Basic Settings
How do I create a workflow role?
This feature is available on Master edition Workflow roles may be created and used to accommodate exceptions in workflow paths. A workflow role is created by selecting the "+ " button on the Workflow Roles screen. Navigate > Config > Basic Settings > ...
How do I create a workflow path with multiple approvers/steps?
This feature is available on Master edition A company level user can configure workflow path with multiple approvers/steps on the Workflow Configuration screen. This is an Advanced Workflow Configuration feature that will be done by specifying the ...
How do I configure the system so that payroll data can be processed for terminated employees?
This feature is available on all Deel Local Payroll powered by payspace payroll editions To enable payroll processing for terminated employees, disable the following calculation settings. Navigate > Config > Payroll > Payroll Config > Calculation ...
How do I setup employment categories on company level?
This feature is available on Premier and Master editions An Employment Category would need to be created on company level under the Employment Category section on the Other Dropdowns screen, prior to them being linked on employee profiles. Navigate > ...
Basic Settings | Workflow Path setup for Employee Requests
Overview Employee requests can be set-up to formalise and simplify administrative processes in the company. An employee request is a document workflow tool which requires approval. Examples of employee requests include, a request to change banking ...
Basic Settings | Attachments
Overview This article clarifies how to add documentation to employee records. Before doing so, Categories for the various types of Attachments need to be created on the Other Drop Downs Screen. Once the Attachment Classifications have been added, ...
How do I setup Increase Reasons?
This feature is available on Premier and Master editions Increase Reasons can be assigned when employee pay rates are updated, however, they first need to be created on company level under the "Increase Reason" section on the Other Dropdowns screen. ...
How do I setup pay points?
This feature is available on Premier and Master editions Pay Points can be created on company level under the Pay Points section on the Other Dropdowns screen, as part of the Advanced Organisation structure. Navigate > Config > Basic Settings > ...
How do I link an employee to a region?
This feature is available on Premier and Master editions Regions first need to be created on company level before they can be linked to an employee. Step 1: Create Regions on company level. Navigate > Config > Basic Settings > Dropdown Management > ...
How do I add a bank if it does not exist on the employee's Banking Details screen?
This feature is available on Premier and Master editions If a bank does not exist on the employee's Banking Details screen, it can be added on the Other Dropdowns screen. Navigate > Config > Basic Settings > Dropdown Management > Other Dropdowns > ...
How do I exclude users from viewing a specific attachment or document that was uploaded?
This feature is available on Premier and Master editions To exclude users from viewing a specific attachment or document that was uploaded, select the Security Role whose users should not be able to view the attachment classification and save your ...