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
In the left sidebar, select People to expand its menu, then select Directory and wait for the worker list to load.
On the Directory page, select the three-dot actions menu next to View as report.
Select Edit worker details. This option opens the bulk-edit area in the current interface.
On the Bulk edit workers page, select New bulk edit process.
✅ Step 2 - Download Current Data of Workers
In the Bulk edit of workers' information dialog, verify that the first stage is Download current data of workers, then select Continue.
Select the worker type: Deel Employees, Direct Employees Deel Payroll, Direct Employees, or Contractors.
✅ Step 3 - Select applicable workers
Select the specific workers whose information will be edited.
✅ Step 4 - Select the fields that will be edited
Select the fields to edit. Only fields applicable to the selected worker type will be available.
✅ Step 5 - Select the modification reasons
Provide a reason for the modification and schedule a change date if needed.
✅ Step 6 – Download and edit the current data of workers
Click Download to generate a CSV file containing the selected workers' data and editable fields.
CSV Modification
Open the downloaded CSV file using a spreadsheet editor such as Microsoft Excel or Google Sheets.
Modify the relevant fields as needed, then save the file to your device. Do not alter column headers or critical system fields, as changes to protected fields will cause validation errors on upload.
How to Upload New Data of Workers
✅ Step 1 – Select Bulk Edit of Workers’ Information
Continue to the Upload new data of workers stage of the same bulk-edit process.
✅ Step 2 – Select Upload New Data of Workers
Select the modified CSV file from your device and click Continue.
✅ 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. Review and correct any errors flagged by the system before proceeding.
✅ 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 amendment requests by selecting People in the left sidebar, then selecting Tracker.
On the Tracker page, select the Contract Edits tab. This is the current equivalent of the former Change Requests tab.
Clients can use the status filter to review pending, awaiting approval, or rejected requests, including individually requested or bulk change requests. The Contract Edits tab is active when it is underlined.
[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.