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XactTime Telephony Section

Environment

The information in this article applies to:

Summary

Telephony Section

The Telephony Link will open the Telephony section. This is where you configure your
telephony rules and assign your employees to telephony policies. Your employees can
clock in and out via the phone if they are assigned to a telephony policy and you have
enabled telephony.
Note: The Telephony module must be turned on in the General Configuration page before you will see the link on the main configuration page.

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Adding, Editing and Deleting Telephony Policies

Adding a Telephony Policy

1. Click the add link under the List of Telephony Policies Section

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2. Enter the name of the new policy in the Edit Telepunch Policy section (upper right hand side of the screen
3. Select the prompts you want your employees to be presented with when they are
transferring

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4. Click Add New under the Labor Level Prompts section
Note- This only applies if your employees will be transferring out of their default
labor levels. If this does not apply skip to step 5

5. Click Apply Changes
6. Click General Settings in the Telephony Phone Numbers section
7. Select Enable Accurals if you would like your employees to access their benefit accrual
balances over the phone
8. Click Apply Changes (if applicable)
9. Click the Standard Telephony Number link to customize the prompts that your
employees will be presented with when they call in
10. You can enter customize information in each field or you can use the standard entries
11. Click Apply Changes (if you made any changes)

Adding and Removing Access Telephone Numbers

Note: This is not required, it can be used to restrict your employees from calling in from noncompany
locations.
1. Click Add/Remove Access Telephone Numbers

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2. Enter the telephone number

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3. Enter a description
4. Click Save

Note: You can import a list of phone numbers using the Import Telephone Numbers Section

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Assigning a Telephony Policy to Employees


1. Click the Assign Multiple Employees Link
2. Highlight the employees and click the right facing arrow
3. Highlight the phone numbers and click the right facing arrow
4. Click the Back to Telephony Link to return to the main Telephony page

Article

KB0059 Published 27th Nov 2013


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