Edit employee mappings

You can edit Employee mappings to associate new or updated Employee IDs or Network IDs with agents.

Complete one of the following procedures:

To edit Employee mappings for free and hybrid seating

  1. Select Recording Management > Data Sources > Employees.

  2. 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. and one or more Employees.

    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.

  3. Click Edit Employee Mapping.

  4. Depending on the Employee settings on the User Management Module that an administrator uses to create a profile for each employee in their organization. page, and whether you are editing a phone or LAN data source, you may edit one of the following settings:

    • Employee ID: Type the employee’s unique ID. 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).

    • Extension: Type the extension numbers, separated by commas, to which the Employee must be mapped, or click the pencil icon Select to select extensions as described in To edit Employee mappings for free and hybrid seating.

    • Workstation: Type the workstation name for LAN data sources.

    • Network ID: Available for LAN (Screen) data sources only, if a Fixed or Hybrid seating arrangement has been specified. Shows the Workstation ID on the network.

  5. Click Save.

To select extensions for fixed seating

  1. Edit Employee mappings as described in Edit employee mappings, and then click the pencil icon to select extensions to be mapped to the Employee.

  2. Select the extension(s) to be mapped to the Employee. If multiple pages of extensions exist, you can search by typing the first few digits in the Find Extension field and then clicking Go.

  3. Click Set, and then click Save.

Map employees to data sources

Add employee mappings