Managing employee extensions and Account Codes for employees

You can optionally assign extensions and Account Codes to employees. If you are using MiVoice Analytics, Account Codes assigned to employees enable reporting on that Account Code to see the outbound costs associated to that employee. Account Codes can only be associated to one employee.

The following procedures explain how to:
  • Create a new extension and associate it with the employee
  • Associate an existing extension
  • Edit an existing associated extension
  • Create an Account Code to associate to the employee
  • Associate an existing Account Code
  • Edit an existing associated Account Code

The following configuration takes place in YourSite > Employee.

To create a new extension and associate it with the employee
  1. Select an employee and click the General tab.
  2. Under Devices, click the Extension button.

    Alternatively, click the down arrow beside Extension and click Add.

  3. To configure the new extension, see "Adding extensions". see "Adding extensions".

    The extension name is automatically populated with the employee’s name.

    By default, the extension type is voice softphone, which uses a 5020 IP set.

    By default, the extension reporting number/dialable is populated with the employee’s business phone.

  4. Click Save.
To associate an existing extension
  1. Select an employee and click the General tab.
  2. Under Devices, click the down arrow beside Extension and select Associate existing.
  3. Select an extension and click OK.
  4. Click Save.
To edit an existing associated extension
  1. Select an employee and click the General tab.
  2. Under Devices, click the down arrow beside the Extension button and click <extension> > Edit.
  3. When you are finished editing the extension, click Save.
  4. Click Save.
To create an Account Code to associate to an employee
  1. Select an employee and click the Devices tab.
  2. Click the Account Code button.
  3. If you want to change the Account Code name, type a Name.
  4. If you want to change the Account Code reporting number, type the Reporting number.
  5. If you want to use this Account Code as a Classification Code, select Use as a Classification Code.
  6. Click Save.

    If this is a new employee, when you are done assigning Non ACD extensions or Account Codes, continue to "Configuring employee personal information (in YourSite Explorer)".

To associate an existing Account Code
  1. Select an employee and click the Devices tab.
  2. Click the down arrow beside Account Code and select Associate existing.
  3. Select an Account Code and click OK.
  4. Click Save.

    If this is a new employee, when you are done assigning Non ACD extensions or Account Codes, continue to "Configuring employee personal information (in YourSite Explorer)".

To edit an existing associated Account Code
  1. Select an employee and click the Devices tab.
  2. Click the down arrow beside the Account Code button and click <Account Code> > Edit.
  3. When you are finished editing the Account Code, click Save.
  4. Click Save.

    If this is a new employee, when you are done assigning Non ACD extensions or Account Codes, continue to "Configuring employee personal information (in YourSite Explorer)".

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