132 Chapter 6 Configuration
Adding employees
You must add all contact center employees (agents, supervisors, and managers) to the YourSite database so
you can run reports on employee activities and view employee performance in real time, and so the
employees can use Contact Center Management.
You must add agent login IDs to the YourSite database for employees you want to track in real time and
reporting. When you add an employee, you can simultaneously create an agent login ID for the employee,
provided you want the agent login ID to be the same as the employee ID.
NOTE: You must assign each employee a unique ID number.
If you have an SX-200 or SX-2000 telephone system, you must add employees in the Contact Center
Management website using YourSite=>Configuration. If you have a 3300 ICP, we recommend you add
employees in YourSite Explorer. If you have a 5000 or Axxess telephone system, you must add employees in
YourSite Explorer.

Configuring general information and licensing information (in YourSite

Explorer)

To configure general information and licensing information for an employee
1. In YourSite Explorer, in the left pane, click YourSite.
2. Under Devices, click Employees.
3. Click Add.
4. Under General, specify employee identification information.
You must provide the date the employee became an active part of the enterprise if you intend to
generate administrative employee reports, or if you have Workforce Scheduling and will schedule
employees based on seniority, or will manage time off entitlements and business rules based on time
off allocation.
You must enter a unique employee ID number for each employee.
NOTE: If the employee will use enterprise presence and chat integration and the employee’s email
address differs from the employee’s OCS (SIP) email address, you must enter the OCS (SIP) email
address in the email field.
5. Under Licensing, select the features and applications for which you want to decrement a licence.
• The Reporting only option enables you to run reports on the employee but not monitor the
employee in real-time.
• The Real-time and reporting option enables you to run reports on the employee and monitor
the employee in real-time, and decrements one employee license.
• The Contact Center Management ACD resiliency check box ensures continuous real-time
monitoring and reporting for the employee during failover.
• The Workforce Scheduling check box enables you to schedule the employee.
NOTE: You cannot license an employee if no licenses remain.
6. On the ribbon, click Save.

Configuring user account information (in YourSite Explorer)

To configure user account information for an employee
1. In YourSite Explorer, in the left pane, click YourSite.
2. Under Devices, click Employees.
3. Select an employee from the list.
4. On the User account tab, under User account, specify login credentials for the employee and select
the site to which the employee is associated.
5. Under Security, select a security role for the employee.
The default security role permits users full access to all applications and devices.