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Getting Started – Manager

Updated on March 20, 2017

This guide will teach you the basic functions that you have under the ‘Manager’ access level in Deputy.

Getting Started

Welcome to Deputy! In this article, we’ll show you a general overview of Deputy, going through each of the features that you will encounter while using Deputy. This will serve as a general guide, and each heading will come with a link that you can follow for a more detailed explanation for each feature.

Signing Up

Deputy: Homepage

Deputy: Login and Try buttons

To begin, click the ‘Try Deputy for Free’ button on the Deputy.com homepage, as seen above. Enter your name and email address in the boxes as shown to begin the free trial.

Get Started: sign up for the free trial with email, Facebook or Google+

You will receive the following email. This welcome email contains a temporary password and a Deputy Kiosk PIN, both of which can be changed later on.

Email: setup your Deputy account

Now that we’ve logged in, the onboarding wizard will pop up:

Deputy: Onboarding Wizard

From here, you can do one of two things:

Choose a demo

‘Choose a demo’ will automatically populate your Deputy with fictitious employees, locations, and schedule. The employees will already have a name and pay rate, allowing you to schedule them for yourself to see the effects of having different employees in different areas.

The demos have a range of workplaces to view, from hospitality, health, retail and events. You can choose the one closest related to your business to see how Deputy can work for you.

Enter Your Own Data

For the purposes of this help article, we will create our own business, with our own employees, so that we can walk through the process of adding people and locations and setting up our own schedule. Enter your business name and the city it is situated in, and click ‘Let’s Go!’ to begin.

You’ll be directed to this next page where you can add additional details. These aren’t crucial, but they’ll assist in tailoring Deputy to your business needs.

Get Started Manager: Enter your own data

After entering these details and clicking Next Step, you’ll land on this next page that will display the two core features of Deputy, ‘Scheduling’ and ‘Time & Attendance’. As scheduling is our most basic, but integral features (we even have an entire plan for those needing Scheduling Only), we’ll go through the Scheduling part of Deputy first.

Get Started: Scheduling and Time & Attendance

Additionally, you can import your employees via Excel/CSV, or via any of our integrated payroll package services (Xero Payroll, Xero Suppliers, Quickbooks, Netsuite, Gusto, MYOB AccountRight, MYOB and WageEasy).

When you have completed this, on the right-hand side, click the ‘Add Areas of Work’ button.

Get Started: Import Employees

From the next screen, you can enter ‘Areas of Work’. For a hospitality location, these may be a manager, kitchen staff and cooks, floor staff, cleaner, host and register. You can tailor make these areas of work based on your business.

Much like the Staff page if you need to enter more areas of work, just click the ‘Add More’ button.

Get Started: add the work areas

Now that these are set up, we’ll go through the crucial parts of Deputy.

How to create your first location

Locations are the ways to sort and identify your businesses by their geographical location. Locations are necessary for employees that are starting their shift via the smartphone application.

To change your business location, click on ‘Locations’ in the top navigation bar.

If you have already set up a business via the sign-up process, you can click ‘Edit Settings’ to change the location. If not, click the ‘Add Location’ button.

Locations: Employer's Overview

From there, you will be asked to give a name to the location, as well as the address. This will help in terms of location settings and clocking in via the Deputy smartphone app.

Add Location: Add a new location

Once you have entered in this data, you will need to enter in the different areas of the location in which employees can work. In this example, Sam’s Snackpacks, our new location, has the same staff layout as Jimmy’s Diner, which was created during the setup process. Even though they are the same rules, you will still need to input each one manually.

Add a new Location: Areas of work

Now we can add our employees into the system. It’s possible that one employee can work at multiple locations, so if they are already into the system, there is no need to enter their names here if they’ve been added in an earlier step. This also helps prevent duplicate employee entries in the system.

In this next page, you can manually enter your employee’s’ names. Optionally, you can enter their mobile number and email address, this is for Deputy email invite purposes. If you need more spaces to add extra employees, simply click the ‘Add More’ button.

Add a new Location: People

After that, the system will load the new data into Deputy and you’ll be redirected to the Locations tab with the new location in place.

Helpful tips for location and area creation

  • Entering the business location as accurately as possible will ensure that not only will the locations page be easy to navigate, but will make sure that you are able to use mobile clock-ins.
  • List every area that an employee can work in to allow for full coverage of all your businesses

How to add people efficiently

If you have a payroll system in place, such as Xero, Quickbooks, Netsuite, Gusto, MYOB, ADP or WageEasy, you can import your payroll file into Deputy to add people.

Adding employees via Excel Spreadsheet

If you have your employees in a simple Microsoft Excel file, you can also add employees via Excel spreadsheet.

Get Started: Employee Excel Spreadsheet
Get Started: Employee Excel Spreadsheet

To get the most accurate information, fill in the spreadsheet with the fields above as shown in the screenshot (First name, last name, time card no., email address, mobile no., date of birth, employment date, hourly rates for weekdays, Saturdays, Sundays and public holidays). Ensure that the file is saved as a CSV file

Now head over to the People page via the Navigation bar and click ‘Add People’, and when the drop-down menu appears, click ‘Import People’

Editing People's Access Level In Bulk
People: Add people > import people

Now select which location that these imported people will work in, click the ‘Import or Upload a file’ drop down box, and scroll down to ‘Excel’.

A box will appear, which shows a list of steps to follow if you have not created the spreadsheet yet. This box also has a clickable link that allows you to download a spreadsheet template that you can fill in.

If you’ve already completed the spreadsheet, simply ignore the instructions. Click ‘Browse’ and locate the .CSV file on your computer. When it says, ‘[filename].csv is ready to upload, click ‘Upload File’.

Now that the fields are autofilled, double check that all details are correct, in case of any errors. If everything is correct, click Add People and they will be added to Deputy.

Get Started: Add New People
Add new People: Updated details from Excel spreadsheet

Sending Deputy invites to employees

You can send invites a number of ways, including bulk invites via the People list. To send an invite to a single employee, go to the ‘People’ page,

Bulk invites

When importing employees via the ‘Add People’ option, if you include employee emails in the employee details, you can select the option to send an invitation email to be sent to everyone on the list.

You can also send bulk invites or send select people invites via the People tab. Either select the individuals that you want to send the invites to or select the checkbox at the top next to ‘Name & Access’, click the ‘Bulk Actions’ drop down box and select ‘Send Invitation’.

Accepting invitation

Employees will receive an email from Deputy to make an account in the system. This will include a temporary Deputy Kiosk PIN and a link to create an account with Deputy.

Email: setup your Deputy account
Email: Activate your account and Deputy Kiosk PIN

When they click the link, they’ll be invited to create an account with Deputy. They simply need to enter their details and create a password. Optionally, they can include their mobile number as well. This will allow them to receive shift notifications via SMS (if the system administrator enables SMS notifications when publishing shifts).

Get Started: Bulk Actions
People: Bulk actions

Navigating Deputy

The Navigation bar is the simple-to-use way to get to where you want to go in Deputy.

Navigation Bar: Scheduling
Deputy: Navigation Bar

The Navigation bar has eight different options, a ‘Help’ drop menu, a notifications icon and your name, which allows easy access to your profile. We’ll run through what you can do in each listed page.

Me

Swapping Shift Via Web
Me: Employer’s view

In the Me tab, you will find the current week divided into days. These will inform the employee of any shifts that you are scheduled on throughout the week, as well as any upcoming scheduled shifts in the future. From this screen, you can also start and end your current shift and start and end your break, as well a Request Time Off button.

A summary of your total weekly hours can be found underneath the weekly view.

News Feed

Newsfeed: Search A Post
Newsfeed: Employer’s view

News Feed is a social media-like function that allows you to post messages to your organisation. This is an effective form of large scale communication with your staff.

From here, you can choose to send posts to all locations, specific locations or even specific employees. News Feed posts can contain images files or PDFs. If it’s an urgent message, you can set it up so that the employees can confirm that they have read the message.

Tasks

Tasks: Overview
Tasks: Employer’s view

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 employees, and can be tracked simply by clicking the checkbox upon completion.

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

Locations

Locations: Employer's Overview
Locations: Employer’s view

The Locations page gives you a quick overview on the different locations in which the business operates in. You can view these locations in list view, or on a map.

Employer: Locations
Locations: Map view

From this page, you can also view which locations currently has employees working, or if any location has any no-shows or late arrivals.

Area Training

If you require certain areas to have specifically trained employees, you can attach training modules to different areas, for example, you can schedule employees to the kitchen provided they’ve completed their cook training.

To do this, click ‘Edit Settings’ next to the location you want to edit. Now, go to the ‘Areas’ tab, and then ‘Edit’ on the area you want to add training to. Then type in the name of the training modules in the ‘Training’ box.

Settings: Export Code in Scheduling Areas
Scheduling Areas: Add training requirements

People

Get Started: Bulk Actions
People: Bulk actions

The People page gives you a complete list of every employee, as well as their Access Level. From here you can view each person’s profile and details. You can also use this page to view and approve leave requests, change access levels and adjust stress profiles.

Adding people

There are a few ways to adding employees to your Deputy network. You can find a guide to Adding People Efficiently above. To add individual people, click the ‘Add People’ button. A drop down menu will appear, where the option to ‘Add a single person’ will appear.

add a single team member employee

When you click this button, a section will appear on the right side. Fill in as many details for this employee as possible, and click ‘Save’ at the bottom when you are finished.

Filters

Filters allow you to display employees based on a specific set of criteria. This is helpful if you want to bulk update a specific group of employees, for example, setting the pay rate of the employees at a specific store.

People: Filters
People: Filters

Training

Deputy adds criteria to employees to ensure that they are the best fit for the shift. If your workplace needs specific training to work in different areas, simply edit the employee (next to their name, click ‘Options’ and then ‘Edit’. Scroll to training and type the training module that an employee has to complete before they work in that area.

Stress profile

Some employees may have contractual agreements that allow them to work specific hours. ‘Stress Profile’ allows you to ensure that the people you are scheduling into a shift do not exceed the agreed hours. To change these, you simply have to edit the employee, scroll down to ‘Stress Profile’ and click the appropriate stress profile.

Profile Max Hours Per Shift Max Hours Per Week Max Days Per Week Max Hours per Day Min Hours between Overnight
24 – 7 24 168 7 24 0
2 Days per Week 48 48 2 48 1
CA Overtime 40hrs per week, 8hrs per day, Max 6 days per week 8 40 6 8 5
Max 20 Hours per week 20 20 7 20 1
Normal 38 Hours Per Week 7.6 38 5 7.6 12
Standard 40 Hours 8 40 5 8 12
USA Overtime 40hrs per week, 8hrs per day 8 40 7 8 5

Access levels

Access Levels control the what some employees can and can’t do. There are four different Access Levels; Employee, Supervisor, Location Manager and System Administrator. Here’s a quick overview of what each Access Level can do.

To change the Access Levels for a specific employee, click on Options next to the employee names. In the drop down menu that appears, click Edit. In the Job Information section, click the box next to Access Level and the four different Access Levels will appear. Select the appropriate access level. Make sure you click Save at the bottom when you are done.

Edit Profile's Access Level

Approving Leave Requests

  1. Click the Leave Request in the notification section

    Leave Request

  2. The following will appear. You can Approve or Deny the request here, as well as add a comment for clarification

    Leave Approval 5

Schedule

The Scheduling tab will take you to Deputy’s Scheduling features.

Scheduling

The top will display the location selected. From here you can change the location that is being viewed, change the schedule to a Daily, Weekly or Monthly view. To the right, you are given the options to Copy Shifts, display Stats, Schedule options (Delete All Shifts, Enter Sales Budget etc), and a button to publish the shifts, which will result in an SMS, email and push notification to be sent to the specified employees if you wish to do so.

How to schedule employees

One of the things we’re proud of at Deputy is the innovative ideas we bring to workplace scheduling. We’ve made it easy to not just schedule your employees but to ensure that you’ve got the best possible team on the floor, while still keeping an eye out on the business side of things.

Here’s a step-by-step guide on how to schedule your employees.

There are two main views when it comes to scheduling. Weekly: View by Areas and Weekly: View by Employees. View by Areas is useful if you need to ensure that every area in a location is filled and being attended to. View by Employees is an easier way to see the week as a whole and to see whether shifts are being distributed evenly, or by the correct stress profile. To change the between the views, click the ‘Weekly’ drop down box and select the one best for you. There are also Daily and Monthly views available.

Schedule: view by employee
Schedule: view options

There are a number of ways to fill in a shift.

Drag and drop:

This can only be done while in the ‘View by Areas’ option. Simply grab the employee from the left-side of the screen and drag their name into the area in which you wish for them to work.  They’ll instantly be placed into the shift. To change the details of the shift, simply click their name on the Schedule sheet and a box will pop up. From here, you can change the employee working the shift, start and finish times, the length of the break and the area in which they’re working. You can also add notes to the shift.

Edit Shift

Click and add:

When using the ‘View by Employees’ option, you can simply click the + icon in the desired date, in the employee’s corresponding row. This will bring up a similar pop-up box to the drag-and-drop option, where you can change the details of the shift.

Schedule: Add shift via click

Deputy Auto-Fill Schedule

We’ve added a new feature which will allow you to fill in an entire schedule of empty shifts without having to do fill each empty shift manually.

To do this, simply create a weekly template of empty shifts. Now click ‘Options’ in the top right-hand corner, then click ‘Auto Fill Empty Shifts’. You will then be asked to select a number of preferences, which will affect the auto-fill process.

To see an example of Auto Fill, check out the video above, or click here to see our Auto Fill help article.

Schedule Templates

GIF: Loading Schedule Template

If you have any set schedules, you can save them as a Schedule Template. You can read our help guide for Schedule Templates here.

You can watch a video on Scheduling in Deputy here

Publishing shifts

Publishing shifts is simple. A yellow button will appear in the top right of the Scheduling page that will tell you how many shifts on your sheet are unpublished. When you click this button, there a pop-up box will appear where you will go through three steps before publishing your shift. Yellow shifts are unpublished, while green shifts have been published.

Publish Type:

Publish Updates Only – This option is for managers who are amending already completed schedule sheets. This means that if some shifts have already been published, it will only alert people about schedule amendments.

Publish All – This will push notifications to all employees regardless of if one of their shifts have been changed/edited.

Areas:

This option allows you to send notifications about shift changes to specific areas. For example, if a special function is planned at a restaurant and you have updated specific areas such as floor staff and kitchen staff, you can select these areas that will be notified about the schedule updates.

Notifications:

This option allows you to select how employees will be notified about the shift. We have three separate options.

Notify (Email/SMS) and ask for confirmation – This will send out an email and SMS, provided they have a mobile number entered in their employee profile. Confirmation requires the employee to accept or decline the shifts by clicking a link sent to their email or replying to the Deputy SMS with y[shift ID] or n[shift ID].

SMS, Email, and Smartphone Push Notification – The employee will receive a notification via Email, SMS and a push notification via the Deputy smartphone app.

Email and Smartphone Push Notification –  Much like the above, but no SMS, just a shift notification via email and smartphone application.

No notification, just mark as published – Will not notify employees, but will turn the shifts green (confirmed) when checking Deputy via the web browser and smartphone application.

Now click Publish and all shifts should change to green, confirming that they have been published.

Trained Employees

Deputy uses a variety of ways to ensure that the best person is being scheduled to a shift. One of these is training. These are criteria that employees need to fit before they can work in certain areas. If you attempt to schedule an employee that does not have the required training, you will receive a warning, asking if you want to proceed.

Scheduling: Not Trained

To learn more about Training Requirements, click here for the help article, or watch the video below.

Navigating the Scheduling tab

Scheduling

The Scheduling page features a number of options at the top to allow you to view different aspects of the Scheduling page.

Top:

The top of the page contains the bulk of the scheduling features. From the top bar, you can schedule view. With the blue location icon, you can change which location you are viewing. The button containing dates shows the date range that you are viewing. To the right of that, you can change between a Daily, Weekly and Monthly view.

On the right side, you have options to copy shifts to different dates, a button to view cost statistics, shift options and the shift publishing button.

The figures at the top will show a range of different financial statistics. These include a monthly and weekly summary, showing total shifts, wages vs. sales, and expected sales among other stats.

Left:

The left side will display a list of your employees, as well as some information about them, including the number of hours they are working and their cost (if they are paid via rate and not salary).

Bottom:

The bottom includes a quick button to ‘Add New Employee’, information about published and unpublished shifts, and the ‘Help Bubble’, where you can access the Deputy Live Chat.

Timesheets

When your staff start/end shifts, Deputy will automatically generate timesheets. Once generated they must be approved, either manually or automatically, for your staff to be paid.

Timesheets: Overview
Timesheets: Overview

Approving timesheets

To approve a timesheet, please click one of your employees on the list to the left. The page will then display a list of unapproved timesheets for each of the employee’s shifts. You can edit the beginning, end and break, as well as make a journal entry for the shift. You may also import the details directly from the roster, overriding the shift, by clicking “Import Rostered Details”. After you are finished with the timesheet, please click “Approve”, below the fields. Please be aware that your employees may also edit their timesheets, pending your approval.

Exporting timesheets

Timesheets: export selected items
Timesheets: Export selected items and timesheets

From the Timesheet drop-down menu in the Navigation bar, you will also see the option to “Export Timesheets”.

The following screen will show a number of details, including a pay summary and employee breakdown. To export these timesheets, select the employee timesheets you want to export from the list on the left side, then click the blue ‘Export Selected Items’ button under the Item Summary. From here, you are given a large number of payroll applications to export your timesheet to. Simply select the appropriate payroll application and click ‘Export’.

Deputy exports timesheets in the following formats:

  • ADP Workforce Now (US)
  • ADP PayLine (AU)
  • ADP Run (US)
  • Clubline (AU)
  • CSV/Excel: All Fields
  • CSV/Excel: Daily Totals and Overtime
  • Deputy Adhoc Programmable Export Format
  • Extensis
  • FlexiTime Export (NZ)
  • Gusto
  • HR3 Payroll
  • iPayroll (NZ)/CloudPayroll (AU) Timesheet
  • KepPay Payroll (Direct Export)
  • MicrOpay Meridian
  • MYOB AccountRight Cloud Export
  • MYOB Payroll
  • MyPaye Wages Export (UK)
  • Netsuite Export
  • Paychex
  • Paycor
  • Paylocity Web Pay
  • Preceda
  • QuickBooks Desktop IIF File
  • QuickBooks Online (Direct Export)
  • Reckon Payroll
  • Shoebooks Payroll
  • Smart Payroll Export (NZ)
  • Sure Payroll
  • Timesheet CSV with History Audit
  • WageEasy (TimeCards 2.3) Payroll
  • Wennsoft Project Billing
  • WorkflowMax
  • Xero Contractor Invoice (Accounts Payable per Employee)
  • Xero Payroll
  • Xero Time Billing

Reports

Reports: Overview
Reports: Overview

From the Reports page, you can track many important details regarding your staff’s performance, including their availability, rostered hours, journal history and personal details. Note that at the top of each report is a Printer icon, in case you would prefer to have physical copies for your records.

Employee Details

Reports: Employee Details Overview

The Employee Details report shows basic information about each employee, including work locations, birthdays, age, tenure, contact details and activity.

Journal Usage

Reports: Journal Usage

Journals are entered when approving employee timesheets. This can give you an overview on some of your more outstanding employees in case of some well-deserved recognition. It can also be used to see some areas of improvement.

Schedule vs. Timesheets vs. Sales

Report's Graph Overview

This report gives you a relatively comprehensive financial guide on employee costs in comparison to sales. You can view these by Location, Date Range and Employee.

Time Off & Schedules

Reports: Time Off and Schedules
Reports: Time off & schedules

This report will display a range of dates of your choosing and will display whether employees have dates in which they have approved leave or are unavailable.

Employee Timesheet Locations

Reports: Employee Timesheets Locations Report Full Overview
Reports: Employee timesheets locations report

The Timesheet location report will pull up a map displaying all of the locations on a map. Each location will have a pin in each. The pins can be four different colours and will correspond with the following:

Red Pin – Physical location of store/office

Green Pin – Employee Clock in location

Black Pin – Employee clock off location (if on time)

Blue Pin – Employee activity outside rostered time (clock off, break)

Profile

A complete profile will ensure that there will be efficient communication between employees and management. To view your profile, log in to Deputy. Now click your name in the top right corner and in the drop down box that appears, click ‘My Profile’.

Me Profile: Global Settings

Your profile will ‘pop-out’ of the right side of the screen. From here, you will see your name, date of birth, contact details, unavailability, leave and leave requests, and recent timesheets.

To edit your profile, simply click ‘Edit My Global Profile’ from the top of the profile page.

Helpful Tips

  • Enter all details in as accurately as possible. This will ensure that employees will always be notified about any upcoming shifts. This also prevents the ‘this employee has not entered their mobile number/email’ warning that pops up when sending a push notification to all employees after publishing shifts
  • If there are any missing details, you can see it in the Employee Detail reports

Notification Icon

The notification icon will alert employees, sending them reminders around important times, usually moments before the scheduled clock-in and out time, to ensure that they’ve started and stopped their shifts at the correct times. As a manager, you will also see when Leave Requests are submitted to the system.

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