Adding a Deputy Task to a Workflow

Add the Deputy task to a workflow to link a new starter to Deputy as part of onboarding, instead of syncing them manually afterwards.

Before starting ensure you've connected Deputy (learn how to do that here).

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1. Navigate to the Workflows menu and open (or create) the workflow you want to add the task to.

2. Click Add task and select the Deputy task.

3. Add a title and click Save.

4. This task is completed by an admin, not the employee. It pulls from the employee's profile, so make sure a profile task collecting their name, email, address, gender, date of birth and mobile number comes earlier in the workflow.

5. Once the employee has completed that profile task, an admin opens the Deputy task from the employee's workflow and completes it the same way as a manual sync: choose the Deputy location, choose to link to an existing employee or create a new one, and choose whether to send an invite.

6. Completing the task links the employee to Deputy and marks the task done on the workflow.

Note: Place this task after any payroll tasks, such as Tax File Number Declaration, Super Choice or Bank Account, in the workflow order. Canyou will warn you in the workflow designer if a Deputy (or Xero) sync task runs before those payroll tasks, since it's the sync that sends those collected details on to Deputy.

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Syncing employees to Deputy

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