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

From your home page, scroll down to view the Quick Access card.

Click Add expenses or other adjustments. This will allow you add adjustments in bulk for multiple workers.

✅ Step 2 - Select multiple workers

This is the option for a mass (or bulk) upload of allowances and adjustments.

✅ Step 3 - Select Worker Type

Use the checkboxes to select the employees that will receive an adjustment and select continue. 

Next, use the checkboxes to select the type(s) of adjustments that will be uploaded. 

Select to Download the CSV template of current worker data that has been prepared.

✅ 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 now. 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.