Skip to main content

Manage schedules

Create, review, publish, and manage schedules in Deputy.

Use this directory to find guides for building schedules, planning team coverage, publishing schedules, managing changes, and fixing scheduling issues.

Guides

Get started with scheduling ↗

Learn how the Schedule page works and how to find the people, locations, areas, and information you need while scheduling.

  • Schedule overview
  • Filter and manage the schedule
  • Understand shift status
  • View time off in the schedule
  • Use keyboard shortcuts when scheduling

Set up schedule settings and permissions ↗

Use this guide to configure schedule settings and manage what team members can view or update.

  • Set the first day of the week on your schedule
  • Change a team member’s schedule view permissions
  • Use area colour coding when scheduling
  • Create custom shift fields
  • Understand default shift start time, shift length, and break length

Create and edit shifts ↗

Use this guide to create, edit, and manage shifts on your schedule.

  • Create shifts on your schedule
  • Plan breaks
  • Use shift templates
  • Update shifts in bulk

Build schedules faster with templates and bulk actions ↗

Learn about schedule tools that help you build or update schedules more efficiently.

  • Use schedule templates
  • Copy shifts to another date or area
  • Duplicate identical shifts
  • Update shifts in bulk
  • Add a note or comment to multiple shifts

Plan coverage and choose team members ↗

Use this guide to plan coverage and choose the right team members for shifts.

  • Use the simple staff coverage planner
  • Auto-fill empty shifts
  • Use preferred team members when scheduling
  • Filter team members by training modules
  • View time off in the schedule

Publish and share schedules ↗

Use this guide to publish and share schedules with your team, or print and export them when needed.

  • Publish shifts
  • Use shift confirmation
  • Sync your Deputy schedule with your calendar
  • Print your schedule
  • Understand when team members are notified about removed shifts

Manage open shifts, swaps, and schedule changes ↗

Find out how to manage open shifts, swaps, replacements, and other schedule changes.

  • Use open shifts
  • Use open shifts with approval
  • Allow team members to swap or offer shifts
  • Find a replacement for a team member who can’t work
  • Automatically turn unconfirmed shifts into open shifts
  • Lock shifts to prevent changes
  • Understand why a shift is locked

Manage schedule costs, budgets, and Business Insights ↗

Use this guide to review schedule costs and build schedules with your budget, demand, and coverage in mind.

  • Smart Scheduling
  • Business Insights dashboard
  • Stats panel for smarter scheduling
  • Set schedule budgets
  • Use labour modelling
  • Use auto-scheduling
  • Enable and understand overtime tags and warnings on the schedule
  • Add an on-cost percentage to salaries and wage costs
  • Understand schedule cost differences

Manage special shift types and micro-scheduling ↗

Use this guide to set up and manage scheduling workflows for special shift types.

  • Manage micro-scheduled shifts and timesheets
  • Use non-worked type areas
  • Set up on-call shifts as non-worked type areas
  • Set up sleepover shifts as non-worked areas

Manage tasks ↗

Use this guide to learn the basics of creating, assigning, editing, and completing tasks in Deputy.

  • Getting started with Tasks
  • Manage tasks
  • Using Tasks with scheduling

Fix scheduling issues ↗

Find troubleshooting guidance for common scheduling issues.

  • Schedule visibility and mobile schedule issues
  • Locked or restricted shifts
  • Schedule cost discrepancies
  • Shift replacement, open shift, or swap issues
  • Publishing, confirmation, or notification issues
  • Team member recommendation issues