Please note that you must have a valid email address to create an organization. If you have already used your email address to sign up as a team member, you may create an organization by logging into Deputy and following the instructions to Add another business.

If you have already signed up for a trial with the same email address, you will be unable to begin another.

You may sign up to Deputy from our homepage, by clicking Start my free trial at the top of the page.

When you first sign up you will be asked to complete your name and work email address and agree to the terms and conditions, then click Get Started.

You will be asked to verify your email address by entering a one-time code sent to the email address you supplied.

Click on Discover Deputy.

Even after you have completed this set-up wizard, you can always return to the Locations tab in Deputy at any time to:

• Add a new location or edit your existing locations
• Add or customize your scheduling areas

After you have created your first locations and areas you will need to add your team members.

If you nominated a payroll during the set up you may be prompted to connect to the payroll system and import your team from that system as shown the example below. 

You can also type team member's names, access level, and email address (optional) to add your team manually.

Whether you are importing your team from payroll or adding them manually, if you are just testing Deputy and aren't ready to invite them to join you on Deputy yet you are able to deselect the option to send them an email invite to login to Deputy. You can always come back later and bulk send invites when you are ready for your team to join you.

You can also skip this step completely if you don't need to add any team member just yet.

Read more about all the different ways you can add team members to Deputy.

A few notes about adding team members to Deputy:

• When adding team members, it is not strictly necessary to enter their email addresses and phone numbers, however without at least an email address your team members will not be able to create an account with your organization, meaning that they will not be able to login via Deputy.com, or use the mobile app. For this reason, we recommend that your team members have an email address attached to their account. If your team members do not have an email address or mobile phone number they can still be scheduled in Deputy but will have limited functionality.
• You may come back to the People page at any stage and add more team members or edit the settings for the people you have already added. There is also a bulk update setting to make the same changes to multiple people at once.
• By default, gender data is not automatically collected within Deputy but if your organization requires this information, System Administrators can enable the gender field to appear in your team member's profile.

Once you have added a location, scheduling areas and team members, you will be ready to start scheduling your team members.

Before you begin scheduling, we recommend that you customize your settings first.  You can access the scheduling settings for each location by going to your Locations tab, then click Edit Settings to the right of your location. Next, click Scheduling on the left. In your Scheduling settings, you may set options such as:

• your opening and closing times
• starting day of your week
• default shift and meal break length
• notifications
• approvals for swapping and offering shifts
• shift confirmation settings

When you have finished making changes, please click Save before you leave the page.

Scheduling functions in Deputy are quite extensive, so as a result, the subject has its own collection of articles. We recommend reading it to make the best use of everything available to you.

Note: The option to send SMS notifications to team members when publishing shifts during your free trial period is defaulted to OFF. System Administrators can enable this feature during the trial period or any time after but please be aware SMS notifications incur additional costs.

You may wish to set up Deputy to allow team members to clock in and out of the work location on their mobile devices.

Alternatively, the Deputy Kiosk for iOS / Android Time Clock will allow you to create and maintain a dedicated time clock service on your premises. You can download the tablet app from your respective operating system's stores (iOS App Store, Android Play Store). Once the tablet is set up in your location, you may not use it in another location unless you reset it, however, you may have multiple tablets in one location if necessary. Please see here for information on starting a shift with the Kiosk/Time Clock.

You can also set up a Web Time Clock on any device with a browser installed.

Use Smart Scheduling to make informed business decisions, ensure optimal schedule coverage with clear and accurate data-driven insights.

With Deputy, it is possible to integrate your sales data with your projected wages in real-time, allowing you to make your business decisions based on reliable, up to date information. On the Schedule page you may access the graph by clicking the Graph button, which will display the current data.

Deputy allows you to integrate directly with a number of POS. For instructions on how to link your POS system with Deputy, please see our article.

You may also enter sales data for the past weeks if you wish to. In future weeks on your roster, you will see yellow lines displayed on the graph. This is your predicted sales, calculated as an average based on data from previous weeks.