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Revised Intake Form Questions: What’s New and How to Use Them

The intake form has been significantly enhanced to provide more precise, structured, and scenario-based data collection.

Written by Cara Benecke
Updated today

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.

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