Add multiple IDs to a data source

Each employee must be associated with a data source and each data source associated with an Employee ID so that data from Adherence, Quality, DPA, Scorecards or other sources is associated with the correct employee.

Procedure 

  1. Go to User Management. Under Employees, select Profiles.

  2. Go to the Data Source area at the right of the Profiles page.

  3. To add mutiple employee IDs, do one of the following:

  4. Type the employee IDs in the text box, separated by a comma.

  5. Select the pencil icon beside the text box to open the Data Source Employee ID Setting dialog box.

    Data Source Employee ID Setting page

  6. To add the IDs on the Data Source Employee ID Setting dialog box:

    1. Enter an employee ID in the text box.

    2. To enter additional IDs, select Add, and enter another ID in the text box.

    3. Repeat for each additional employee ID.

  7. Select Set.

    You can enter up to 10 employee IDs. You see the multiple employee IDs on the Profiles tab under the Employee ID column.

Adding a data source to a profile

Add a phone extension associated with a data source