles
The ability to archive an employer record is available to:
Employer Admin
Sales Manager
Operations Manager
Users without one of these roles will not see the option to archive.
How to: Archive an Employer
The below steps show how to archive an Employer.
Login to Bud.
Navigate to the Employers primary menu in Bud.
Search for and select the employer you want to archive. You can also filter archived and active Employers.
Open the employer’s record:
Click the Archive option.
Confirm your choice.
The employer will now be archived and hidden from selection lists in Application and Learner. The Employer form will also be locked for edits.
How to: Un-archive an Employer
Archived Employers can be reactivated. When archived, follow the archive steps, but instead of the button show Archive, it will allow you to 'unarchive'.
Important notes
Archiving does not delete the employer record.
Any applicants or learners already linked to the employer will remain unaffected and can complete their workflows.
Regularly review your Employers to keep the list tidy and up to date.
Archived employers can still be viewed in reports.