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The Voice Xpress Administrator Guide will instruct you on how to setup and configure Voice Xpress.
Voice Xpress 5.4.0Administrator Guide (For eTime Xpress versions 7.008.000 and above)
Image Removed Table of Contents
1. Overview
2. Access Accounts
2.1. Branch Default Values
2.2. Create Access Accounts
2.3. Disabling Access Accounts
2.4. Time Zone Change
3. Schedule Publishing
3.1. Publishing Rules
3.2. Reviewing Confirmed/Unconfirmed Shifts
4. eClock (Previously TeleClock)
4.1. Check-In & Check-Out
4.1.1. Checking Into Scheduled Shifts
4.1.2. Checking Into Unscheduled Shifts
4.1.3. Rounding Rules
4.1.4. Safety Check Intervals
4.1.5. Multiple Check-Ins
4.1.6. Break Confirmations
4.1.7. General Options
4.2. ClockTrack (Previously CallTrack)
4.2.1. Add a Site
4.2.2. Register Clock IDs
4.2.3. Block Calls
4.3. Alerts
4.3.1. Enabling Alerts
4.3.2. Disabling Alerts
4.3.3. Message Fields
4.3.4. Header and Footer
4.3.5. Send Rules
4.3.6. Alert Email Addresses
4.3.7. Configuring Email Program
4.3.8. Designating Supervisors
4.3.9. Employee Supervisors
4.3.10. Employee Team Setup
4.3.11. Site Supervisors
4.3.12. Site Group Setup
4.3.13. Service Supervisors
4.3.14. Service Group Setup
4.3.15. Responding to Alerts
4.3.16. Starting Alert Monitoring
4.3.17. Reviewing Alerts Online
5. Time Entry
5.1. Entry Settings
5.2. Job Codes
5.2.1. Create Job Codes
5.2.2. Add Job Code Permissions to Employees
5.3. Job Code Groups
5.3.1. Create Job Code Groups
5.3.2. Add Job Codes to Job Code Groups
5.3.3. Add Employees to Job Code Groups
5.3.4. Add Job Code Groups to Employees
6. Time Off Requests
6.1. Time Off Request Defaults
6.2. Time Off Request Settings
6.3. Time Off Request Entry Options
7. Setting Security
7.1. Employee Security
7.2. Employee Security Groups
7.2.1. Add Employee Security Groups
7.2.2. Add Employees to Employee Security Groups
7.2.3. Add Employee Security Groups to Employees
7.2.4. Add Security Restrictions to Employee Security Groups
7.3. Supervisor Security
7.4. Supervisor Security Groups
7.4.1. Add Supervisor Security Groups
7.4.2. Add Supervisors to Supervisor Security Groups
7.4.3. Add Supervisor Security Groups to Supervisors
7.4.4. Add Security Restrictions to Supervisor Security Groups
8. Recording Voice Files

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This page applies to R814 and earlier of Celayix. Users of R900 and higher, refer to the relevant guides in the Schedule Xpress section.


Voice Xpress 5.4.0Administrator Guide 
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Table of Contents

1. Overview


This setup guide will help you configure the features found in Voice Xpress - the product requires some initial setup before your Employees can access the phone system. You will need to configure only those Voice Xpress features licensed by your organization.
From the Main Menu of eTime Xpress, click Go > Voice Xpress. The Voice Xpress Main screen should appear as shown in the figure below.
Voice Xpress Main Screen with Annotations

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After a confirm/unconfirm cutoff has passed, you may generate a view of confirmed and unconfirmed shifts using the Visual Scheduler as shown in the figure below (see the Scheduling User Guide for more information).
Visual Scheduler – Reviewing Confirmed and Unconfirmed Shifts
Note: Unconfirmed shifts can be edited (i.e. set to open, tentative or deleted) using the Shift Toolbox in the Visual Scheduler.

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4. eClock

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eClock is the time collection (Check-In & Check-Out) and workforce monitoring (ClockTrack and Alerts) module of Voice Xpress.

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Option

Description

Max Hours for Early Check-In(System default = 12)

The maximum hours an employee can check-in prior to the scheduled start time of a shift.

Max Hours for Late Check-In(System default = 12)

The maximum hours an employee can check-in after the scheduled start time of a shift.

Ignore Yesterday(System default = No)

Limit the available shifts for check-in and check-out to shifts scheduled on the calendar date. This would generally apply to organizations without overnight shifts.


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4.2. ClockTrack

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ClockTrack verifies an employee's location when they perform a Check-In & Check-Out function. The ID or location of the device that they are using to access the system is compared against a list of valid device or clock IDs defined for the site. For employees accessing via the telephone, the calling number captured by the caller ID function is used as the device ID. For employees accessing via the web interface, the IP address of provided by their PC ISP is used as the device ID. For Team Xpress geolocation the proximityis used as device ID.


If an employee checks-in/checks-out from a location transmitting an unregistered device ID, the invalid login is recorded and can be blocked and/or cause an alert to be sent.
Note: If you are identifying your employee's location using the calling phone number, ClockTrack requires that each analog phone line connected to Voice Xpress have the caller ID function enabled. Please contact your telecommunication provider for more information. be blocked and/or cause an alert to be sent.

From the Voice Xpress Main screen, click File > eClock > ClockTrack Setup. The ClockTrack Setup screen should appear as shown in the figure below.
ClockTrack Setup with Annotations

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Phone Numbers

Matching Clock ID formats

6041234567

6041??4567

6041234567

604*

6041234567

6??123*

IP Addresses

Matching Clock ID formats

192.168.1.11192

96.168112.?.11

192.168.1.11192

96.168112.*

192.168.1.11

12??.*

GeolocationMatching Proximity formats
yards

50 YD

feet125 FT
meters40 M


  1. Press the Enter key to save the record.
  2. Repeat until all valid clock ids are registered.

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Item

Description

Number of Attempts

Number of alert messages to be sent to the alert group before escalating to the next alert group.

Alert Scheduled Supervisors Only

Send alerts only to supervisors that are scheduled during the time of the alert.

With Service

Send alerts only to supervisors that are scheduled at the time of the alert with the specified service type.

Employee check box

R814 - Send an alert to the 'Alert Email address' or 'Alert SMS' defined for the employee.

R900 - Send an alert to the employee's Mobile phone and Email, as configured in Schedule Xpress

Customer check box

Send an alert to the email address defined for the customer.

Site check box

Send an alert to the email address defined for the site.

Site Supervisors check box

Send an alert to the 'Alert Email address' or 'Alert SMS' defined for the site supervisor. See Site Supervisors section for more information.

Service Supervisors check box

Send an alert to the 'Alert Email address' or 'Alert SMS' defined for the service supervisor. See Service Supervisors section for more information.

Employee Supervisors check box

Send an alert to the 'Alert Email address' or 'Alert SMS' defined for the employee supervisor. See Employee Supervisors section for more information.

Others check box

Send an alert to email addresses as defined in text box. Use a semicolon to separate multiple email addresses. *

SMS check box

Send an alert to the SMS number as defined in the text box. Use a semicolon to separate multiple numbers. *

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4.3.7. Configuring Email Program

Do not alter these settings. They are configured by Celayix.

Before Alert Emails can be sent, you must register the email program you will be using in Voice Xpress.
From the Alerts Setup screen, click File > Branch Alert Settings. The Branch Alert E-mail Settings screen should appear as shown in the figure below.
Branch Alert Settings

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4.3.15. Responding to Alertsto Alerts

This section does not apply to the cloud version of Voice Xpress.

By default, Supervisors can "respond" to alerts – a process where Supervisors may call into Voice Xpress to stop an alert originating from a specific attendance exception.
To respond to an Alert:

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4.3.16. Starting Alert Monitoring

This section does not apply to the cloud version of Voice Xpress.

The attendance monitoring process is managed by a separate application called the Celayix Auto Monitor. The Celayix Auto Monitor processes attendance data at regular intervals to determine if attendance exceptions have occurred.
Celayix Auto Monitor is a standalone application and runs independently from both eTime Xpress and Voice Xpress. The Celayix Auto Monitor must be started and running before alerts can be sent by Voice Xpress.
If the Celayix Auto Monitor is not pre-installed, perform the following steps:

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4.3.17. Reviewing Alerts Online

This section does not apply to the cloud version of Voice Xpress.

Voice Xpress provides a separate viewer called the Alert Notice program which allows a history of alerts to be viewed online.
To install the Alert Notice program:

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5. Time Entry

This section does not apply to the cloud version of Voice Xpress.

The Time Entry feature in Voice Xpress allows employees to enter time sheet information over the telephone.

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5.1. Entry Settings

This section does not apply to the cloud version of Voice Xpress.

Entry Settings define the format which shift information is to be entered into Voice Xpress. The following options are available when entering location (customer, site and service information) and break information:

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5.2. Job Codes

This section does not apply to the cloud version of Voice Xpress.

Job Codes allow you to define numeric codes to represent a specific customer, site and service combination. The purpose of Job Codes is to simplify the data entry process over the telephone.

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5.3. Job Code Groups

This section does not apply to the cloud version of Voice Xpress.

Job Code Groups allow you to define a profile of Job Code access rights. When an employee is added to a Job Code Group, they automatically inherit the Job Code access rights of the Job Code Group.

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6. Time Off Requests

This section does not apply to the cloud version of Voice Xpress.

The Time Off Request feature in Voice Xpress allows employees to request time off requests over the telephone. To review Time Off Requests, go to the Visual Scheduler > Tools > Time Off schedule and click File > Import> Time Off Requests.

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8. Recording Voice Files

This section does not apply to the cloud version of Voice Xpress.

Voice Xpress allows you to record custom voice files for employee and customer/site names. By recording custom voice files, the playback of shift information will be more descriptive and useful to your employees. If a voice file does not exist, Voice Xpress will identify employees and customer/sites by their numerical ID numbers.
To record custom voice files:

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