Automate bank file delivery for your legal entities to eliminate manual generation every payroll cycle. Once configured per entity, Deel automatically delivers files by email and SFTP.

Before You Begin

You must be:

A user with pay permission to view and manage payroll settings for the legal entity.
A user with permissions to handle integrations if they want to select a SFTP connection in the flow.
Using Deel Payroll (Global Payroll) for a legal entity that does not use Deel's treasury service.
Have completed a bank file template mapping request for the entity.

Note: This automation is not available for EOR clients, EOR employees, independent contractors, or IC clients.

How to Automate bank file delivery for your legal entities

Step 1 – Access the Agentic Workflow section

In the left sidebar, select Apps and Automation to expand the menu.

Select Agentic Workflows.

In the time and pay tab , click on Payout Generation in the pre-built workflows list.

Step 2 – Configure your Bank File Generation Action

Select deliver bank file in the action list of the workflow. .

Select your legal entity.

Once done, select your template mapping.

If your entity has multiple bank file templates, select a default template from the dropdown. The automation requires one template to generate files.

Now select the delivery modes: email, or SFTP.

You can select multiple modes - for example, both SFTP and email delivery simultaneously by configuring the action twice in the same workflow.

Select Save and activate to enable the workflow.

Step 3 – Set delivery delay and add notification recipients

Optionally set a delivery delay (e.g., 2 hours after payout generation finishes).

Add one or more notification recipients. All recipients receive delivery confirmation or failure alerts.

Tip: After activation, extend the workflow by adding extra steps - for example, a Slack notification to your Finance team - using the workflow canvas.

Frequently Asked Questions

[ACCORDION] Can I still use the manual bank file wizard after activating the automation?

Yes. The manual wizard stays available at any time. If you run both the automation and the manual wizard for the same cycle, you may receive duplicate files - this is expected.

[ACCORDION] What happens if the automation fails?

You can see the workflow run failure in the list of runs. The workflow stops without retrying, so you can complete the process manually using the existing wizard.

[ACCORDION] What if my legal entity has more than one bank file template?

Please note that every template needs to be configured in a separate workflow.

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