This guide will tell you everything you need to know to connect Deel to Workable and configure Workable properly. You will also learn how to generate new Deel contracts when using Workable to streamline your HR handoff process.
Before you begin:
Before you begin, please ensure you have the following permission:
Deel: You must be an Org Admin, IT Developer Admin, or Integrations Admin-People to set up this integration.
Workable: You must have admin rights in Workable.
Setting up the Workable integration
Step 1 –– Select the App Store tab on your home page
Step 2 –– Select Workable from the list of integrations
Step 3 –– Now click Connect to establish the connection
Step 4 –– Enter Workable domain and select authentication method.
Use your company's Workable domain name and authenticate the integration. You will then select how to connect Workable to Deel. We recommend using Workable authentication. If you choose this method, when you click continue a new tab will appear asking you to enter in your Workable username and password.
**If you need to authenticate using the “Access Token” method, you will be prompted to enter the token that you can get from Workable to proceed to the next step.
Step 5 –– Click Allow Access to authorize the integration.
As you can see from the image below, we need access to candidates and opportunities to generate contracts.
Step 6 –– The authentication between Deel and Workable is complete! Now you can add the required custom field in Workable.
Next you need to create the custom field in Workable under 'Settings/Workflow/CANDIDATE CUSTOM FIELDS'. This field will let us know when to create a draft contract in Deel, and what the Deel contract type is.
The field should be installed on the candidate and be titled "Hire remotely using Deel?" Please use exactly this wording.
The custom field can have four options corresponding to the four Deel contract types:
- Fixed Rate
- Milestone
- Pay As You Go
- Deel Full-Time Employee
You only need to add the options you plan on using. So if you only use our "Deel Full-Time Employee" model, you need only install that option.
Please note: If you need to exit or close the tab at this point, your connection is saved. You can come back to it later when you've installed the custom field.
Step 7 –– Complete the setup.
Once you have installed the required field, click Complete Setup and Deel will validate that you have installed the field correctly. If you have, you will then get access to settings.
The Workable integration will sync daily at 4am GMT.
Congrats! Your Deel <> Workable integration is now live and ready for customization. When you install the integration we pre-install some field mappings which are fully configurable. Those and other settings we will talk about in a later section of this guide.
Onboarding Candidates from Workable to Deel
This part of the guide will explain how the integration actually works and facilitates onboarding. At a high level, the integration works by creating a draft contract in Deel when a candidate is moved to the “Offer” stage (or “Hired” stage, depending on how you customize your integration). This happens when you use the custom field “Hire Remotely Using Deel?” and define a contract option.
Here is a walkthrough of how this mechanism works:
Step 1 –– Select Candidates from the navigation bar.
Step 2 –– Select the Deel contract type using the “Hire Remotely Using Deel?” custom field.
You will need to select the contract type to generate in Deel. You can read more about Deel contract types here. If you do not select an option for this field, then we will not generate a contract in Deel.
Step 3 –– Update the status to “Move to Offer”.
Updating the candidate to “Move to Offer” and selecting a Deel contract type will send information about the candidate to Deel and generate a draft contract visible in the “Contracts” tab of Deel. As mentioned, there is a customizable setting so that contract generation happens when the candidate is moved to “Hired” instead of “Offer”.
Step 4 –– Go to “Contracts” tab in Deel.
Once the candidate is hired, go to your Deel account. Click contracts and you should see the newly hired candidate from Workable as a ‘draft’ contract in Deel!
Please note that when you move a candidate to ‘Offer’ (or ‘Hired’) in Workable and are using the “Hire Remotely using Deel?” field, it can take a few minutes for Deel to get this message.
You’ll see a new draft contract created for that candidate.
You can also conveniently use the “contract status” filter to see any draft contracts by selecting the "draft" option at the bottom of the list.
Step 6 –– Complete the rest of the contract.
Complete the rest of the contract and fill in any missing details!
The integration will create a draft contract for whoever in your organization is using Deel to complete the onboarding.
Deel doesn’t support every data mapping of the signing process, so someone will always need to finalize the contract in Deel and invite the team member to sign the contract.
Step 7 –– The candidate's contract is updated in Deel once complete.
Customizing your Deel <> Workable integration
"When to create contracts" setting
Toggle this setting on if you want contracts to be created when the candidate is hired as opposed to when the candidate is extended an offer. By default, this toggle is off and you will get drafts created when you've selected to hire a candidate in Deel and made an offer.
Most customers prefer this option because it means the contract preparation and period during which a candidate decides whether to accept an offer can happen in parallel, speeding up the overall process.
Custom Field Mapping
Deel currently supports mapping data from the candidate’s offer, requisition, and opportunity (candidate) for text, date, and numeric type fields. We aim to support more data mappings in the future. Furthermore, as of now, these mappings are specific to the Deel contract type.
Most companies will not find it hugely beneficial to customize these settings.
To add a new mapping, click the add button on the ‘Optional Field Mapping’ section. On the left side, you will be able to pick the field from Workable. On the right, you will be able to select the Deel contract field.
We encourage you to configure and run some hiring tests to ensure that the integration functions to your liking. Your dedicated customer success manager will have even more insights into how best to configure data mappings to suit your needs.
Other Settings
Email notification settings
We recommend adding an email address to get alerts about your Workable<>Deel integration. We will use this email to send a notification if the integration has lost authentication. This might happen if the person who initially set up the integration leaves your organization.
Please note: We will never send any personally identifiable information over email for these notifications.