Once you've accepted your invitation to join your Deputy team and signed in via our web application or downloaded the Deputy App for iOS or Android you can start to navigate around Deputy using the menu options.

This example shows the Location Manager view on the Deputy website:

And this example shows a similar menu navigation for Location maangers on the iOS App:

News Feed is the communication hub for your team.

While it can be used for general announcements to everyone at a specific location, you can also send News Feed posts to individual team members. Messages will also be sent via email.

No other users can read the messages except for the people sending and receiving the messages.

You can also message everyone working at a particular location right now.

If a Location Manager asks for confirmation from readers then all users with an access level of Employee and Supervisor will be asked to give confirmation of reading the message. You can also select whether you want your audience to be able to comment on your post.

Note: Users with access level of Location Manager or System Administrator will not be asked to confirm that they have read Supervisor or Employee messages in News Feed.

Read more about News Feeds and Posts.

From the Tasks page, you can allocate tasks to yourself and other staff. These can be completed by ticking the box next to the task name in Your Tasks. Tasks allow you to organise your staff within an area.

These are useful when assigning work to individual team members, and can be tracked simply by clicking the checkbox upon completion.

These tasks can be given a due date or can be a general task that can be completed at any time.

As Location Manager, you can also assign a task to all team members at a specific area or location rather than just one individual. Read more about adding a new task group.

On the People page, Location Managers can access a list of team members assigned to the location(s) they manage. They can also add new team members.

You can search or filter this list and also set options to display information such as training, contact details, location or stress profile.

You can click on the team member's name to access and edit their details.

Within the team member's profile you can:

The Schedule page will take you to Deputy’s shift scheduling features.

Let's look at the different components of the schedule page.

• The bar of selector buttons at the top of the Schedule page allows you to:
• Select the Location + Area you are scheduling for
• Select the date range you are scheduling for
• Select the view type you would like to see the schedule in
• Initiate Autoscheduling
• Copy shifts across to another period
• Toggle your statistics view on and off
• Export and other shift options
• Publish newly created shifts

The list of team members down the left side of the screen shows all team members at the Location you have selected as well as the hours they have been scheduled for the view and period you have selected.

You can use the search bar or filter button at the top of the list to refine how the team members are displayed. When you click on the team member's name you can see their stress profile and the training they have. There are also other options displayed by clicking on the three vertical dots next to their name to highlight, or open their shifts or view their profile.

When you click on the team member's name or photo you can drag and crop them directly into the schedule.

The main part of the schedule screen shows the shifts scheduled with each column representing a day of the week or even hour of the day depending on the period of time and view you have selected with the selections at the top of the screen.

There are many ways you can create new shifts including:

• clicking the + within the area you want to schedule and assign the shift to the team member you need to work or even offering the open shift to a group of team members.
• drag and drop the team member from the left-hand list into the schedule
• using the autoschedule function

Once you have scheduled your staff you then need to publish the new shifts so that your team member will be notified.

Access more help articles about scheduling.

Location Managers may approve both the date and pay component of leave requests for their location.

You will be made aware that you have a leave request to approve via an email, a push notification on your Deputy mobile app or via the web application on your dashboard. Notifications appear at the bell icon or you can see leave requests under the Needs Approval.

Team members clocking on/off will automatically generate timesheets. Once generated timesheets must be approved, either manually or automatically, for team members to be paid.

To view and approve timesheets, follow the link from your Me Dashboard or click on Timesheets.

To approve a timesheet, please click one of your team members on the list to the left. The page will then display a list of unapproved timesheets for each of the team member's shifts. You can edit the beginning, end and break, as well as make a journal entry for the shift. After you are finished with the timesheet, please click Approve, below the fields.

You can also create a new unscheduled timesheet for an employee in the instance that they worked a shift that was not scheduled and they did not clock on or off to generate a timesheet.

Location Managers can add internal notes about employees, Supervisors and other Locationation maangers called journals. Journals can be positive negative or not selected (neutral) messages.

To add a journal note or view a journal note Location Managers can access this via:

• the team member's profile
• the team member's timesheet

Location Managers:

• Can journal their co-Location Managers, Supervisors and Employees, under the same location.
• Can view journals about their co-Location Managers, and journals about users with lower access, under the same location.
• Cannot view journals about themselves.