Deputy Integration

This article explains the Deputy Integration and how to set it up in your account.

Deputy is a workforce management product used by companies to simplify the administration of shift work including rostering, timesheets and communicating with front line staff. Its mission is to simplify shift work.

Shift workers often need to complete mandatory training before they can be qualified to work a shift. For instance this might include onboarding training before their first shift with the company, regular compliance training or ad hoc role specific training.

Setting up

What happens in EdApp

What happens in Deputy

Setting up

Step 1: Navigate to the drop-down menu in the top right-hand corner and click on "integrations"

Once on the integrations page you will see all available integrations on EdApp.

 

Step 2: Click on the Deputy tile 

This will bring up an overview of how the integration works

Step 3: Click on the "Connect Deputy" button

Step 4: Use your Deputy credentials to log in to Deputy

Step 5: Authorise EdApp access to Deputy data

This has enabled the syncing of training courses and competition data between EdApp and Deputy

You will see that syncing users is off by default - if you turn on the toggle to sync users, you will see a warning message that this will result in EdApp learner accounts being created for and email invitations being sent to all employees in your Deputy account.

 

If you are not ready, to invite your learners, you should keep the toggle off and press continue. You can return to this later.

 

Step 6: See the confirmation pop up

After clicking continue, you will see a confirmation screen that you Deputy and EdApp accounts have been connected. If the integration wasn’t successful you will see an error message to confirm this. 

 

What happens in EdApp

Step 7: Start making content (if you don't have any content yet)

Once the integration has been set up you will be redirected to a checklist outlining key onboarding steps. You can click on browse the content library to start creating courseware. Click here to learn how to import a course from the content library and click here to see how to use the authoring tool.

Step 8: Share the platform with your colleagues (if you haven't done so already)

You can now also invite your colleagues to join the platform if you need some help to build or reviewing content. Please see this article on the different roles we have available on EdApp. 

Step 9: Enrol your learners (if you haven't done so already)

You will be directed back to the integrations page where you can turn the sync of learners on (if you haven't done so already), this will send out an email to all your learners with the information they need to get onto EdApp. Turning this on means that every time someone new is added to Deputy, they will also be added to EdApp

What happens in Deputy?

Once a course is published in EdApp, it will appear in Deputy as a training module.

You have the option of setting the course as a training requirement for specific areas such as the bar. By doing this, you can set the courses as a prerequisite to employees being scheduled for shifts in this area.

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When employees complete courses in EdApp, the completion record will automatically flow through to Deputy.

If the course has been set as a training requirement for an area, then I will be able to view what employees have completed the required training when scheduling the shift.

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If employees are removed in Deputy, they will automatically be archived in EdApp