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Get started and set up Deputy

Set up the essential parts of your Deputy account before adding your team and building schedules.

Use this directory to find guides for creating your account, accessing training and support, configuring locations and permissions, and managing organization-wide settings.

Note: If you’re setting up Rostering by Deputy with Xero, follow the dedicated Set up Rostering by Deputy with Xero setup path.

Guides

Start your Deputy account and trial ↗

Use this guide if you’re new to Deputy, need to start a trial, or are ready to purchase a plan.

Set up Deputy for your industry ↗

Find industry-specific setup guides to configure Deputy for the way your business operates. 

We have guides for a range of industries, including:

  • Hospitality
  • Retail
  • Call centers
  • Construction
  • Healthcare 

Get help and support ↗

Use this guide to find the right help and support when you need it.

  • Learn Deputy with self-service resources
  • Troubleshoot common issues
  • Share feedback or request a feature
  • Access guided onboarding or technical resources 

Set up locations and areas ↗

Use this guide to set up, manage, and customize your locations and areas.

  • Organizations, Locations and Areas set up
  • Create your Locations
  • Copy, archive, and restore Locations
  • Location view options
  • Manage optional Location settings

Configure organization settings ↗

Use this guide to configure account-wide settings, including branding, terminology, regional preferences, and more.

  • Business Settings and how to customize them across your whole organization
  • Customize branding and terminology
  • Configure regional and workplace preferences, such as date and time formats.
  • Update business details
  • Optional Admin settings

Use Deputy AI to speed up daily operations ↗ 

Use this guide to explore how Deputy AI can help your business complete everyday tasks more efficiently.

  • Introduction to Deputy AI (BETA)
  • Deputy AI (BETA) example prompts to try
  • How to manage your Schedule with Deputy AI (BETA)
  • How to manage your Timesheets with Deputy AI (BETA)

Using the Deputy mobile app ↗ 

Use this guide to navigate the Deputy mobile app and perform on-the-go tasks.

  • Communicating with your team
  • Managing the schedule
  • Reviewing and approving timesheets

Manage multiple organizations and account ownership ↗

Use this guide to manage multiple Deputy organizations and plan for System Administrator changes.

  • Add another business in Deputy
  • Consolidate two organizations' Deputy accounts into one subscription
  • Transfer my Deputy account to a new owner
  • Plan for System Administrator changes

Set up Rostering by Deputy with Xero ↗

Note: Use this guide only if your account uses Rostering by Deputy with Xero. 

Read this article to set up Rostering by Deputy with Xero.

  • Set up your account
  • Configure pay and timesheet export
  • Troubleshoot or manage your subscription

Set up and manage Enterprise accounts ↗

Note: Use this guide only if your account is on an Enterprise plan (discontinuing). If you’re a new customer looking for Enterprise-level features, see our Deputy Pro plan.

  • Business set up 
  • Employee set up
  • Reports
  • FAQs