This article explains how Deel Payroll- US clients can complete their entity onboarding on-platform.
For more on Deel Payroll- US tax, please see the Deel Payroll- US Tax Registration Overview article.
In this article:
Activating Global Payroll on Deel
Completing the Payroll Implementation Tracker (non Deel Payroll- US clients)
Completing the Payroll Implementation Tracker (for clients with US entities)
Creating a New Entity
✅ Step 1 - Select Organization Settings > Entities card
✅ Step 2 - Create entity
Click Create Entity and fill out the required details such as legal name, address, and digital presence. Review the details and submit.
Once the entity has been configured, clients can add groups and group members.
Activating Global Payroll
✅ Step 1 – Activate Payroll
Within the Entity Details tab, click Learn More on the banner.
Select Running Payroll.
Payroll Group Name
- Select Group - please see About Groups on Deel if you need further assistance on group management
- Enter Payroll Group Name - Payroll Groups enable clients to organize employees by characteristics that affect their payment processes.
Clients can set up Groups directly within this flow; or follow the instructions in our Adding New Global Payroll Entities and Groups Help article.
Scheduling Details
- Select payment frequency
- Choose the employee pay date (Last day of the cycle, before cycle end, or after cycle end)
- Specify funding days
- Enter client approval days
- First Payroll Cycle
The first available payroll cycle cannot be the upcoming next month. For example, if activated in November, the first payroll cycle cannot begin in December but only in January.
Payroll Calendar Details
A payroll calendar will be automatically generated for clients. Please review the calendar for accuracy, and contact Deel if there are errors or if changes are needed.
Learn more about the Calendar here : Understanding the Deel Global Payroll Calendar
US clients will be able to Assign Approvers and set up the working week details.
Review and Activate Payroll
Once all information has been entered, review the summary and activate payroll.
Completing The Payroll Implementation Tracker (excluding Deel Payroll- US Clients)
After adding the entity, the home page Implementation Tracker will display all entities with pending tasks.
Click Continue next to the desired entity to complete those steps.
The tracker can also be accessed via the entity’s Global Payroll tab.
The payroll implementation tracker is not for Deel Payroll- US clients. Depending on your organization or entity set-up, specific steps may vary slightly.
✅ Step 1 - Upload Registration Documents
You'll be forwarded to the Registration Documents page.
The document tracker will show the required documents and their status - incomplete, complete, under review, rejected.
✅ Step 2 - Add Your People
Clients will be forwarded to the Import People page. Here, they can select their preferred contract creation method (mass import or manual entry).
After creating the contracts, clients will return to the homepage, where they will see the Payroll Implementation widget.
✅ Step 3 - Run Parallel Payroll
You'll be able run parallel payroll only after the Payroll Implementation Manager has created the cycle.
Clients will be forwarded to the Parallel Run Cycle page (Payroll > Global Payroll).
Make sure you check in with the Payroll Implementation Manager (PIM) to complete all steps for the parallel run.
✅ Step 4 - Run the First Payroll Cycle
Only after all previous tasks are completed can clients begin their first payroll cycle.
The tracker will display payroll group details and payroll cycle dates.
Click on Start to be forwarded to the Payroll > Global Payroll page and start managing the first payroll cycle.
If there are any pending tasks, clients must return to the tracker and complete them before proceeding.
How US Entities Can Complete The Payroll Implementation Tracker
✅ Step 1 - Add Your People
You will be forwarded to the Import People page. Here, you can select their preferred contract creation method (mass import or manual entry).
After creating the contracts, you will return to the homepage, where you will now see the Payroll Implementation widget.
✅ Step 2 - Add Tax Registration Details
If you do not have state registrations, you have two options:
- Register on your own: You can handle all necessary state registrations independently.
- Use Deel’s services: You can request a Franchise and/or Payroll Registration directly through the platform. Please see: Deel Payroll- US Tax Registration Overview
Select each state to add in the respective details. Review the information and submit it.
✅ Step 3 - Set up Automated Billing
Client has the option to set up automated billing, following the steps stated on the platform.
✅ Step 4 - Import Payroll data
The Payroll Implementation Manager will complete this step and use a csv format of the payroll data from the previous provider.
✅ Step 5 - Confirm Tax Due
✅ Step 6 - Run the First Payroll Cycle
Only after all previous tasks are completed can clients begin their first payroll cycle.
The tracker will display payroll group details and payroll cycle dates.
Click on Start to be forwarded to the Payroll > Global Payroll page and start managing the first payroll cycle.
If there are any pending tasks, you must return to the tracker and complete them before proceeding.
Frequently Asked Questions
[ACCORDION] Can I add other worker types to my Deel Payroll- US entity?
Only Deel Payroll- US direct employees should be added to the created US entity. Other employee types, including Contractors and Employer of Record (EOR), should be added to another entity named '[Entity Legal Name] - all other employees'.
[ACCORDION] How do I edit state registration information?
Clients can edit the state registration information such as tax contribution rates and change Unique Identifier numbers by going to Organization Settings Icon and selecting the entities card.
Click on the Global Payroll tab and scroll down to select the state registration to be edited. If the client wants to edit the Tax Registration rates they can click on Modify rates and input new rates with effective dates for tax filing purposes.
Please note that retroactive changes to tax registration rates after payroll approval will require amendments and may result in additional charges.
To request changes to Unique Identifier numbers provided during onboarding, click on the three dots and select Update Unique Identifier. Select a reason for requesting these changes. Update the unique identifier number and click on continue.