Create an employee

Use the following procedure to create an employee.

Procedure 

1. Click User Management Module that an administrator uses to create a profile for each employee in their organization. > Employees > Profiles.

2. Click the Create button.

3. Type the Employee’s Last Name, First Name, Middle Initial (all required) and Suffix (optional).

   Step  through Step  are optional if you are not using Workforce Management.

4. Under Contact Information, type the following information for the employee: E-mail, Fully Qualified User Name, Home Phone, Work Phone, Cell Phone.

5. Under Home Address, type the employee’s address details in the relevant fields.

6. Under Administrative Details, specify details for that employee.

   If an employee who has a user account is terminated, the employee’s user account is automatically put in Locked – By Admin status at midnight of the employee's final day. If, subsequently, the employee is un-terminated (the end date is deleted or moved to the future), you must modify their user account status manually.

7. In the Data Source section, associate the employee with a data source Third-party systems that provide data to the system, including employee and device states, and data change events. Typical data sources are phone switches, PBXs, or LANs. by typing their employee ID or extension in the field next to the appropriate data source. The seating arrangement you set when creating the data source determines what you must specify here.

   For LAN data sources in a Free Seating or Hybrid Environment, the Employee ID is the Network Login ID on the domain (such as the Windows Login ID). You will also specify this ID when mapping employees to the data source (as described in Map employees to data sources).

   If the seating arrangement is	specify the
   Fixed	Extension. Employees are assigned to extensions permanently and do not share extensions with other Employees. No login events are required to assign the Employees to their extensions.
   Free	Employee ID. The System will dynamically assign Employees to extensions based on received login events.
   Hybrid	Employee ID or Extension. On a per Employee basis, each Employee can either be designated as using fixed or free seating. The arrangement used is determined by whether they have an Extension assigned. If an extension is assigned the Employee seating arrangement is considered fixed.

   You can either type the phone extension, or click the Pencil icon to show the Select Extension window, choose the extension, and then click Set.

   You can specify multiple Employee IDs by typing the IDs separated by commas, or by clicking the Pencil icon and using the Add button.

8. Click Save.

What to do next 

Map employees to data sources

Related topics 

Create employees and add employee IDs