Handbook for EOR Services
Content
- Welcome
- Introduction to EOR Services
- Your Global Expansion Team
- Your Roles & Responsibilities
- GX Services for Clients
- GX Services for Professionals
- Client Solutions
- Client Onboarding & Service Setup
- Client Service Delivery
- Key Procedures for Managing EOR Professionals
- Client Account Management
- Invoicing & Payroll Funding
- Employee Onboarding
- Employee Service Delivery
- Employment Contract Preferred Terms
- Stakeholder Map
- Employee Initiation Form
Employee Initiation Form
The employee initiation form requires the following information to be completed prior to submission (* denotes mandatory information):
Information |
Description |
Legal last name* |
Last name as it appears on official documents (i.e. passport). |
Legal first name* |
First name as it appears on official documents (i.e. passport). |
Email address* |
Contact email address for onboarding purposes. |
Gender* |
Gender of the individual (Male, Female, Non-Binary or Unknown). |
Contact number |
Phone number for onboarding purposes. |
To country* |
The country of employment for this professional. |
To city |
The city this professional will be based in. |
Job title* |
Job title for the role this professional will fill. |
Intended start date* |
Start of employment date. |
Projected end date |
End of employment (for fixed term roles). |
Signatory contact name* |
Person responsible for signing the associated Schedule. |
Signatory contact email address* |
Contact email address for signatory. |
Expense approver name |
Person responsible for approving expenses. |
Expense approver email address |
Contact email address for expense approver. |
Benefits policy type* |
Enhanced benefits policy for this professional. |
Employment benefits |
Statutory, Statutory + Top-up, Enhanced or N/A. |
Benefits policy duration |
Auto-renewing for duration of employment or fixed term. |
Employment retirement insurance |
Statutory, Statutory + Top-up, Enhanced or N/A. |
Visa required for employee |
Yes / no. |
Visa required for dependents |
Yes / no. |
Background screening |
Yes / no. |
Compensation currency |
Currency for professional's salary and other payments. |
Monthly basic salary |
Gross salary the professional will receive each month. |
Commission |
Value of commissions. |
Commission frequency |
Monthly, quarterly, bi-annual or annual. |
Bonus |
Value of bonuses. |
Bonus frequency |
Monthly, quarterly, bi-annual or annual. |
Additional notes |
Any other information relevant to the professional, their employment or role. |
If you need to initiate a large number of professionals then please contact your Client Services Manager for support with a Bulk Initiation.