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Your Roles & Responsibilities

EOR service delivery depends on close partnership between you and Global Expansion and this requires engagement across multiple core functions within your business.

  • Finance / Accounts Payable
  • Global Mobility
  • HR / People / Talent
  • Legal
  • Procurement

Your staff from these functions will be responsible for completing the activities, below, to enable service delivery.

In addition to these teams there is another crucial role, that of the Line Manager of each professional, responsible for the day-to-day management and direction of the professionals. The Line Manager is also likely to be responsible for approving expenses, for reimbursement, and time off requests.

5.1 Client Onboarding

Client Onboarding will require appropriate owners to complete the following activities:

Activity Description Outcome
Map stakeholders required to deliver services Identify client personnel that are accountable and responsible for activities and decisions necessary for Global Expansion to deliver services. Global Expansion will engage the correct people in all ongoing activities to facilitate high quality, timely service delivery.
Set employment contract default terms for professionals Establish the invoicing process with Finance / Accounts Payable to define the bill-to legal entity, any requirement for purchase orders, credentials for AP systems, invoice cadence, formats and content etc. Global Expansion will be paid on time to ensure payroll and other payments are funded and professionals receive their salary payments, expense reimbursements, bonuses and commissions in full and on time.
Understand equity and other non-cash compensation offered to professionals Understand option agreements, equity plans etc that may generate additional income for professionals and incur tax liabilities. Global Expansion will process the tax and social security implications correctly.
Integrate systems to automate processes Specify the integration between client and Global Expansion systems that will enable, support or facilitate service delivery. Global Expansion will define the appropriate solution and work with the client IT team to complete integration.
5.2 Professional Management

Managing your professionals, as Global Expansion employees, will require appropriate business owners to complete activities throughout the employee lifecycle.

5.2.1 Recruitment & Onboarding

After you identify the individuals that you want to provide services in an EOR location the following activities must be completed:

Activity Description Outcome
Start professional hiring and onboarding process Provide information about the role and the individual you want to perform the role. Global Expansion will make the offer of employment, draft the employment contract and contact the individual to commence background checks, if required.
Approve employment contract Review, amend as required, and sign off the employment contract that will be used with the professional. Global Expansion will issue the employment contract to the professional for review and execution.
Execute schedule to the GX Global Services Agreement (GSA) Review, amend as required, and sign off the schedule for the professional providing services. Global Expansion will issue the schedule to you for execution.
Pay deposit for professional Review and make payment of the deposit invoice for the professional. Global Expansion will receive funds to cover 1 month, or more, of payroll costs. This provides contingency funding for any timing issues paying monthly payroll invoices.
Enrol professional in additional benefits Select the additional benefits you want the professional to receive during their employment by Global Expansion. Global Expansion will ensure the selected benefits are setup and the professional is enrolled, and has access to, the selected benefits.
5.2.2 Ongoing Management

You will line manage the professional within your business which requires the following ongoing activities (these activities may recur monthly or be ad-hoc depending on the nature of your business and the professional’s role):

Activity Description Outcome
Line manage professional Adjust the services, compensation or other terms of the professional’s services. Global Expansion will deliver employment contract amendments (and adjust payroll processing as appropriate).
Approve expenses for reimbursement Review and approve expenses incurred by the professional while delivering the service. Global Expansion will raise invoices to fund reimbursement and reimburse the professional for approved expenses.
Reimbursements will be monitored for tax and any other financial implications.
Approve Paid Time Off (PTO) and other absences Review and approve absence requests from the professionals. Global Expansion will record PTO and track net PTO accruals during the PTO period.
Pay gross costs of employment Review and make payment of the invoice for the gross costs of services from the professional. Global Expansion will pay the salary to the professional.
This payment will, as appropriate, include bonus, commission and expense amounts resulting from activities described above.
Pay bonuses and/or commissions(if applicable) Confirm the bonus and/or commission amount due for the professional’s delivery of the service. Global Expansion will raise invoices to fund bonus or commission payments and, subject to receipt of funds, adjust payroll to include payments.
5.2.3 Termination

When you no longer require services from the professional the following activity must be completed:

Activity Description Outcome
Terminate services Confirm details and circumstances of the termination. Global Expansion will manage the end of employment with the professional until they are offboarded.
5.3 Payroll & Variables Funding

One of the most important elements of EOR service delivery is paying professionals their salaries, bonuses and commissions (if applicable), and reimbursing expenses. This is an exact parallel to the various payments you make to the employees of your business.

Just as you wouldn’t miss a salary payment, Global Expansion ensures that your professionals receive their salaries, and this is dependent on your timely payment of invoices. A payment calendar is published each year and meeting the cut-off dates and payment terms of each invoice is crucial to this process.

The roles and responsibilities of your finance and/or accounts payable team in the invoice to payroll cycle will be clearly established during Client Onboarding.

5.4 Account Management

Regular account management reporting and meetings, with detailed service reviews, are a core component of Global Expansion’s service delivery. Your Client Services Manager will work with the appropriate stakeholders across your business to build relationships and manage all aspects of your account.

5.5 Stakeholder Map

Roles and Responsibilities are summarised below and a stakeholder map will be completed during Client Onboarding to facilitate service delivery.

Stage Activity Description Outcome Accountable Responsible
Client Onboarding Map stakeholders required to deliver services Identify client personnel that are accountable and responsible for activities and decisions necessary for Global Expansion to deliver services. Global Expansion will engage the correct people in all ongoing activities to facilitate high quality, timely service delivery.    
Client Onboarding Set employment contract default terms for professionals Define key terms that are required in employment contracts. Global Expansion will draft employment contracts with the correct terms, where permitted in each jurisdiction, and accelerate employee onboarding.    
Client Onboarding Setup invoicing to fund payroll and variable payments to all professionals Establish the invoicing process with Finance / Accounts Payable to define the bill-to legal entity, any requirement for purchase orders, credentials for AP systems, invoice cadence, formats and content etc. Global Expansion will be paid on time to ensure payroll and other payments are funded and professionals receive their salary payments, expense reimbursements, bonuses and commissions in full and on time.    
Client Onboarding Integrate systems to automate processes Specify the integration between client and Global Expansion systems that will enable, support or facilitate service delivery. Global Expansion will define the appropriate solution and work with the client IT team to complete integration.    
Recruitment & Onboarding Start professional hiring and onboarding process Provide information about the role and the individual you want to perform the role. Global Expansion will make the offer of employment, draft the employment contract and contact the individual to commence background checks, if required.    
Recruitment & Onboarding Approve employment contract Review, amend as required, and sign off the employment contract that will be used with the professional. Global Expansion will issue the employment contract to the professional for review and execution.    
Recruitment & Onboarding Execute schedule to the GX Global Services Agreement (GSA) Review, amend as required, and sign off the schedule for the professional providing services. Global Expansion will issue the schedule to you for execution.    
Recruitment & Onboarding Pay deposit for professional Review and make payment of the deposit invoice for the professional. Global Expansion will receive funds to cover 1 month, or more, of payroll costs. This provides contingency funding for any timing issues paying monthly payroll invoices.    
Recruitment & Onboarding Enrol professional in additional benefits Select the additional benefits you want the professional to receive during their employment by Global Expansion. Global Expansion will ensure the selected benefits are setup and the professional is enrolled, and has access to, the selected benefits.    
Ongoing Management Line manage professional Adjust the services, compensation, job title or other terms of the professional’s services. Global Expansion will deliver employment contract amendments (and adjust payroll processing as appropriate).    
Ongoing Management Approve expenses for reimbursement Review and approve expenses incurred by the professional while delivering the service. Global Expansion will raise invoices to fund reimbursement and reimburse the professional for approved expenses.
Reimbursements will be monitored for tax and any other financial implications. 		   
Ongoing Management Approve Paid Time Off (PTO) and other absences Review and approve absence requests from the professionals. Global Expansion will record PTO and track net PTO accruals during the PTO period.    
Ongoing Management Pay gross costs of employment Review and make payment of the invoice for the gross costs of services from the professional. Global Expansion will pay the salary to the professional.
This payment will, as appropriate, include bonus, commission and expense amounts resulting from activities described above. 		   
Ongoing Management Pay bonuses and/or commissions
(if applicable) 		Confirm the bonus and/or commission amount due for the professional’s delivery of the service. Global Expansion will raise invoices to fund bonus or commission payments and, subject to receipt of funds, adjust payroll to include payments.    
Termination Terminate services Confirm details and circumstances of the termination. Global Expansion will manage the end of employment with the professional until they are offboarded.    
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