RCM:Adding new employee

From RCMWiki

To add a new company employee:

1. Click on Employees link in the navigation menu.

2. Click on New Employee link in the action bar at the top.

3. Enter the following employee details:

• First name (required)
• Last name (required)
• Photo - an employee's photo (optional); used for easier identification and may be set to display on employees phones together with the caller's name (see also Defining settings)
• Department - a department to which the employee belongs
• Activity - a job description activity that defines employee's calling limits
• Title - job title (e.g. CEO, CIO, Team Lead, Account Manager, etc.)
• Office number (optional; see Phone number format)
• Fax number (optional; see Phone number format)
• Email - employee's business email (optional)
• Visibility - select a visibility status for the employee:
  • Show contact - this contact will be visible to all company employees
  • Hide contact - this contact will be hidden from all employees
  • Hide mobile number - all details except employee's mobile number will be visible to other employees)

4. Enter the employee's Phone details:

• Mobile number - required (see Phone number format)
• IMEI - optional (see IMEI)
• IMSI - optional (see IMSI)
• Master code - required, generated automatically; this code is needed in cases, such as unlocking a phone, replacing a SIM card or installing a 3rd party software. Since all these operations are performed only by the administrator, the master code should not be passed to the user to avoid his full control over the phone.

5. Click Create button when done.

6. A confirmation message will appear and a new entry will be added to the list of employees below.

Once the employee is added, an RCM Client software has to be installed to his phone and synchronized with the RCM Server. For more information on pushing RCM Client see Installing and activating phone clients. Be sure to provide the employee with instructions on how to use RCM Client on his mobile. These instructions are provided in RCM Client User’s Guide.

Note 1 If you need to add many employees at a time, you can do so by exporting a CSV file.

Note 2 The next logical step after adding employees to RCM is installing and activating RCM client software on their phones. To learn more about this, see Installing and activating phone clients

See also:

• CSV (Comma Separated Values) file format
• Adding (importing) employees from CSV file
• Employees
• Departments
• Employee activities