People and Locations | Deputy Help Center

Team Member Onboarding FAQs

Frequently asked questions about Employee Onboarding

Written by Tania Alwi
Updated over a week ago

Roles & Global Visibility - Enterprise

Access Levels & Permissions - This article defines "Roles," and details restricting a role's Global Visibility in Deputy Enterprise.

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.

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.

Written by Deputy Experience
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.

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.

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.

Written by Tim O'Mahony
Updated over a week ago

Pay Conditions in Deputy Enterprise

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.

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.

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.

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.

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.

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.

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.

Written by Tim O'Mahony
Updated over a week ago

Profile Basics

What happens to my data and profile if I leave my organisation?

Can I delete my profile in Deputy?

Written by Lisa Kirby
Updated over a week ago

How to Log In and Update Your Profile

Update your own information in your Deputy Profile

Written by Tim O'Mahony
Updated over a week ago

Get to know the new Employee Profile in Deputy

A new employee profile experience will be rolled out from July to September 2021

Written by Lisa Kirby
Updated over a week ago

Stress Profile and Fatigue Management

This feature ensures that team member scheduling limitations and stress profiles are considered when scheduling.

Written by Scott Lundquist
Updated over a week ago

Importer Wizard

Using an Excel/CSV file, the Importer Wizard allows you to import data in bulk.

Written by Jake
Updated over a week ago

Locations

Enable Geofence in Deputy

Block your team from clocking in and out away from their shift location

Written by Lisa Kirby
Updated over a week ago

Site Scheduling

Managers can add individual addresses to Areas that may be located away from the main work Locations

Written by Deputy Experience
Updated over a week ago

Location Views

This article walks you through the different ways of viewing locations, and what each view brings.

Written by Jake
Updated over a week ago

Add notes and attach files to Locations

How to add notes and upload files in location settings

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Written by Helen Zheng
Updated over a week ago

How to Duplicate Locations

This guide walks you through how to duplicate a location.

Written by Jake
Updated over a week ago

How to Copy Location Settings

Save time when updating multiple locations by copying one location's settings to others

Written by Chris Knight
Updated over a week ago

Adding and Removing Employees

How to Set Up Team Member Onboarding

Before you start using our onboarding feature for the first time, there are some steps you first need to follow to set it up

Written by Lisa Kirby
Updated over a week ago

How to Onboard Team Members (UK customers)

Save time by inviting new hires to add in their own personal details.

Written by Tania Alwi
Updated over a week ago

For Team Members - How to Complete Your Onboarding Form (UK customers)

Use Deputy's team member onboarding software to streamline your onboarding process!

Written by Tania Alwi
Updated over a week ago

Adding Team Members

A guide to adding and inviting people to your organisation in Deputy.

Written by Jake
Updated over a week ago

Adding Team Members

A guide to adding and inviting team members to your organisation in Deputy.

Written by Lisa Kirby
Updated over a week ago

How to Onboard Team Members (Australia customers)

Use Deputy's team member onboarding software to streamline your onboarding process and get new staff up and running in no time!

Written by Jake
Updated over a week ago

Employee Onboarding Sync with Xero

This article shows you the steps to sync Employee Onboarding with your Xero account.

Written by Jake
Updated over a week ago

For Team Members - How to Complete Your Onboarding Form (Australia)

Use Deputy's team member onboarding software to streamline your onboarding process!

Written by Tania Alwi
Updated over a week ago

Archiving and Unarchiving Team Members

This guide shows you how to archive team members or unarchive them in your Deputy account.

Written by Jake
Updated over a week ago

Delete an Employee's Deputy Account

Deleting an employee completely removes them from your Deputy instance. Please note that this is a more absolute delete vs. archiving.

Written by Jake
Updated over a week ago

Unavailability and Leave

Leave Management

Set up your leave in Deputy

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.

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.

Written by Lisa Kirby
Updated over a week ago

Leave Management Dashboard

Manage Day to Day Leave from the Leave Management Dashboard

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.

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

Written by Jake
Updated over a week ago

Managers can enter Leave on behalf of Employees

Written by Lisa Kirby
Updated over a week ago

Accruing Leave in Deputy

Frequently asked questions about accruing leave in Deputy.

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.

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.

Written by Lisa Kirby
Updated over a week ago

How to Change from Tracking Leave in Hours to Days

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

Written by Deputy Experience
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

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

Written by Jake
Updated over a week ago

Block Future Time Off Requests

Managers can specify dates in the schedule to block team members from requesting unavailability and submitting leave.

Written by Jake
Updated over a week ago

Editing and Changing Employee Details

How to Add/Update a Payroll ID Via the UI

Written by Deputy Experience
Updated over a week ago

Setting a Team Member's Regular Working Hours (Beta)

Ensure staff who have regular working hours are scheduled for the correct hours and days.

Written by Lisa Kirby
Updated over a week ago

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)

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.

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.

Written by Caesar Li
Updated over a week ago

Access Levels

Deputy User Access Levels allow you to customise the level of permissions particular team members have in Deputy.

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.

Written by Jake
Updated this week

How to Set Up Pay Increases for Birthdays

How to automate pay increases in the event of birthdays.

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.

Written by Jake
Updated over a week ago

How to Delete Your Deputy Account

Please ensure that you have been archived from any organisations connected to Deputy before deleting your account.

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.

Written by Jake
Updated over a week ago

Enterprise

Locations and Pay Centers - Enterprise Business Setup

This article covers creating, editing, and duplicating Locations, Child Locations, Pay Centers, and Areas of Work.

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.

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.

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.

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.

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.

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.

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.

Written by Deputy Experience
Updated over a week ago