Deputy Guide

Overview: This guide will complete the following steps:
1. Configure Deputy
2. Employee Import from Deputy
3. Link Employee[s]
4. Unlink Employee[s]
5.Import Timesheet from Deputy




Configure Deputy
1. Login to SimplePay
2. Go to Add-Ons > Deputy> Import data

3. Click 'Connect With Deputy', authenticate and permit SimplePay.
4. Login to Deputy.
[It is recommended to connect with system administrator access level at Deputy to import all employees and their timesheets]

5. Select the organization in Deputy that will connect with SimplePay.
6. Click Authorize. You will be redirected back to SimplePay.





Import employees from Deputy
1. In SimplePay go to Add-Ons > Deputy > Import Data
2. [Manage Employees panel] Employees in Deputy not imported in SimplePay will be listed
    
3. Click Import Employees
4. Employees data will be loaded
5. Select employees to import
6. Make any changes required and click Save
7. Employees will be imported into SimplePay




Link Employees between Deputy & SimplePay
If employees exist in both apps when they are connected, use Link Employees to connect them:

1. Select employee[s] under SimplePay list and Deputy list
2. Click Link Employee[s] button
3. Successfully linked employees will have Green border around their droplists

   




Unlink employees
To unlink SimplePay employee with Deputy
1. Select employee in SimplePay lists
   
2. Set [--] in Deputy list
3. Click Link Employee[s]





Timesheets import from Deputy
1. Go to AddOns > Scheduling & Time > Deputy > Import Data
2. Select pay period [in case of multiple options]
3. Available date range for Timesheet import
4. Select import format
5. Select to import Approved/Unapproved or all timesheets
6. Click Import Data. Status message is displayed
7. To review data imported, go to Payroll > Timesheets