Getting Started
Streamline process - Integrating Worknice with your Deputy platform will enable you to automatically provision new staff in deputy.
Keep data in sync - mo matter where staff update their name, address, etc, data will sync to the other system, keeping them up to date automatically.
Connecting to Deputy for the first time
Connecting a new integration in Worknice is a simple task that will only take a couple of minutes.
- On the left hand admin menu, select Apps and then App directory.
- Browse our marketplace of Direct integration.
- Select an app for integration by clicking View Details and then Create Integration.
- Click the Connect button
- You are now being directed to the app being integrated. Follow the prompts and select the account you wish to integrate to
- Once authenticated, click the Sync button
- Repeat this series of steps if you have multiple accounts in that app, or if you wish to integrate other apps.
Matching existing employees in Worknice to Deputy
In the integration view, you will now have a list of Remote records. This is a list of all people found in your integrated platform. At this point, you can map employees from the integrated platform to employees in Worknice. Follow the steps below;
- Next to an employee you want to match in Worknice, click Connect and choose the option Connect to an existing person
- Find the associated person in the list of Worknice employees. The name in Worknice does not need to match the name in integrated platform. Yay!
- The person connection between the integrated platform and Worknice will update to status = Matched (pending)
- Connect other people as desired
- Click the Sync button to begin the free flow of data between the systems for all matched people. Their status will change to Matched
Importing employees from Deputy to Worknice
In the integration view, you will now have a list of Remote records. This is a list of all people found in your integrated platform. At this point, you can map employees to employees in Worknice. Follow the steps below;
- Next to an employee you want to import to Worknice, click Connect and choose the option Create a new person.
- Repeat this step for all employees you wish to import
- Click the Sync button for the integration
- These records are now created in Worknice AND connected for 2-way sync
Exporting employees from Worknice into Deputy
To complete this process, you will need to go to the person’s profile in Worknice and connect them to the connected platform from there.
- Click the People menu on the left Admin menu.
- Find the person you wish to sync and access their person profile by clicking on their display name
- Select the settings tab and then find the Integration Connections card. Click 'Connect' next to the integration you want to add them too.
- On the next Sync of the integration (you can do this manually or wait for it to auto-run overnight) the employee will be added to that platform.
Creating new hires in Deputy when they complete onboarding in Worknice
New hires will automatically be provisioned in the integrated app once they have finished onboarding. Select the apps to integrate them too on the Add new person process.
Review the Onboarding new hires help documentation to learn how.
Data Flow
The table below outlines the major flows of data between the two systems.
| Worknice | Direction | Deputy |
|---|---|---|
| Full name | 🔁 | Full name |
| Date of birth | 🔁 | Date of birth |
| Residential address | 🔁 | Residential address |
| Email address | 🔁 | Email address |
| Phone number | 🔁 | Phone number |
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.