Add employee mappings

Add Employee mappings to associate Employees with data sources.

Procedure

Select Recording Management > Data Sources > Employees.
Select 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..
In a multi-tenant enabled environment, the tenant to which the selected data source is associated displays in parentheses in the screen heading. An organization belongs to a tenant. When a data source is associated to an organization, the screen heading displays the tenant to which the organization belongs. The data source can be associated to a particular tenant or have the Shared status. A data source associated to a particular tenant processes data only for that tenant. A data source that has the Shared status processes data for all tenants in the system.
Click Add Employee Mapping.
Select one or more Employees, and then click Add.
Specify the following information (see Create an employee for more information):
- For free seating, specify an Employee ID (this is a Network ID in the case of LAN data sources). For Phone and Dialer data sources this is the Employee ID on the Switch or Dialer (for Phone data sources, this is only visible for Free or Hybrid seating arrangements). For LAN data sources, this is the Network Login ID on the domain (such as the Windows Login ID), which you must also specify for the agent on the User Management Module that an administrator uses to create a profile for each employee in their organization. page (see Create an employee).
  
  You can enter multiple IDs for a single data source (up to a maximum of ten), by using commas to separate each ID, or using the Add button.
- For fixed seating, specify an Extension (or a Workstation for LAN data sources), either by typing the extension in the field, or clicking the pencil icon to select one.
  
  Once you map a person to a workstation, you will not be able to delete the workstation. To delete the workstation you must remove the association with the person.
- For hybrid seating, specify both an Employee ID and Extension.
Click Save.

What to do next

Set up attributes, tagging, and recording rules