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Deputy Integration

These articles provide instruction on the use of the Deputy workforce management system and how it integrated with your CRM database.
  • Deputy Overview

    Deputy is a scheduling and workforce management tool that can be integrated with your CDS Database. Deputy allows you to...
  • Deputy People

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

    Staff who have been added to Deputy must be sent an ‘invitation’ to setup their Deputy account. If an email...
  • Deputy Locations

    When scheduling a worker to a shift, it is important for the worker to know the location of the shift....
  • Deputy Schedules

    Deputy Schedules can be set up in your CDS Database (client related) or directly in Deputy (Internal meetings). Once created,...
  • Deputy Timesheets

    When a worker has completed a shift, they will finalise the shift in their app and submit the timesheet for...
  • Deputy Synchronisation

    Your CDS Database synchronises with your Deputy application automatically for a number of items. Synchronisation between your CDS Database is...
  • Deputy Error Log

    Your CDS Database synchronises with your Deputy application automatically for a number of items. Synchronisation between your CDS Database is...
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