Deputy is a powerful workforce management platform designed to simplify and streamline your team’s day-to-day operations. Whether you’re creating guide schedules, swapping shifts, assigning tasks, or keeping your staff informed, Deputy makes it all easy and efficient. When connected with Xola, this integration takes things a step further, automatically syncing real-time reservations from Xola into your Deputy dashboard. This allows you to make informed scheduling decisions based on actual demand, helping you stay organized, responsive, and one step ahead.
What's covered in this article:
How to Get Started
Ensure You Have a Deputy Account
- If you don't have a Deputy account, you can sign up at www.deputy.com.
Connect Deputy in Xola
In your Xola account:
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Go to App Store Tab, find Deputy, and click Install.
- Authorize the Integration by clicking on Authorize
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In the separate window, enter your Deputy primary username and password to authorize the connection.
How It Works
Once integrated, all new reservations made in Xola will appear within your Deputy account as Open/Empty Shifts. From there, you can:
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Assign guides to these open shifts.
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Allow guides to assign themselves to shifts.
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Manage schedules, swap shifts, and assign tasks directly from the Deputy dashboard.
This integration ensures that your scheduling reflects real-time events, streamlining operations and enhancing staff coordination.
Tips for Success
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Train Your Team: Ensure that your staff is familiar with both Xola and Deputy platforms to maximize the benefits of the integration.
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Monitor Schedules Regularly: Regularly check the Deputy dashboard to manage and adjust schedules as needed, ensuring optimal staff allocation.
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Use Notifications Wisely: Leverage Deputy’s notification settings to automatically alert guides about new shifts or schedule changes as soon as they're assigned.
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Set Up Shift Templates: Use templates in Deputy for recurring shift types (e.g., tour start times, cleaning breaks) to speed up scheduling and reduce errors.
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Leverage Auto-Scheduling: Take advantage of Deputy’s auto-scheduling feature to quickly fill open shifts based on staff availability, qualifications, or preferences.
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Encourage Self-Assignment: Empower guides to self-assign shifts through Deputy, giving them more control over their schedule and reducing manual workload for managers.