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
- Useful References
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.