This article explains how Deel HR clients can create their own customized document types for workers to read, sign, or upload.
With Deel HR, clients can upload their own document with static information or use our document editor to incorporate dynamic information for each worker such as name, address, email, job title, salary, and more!
Clients can choose to make these documents mandatory or optional, and it is easy to manage worker documentation directly on the Deel platform.
In This Article:
How to Create or Upload a Document
How to Create or Upload a Document
✅ Step 1 - Open Custom Documents
Click on the Organization Settings icon on the homepage and click View on the Custom Documents Card.
✅ Step 2 - Click Create Document
Choose between creating a document for workers to sign or creating an employment agreement template.
New direct employees can still complete their onboarding before they upload the requested custom documents.
✅ Step 3 – Document confirguration
Clients will have to select the following:
Select the Main Action Workers Take
- Upload a document to Deel. They can also upload a single PDF file that will be used as a template
- Read and acknowledge that they have read the document that the client will create on Deel
- Review and sign the document that the client will create on Deel or upload it separately. The client can sign the document
Select Who Needs to Sign This Document to Appear on the Final Document
- The client and the receiver
- Just the receiver
- Multiple signatories from the organization and the receiver
Clients will be required to make the document mandatory or compulsory.
✅ Step 4 – Document delivery options
Clients can choose to send documents in bulk or manually to individual workers, specifying the applicable worker types. Documents can be sent to workers in all countries or regions, or limited to selected countries. If a selected country has distinct regions or states, clients can further narrow the recipient list based on those subdivisions.
Additionally, clients can request documents from workers based on their contract start dates.
✅ Step 5 – Add document details
Clients will be required to enter the document name and choose the type of document they wish to use: either create a new document or upload an existing one.
Additionally, a tag can be added to the document for easier classification
✅ Step 6 – Review, sign and send
Clients can review the document details and click Sign and Send. Once completed, the document will be created and sent to the specified recipients.
If any changes to the document details are needed, clients can return to the previous steps to make adjustments.
✅ Step 7 – Manage documents
Once the document is created, it will be added to Custom Documents under the Documents tab in the People icon.
From there, clients can view all documents, see the required worker actions, view tag details, and manage or delete the documents.
Managing Documents
Select the Organization Settings Icon and click on the Custom Documents card.
From here, the clients can see and review all their documents, the required worker action, and tag details.
Clients can select Manage Tags to create new tags or edit existing tags for the custom documents, for easier identification.
Select the options menu for a document to preview, edit, or delete.