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Checklist to Remove, Add, or Update Employee
Update your Phone System to Remove, Add, or Update an Employee
This article includes 3 different checklists: Remove an employee who leaves your organization. Add a new employee to your phone system. Update settings when an employee leaves and is being replaced.
Remove an Employee who's not being Replaced
[ ] If they were an authorized Contact, go to Manage Contacts and Delete them.
[ ] If they had a physical phone, go to Manage Devices, expand the Extensions tab and uncheck Is Active. Save your changes.
[ ] Remove this extension from the BLF Buttons on any other user's phones.
If you used a template to set up your BLF buttonsm, you can update the template and apply it to all devices.
If you did not use a template, each device will need to be updated individually.
[ ] Remove this extension from any Ring Groups, Queues, Inbound Routes, and Voice Menus.
You will need to select new destinations for any Inbound Routes or Voice Menus. Be sure to update any System Recordings that direct callers to this extension.
[ ] Scroll down to the Intulse App portion of the menu in the Account Center, go to Manage Users and Delete them.
