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Manage your team

Add, invite, and manage your team members in Deputy.

Use this directory to find guides for managing team member profiles and employment details, making bulk updates, and fixing profile issues.

Guides

Hire new team members (Deputy HR) ↗

Use this guide to learn how to set up and use Hire to create job listings, manage candidates and interviews, communicate with candidates, and publish jobs to external job boards .

  • Get started with Hire
  • Create and publish jobs
  • Manage candidates and interviews
  • Communicate with candidates
  • Connect to job boards

Onboard new team members (Deputy HR) ↗

Use this guide to set up and manage new hire onboarding in Deputy, including business details, payroll information, regional requirements, onboarding permissions, and integrations.

  • Get started with new hire onboarding
  • Business details and setup
  • Region-specific onboarding
  • Payroll and compliance
  • Integrations and data

Add and invite team members ↗

Use this guide to add team members to Deputy and invite them to access their account when you’re ready.

  • Add a team member
  • Add multiple team members
  • Invite team members to use Deputy
  • Fix team member invitation issues

Understand access levels and permissions ↗

Use this guide to assign the right access level for each team member and manage where they can work.

  • Decide what access permission level to assign to team members
  • Manage access and work locations
  • Adjust access to costs, pay details, and sensitive personal data for Location Managers
  • Customize access levels and permissions (Pro plan) 

Manage team member profile details ↗

Use this guide to view and manage a team member’s profile information in Deputy.

  • Understand the team member profile
  • Update a team member’s personal details
  • Add custom fields to team member profiles
  • Manage access to team member profile information

Update a team member’s employment details ↗

Use this guide to manage employment details that affect how a team member works in Deputy, including their work location, working hours, access levels, pay, and leave.

  • Change a team member’s primary work location
  • Set a team member’s regular working hours
  • Manage training requirements
  • Set up stress profiles and fatigue management
  • Manage access levels and permissions
  • Set up and manage pay rates
  • Manage leave

Manage employee documents (Deputy HR) ↗

Use this guide to learn how to create, manage, request, upload, and sign documents in Deputy, and understand document access permissions.

  • Document Library
  • Team member documents
  • Document signing
  • Document permissions

Manage team member information in bulk ↗

Learn how to add or update information for multiple team members at once.

  • Add multiple team members
  • Bulk import or bulk update team member data
  • Bulk import or bulk update training modules and training records
  • Bulk update the assignment of employment terms to your team members

Manage team engagement ↗

Use this guide to explore Deputy's team engagement and team performance tools.

  • Recognize team members with Kudos 
  • Collect team feedback with Shift Pulse 
  • Manage team performance with Performance Management
  • Record manager observations with Journals 

Set up custom access levels and permissions ↗

Use this guide to create custom access levels to suit the roles and responsibilities in your business.

  • Create and manage custom access levels
  • Configure specific permissions
  • Assign custom access levels

Archive, unarchive, or delete team members ↗

Use this guide when you need to archive team members, restore archived team members, or permanently delete team member records.

  • Understand archiving and deleting team members
  • Archive a team member
  • Unarchive a team member
  • Delete a team member

Learn more about Deputy HR ↗

Use this guide learn about the features included in Deputy HR.

  • What does Deputy HR include?
  • How do I trial Deputy HR?
  • What is the cost of Deputy HR?

Fix team member account and profile issues ↗

Find troubleshooting guidance for common team member account, invitation and profile issues.

  • Fix team member invitation issues
  • Fix team member login issues
  • Fix contact detail or email address issues
  • Fix duplicate or incorrect team member profiles
  • Fix team member profile permission issues
  • Fix archive, unarchive, or delete issues