This article explains how clients can request changes to the Work Order Forms or the Employment Agreement for several employees or independent contractors at the same time.
The new Bulk Edit feature allows you to legally adjust certain employment-related details like job title, salary, scope, and more in bulk.
In this article:
About Bulk Edit of Workers’ Information
How to use the Bulk Edit feature
How to Download Current Data of Workers
How to Upload New Data of Workers
Items that can be bulk-edited for Employees
About Bulk Edit of Workers’ Information
With the Bulk Edit of Workers’ Information feature, you can edit details of your workforce in bulk by downloading a .csv file, editing the necessary fields, and uploading the file back onto the Deel platform. This feature will save you time and effort and reduce the chances of errors which typically come about while manually updating worker details individually.
How to use the bulk edit of workers’ information
There are two parts to this feature. The first part involves downloading the current data of the workers, while the second part consists of uploading the updated data of the workers.
How to download the current data of workers
✅ Step 1 - Click on People Icon > All People tab
Click on the three dots in the top right on the People list page. From there select the "Bulk Edit of workers' information" option.
✅ Step 2 - Download Current Data of Workers
Click on download current data of workers to choose the workers whose information will be edited and the fields they wish to modify.
Select the worker type. Clients can make bulk contract edits to EOR employees, Direct Employees global payroll, Direct Employees, and Contractors.
✅ Step 3 - Select applicable workers
Select the workers whose information will be edited.
✅ Step 4 - Select the fields that will be edited
Only the fields applicable to the selected worker type will be available to edit.
✅ Step 5 - Select the modification reasons
Clients can provide reasons as to why they are modifying the data and can schedule changes to come into effect on a specific date and time.
✅ Step 6 – Download and edit the current data of workers
Click on the Download button to generate a .CSV file containing the selected workers' data and the editable fields.
CSV Modification
In the CSV file, edit the fields that need to be modified. Open the downloaded .CSV file using any spreadsheet editor (e.g., Microsoft Excel, Google Sheets).
Modify the data in the relevant fields as needed. Ensure that the data adheres to the allowed worker-type specifications.
After modifying the workers’ information, save the changes made in the .CSV file on a local device.
How to Upload New Data of Workers
✅ Step 1 – Select Bulk Edit of Workers’ Information
Select the People icon on the home page.
Click on People List tab, and click on the three dots in the top right. From there select the "Bulk Edit of workers' information" option.
✅ Step 2 – Select Upload New Data of Workers
Click Upload new data of workers.Clients can now select the modified .CSV file from their device and confirm the upload.
After adding the CSV file, click Continue. Deel will validate the newly uploaded data and the client can review the field that they wish to modify.
✅ Step 3 – Validate the uploaded data
The uploaded data will be validated for specific worker-type conditions:
For employee Bulk edits we will check for:
- ongoing amendments as multiple active amendments against a single employee is not allowed.
- if amendments are enabled for the country.
- ensure the worker is active.
- we will also run additional validations for employee specifics (salary, job title, seniority) against each record.
It may take a while to validate the file depending on the file size. The system will also perform basic validation to ensure that the uploaded .CSV file is correct and that critical fields have not been altered to avoid disruptions.
✅ Step 4 – Review and Apply Changes
Clients can review the workers and their new data by clicking the Review button.
For EOR bulk edits, clients can also review the contract change timings. In countries where Instant amendments are enabled the contract changes will apply immediately. Any additional deposit requirements resulting from change requests in certain contract fields are available to review as well.
Clients need to tick the checkbox to confirm that they have reviewed and approved the imported data.
✅ Step 5 – Submit and Sign
After the client has reviewed and approved the bulk edits, they will be required to sign the change request.
This action will automatically generate amendment requests for each employee contract.
Items that can be amended in a bulk employee agreement change request:
The fields that can be bulk edited for employees are :
✅ Employment Information
- Work email
- Direct Manager
- Department
- Department Role
- Job Title
- Seniority
✅ Contract
- Base Compensation
✅ Custom fields
- Working Location
- T-shirt size.
Frequently Asked Questions
[ACCORDION]How do clients track the amendment requests?
Clients can track the current amendment requests by going to the People icon on the Homepage. Click on the Tracker tab and followed by the Change Requests Tab. Clients can use the status filter to review any pending, awaiting approval, or rejected change request including individually requested or bulk change requests.
[ACCORDION] Do clients need to pay an additional deposit to make contract changes?
Some contract amendments may result in additional deposit fees.Changes that will increase an employee’s severance payout in the event of a termination may result in an additional deposit.Such changes include removing probation, increasing vacation days, or increasing salary.
For each EOR agreement, Deel will collect a maximum amount of two months’ deposit over the contract lifecycle, inclusive of the initial deposit when the contract was created.We may charge the difference if there is a gap between this two-month deposit maximum and the additional amount needed for the amendment.
[ACCORDION]What if the contract has not been signed yet?
Amendments are only required for modifying signed agreements. Clients don’t need an amendment to edit an agreement if the Work Order Form has not been signed.
[ACCORDION] Can clients bulk edit Shield contracts?
Yes, worker information for shield contracts can be bulk edited.