Clients can manage employee payments directly through their own banking systems rather than through Deel if they prefer.
When clients pay salaries directly, they can request payment files that match the bank's requirements.
Once the payroll is approved, you'll be able to download all payments into a specific format.
In this article:
How to Upload Bank Payment Template File
How It Works
Clients at any time can request from their Global Payroll entity settings a bank file template, even before payroll packages are approved.
After payroll is approved, the template can be downloaded with employee data included.
This is because the bank files contain the data required to pay employees and are built according to the template parameters.
Please note: Uploading a custom bank file via CSV upload may incur additional fees.
How to Upload a Bank Payment Template File
✅ Step 1 - Select Organization Settings
✅ Step 2 - Click View on the Entities option
✅ Step 3 - Select the entity, and then click the Global Payroll tab
✅ Step 4 - Click Request new payment file
The saved payment file format card will show you all payment files currently requested, the date of the request, and the current status.
✅ Step 5 - Fill out bank details and upload template
Your bank details must be included on the template you upload.
The options that appear in the dropdowns for bank name and bank rail are suggestions only; you can type in the correct bank name and bank rail that you need if it doesn't appear and click Add.
Click the box to confirm that your uploaded template has been provided by your bank and clearly shows the bank account details.
✅ Step 6 - Click Request
Deel will review the submitted payment template and respond within seven business days.
How to Download or Securely Transfer the Payment File
Clients who process their own payroll payments can either download their payment file manually or securely transfer it via SFTP (Secure File Transfer Protocol).
Downloading the Payment File
✅ Step 1 - Select the Payroll icon, followed by the Global Payroll tab
Then click the entity.
✅ Step 2 - Select the entity payroll tab
✅ Step 3 - Select net salaries
Net salary details and payment files can be found by scrolling down to the Payroll Cost section.
✅ Step 4 - Click pay directly
✅ Step 5 - Select the bank file format and choose how to send the file
Clients will be required to choose an existing bank file format or request a new one and select how they want to send the file
Clients can choose between the following options:
- Send via SFTP connection – When selecting this option, clients will be required to choose SFTP connection.
- Download the payment file – Clicking this option will download the payment file.