Scheduling

For help with creating schedules, shift management, and your Deputy calendar.

+2

38 articles in this collection
Written by Jake, Catherine Ververis, Tim O'Mahony and 2 others

Scheduling Basics

Scheduling Team Members

This guide will give you an overview of the different features in the Deputy Schedule tab.

Written by Jake
Updated over a week ago

Create shifts

Written by Lisa Kirby
Updated over a week ago

Publish Shifts

Publishing shifts is a confirmation of a schedule and allows the shifts to appear for your team members.

Written by Jake
Updated over a week ago

Break Planning

This guide shows how to schedule and customise meal and rest breaks.

Written by Jake
Updated over a week ago

Shift Confirmation

Ensure that team members are informed about a shift assigned to them and confirm that they are able to work it.

Written by Jake
Updated over a week ago

Ways to Schedule Faster

Scheduling - Keyboard Shortcuts

Use your keyboard to schedule your employees even faster!

Written by Jake
Updated over a week ago

Auto-Scheduling

Auto-Scheduling is a powerful tool that uses metrics and AI learning to create an entire schedule with a single click.

Written by Jake
Updated over a week ago

Time off on Weekly Area View of Schedule

View staff’s leave and unavailability on weekly and 2-weekly schedule view.

Written by Dina Debas
Updated over a week ago

Auto Fill Empty Shifts

This feature allows you to fill your empty shifts with employees without having to assign employees individually.

Written by Jake
Updated over a week ago

Schedule Templates

Schedule Templates allow you to schedule your team members faster, using set schedules that you can create and edit.

Written by Jake
Updated over a week ago

Simple Staff Coverage Planner

Easily set shift count requirements to determine coverage whilst scheduling (in weekly area views).

Written by Dina Debas
Updated over a week ago

Copy Shifts

Schedule faster and more efficiently

Written by Jake
Updated over a week ago

Clone Shifts

Cloning shifts allows you to create a number of open or empty shifts in just a few easy clicks.

Written by Jake
Updated over a week ago

Bulk Shift Updates on the Schedule

Bulk Updates allow you to make fast edits to a batch of schedule items.

Written by Jake
Updated over a week ago

Filter Employees in Schedule by Training Module

This guide is to assist in speedier and accurate scheduling.

Written by Jake
Updated over a week ago

Ensuring Preferred and Trained Employees are Selected

How to Use Preferred Team Members when Scheduling

Selecting team members as preferred for a specific area ensures that those team members are scheduled in that work area.

Written by Jake
Updated over a week ago

Ensure a Team Member is Recommended for a Shift

Use 5 factors such as training and availability to qualify team members as "Recommended" for shifts.

Written by Tim O'Mahony
Updated over a week ago

Borrowing team members from other Locations

Borrowing team members from other locations gives managers a wider pool to select from when filling shifts.

Written by Jake
Updated this week

How to Change the Way You Schedule

How to change your schedule starting day

Changing your schedule starting day allows you to customise your scheduling page for each location.

Written by Jake
Updated over a week ago

Enable 24-Hour Time

If you would prefer to see in 24-Hour format, this guide will show you how.

Written by Jake
Updated over a week ago

Manage Public Holidays

Public holidays are set in your scheduling page, so you can schedule with public holidays in consideration and apply correct pay rates.

Written by Jake
Updated over a week ago

On-Costs

Written by Jake
Updated over a week ago

Scheduling Tips

Setting Up On-Call Shifts as Non-Worked Type Areas

Use non-worked type areas to schedule team members for on call shifts

Written by Lisa Kirby
Updated over a week ago

Non-worked Type Areas

Managers can schedule shifts where the time will not be included when calculating the total time worked or overtime rates.

Written by Catherine Ververis
Updated over a week ago

Setting up Sleepover Shifts as Non-worked Type Areas (AU)

Approve sleepover shifts with correct pay with one click

Written by Lisa Kirby
Updated over a week ago

Schedule Filtering and Management

This guide outlines how to make efficient changes, manage, and bulk update with Schedule Filtering and hiding areas in your schedule.

Written by Jake
Updated over a week ago

Color Coding

Color coding allows you to distinguish between areas easily.

Written by Jake
Updated over a week ago

Send Email Notifications When an Employee is Late

Using Zapier, you can receive an email notification to alert you when an employee is late to clock on.

Written by Jake
Updated over a week ago

Undo Schedule Items

This feature is useful when you need to revert your schedule, in-case of mistakes.

Written by Jake
Updated over a week ago

Break Templates (U.S only)

Break Templates can be applied to comply with local labor and break laws.

Written by Jake
Updated over a week ago

Different Ways to View Your Schedule

Syncing Your Deputy Schedule With Your Own Calendar Application

You can add your Deputy shifts to your own personal calendar such as Google Calendar, Apple Calendar, or Microsoft Outlook.

Written by Jake
Updated over a week ago

Change Employee Schedule View Permissions

Managers can set permissions that determine whether co-workers can view each other's shifts.

Written by Jake
Updated over a week ago

How to Check Your Schedule

Check when you're working next using the web, mobile, and kiosk platforms.

Written by Jake
Updated over a week ago

Print or Export Your Schedule From Deputy

A summary of all the different formats you can print or export your schedule in

Written by Jake
Updated over a week ago

Dynamic Ways for Employees to Find and Swap Shifts

Allow Team Members to Swap or Offer Shifts

Allow team members to see other's shifts and request a swap or offer a shift to a co-worker.

Written by Jake
Updated over a week ago

Open Shifts

Open shifts are 'up-for-grabs', which allows team members to choose shifts that they can work.

Written by Jake
Updated over a week ago

Finding a Replacement

This guide shows what to do when an employee cannot work their shift.

Written by Jake
Updated over a week ago

Open Shifts with Approval

Use approvals for Open Shifts

Written by Catherine Ververis
Updated over a week ago