This article guides the clients through the process of performing mass upload of bonuses and allowances of workers within the system.

The bulk upload of bonuses and allowances helps in streamlining the process of adding multiple adjustments simultaneously.

If the allowance approval workflow is single-step approval, the CSV upload will be automatically approved. Additional approvals are required if the approval flow involves multiple approvers.

Mass Upload Bonuses and Allowances

✅ Step 1 – Add adjustment

In the left sidebar, select People, then select Directory.

In the directory, select the worker's visible name in the Person column. Choose a worker with an applicable active agreement; do not use the three-dot action menu at the end of the worker's row.

On the worker profile, select Contracts. Confirm that the Contract details tab is selected and that Agreement details is visible.

✅ Step 2 - Select multiple workers

Under Mass upload adjustments, click Add. Select Worker type from the dropdown and click Continue.

Use the checkboxes to select the multiple workers who will receive an adjustment. Select the first checkbox to choose all workers.

✅ Step 3 - Select Worker Type

For the selected workers, use the checkboxes to select the type(s) of adjustments that will be uploaded, then select Continue. 

Next, select Download to export the CSV template containing the selected workers' current data. 

✅ Step 4 - Fill in CSV

Edit the CSV file to enter adjustments and amounts for each worker. Save the changes on the file.    

Be sure to fill the fields with the relevant amounts. If you're uploading allowances/bonuses or any items without a clear vendor, please fill in "Others" or "N/A" in the Vendor column.

The amounts uploaded must be in the respective employee's local currency.

✅ Step 5 - Upload the populated CSV file

Select Upload CSV. Browse or Drag & Drop to upload the file. The data will be validated before uploading.  

The mass upload can take some time. Clients can leave the page as Deel's platform will notify them when the selected items are uploaded. 

If there are errors in the CSV file the system may prompt the client to rectify the errors on platform and re-submit the data.

Make sure the uploaded file is specific to adjustments of the same type and category! 

✅ Step 6 - Review and Pay for uploaded work and adjustments

If the approval workflow consists of a single-step approval, the CSV upload will be automatically approved upon processing. However, if the approval workflow involves multiple approvers, additional approvals will be necessary. 

Once the data has finished uploaded, the client will have the option to approve any pending items right on their Home page under Upcoming Actions. 

All imported items can be viewed in the Invoice Details section.
 

Adjustments of more than $1,000 USD will be invoiced automatically on the platform and must paid prior to disbursement to the employee.