Staff who have been added to Deputy must be sent an ‘invitation’ to setup their Deputy account. If an email address is saved in the People record when saving, an invite will automatically be sent when saving. The invitation includes a link to log into Deputy, accept their invitation and…
When a worker has completed a shift, they will finalise the shift in their app and submit the timesheet for approval. The Deputy supervisor view the timesheets and approves them, or contact the worker for additional information. Once a timesheet is approved, the worker cannot edit the shift. Timesheet approval…
Deputy Schedules can be set up in your CDS Database (client related) or directly in Deputy (Internal meetings). Once created, any shift will sit in Unpublished mode until you are happy with the schedule. You can then publish shifts as required. The different statuses are: Empty (not assigned, not visible…
Your CDS Database synchronises with your Deputy application automatically for a number of items. Synchronisation between your CDS Database is set to happen automatically and regularly. New records and or/changes will appear in the other system after a short period of time. The synchronisation tasks are set to run regularly…
Deputy is a scheduling and workforce management tool that can be integrated with your CDS Database. Deputy allows you to manage workers, shifts and locations in a simple, visual system. For more information on using Deputy, please refer to the Deputy Knowledge Base, or the following articles: Deputy – People…
When scheduling a worker to a shift, it is important for the worker to know the location of the shift. This is especially import when the worker is attending client premises. Locations may relate to a client premises, an agency office, or another location. If a location will be scheduled…
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…
For clients with an NDIA managed plan, you will likely upload an NDIS Bulk Payment Request File. Each payment in the file will be assessed and approved or rejected dependent on the data provided and the status of the client’s plan. When a bulk upload file has been processed, a…
The DEX (Data Exchange) is a program reporting platform implemented by the Department of Social Services. Since it’s creation it has been expanded to allow reporting to multiple government departments. It allows organisations with Government funding to report their service delivery information in a standard way. The Data Exchange Reporting…
The DEX (Data Exchange) is a program reporting platform implemented by the Department of Social Services. Since it’s creation it has been expanded to allow reporting to multiple government departments. It allows organisations with Government funding to report their service delivery information in a standard way. The Data Exchange Reporting…