GLOBAL MOBILITY CHECKLIST

COMPANY’S PROCESSES & POLICIES

• Local policies: Relocation policies and Extended Business Travel
• Expatriate policies: Short & Long Term International Assignments

POLICIES

• International mobility/immigration policy (General plus country-specific remarks)
• Relocation assistance policy
• Tax policy
• Reimbursements policy
• Insurance coverage policy
• Policy for ‘Returning employees’

EMPLOYEE/ASSIGNEE CENTRIC STEPS

• Initiation of internal approval/immigration workflow process
• Training session for employees regarding the steps involved (int/ext)
• Planning (fast-track or normal): Assessment of the time taken to complete the immigration process against the project/business requirements.
• Documentation: Collect all relevant documents from the employee for a) work permit, b) visa, c) tax compliance and d) resident permit

REMUNERATION & COST TO THE COMPANY

• International assignments allocation: Who will be the sponsor for the assignee/employee in the host country?
• Budget: Assignee’s Total Cost to the Company.
• Project Budget: Standard templates for global assignments
• All costs - including the tech, partner/consultant costs for the employer)
• Cost adjustments between local and host countries
• Insurance policy for the employee and the dependents
• Enrolment of the employee in the host country’s Social Security
• program or the equivalent

TAXATION

• Briefing upon arrival or before departure regarding applicable taxes and giving clear visibility regarding the salary structure (net income)
• Assessment of Double-taxation (avoidance) agreements or
• the Totalization Agreement (if applicable)
• Tax filing assistance, both host & home country

PAYROLL

• Assessment or review of the company’s/partner’s payroll system
• for the destination country
• Testing of the monthly payment cycles.
• Terms and conditions of the payroll partner, if any
• Assessment of the local compliance requirements
• Questionnaire to the employee/assignee to document all income sources (for correct Tax assessment)

HOST COUNTRY READINESS

• Resident permit and notification to the local authorities upon arrival at Office space or work space
• Onboarding: induction, email, computer, software, access cards, etc

HEALTH

• COVID-19 related protocols
• Travel restrictions and tests are required before travel & upon arrival.
• Approved vaccines