If you have recurring G2N items for allowances and deductions, they can be added to an employee's contract via Global Payroll.
Note: This feature is in the process of being released and is not yet available to all users.
If you do not see a "Recurring Allowances and Deductions" section (Image) in your employee Contract Agreement, please refer to How To Update Items On Your Global Payroll Report for further instruction.
In this article:
How to Add a Recurring GP Allowance or Deduction
Edit Recurring Allowances and/or Deductions
Edit Recurring Allowances and Deductions in Bulk
Delete Recurring Allowances and/or Deductions
Download Recurring Allowances and Deductions Report
How to Add a Recurring GP Allowance or Deduction
✅ Step 1 – Navigate to an employee's contract
Select People. Select an employe record from the list.
Select View Agreement to access their contract details.
✅ Step 2 – Scroll down to Recurring Allowances and Deductions. Select Add
Select Add to create a new Allowance or Deduction
✅ Step 3 – Select G2N Payroll Item from dropdown menu
Select Payroll Item from existing G2N List.
Note: Payroll Item Drop Down will only display a list of all items (Global + client specific) which have been tagged as “Available in payroll report”. This list will only show G2N items marked as a "Recurring Item" for the entity.
Missing Payroll Item
If you do not already have a recurring G2N item established, you can create one by clicking "Org Settings" or selecting "Add Missing Payroll Item" at the bottom of the Payroll Item list.
Follow the prompts on screen to create a new G2N Item.
Be sure to toggle “Available in payroll report” and "Recurring Item" to ON to ensure the new item will be available in the Payroll Item drop down menu.
✅ Step 4 – Enter a Start Date and an Amount
Leave the End Date field blank to set the recurrence as indefinite. (You can return to the item at any time to set an end date.)
Payroll Cycle Drop Down Menu
Note: Payroll cycle will only appear if the entity is set to bi-monthly, meaning you can decide if payment will occur on the 1st or last cycle of the month. You may specify which period the recurring payment needs to be paid/deducted. If your entity is not bi-monthly, you will not see this option.
Payroll Cycle Menu Options: "Every Cycle", "First Cycle Only", and "Last Cycle Only".
✅ Step 5 – Select Add to create a recurring allowance/deduction
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Entity is set to monthly pay periods |
Entity is set to bi-monthly pay periods |
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Edit Recurring Allowances and/or Deductions
✅ Step 1 – Select Pencil Icon to Edit existing Entry
✅ Step 2 – Enter an End Date for currently set amount. Then select Next to continue.
✅ Step 3 – Enter updated amount details. Select Save.
Note: Any changes you make to a recurring allowance/deduction will not apply to a payroll cycle that has already begun processing. You will see the notice below if you attempt to make adjustments mid-process. The adjustments you submit will apply to the next applicable payroll cycle.
Edit Recurring Allowances and Deductions in Bulk
You can edit the Recurring Allowances and Deductions on several employee contracts at once using the Bulk Edit feature.
✅ Step 1 – Go to People. Select More Actions in the top right
✅ Step 2 – Select Bulk Edit GP Contract Information from the menu
✅ Step 3 – Select the Entity from the drop down menu. Select Continue
✅ Step 4 – Select contracts to edit in bulk
You can select the Entity name at the top of the list to Select All contracts listed, search for specific contracts, or check the box to select one contract at a time.
Once you have selected the contracts you'd like to edit in bulk, select Continue.
✅ Step 5 – Select Fields to Edit in Bulk
Scroll down to Recurring Allowances Fields Section
Check in the box for fields you would like to edit for all contracts selected.
Select Continue
✅ Step 6 – Download and Fill the CSV Template provided
The contracts and fields you selected will be populated for you into a Bulk Edit CSV template file. Download the CSV file to fill in the details of the Recurring Allowances Fields you selected.
Note: Any cells you leave empty in the template will overwrite the information currently in Deel. If you decide you don't want to edit details for a contract you selected, you may remove that row from the file.
DO NOT edit the document columns. The column headers are required for a successful upload.
✅ Step 7 – Upload CSV File
Click to Browse or Drag and Drop to upload the complete CSV file
Select Continue
✅ Step 8 – Data Validation
Deel will validate the data in your CSV file to ensure there are no issues before applying the changes outlines in the file. File validation will only take a few minutes to complete.
If the data is validated without any issues, you will receive a success notice. Select Continue
File Contains Errors
If there are issues with the file's data, you will receive an error message. Select Export CSV with Errors to download a version of the file that contains a detailed error messages.
Resolve the error on each line that has an issue flagged. Once you have addressed all of the errors within the file, delete the Error Column only and Save.
DO NOT alter other columns within the file.
Select Return to Upload CSV to re-try the upload. Repeat this process until the file validates successfully.
✅ Step 9 – Review Data and Confirm
Select View to review the changes that will be made to each contract.
If the information is incorrect, use the Pencil Icon to edit Recurring Allowances on the individual contract.
Once you have reviewed the data, Check in the Box to confirm the changes that will be made.
Once you check the box to confirm, select Apply Changes. You will receive a notice to confirm the contracts have been edited successfully.
Delete Recurring Allowances and/or Deductions
✅ Step 1 – Select Action Menu Icon (Three Dots). Select to Delete
✅ Step 2 – Select Yes, Delete to confirm
Download Recurring Allowances and Deductions Report
You can access and download the Recurring Allowances and Deductions Report from Deel Analytics.
✅ Step 1 – Go to Analytics in left menu. Select Reports Tab
✅ Step 2 – Search for or scroll to select Recurring Allowances and Deductions Report