This article will help you integrate the Deel Engage PTO (formerly PTO by Roots) Plugin on Deel so you can easily view and manage Paid Time Off (PTO) for your EOR full time employees.

Once you set up this integration, neither you or your employees will ever again have to log in to the Deel platform to request and approve PTO.

Rather, you will be able to review time off exclusively through the Deel Engage app. When time off is approved, it will automatically sync to Deel to keep payroll accurate!

Deel Engage already works with Microsoft Outlook, Google Calendar, and more popular apps, so integrating Deel and the Deel Engage PTO plugin is an easy way to guarantee time-off compliance.

In this article you will find:

Before you begin

Connecting Deel Engage PTO plugin to your Deel Account

How to locate employees who used different emails

How to adjust settings

Before You Begin

• You must be a Deel HR client
• You must have the Deel PTO plug-in enabled
• You must be an organization manager on Deel to set up the Deel Engage integration 

Deel will be able to sync Paid Time Off from 1 year in the past, and also 1 year in the future.

We can not sync PTO for employees who used different email addresses to sign up for Deel Engage and for Deel.

Users often sign up to Deel Engage with their work email, but they use a personal email for Deel. You may need to ask your employees to enter an 'alternate email' on their contract overview page.

How to enable the Deel Engage PTO integration

✅ Step 1 – Open the Deel Engage integration

Select the Apps & Integrations tab on your home page and click on Deel Engage.

Then click New Connection to begin the integration process

✅ Step 2 – Enter your API key and click Continue & Authenticate

You must first reach out to Deel Engage support to be granted the API.

Then select Admin Tools and open the API tab.

Click Generate new API key to create a unique keycode and copy it into the box below.

Click Continue & Authenticate to continue

Because Deel Engage plugins bypass the regular PTO approval process in the Deel platform, you must have organization manager permissions to set up this integration.

✅ Step 3 – Click Start Matching

✅ Step 4 – Drag and Drop items from the HRIS 'Time-Off type' menu into one of three Deel boxes

Click and drag a time off item from the right-side menu into one of the boxes.

This is how we are able to automatically match the PTO types on the Deel Engage plugin with Deel.

You must drop an HRIS time off type into one of the three Deel boxes: Holiday/PTO; Sick Leave; Other Leave.

There must at at least one item from the time off list in each Deel EOR box.

Any unmatched Deel Engage PTO "Out of Office" time will not be sent to Deel's payroll managers. 

Click Done

✅ Step 5 – Click Update Matching

There must at at least one item from the time off list in each Deel EOR box:

Holiday/PTO, Sick Leave, and Other Leave

You do not have to place all time off options into a corresponding box, we suggest you be as thorough as possible.

Remember, any unmatched time off types won't sync with Deel's payroll system.

✅ Step 6 – Click Continue & Activate

You will be notified at this stage if you have employees who are 'unmatched' because they used a different email to sign up for Deel Engage and for Deel. We can not sync time off any employees if the emails don't match.

You will be able to see a full list of all employeees that remain unmatched.

Follow the instructions on your pop-up windows to begin solving this issue, or follow these instructions

✅ Step 7 – Click Finish & Go to Settings

Deel will be able to review and sync Paid Time Off from 1 year in the past, and also 1 year in the future.

Congratulations! You have completed the setup Deel Engage PTO.

If you still have employees who are not matched, follow these instructions to update their emails so PTO is synced properly.

How to locate unmatched employees who used different emails

We can not sync PTO for employees who used different email addresses to sign up for Deel Engage and for Deel.

You must contact the unmatched employees and have them enter an "Alternate Email" in their Contract.

During the Deel Engage plugin setup:

After you click Continue & Activate, you will see a pop-up if you have unmatched employees.

From Deel:

✅ Step 1 – Open the Deel Engage PTO integration

Select the Apps & Integrations tab on your home page and click on Deel Engage.

✅ Step 2 – Select the Settings tab

You will see a list of how many employees are matched and how many are not matched.

✅ Step 3 – Click View Member List

You can see a list of names and email addresses for employees who are matched, and employees who are not matched.

Adding an Alternate Email Address

Contact the unmatched employees and have them enter their Contract from their Deel Dashboard.

They must click the Contact Details tab, and then enter an email in the 'alternate email' box.

The email must match the one used in Deel Engage.

We will send them an email link to verify.

How to adjust Deel Engage PTO settings

From the settings tab, you can also manually sync the integration, or delete the integration entirely.

We will automatically sync several times each day.