These updates allow assignment requests to be assessed more efficiently and ensure that cost projections, compliance checks, and balance sheet calculations are based on the most accurate and complete information from the start.
This article explains what has changed and how to use the revised fields correctly.
What Has Changed?
The updated intake form now:
Includes more clearly defined assignment purpose options
Provides more detailed answer options for presence in the host country
Uses structured address fields with auto-suggestions
Dynamically adapts questions based on home–host country combinations
Provides more clarity on cost bearer position and beneficiary for more accurate assessments
Adjusts flows based on marital status and family situation
Captures visa / visa waiver information
Allows detailed information on employer-provided benefits
These changes reduce ambiguity, improve compliance handling, and enable more accurate documentation and cost projections.
Key Improvements in Detail
Assignment Purpose – Refined and Expanded Options
The assignment purpose section has been expanded and clarified to better distinguish between different business scenarios.
Below is an overview of the available options and when to select them.
1. Intra-group Assignment (within your group)
Group Governance / Strategic Oversight
Assignment to exercise group-level governance and strategic oversight in the host environment, ensuring adherence to group policies, controls, and decision standards. Includes escalation authority to HQ and protection of group-wide compliance and risk frameworks.
Temporary (Critical) Role Coverage
Temporary or strategic coverage of a host-country role to ensure business continuity, where the position would otherwise be filled by a local hire.
Operational Support / Business Continuity Support
Temporary operational capacity to support day-to-day business activities (e.g., peak workload, backfill, stabilisation).
Project Management / Project Delivery
Assignment to lead, coordinate, or deliver an internal group project with defined scope and timeline (e.g., implementation, integration, transformation).
Client Relationship Management
Assignment focused on managing or strengthening key client relationships in the host country.
Knowledge Transfer
Assignment to transfer expertise, systems, processes, or best practices to the host entity.
Training / Skill Acquisition
Assignment primarily intended for hands-on training or exposure in the host entity, with the goal of applying acquired skills upon return.
Trainee Programme
Structured, time-limited assignment as part of a formal graduate or trainee programme.
Leadership / Management Development
Assignment involving a formal management role abroad to develop leadership capabilities.
Career Assignment
Assignment forming part of a long-term career or succession plan (e.g., required international experience for progression). Typically initiated by the assignee.
Market Entry
Temporary assignment to explore, set up, or establish operations in a new market (no or not yet fully operational host entity).
Market Expansion
Assignment to scale existing operations, grow market share, or manage post-merger integration.
Business Development
Assignment focused on generating new commercial opportunities for the group overall, not solely for the host country.
2. Client / Third-Party Project Assignment (Service Delivery)
Employee is sent to deliver services directly to a client (e.g., implementation, consulting, installation).
3. Temporary Agency / Labour Leasing Arrangement
Employee is integrated into the client’s workforce and the client directs the work.
4. Other
Free-text option for scenarios not covered above.
5. Structured Address Fields with Auto-Suggestion
Address entry is now structured and partially automated.
You can enter the main address information, and the system will auto-suggest and populate related fields such as:
City
ZIP/postal code
Region/state
This reduces input errors and improves consistency across documentation.
6. Dynamic Question Logic Based on Home–Host Country Combination
The intake form is now highly customized depending on the combination of home and host countries.
This means:
Certain questions are only displayed for specific country combinations
Additional logic applies for assignments to the USA
Specific flows are triggered for intra-European assignments
Country-specific compliance requirements are reflected directly in the form
As a result, users only see relevant questions, and unnecessary fields are avoided.
7. More Granular Cost Bearer and Recharge Position Between Home and Host
The cost bearer and recharge section has been expanded to provide more clarity on cost bearer position and beneficiary between home and host countries.
This includes:
Split payroll scenarios
Host-only or home-only payroll
Cross-charging and cost allocation considerations
The increased granularity increases accuracy in the assessment and allows for more detailed input from the customer when they have a specific situation in mind already that they want to check.
8. Family Situation-Based Flows
The form now adapts dynamically based on:
Marital status
Whether a partner/spouse is accompanying
Whether the partner intends to work
Whether children are accompanying
Depending on the selection, additional relevant questions are triggered automatically.
This ensures that immigration, tax, schooling, relocation, and benefit considerations are captured early and correctly.
9. Visa / Visa Waiver Information
The intake form now asks whether valid visas or visa waivers are already in place.
This helps:
Accelerate compliance assessment
Avoid duplicate processes
Clarify immigration starting points
Future versions will sync this information directly from employee profiles to reduce manual input.
10. Detailed Benefit Selection for Accurate Costing
The form now allows detailed information on the specific benefits the employer intends to grant to the assignee.
This information directly feeds into:
Balance sheet calculations
Cost projection documents
Assignment documentation
The benefits are grouped into the following categories:
General Compensation & Benefits
(e.g., salary adjustments, allowances, premiums)
Compliance Support
(e.g., tax services, immigration support)
Other Support (Start & End of Assignment)
(e.g., relocation support, repatriation support)
Family Support (if accompanying)
(e.g., schooling support, spouse assistance)
All benefit fields are highly customized to ensure detailed and accurate documentation.
Why These Changes Matter
The revised intake form:
Reduces ambiguity
Minimizes follow-up questions
Improves compliance accuracy
Enables more precise cost projections
Automatically adapts to complex international assignment scenarios
By selecting the most accurate options and completing all relevant fields carefully, assignment assessments can be handled more efficiently and with greater precision.
