People and Locations

Everything you need to know about managing your employees, business locations, and employee profiles.

Deputy Experience avatar Imran Chowdhury avatar Jake avatar +7
62 articles in this collection
Written by Deputy Experience, Imran Chowdhury, Jake and 7 others

Roles & Global Visibility - Enterprise

Access Levels & Permissions - This article defines "Roles," and details restricting a role's Global Visibility in Deputy Enterprise.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Roles & Approve Time Sheets - Enterprise

This article defines a "Role" and details the "Approve Time Sheets" category of Access Levels & Permissions in Deputy Enterprise.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Pay by Area

Allow team members to flexibly move between roles, while ensuring they are paid correctly. Areas of Work is now Pay By Area.
Lori Ghezzi avatar
Written by Lori Ghezzi
Updated over a week ago

Roles & Portfolio Administration - Enterprise

This article defines a "Role," and details restricting access to your organization's portfolio as seen in your Deputy Enterprise account.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Roles & System Configuration - Enterprise

This article defines "Roles," and details the Role permissions within System Configuration of Access Levels & Permissions for Enterprise.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Roles & Employee Details - Enterprise

Enterprise - Roles, Access Levels & Permissions - Restrict access to view and edit employee details including personal information and pay.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Pay Conditions in Deputy Enterprise

Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Roles & Approve Leave Requests - Enterprise

This article defines a "Role," and details how to give a Role access to approve leave request date ranges and leave types in Enterprise.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Employment Terms in Deputy Enterprise

For Deputy Enterprise only. Create, view, edit, and export Employment Terms, add/ limit Leave types, and build your Pay Condition Hierarchy.
Deputy Experience avatar
Written by Deputy Experience
Updated over a week ago

Roles & Time Sheets Staging - Enterprise

This article defines a "Role," and covers the Export Time Sheets permission available in Access Levels & Permissions in Deputy Enterprise.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Tasks Not Appearing

Are the tasks you're assigning to employees not appearing for them to complete? Try these simple troubleshooting steps.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Roles, Access Levels & Permissions - Enterprise

Create Roles for your organization, role hierarchies, and set access and permissions for each role using Access Levels and Permissions.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Roles & Rostering - Enterprise

Defines the Roster, and explains the permissions available in the Rostering section of Access Levels & Permissions tab in Enterprise.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Roles & Global Applications - Enterprise

How to configure Global Applications in Enterprise, using Access Levels & Permissions.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago
Unavailability and Leave

Leave Management

Set up your leave in Deputy
Jake avatar
Written by Jake
Updated over a week ago

How to Request Leave

Requesting leave allows team members to take time off work, and ensures managers can schedule their staff appropriately.
Jake avatar
Written by Jake
Updated over a week ago

Awareness of Leave

Managers can see what leave has been requested and approved. You can also view unavailability and approved leave when scheduling.
Lisa Kirby avatar
Written by Lisa Kirby
Updated over a week ago

Leave Management Dashboard

Manage Day to Day Leave from the Leave Management Dashboard
Lisa Kirby avatar
Written by Lisa Kirby
Updated over a week ago

Approve & Decline Leave Requests

Learn about leave management including notifications, approval, timesheets and pay using Deputy on the web.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Add or Delete a Team Member's Unavailability

Managers can add unavailability for their team members on the web and on mobile
Jake avatar
Written by Jake
Updated over a week ago

Managers can enter Leave on behalf of Employees

Lisa Kirby avatar
Written by Lisa Kirby
Updated over a week ago

Accruing Leave in Deputy

Frequently asked questions about accruing leave in Deputy.
Imran Chowdhury avatar
Written by Imran Chowdhury
Updated over a week ago

Leave Balance

Export leave balance from selected payroll systems, and view accrued leave for a team member.
Jake avatar
Written by Jake
Updated over a week ago

Setting up Standard Hours to support Leave Management

Standard Hours refers to the amount of hours that would be payable for a day of leave.
Lisa Kirby avatar
Written by Lisa Kirby
Updated over a week ago

How to Change from Tracking Leave in Hours to Days

Lisa Kirby avatar
Written by Lisa Kirby
Updated over a week ago

Set Up Paid Voting Leave

How to set up a paid voting leave and assign it to your employees
Lori Ghezzi avatar
Written by Lori Ghezzi
Updated over a week ago

How to Change or Cancel a Leave Request

Employees may change or cancel their leave request if circumstances arise, this is possible in several ways in Deputy
Imran Chowdhury avatar
Written by Imran Chowdhury
Updated over a week ago

Partial Day Leave

How to apply leave for part of the day when there is a shift that day
Jake avatar
Written by Jake
Updated over a week ago

Block Future Time Off Requests

Managers can specify dates in the schedule to block employees from requesting unavailability and submitting leave.
Jake avatar
Written by Jake
Updated over a week ago
Editing and Changing Employee Details

Employee agreed working hours

Agreed hours are a set of hours you and your employee have agreed upon at the time of employment (Premium account only)
Deputy Experience avatar
Written by Deputy Experience
Updated over a week ago

Editing Team Member Details

This guide shows you what you can edit within a team member 's profile.
Jake avatar
Written by Jake
Updated over a week ago

Enabling and Disabling Gender Fields

This article explains how to enable and disable gender fields within Deputy.
Caesar Li avatar
Written by Caesar Li
Updated over a week ago

Access Levels

Access Levels allow you to customise the level of permissions particular team members have in Deputy.
Jake avatar
Written by Jake
Updated over a week ago

Edit Team Member Pay Rates

Assigning pay rates to team members assists with building a costed schedule and can be exported to ensure team members are paid properly.
Jake avatar
Written by Jake
Updated over a week ago

How to Set Up Pay Increases for Birthdays

How to automate pay increases in the event of birthdays.
Jake avatar
Written by Jake
Updated over a week ago

How Do I Set An Employee As Salaried

This guide walks you through how to set up employees who are paid a salary vs. paid hourly.
Jake avatar
Written by Jake
Updated over a week ago

How to Delete Your Deputy Account

Please ensure that you have been archived from any businesses connected to Deputy before deleting your account.
Jake avatar
Written by Jake
Updated over a week ago

Adding Training Requirements - Deputy Premium

Training requirements ensure that you have correctly trained people scheduled on the correct shift, based on your needs.
Jake avatar
Written by Jake
Updated this week
Enterprise

Locations and Pay Centers - Enterprise Business Setup

This article covers creating, editing, and duplicating Locations, Child Locations, Pay Centers, and Areas of Work.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Areas of Work - Enterprise Business Setup

This article defines Areas of Work, creating new Areas, roster order, Areas with Geo, and how to configure Area Based Pay.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

People Tab - Enterprise

In Deputy, people can be added, updated or archived in the People tab, or in the Enterprise tab. This is a guide is for Enterprise users.
Deputy Experience avatar
Written by Deputy Experience
Updated over a week ago

Role Hierarchy - Enterprise

This Article covers creating Roles, 2 Factor authentication, and viewing and changing the Role hierarchy in Deputy Enterprise.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Creating Training Modules and Applying Training Records - Enterprise

This article covers creating, editing, and applying Training Modules and Training Records to your staff, requirements, expiry notifications.
Deputy Experience avatar
Written by Deputy Experience
Updated over a week ago

Stress Profiles - Enterprise Employee Setup

Using Stress Profiles to avoid scheduling employees for too many hours.
Tim O'Mahony avatar
Written by Tim O'Mahony
Updated over a week ago

Public Holidays - Enterprise

An Enterprise guide for creating, viewing and editing Public Holidays to be applied to Employment Terms, and the Roster in the Schedule tab.
Deputy Experience avatar
Written by Deputy Experience
Updated over a week ago

Limiting Leave Type Visibility in Enterprise

How to hide Leave Types from view either for everyone in your organization, or just employee groups, or pay groups.
Deputy Experience avatar
Written by Deputy Experience
Updated over a week ago