This article is for clients and explains how they can set their workers as active Deel Engage users.

Deel Engage suite is charged per active user - this means how much a client is billed monthly depends on how many active users they had on their organization’s account during a given month. Clients get to choose which of their workers are allowed to use the Deel Engage suite. By setting those workers as Engage active users, the client will pay the monthly subscription for them, and at the same time will be able to add them to performance review cycles, to surveys, to the learning journeys, etc.

New workers (during onboarding) and existing workers can all be added as active Deel Engage users as long as their profiles show up as workers on the client's account.

By default, when workers are onboarded to a client’s organization, they will not have access to Deel Engage. Fortunately, clients have two options to set their workers as active Engage users:

Manually Setting Workers as Active Deel Engage Users

✅ Step 1 - Go to Organization settings
✅ Step 2 - Navigate to the Engage card and open. On the Engage page, click on the See active users button to see a list of ‘Workers with access’ and ‘Workers without access’
✅ Step 3 - Set workers as active individually or in bulk by selecting them all and move them between ‘Workers without access’ and ‘Workers with access’ by using the Add user and Remove user buttons respectively

Automating Setting Workers as Active Deel Engage Users

✅ Step 1 - Navigate to Organization settings and select Engage.
✅ Step 2 - On the See active users page, go to the Automations tab and use the Create automation button to initiate the process.
✅ Step 3 - Add automation rule details - title and description, define preferred access criteria and worker. Next, review and activate the automation.

Frequently Asked Questions

[ACCORDION] Why are some workers not shown on either of the lists?

As soon as you create a contract, and you can see the worker in your UI, you should be able to see them in the worker without access list. In the case you have set up an automation, and that person fits the parameters, they will automatically be added to the active user list.

[ACCORDION] Why can’t a journey/career path/review cycle be assigned to a worker?

Only workers that are set up as active engage users can be assigned. Check in the Organization admin, in the Engage card the active users list and make sure this worker is set as active.

[ACCORDION] Why is X amount being charged for Deel Engage?

Deel Engage charge is based on the agreed price per seat, and based on the highest number of active users per month. Moreover, clients with Engage permissions are counted as active users too. If a user has both a worker activation and client permissions, they will be counted as one seat because they are the same user.
Same user means, same login email. If the same real world person uses different login emails for their Client and Worker profile, unfortunately, they will be counted as two seats (if worker is active and client has permissions).

[ACCORDION] Who can be chosen as an active Engage user?

For any contract that is created, as soon as the worker appears on the client's Deel dashboard, they can be set as active users. Even if they were just invited to join or are in the onboarding process.

[ACCORDION] Who can define active users?

Only Organization admins or Deel Engage admins can define active users