Clients may want to share input files with Payroll Managers (PRMs) that do not traditionally fit within Deel's payroll reporting. Instead of using use third party options such as Google Drive or email to share these documents, they can upload files directly to the Global Payroll Cycles on the platform. Any documents uploaded to a payroll cycle will be accessible to their PRM via Deel.
- Supported file format: CSV, XLS, XLXS, DOCX, DOC, PDF;
- Maximum file size: 1000 rows per file
In this article:
Uploading Documents to GP Cycle
Updating Document Type in Bulk
File Options for Uploaded Documents
Uploading Documents to GP Cycle
✅ Step 1 – Open Documents Tab
Select an Entity from the list followed by the Documents Tab.
✅ Step 2 – Select to Upload the file(s)
Browse or "Drag & Drop" the file that will be uploaded
Note: Clients may upload multiple files here, with a max file size of 1000 rows of data each.
✅ Step 3 – Select a Document Type for each file
Select Upload to import the files.
✅ Step 4 – View & Sort uploaded documents
Clients can view the uploaded files under the Documents tab.
Sort the list by clicking the column headers or Apply Filters to change the view of the documents list.
Updating Document Type in Bulk
✅ Step 1 – Select documents
Use the checkboxes on the left to select one or several documents in the list
✅ Step 2 - Select Update Document Type
✅ Step 3 - Select the Type of Document and Save
The change will apply to all of the documents that were selected
File Options for Uploaded Documents
✅ Step 1 – Select Actions Icon
Select the Actions Icon (three dots) on the right to access the option for each file
✅ Step 2 – Select from the Action Menu options
Action Menu items include: See Preview, Update Document Type, Download, and Archive.
Items that have been archived will appear at the bottom of the documents list.