Hi, I'm Alex one of your dedicated consultants at Deputy.

We anticipate an influx of Australian Planday customers looking to transition to Deputy in September. To make this as simple as possible, I've prepared two short videos to get you up and running in minutes. I've also supplied some more detailed onboarding steps below to act as an onboarding checklist.

Part 1: Onboarding in three simple steps:

1. Location & areas (onboarding)
2. People (onboarding)
3. Schedule (onboarding) 
   • Invite team and publish upcoming schedule. Team will clock in/out to create timesheets

See a more detailed onboarding checklist.

Part 2: Post go-live step:

1. Timesheets and payroll export (Post go-live)

See a more detailed post go-live check list.

Part 1: Detailed onboarding checklist:

1. Setup a free Deputy trial - 5mins

• Go to deputy.com and click Start my free trial

2. Create your location(s) and area(s) - 15-30 mins

• Adding a new Location
• How to customize General Location settings
• Optional: Ideas for structuring your account by industry

3. Add your team (people) - 15mins

• Add via Xero import - How to Import Employees from Xero to Deputy - Deputy and Xero  OR
• Add manually - Adding your team into Deputy

4. Setup your team employment details - 30-45 mins

• Setting up your team members
• How to set up pay rates (AUS)

5. Schedule your team - 30-60 mins

• Schedule page: A quick tour
• How to build a schedule
• How shifts work on the Schedule

6. Invite your team to Deputy - 5mins

• Inviting your team to join your Deputy

7. Publish your schedule so your team receive their shifts - 5mins

• How to publish shifts

Part 2: Detailed post go-live checklist:

1. Your team clock on/off using Deputy mobile app or a tablet kiosk app

• How do I clock on and off for a scheduled shift?

2. Your team clock on/off will create pending timesheets for approval

• Options for approving Timesheets

3. Approved timesheets are ready to export to payroll

• Xero payroll export: How to Export Timesheets from Deputy to Xero - Deputy and Xero OR
• Other payroll export options: Payroll integrations

Optional: Full dedicated resource library

• Deputy Essentials
  • Note some duplicated content from above steps.
• Connect Xero and Deputy
  • More detailed explainer of the Xero integration, including demo.
• Deputy in Action
  • Product demo/tour - if you are still making a purchasing decision on selecting Deputy, this provides a guided tour of a typical business week using Deputy.