Deputy People

If your system is integrated with Deputy, you will need to record staff details in Deputy for scheduling purposes.

Staff who will be scheduled (or those that do the scheduling) must be set up in the Deputy system. The integration process will make the records available in your CDS database in the Workers module.

Instructions

To add a new person:

Step 1. Log into Deputy

Step 2. Select the People menu

Step 3. Click Add People

Step 4. Select Add Single Person

Step 5. Enter General Information

• First Name
• Last Name
• Works at
  • Select your organisation Location from the drop down list
  • Other locations can be selected as required
• Email
• Mobile

Note - Once the record is saved, and the worker has logged in, only the worker is able to update their email address or mobile phone number

Step 6. Enter Job Information

• Access Level
  • Select Employee for general workers
  • Select System Administrator for users who need to approve schedules and create locations
• Stress Profile
  • Maximum hours per week a worker can be scheduled
• Training
  • Click in the field to select from available training options, or enter a new one by typing it in.
  • Once a training option has been selected, you can enter further details by clicking the edit button.

Step 7. Enter Contact Details

• Main Address
• Emergency Contact

Step 8. Enter Pay Rates information (if required)

• Enter rates manually, or select from included award schedules

Step 9. Enter Other details (if required)

• Gender
• Date of Birth
• Hired on

Step 10. Click Save Details (if an email has been entered, click Save and Invite).

An invite will be emailed to the person if an email has been entered in their record.

For more information on using Deputy, please refer to the Deputy Knowledge Base, or the following articles:

• Deputy – Overview
• Deputy – Invite People
• Deputy – Locations
• Deputy – Schedules
• Deputy – Timesheets
• Deputy Synchronisation

For general information on Deputy, please refer to the CDS Website.