This article guides clients through the process of mass uploading expenses and receipts for workers.
In this Article
How to Mass Upload Expenses
Step 1 – Select Mass Upload
The mass upload adjustments box will be visible on the home page in the Quick Access section.
Step 2 - Select Worker Type.
Select Worker Type from the drop down menu and click Continue.
Step 3 - Download Current Data of Workers
Use the checkboxes to select the employees that will receive an adjustment and select continue. (Use the first checkbox to select all)
Next, use the checkboxes to select the type(s) of adjustments that will be uploaded. Select Continue.
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.
Note: 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 under Payroll > Expenses.
Frequently Asked Questions
[ACCORDION] How can clients review the overall expenses and adjustments?
Clients can check past approved/denied adjustments, review pending ones, and keep track of all records of Global payroll, EOR employees, and Contractor expenses in a single place.
✅ Step 1 – Click on the Payroll icon on the homepage and select the Expenses tab.
✅ Step 2 – Use filters to review expenses
Filter the view to a specific adjustment type, submitted date, approval status, payroll cycle, employee name, etc.
[ACCORDION]Why is the uploaded .CSV file showing an error?
The system performs a basic validation to ensure that the correct file has been uploaded and that the fields, columns, etc., have not been altered, as changing them would disrupt the upload process.
Additionally, using special characters such as commas is not accepted in currency updates. To avoid errors, any special character should be removed from the file.
To prevent errors, clients should download the CSV provided by Deel and use it without modifying its headers.
[ACCORDION] What's the deadline for a mass upload submission?
All submissions must be completed before the cutoff to be included in the current payroll cycle. If not, they will be pushed to the next cycle.