Overview

This guide explains how to successfully enable Deel's treasury services for clients to our Payroll connect services, and then to guide clients on configuring and approving payment packages.

In order to approve payments, the client entity must first enable Deel treasury services for payroll cycle funding.

In this article:

How to enable Deel's treasury services for an entity

How to review and approve payroll packges

Enabling Treasury services

Step 1 - Select the entity for which you want to enable Deel's treasury services

Go to Organization Settings -> Organization tab -> Entities -> Select the entity 

Step 2 - Edit payroll funding 

In the entity overview page, select the Global payroll tab, then click edit in the Payroll funding section

Step 3 - Select “Pay through Deel”

Now the Payroll Cycle funding is set as “Pay through Deel” or whichever is applicable

Note: Your onboarding manager will set each payment item to be paid by Deel, client, ICP etc. Once done, the Onboarding manager will share an update with you. 

If you want your liability payments also to be handled by Deel then share your liability authorities details with your onboarding manager for setting up liability payments mapping via Deel platform

How to approve payments in Deel

Your payment line items are created and approved during the onboarding process. 

Step 1 - Upload G2N report

• Review Net Salaries:
  • Click on Review corresponding to Net salaries. Review Net salary amount mentioned on the screen (What is paid by Deel Vs What is paid by client directly).
  • You will be able to see all the employees included in the PayCycle along with their Net salaries.

Step 2 - Click on "Mark as reviewed"

Step 3 - Review Liabilities (if needed)

If there are liabilities, Click on "Download liabilities template" , then fill in and upload the template

Step 4 - Approve for payment

Click mark as reviewed, and then click Approve for Payment.

Step 5 - Pay to Deel the amount listed in funding statement

Under the Payments tab , the status of the payment will be visible. 

The funding statement will be generated with the total amount (Net salaries + Total liabilities) that needs to be paid to Deel in order to pay their employees for that particular cycle.

Then, you need to click on "Pay funding" & make the payment , then it will follow the payment process flow tracker as highlighted in red box in below screenshot on right side.

 Employees will be paid as per the date mentioned in the Payroll calendar. Liabilities (if paid by Deel) will be paid as per Due dates mentioned in the liabilities report uploaded by the client