Understanding Secondment

Today’s global organizations are continually seeking flexible strategies to optimize talent deployment across borders, and one increasingly vital approach is Secondment.  Secondment is a structured, temporary transfer of an employee to another part of the organization, often in a different geographic location. As a key component of global mobility programs, secondment provides organizations with operational agility while also fostering employee development and cross‑cultural integration.

In essence, secondment refers to the temporary assignment of an employee from their home role to another position, either within the same company or a partner organization, typically for a defined period of time. While secondments can be domestic or international, they most often involve cross‑border movement in global mobility contexts. The employee, known as a “secondee,” remains on the home-country payroll while working in the host location under agreed-upon terms, with assignments ranging from a few months to several years depending on business needs and the scope of the role.

Secondment is a structured, temporary transfer of an employee to another part of the organization, often in a different geographic location

Common Uses of Secondment

Secondments are commonly used to meet a range of strategic business objectives. For example, a secondee may be deployed to support international expansion efforts, facilitate knowledge transfer between offices, lead new projects, or bridge leadership gaps in overseas operations. From a talent development perspective, secondments provide employees with enriching, career-advancing opportunities that broaden their professional skill sets and global outlook. Secondments sometimes serve as a probationary phase for potential long-term expatriate assignments or permanent transfers.

Secondments are also leveraged in joint ventures or inter-company collaborations, particularly where expertise from the parent company is temporarily required in a partner organization. This makes it an invaluable tool not only for project execution but also for fostering deeper inter-organizational relationships.

Secondment Benefits and Challenges

Employee Benefits for Pre-Decision Services

Secondment Benefits for Employees:

  • Expands their skillset 
  • Builds international networks
  • Increases their visibility within the organization
  • Exposure to new business environments that can accelerate their personal and professional growth
Secondment Challenges for Employees:
  • Risk of miscommunication or misalignment between the home and host entities regarding roles, responsibilities, and performance expectations
  • Employees in the host location may feel unclear guidance or lack of support, leading to disengagement
  • Organizations must plan for repatriation to effectively use the secondee’s new skills and experience, to ensure they are effectively leveraged
  • Without a clear career path post-assignment, employees may feel underutilized or even choose to leave the organization
Employer Benefits for Pre-Decision Services

Secondment Benefits for Employers:

  • Provides flexibility in staffing to help ensure key initiatives are supported by the right talent
  • Fosters a culture of international collaboration across the organization
  • Offers an attractive proposition for high-potential talent
  • More economical than full expatriate assignments, especially if the relocation duration is short or the compensation structure remains largely tied to the home country
  • Improved employee retention and engagement, as secondees often return with increased loyalty greater global awareness, and refined leadership skills
Secondment Challenges for Employers:
  • Immigration, tax, and labor regulations differ across countries and must be followed in both the home and host locations
  • Failure to comply can result in tax liabilities, visa complications, or legal issues
  • Compliance missteps may also harm the organization’s reputation

Why work with a Relocation Management Company (RMC)?

In an era where agility and global thinking define corporate success, secondment has become a critical lever for talent mobility. When managed effectively, it delivers significant benefits for both employers and employees. However, the complexity of international assignments demands a structured and strategic approach. A Relocation Management Company can turn the potential pitfalls of secondment into opportunities, ensuring that assignments are not only compliant and cost-effective but also enriching and impactful for all stakeholders involved.

Working with a Relocation Management Company (RMC) like WHR Global, can help your mobility team streamline the complex employee relocation process while controlling costs
Partnering with a Relocation Management Company (RMC), like WHR Global, plays a pivotal role. Acting as an extension of the client’s global mobility team, the RMC provides end-to-end support to ensure the success of a secondment assignment including:
  • Logistics Coordination
    • Manages housing, transportation, schooling, and settling‑in services
    • Ensures a smooth transition for the employee and their family
  • Compliance Support
    • Collaborates with tax providers, immigration firms, and legal experts
    • Helps employers navigate complex regulatory requirements and mitigate risk
  • Policy Development and Refinement
    • Assists in designing and refining secondment policies
    • Aligns programs with business goals, budgets, and employee expectations
    • Provides benchmarking data and best‑practice insights
  • Ongoing Case Management
    • Uses consultants and technology platforms to maintain regular communication
    • Supports cultural training, spousal assistance, emergency needs, and expense tracking
    • Enhances employee satisfaction and protects program ROI
  • Repatriation Support
    • Coordinates relocation back to the home country
    • Helps with reintegration to ensure knowledge retention and a smooth return

Interested in how your policies compare to what is offered by other organizations?

Global Mobility and Culture Benchmark comparison for Assignment Management program review

Repayment Agreement Ban in California: Impact on Global Mobility

California AB 692: Termination‑Tied Repayment Clauses Are Banned
(Effective Jan 1, 2026)

California’s AB 692 makes it unlawful (starting with contracts signed on or after January 1, 2026) to include any term that is triggered by the end of employment and
(A) requires a worker to pay the employer, a training provider, or a debt collector for a debt;
(B)
authorizes resuming or initiating collection or ending forbearance on a debt; or
(C) imposes any penalty, fee, or cost on the worker.

Agreements containing these termination‑triggered repayment or “quit fee” provisions are declared void as unlawful restraints of trade for post‑2026 contracts, and the law gives workers (or their representatives) a right to sue for actual damages or $5,000 per worker (whichever is greater), plus injunctive relief and reasonable attorneys’ fees and costs.

Capitol Building in Sacramento, California

Implications for relocation repayment agreements

Traditional relocation clawbacks, where an employee must repay relocation expenses if they leave within a set number of months, are likely prohibited by California AB 692 because they require payment of a debt upon termination or impose a fee or cost triggered by termination. The statute applies only to contracts entered into on or after January 1, 2026, so agreements signed before that date are not voided by AB 692, although other laws may still apply.

Are any repayment agreements still allowed?

Repayment arrangements are still permitted in California only within narrow categories under AB 692.

  • Government loan repayment or forgiveness programs are carved out.
  • Tuition for a transferable credential is allowed if the agreement is separate from employment, not required for the job, capped at the employer’s actual cost, prorated, does not use an accelerated payment schedule, and does not require repayment if the worker is terminated except for misconduct.
  • Approved apprenticeship programs remain permissible.

Discretionary or Unearned Payments, Including Financial Bonuses

Employers may provide a contract for the receipt of a discretionary or unearned monetary payment, including a financial bonus, at the outset of employment that is not tied to specific job performance, provided that all of the following conditions are met:

  • The agreement must be separate from the primary employment contract.
  • The worker must be informed of the right to consult an attorney and given at least five business days to do so.
  • Any repayment for early separation must be interest-free and prorated, with a retention period of no more than two years.
  • The worker may defer receipt until the end of the full retention period to avoid any repayment obligation.
  • Repayment may be required only if the employee resigns voluntarily or the employer terminates employment for misconduct.

In practical terms for relocation, offering a lump‑sum, discretionary sign‑on payment that meets these five conditions can preserve a compliant repayment mechanism, while reimbursing actual relocation expenses with repayment triggered by termination is likely prohibited after January 1, 2026.

Recommended next steps:

  1. Contracts signed before Jan 1, 2026: The AB 692 voiding provisions do not apply (the statute is forward‑looking), but you should still review with your company’s legal counsel for other risks.
  2. Stop using agreements that require paying the employer back for relocation expenses or impose any fees/costs tied to termination.
  3. Audit templates signed with California workers to confirm signature date (pre vs. post Jan 1, 2026) and structure.

**Disclaimer:** The information in this blog post is provided for general informational purposes only and does not constitute legal or financial advice. Laws and regulations may change and can apply differently to your specific circumstances. You should not act or rely on any content here without seeking advice from qualified legal counsel and a licensed financial advisor.

Interested in how your policies compare to
what is offered by other organizations?

Download our Mobility & Culture Benchmark Study

Global Mobility and Culture Benchmark comparison for Assignment Management program review

WHR Top Blogs – A Year in Review

Whether you’re seeking to optimize your relocation policies, understand the latest industry benchmarks, or support your employees through every step of their journey, our top-read blogs offer a comprehensive snapshot of what mattered most in global mobility throughout 2025.

This year, our readers engaged most with topics ranging from the intricacies of home sale programs and cost-of-living adjustments to best practices for domestic and international assignments.

Join us as we revisit the year’s most popular posts (and a few honorable mentions), each packed with actionable insights and strategies to help your organization thrive in an ever-evolving mobility landscape.

Read below our Most Popular Blogs of 2025 (in no particular order!)

WHR-Top-Blogs

What Is a BVO Home Sale Program?

This blog demystifies the Buyer Value Option (BVO) home sale program, a key offering for companies relocating employees. It explains how BVO programs work, their tax advantages, and why they’re often preferred over traditional home sale methods. The post uses real-world scenarios to illustrate how BVOs streamline the relocation process, reduce employer risk, and provide a smoother experience for transferring employees.

Read it again here: www.whrg.com/blog/what-is-a-bvo-home-sale-program/

BVO vs. Guaranteed Buyout: Which Is Better?

Building on the popularity of the BVO topic, this article compares BVO home sale programs with Guaranteed Buyout (GBO) programs. It breaks down the pros and cons of each, including cost implications, employee satisfaction, and administrative complexity. The blog helps HR and mobility professionals make informed decisions about which program best fits their organization’s needs.

Read it again here: www.whrg.com/blog/what-is-a-bvo-home-sale-program-how-does-it-compare-to-a-guaranteed-buyout-home-sale-program/

The Best Types of Expat Assignments for Mobility Programs

This post explores the different types of expatriate assignments: long-term, short-term, and extended business travel. It discusses the strategic benefits of each, such as talent development, global reach, and cost control. The blog also highlights best practices for supporting employees on assignment, from pre-departure planning to repatriation.

Read it again here: www.whrg.com/blog/the-best-types-of-expat-assignments-for-mobility-programs/ 

Best Practices for Domestic Employee Relocation Policies

This blog offers actionable advice for designing and updating domestic relocation policies. It covers topics such as policy tiers, lump sum vs. managed programs, and compliance considerations. The post is packed with tips to ensure policies are competitive, cost-effective, and supportive of both business goals and employee needs.

Read it again here: www.whrg.com/blog/best-practices-for-domestic-employee-relocation-policies/

Understanding the Cost of a Relocation Services RFP

A must-read for procurement and HR teams, this article explains how to evaluate and budget for relocation services. It details the components of a typical RFP, common pricing models, and hidden costs to watch for. The blog empowers organizations to negotiate better contracts and maximize the value of their relocation spend.

Read it again here: www.whrg.com/blog/understanding-the-cost-of-a-relocation-services-rfp/

The Benefits of Offering Employee Relocation Packages

This post highlights the strategic value of robust relocation packages in attracting and retaining top talent. It discusses the elements of a competitive package, such as home sale assistance, temporary housing, and spousal support, and shares success stories from organizations that have invested in employee mobility.

Read it again here: www.whrg.com/blog/the-benefits-of-offering-employee-relocation-packages/

What Is Cost of Living Adjustment (COLA)?

This educational blog explains the concept of Cost-of-Living Adjustment (COLA) and its importance in global mobility. It covers how COLA is calculated, when it should be applied, and how it helps ensure fair compensation for employees relocating to higher-cost locations. The post also addresses common misconceptions and provides guidance for implementing COLA policies.

Read it again here: www.whrg.com/blog/what-is-cost-of-living-adjustment-cola/

Honorable Mentions

2025 Global Mobility Benchmark Report

Global Mobility and Culture Benchmark comparison for Assignment Management program review 

A cornerstone resource, this annual report provides data-driven insights into global mobility trends, policy benchmarks, and emerging best practices. The edition covers topics like relocation benefits, cost management, and technology adoption. It’s widely referenced by HR leaders seeking to align their programs with industry standards and stay ahead of evolving mobility challenges.

Download: https://www.whrg.com/global-mobility-and-culture-benchmark-study/

Global Mobility Glossary

Global Mobility Glossary 

This comprehensive glossary is a go-to reference for anyone navigating the complex world of global mobility. It defines key terms, acronyms, and concepts, making it easier for newcomers and seasoned professionals alike to understand industry jargon and communicate effectively.

View again: www.whrg.com//global-mobility-glossary/

Summary

These posts and resources reflect the most pressing questions and interests of the global mobility community in 2025. From practical policy guidance to in-depth industry analysis, each post offers valuable insights to help organizations and employees succeed in a rapidly changing world.

We hope they have provided you with valuable insights and practical strategies to enhance your global mobility programs. If you have questions or want to discuss how these topics apply to your organization? Reach out to our team; we’re here to help you navigate every step of the relocation journey.

Thank you for being part of our community. Here’s to continued success and innovation in the year ahead!

Aligning your Global Mobility and Talent Acquisition Teams

Has your organization effectively coordinated and aligned the efforts of those involved in global mobility with those responsible for talent acquisition? Or do your teams feel siloed with different priorities and understandings?

In this post we explore 6 ways to help organizations align their global mobility and talent acquisition teams, including insights from Reda Belabed, GMS, a global mobility and immigration leader previously with Honeywell and General Electric, and WHR Global’s Strategic Initiatives Manager, Sean Thrun.

If you feel your global mobility and talent acquisition teams aren’t working towards the same objectives, you’re not alone! Fortunately, there are several easy steps you can take to improve your talent mobility process, and ensure these stakeholders are working together as a cohesive team.

When global mobility and talent acquisition teams work together, it helps to ensure a more cohesive strategy for sourcing, relocating, and integrating talent across international markets. This alignment can streamline the hiring process, reduce redundancies, and enhance the overall efficiency of talent deployment. Sharing insights and collaborating on strategy enables both teams to contribute to a more efficient response to global talent needs, support better decision-making, and enhances the company’s ability to attract and retain top talent across the globe.

Aligning your Global Mobility and Talent Acquisition Team

1. Distribute “How To” Relocation Guides to your Global Mobility and Talent Acquisition Teams for Core Locations

Work with your Relocation Management Company (RMC) to create and distribute “How To” guides to your talent acquisition and global mobility teams. These guides should include mission-critical things they should know for your company’s core locations.   The Guide should include essential items such as an overview of policies and relocation benefits, legal and compliance requirements (like work visas and tax implications), cultural considerations, cost management strategies, logistics checklists, and effective communication protocols between teams. Additionally, it should outline employee support services, performance metrics, diversity initiatives (if applicable), insights into the global talent market, emergency protocols, and include success stories to inspire collaboration and streamline the relocation and hiring processes across multiple locations.

For example:
Your company regularly hires executives to work in your Netherlands Global Center of Excellence. Are your teams applying for the Netherlands’ 30% ruling? Is your talent acquisition team responsible for ensuring each applicant meets the 30% ruling’s requirements before presenting the job offer? For example, your talent acquisition representative must ensure the candidate has specific expertise, is recruited greater than 150 km from the Netherlands border, and more.

Due to the highly specialized nature of your business, you are recruiting internal and external candidates for a position in the U.S. Is your talent acquisition team familiar with U.S. visa types, such as the L-1 visa for intracompany transfers, or the H-1B visa for specialty occupations? Your talent acquisition teams should know the basic requirements for each visa type before attempting to source foreign talent.

Your RMC should proactively provide guidance on the level of relocation support needed by country for your core locations. For example, this 2023 Destination Services Benchmark Report indicates the minimum, average, and recommended level of destination support by country, family size, and employee level. The report also indicates if leases should be personal or corporate, how long it takes to receive a security deposit return, and which components are most challenging.

2. Review Talent Acquisition Metrics such as Time-To-Fill

Unfortunately, TA (talent acquisition) is not only measured based on the volume/quality of positions filled but mostly on the Time-To-Fill (TTF) which often widens critical gaps between the organizational needs, candidates’ experience and the tough reality of compliance.

I’ve implemented a cross-functional pre-assessment process for what I called “Immigration Hire-ability”, where permissible by law. Where it has been applied, I’m quite comfortable with the level of partnership it managed to increase between the two functions (and ultimately mitigate the risks of “bad hires”). In other places, Data Privacy regulations along with Fair-Employment Practices appeared to be hurdles to the implementation. There’s not a lot of flexibility when it comes to Labor and Employment, through Works Councils and the likes and it’s really been a challenge.

One of the plasters we have been focused on in these instances is increased (and repeated) training and education sessions with the recruiters to get them up-to-speed with “what they need to look out for/how to identify red flags” and review the overall communication strategy (up to offer accept), to enable all stakeholders to have a better understanding of the potential risks inherent to the hiring of Candidates on an immigration status and/or sponsorship requirements and responsibilities (incl. cost, timelines, immigration lifecycles, as well as talent management strategies).

I guess we’re all progressing but there’s still a long way before we can say we’re comfortable with the level of collaboration and partnership, with a 100% Candidate satisfaction, an improved TTF metric and a satisfactory pre-hire Immigration Compliance assessment.

Reda Belabed, GMS

Global Mobility & Immigration Leader, Previously at Honeywell & General Electric

3. Implement Pre-Acceptance Checkpoints to Increase Success Rates

As alluded to above, mobility programs can greatly increase the acceptance and success rates of assignments by implementing various pre-acceptance checkpoints.

  • To ensure tax compliance, it is important that you retain the services of a reputable tax firm with experience in global relocation. In addition to country briefings for assignees, they can provide invaluable guidance to talent acquisition teams. At a minimum, ensure your talent acquisition teams are familiar with the concepts of tax assistance and equalization, and totalization agreements. to provide pre-acceptance tax briefings to all foreign applicants.
  • For country-specific tax briefings, applicants should be aware of their options before accepting the position as any misunderstandings can greatly increase the risk of a failed relocation or assignment. Assignees (especially those within executive or director-level positions) may have complicated investment portfolios of stocks, stock options, bonds, real estate holdings, precious metals such as gold, and more. The employee’s options will vary greatly depending on the location, citizenship(s), and relocation type (permanent transfer, long-term assignment, short-term assignment, commuter, business traveler).
  • As mentioned above in step 2, try to build your own cross-functional pre-assessment process (a.k.a. immigration hire-ability guide) where permissible by law. However, you should be cognizant of challenging jurisdictions such as the United States and European Union, as further detailed by Reda Belabed:

Countries like the US where questions can be limited to “will you or in the future require sponsorship” and other EU countries where requesting personal information/data can be considered as PII and a hinderance to fair employment practices/discrimination at hiring. Geographies like the Middle East (GCC, in particular) are more open to these assessments.

Authorities having a long history of foreign and diverse workforce tend to allow/promote the recourse to hireability checks based on sponsorship requirements but also advocating for more transparency in terms of “quotas”.

Not that nationality quotas are something to condone, but the transparency around it helps the pre-determination of feasibility – instead of engaging with candidates through the offer stages only to discover it may not be possible.

From an organizational standpoint, the process is quite transparent and streamlined.

Reda Belabed, GMS

Global Mobility & Immigration Leader, Previously at Honeywell & General Electric

4. Pre-decision Calls through your Relocation Management Company (RMC)

Your global mobility team and RMC may also choose to implement pre-decision calls. In relocation management, pre-decision calls ensure that the candidate understands the relocation package they’ll be receiving. It is also an opportunity to discuss the potential challenges both personal and financial that the employee may not have considered.

A pre-decision program might also include a candidate assessment, home valuation, mortgage pre-qualification, and a look-see trip to help the employee make an informed decision and reduce the risk of a failed relocation. Insights from pre-decision calls can help recruiters present a more realistic picture of the role and location, ensuring that candidates are well-informed before making a commitment.

Additionally, it’s also an opportunity for your RMC to promote your company, your benefits package, and alleviate any concerns the employee or family may have.

Pre-decision calls also prevent discrepancies or misunderstandings once the employee accepts the offer and begins the relocation process. For example, after the pre-decision call the employee knows exactly which package they will receive, how much each relocation allowance will be, and more. Oftentimes there is a disconnect between the relocation package quoted by a talent acquisition or HR business partner compared to the relocation package actually implemented by the RMC. This may boil down to human error or someone operating on an old/outdated policy. These discrepancies can be minimized when the RMC is both explaining the relocation package pre-decision and implementing the relocation package post acceptance.

When candidates feel supported from the beginning, they are more likely to have a positive relocation experience, leading to higher retention rates. A collaborative approach between talent acquisition and global mobility helps foster this support.

5. Optimize Your HRIS for Maximum Talent Mobility

Leveraging technology and data is essential for aligning global mobility with talent acquisition.

Integrated systems can provide real-time insights into the availability of talent, relocation costs, and employee preferences. This data-driven approach enables better decision-making and enhances the efficiency of both mobility and recruitment processes. Tools such as applicant tracking systems (ATS) and mobility management software can streamline operations and improve communication between teams.

For example, in ADP your organization can build and manage a talent pool of applicants who are willing to relocate for open positions. However, your organization shouldn’t overlook existing employees who are willing to relocate for an intracompany transfer. Existing employees should already understand your products, services, and expectations, thereby reducing hiring and training costs.

According to benchmarking by SHRM, the average cost to hire an executive is $28,329 USD. However many employers estimate the total cost to hire a new employee can be three to four times the position’s salary. This is a combination of hard costs, such as recruiters, and soft costs such as the time it takes for department leaders and managers to support the hiring and training process.

One way to tap into your existing talent pool is to speak with your IT department about adding custom fields, objects, and reporting to your HRIS system. This would enable existing employees the ability to indicate in their HR profile if they’re willing to relocate for a new position. Within custom reporting, you can add filters to narrow your talent pool to high-performing employees who are willing to relocate, combined with past performance reviews already loaded in the HRIS.

6. Conduct Regular Training Sessions With Talent Acquisition Teams

Regular training sessions with your talent acquisition teams ensures everyone has access to the same systems, resources, and responses to questions that are frequently asked by candidates pre and post-acceptance. Training sessions also provide new talent acquisition team members an opportunity to learn more about the mobility packages your employees are receiving and reinforce the message that all talent acquisition teams should follow the same standardized processes.

RMC’s regularly arrange training sessions with talent acquisition teams and relevant stakeholders to improve talent mobility. These training sessions can include:

  • On-site training sessions from the RMC for mobility, TA, and HR teams. Depending on the size of your mobility program, your RMC may conduct these training sessions for free or just request your company to cover hotel and travel costs (depending on the distance and duration).
  • Virtual webinar-style training sessions from the RMC.
  • Country or region-specific training for your organization’s key locations, or locations presenting unique difficulties.
  • Insights from destination services providers (DSPs) and rental agents around market updates, cultural norms, and best practices.
  • Guidance from immigration firms on red flags, quotas, estimated timelines, minimum salaries, labor market testing requirements, and more.

We have achieved significant success in transitioning regional structures to a centralized global mobility program by conducting regular training sessions with talent acquisition leaders.

These sessions primarily focus on journey maps and crucial considerations throughout the process.

By actively involving regional TA stakeholders in discussions about mobility benefits and desired outcomes, we have observed a noticeable increase in their willingness to adopt standardized processes.

Sean Thrun

Strategic Initiatives Manager, WHR Global

6.5 Continuous Improvement

Creating a continuous feedback loop between Global Mobility and Talent Acquisition is essential for refining processes and enhancing the employee/candidate experience. To gather valuable insights, conduct post-relocation surveys that not only includes questions about overall satisfaction, and support from the Global Mobility team, but also asks about the recruitment process and how well mobility expectations were communicated. Analyze this feedback to identify common issues, such as insufficient pre-relocation information and possible gaps in communication/support.

Based on the findings, refine relocation policies, improve training programs, and enhance technology accessibility for relocation resources. Regularly convene both teams to discuss insights and develop initiatives that enhance the employee experience, such as webinars or Q&A sessions. Implement ongoing support through check-ins at various intervals post-relocation to address any concerns. By sharing improvements made from employee feedback, organizations foster a culture of continuous improvement, demonstrating that they value employee input, ultimately leading to enhanced employee satisfaction and retention.

Global-Mobility-&-Talent-Acquisition-feedback-loop
In conclusion, the alignment of global mobility and talent acquisition teams is crucial for organizations to ensure efficient hiring and successful talent mobility.

Organizations can foster collaboration and enhance the effectiveness of these teams:

  • by distributing relocation guides
  • reviewing talent acquisition metrics
  • implementing pre-acceptance checkpoints
  • conducting pre-decision calls
  • optimizing HRIS systems
  • conducting regular training sessions

Achieving alignment leads to the swift and compliant hiring of specialized employees, reduces risks, improves time-to-fill metrics, and ultimately enhances overall candidate satisfaction and immigration compliance. Continued efforts and investment in aligning these teams will contribute to a more streamlined and successful talent acquisition process.

Ready to learn more about our move management services?

These five tools allow you to answer a few short questions about your company’s global mobility program and will send you a custom report based on your answers

U.S. Domestic Relocation Cost Estimator

US Domestic Relocation Cost Estimator Icon

Interactive Repayment Agreement

Interactive Repayment Agreement Icon

Domestic Relocation Policy Designer

Domestic Relocation-Policy Designer icon

Relocation Benchmark Comparison

Relocation Benchmark Comparison icon

RFP – Relocation Request for Proposal Generator

Relocation Request for Proposal Generator

Year-End Preparation Playbook

If you haven’t kicked off your year-end relocation expense process yet, don’t worry, but don’t wait! The cycle is already underway, and there’s no better moment than now to get moving. Grab your coffee, rally your team, and let’s make this year-end the smoothest one yet!

If you’re already underway with your year-end preparation, congratulations! You’re ahead of the curve, and your proactive approach will pay dividends in accuracy, compliance, and employee satisfaction.

Whether you’re just starting or looking to refine your process, this playbook is designed to make each step easier, clearer, and more effective. Use it as your roadmap to navigate the complexities of reporting taxable relocation benefits and coordinating with payroll and tax providers.

Why Year-End Planning Matters

For HR and global mobility professionals, year-end is a pivotal time to ensure accurate reporting of taxable relocation benefits. A well-prepared process not only supports compliance and minimizes costly errors, but also delivers a transparent, stress-free experience for both your organization and relocating employees. This guide walks you through each step, offering practical strategies and best practices to help you coordinate with your relocation management company (RMC), payroll, and tax providers, communicate effectively, and meet all compliance requirements.

Collaborating with Your Relocation Management Company (RMC)

For HR and global mobility professionals, year-end is a pivotal time to ensure accurate reporting of taxable relocation benefits. A well-prepared process not only supports compliance and minimizes costly errors, but also delivers a transparent, stress-free experience for both your organization and relocating employees. This guide walks you through each step, offering practical strategies and best practices to help you coordinate with your relocation management company (RMC), payroll, and tax providers, communicate effectively, and meet all compliance requirements.

Following the steps below will help make your year-end preparation easier:

For HR and global mobility professionals, year-end is a pivotal time to ensure accurate reporting of taxable relocation benefits. A well-prepared process not only supports compliance and minimizes costly errors, but also delivers a transparent, stress-free experience for both your organization and relocating employees. This guide walks you through each step, offering practical strategies and best practices to help you coordinate with your relocation management company (RMC), payroll, and tax providers, communicate effectively, and meet all compliance requirements.

1) Kick Off Year-End Planning (Mid-October)

The journey to a successful year-end begins early. By mid-October, HR teams should initiate discussions with payroll and tax providers. This is the time to review any changes in reporting requirements, confirm year-end cutoffs, and identify special circumstances that may require corrections (such as W-2C forms). Early engagement sets the tone for a proactive, error-free process and ensures all stakeholders are aligned.

2) Coordinate Data & Reporting Cycles (January-October)

Consistency is key throughout the year. Maintaining regular reporting cycles, monthly, quarterly, or as determined by your organization, ensures that expense data remains current and discrepancies are caught early. Leveraging your client portal to keep relocation expense records up to date and monitoring for issues helps prevent last-minute surprises and supports a smooth year-end close.

3) Submit Final Payroll Files & True-Up (November)

November marks the critical phase of submitting final payroll files and completing true-ups. Double-check all relocation-related compensation entries and address any last-minute changes or corrections. This step is essential for ensuring that all data is accurate before finalization, reducing the risk of costly amendments later.

4) Finalize Year-End Data (December)

As the year draws to a close, HR teams must confirm that all year-end data is both accurate and complete. Reviewing final reports and coordinating with external tax providers (if applicable) ensures that nothing is overlooked. This diligence is crucial for compliance and for providing employees with reliable information.

5) Distribute Employee Reports (By January 31)

Timely communication is the final step. By January 31, relocation tax reports should be distributed to employees, accompanied by FAQs and clear explanations. Ensuring employees understand their reports and have access to support for questions fosters trust and reduces confusion. Providing clear instructions for any required actions empowers employees to respond confidently.

Year-End-Playbook2

Summary

By following this step-by-step guide, you’ll deliver a smooth, compliant, and transparent year-end experience for your organization and your employees. Early planning, consistent data management, and clear communication are the keys to success.

Let this playbook be your companion as you navigate the year-end process with confidence.

Ready to learn more about our move management services?

These five tools allow you to answer a few short questions about your company’s global mobility program and will send you a custom report based on your answers

U.S. Domestic Relocation Cost Estimator

US Domestic Relocation Cost Estimator Icon

Interactive Repayment Agreement

Interactive Repayment Agreement Icon

Domestic Relocation Policy Designer

Domestic Relocation-Policy Designer icon

Relocation Benchmark Comparison

Relocation Benchmark Comparison icon

RFP – Relocation Request for Proposal Generator

Relocation Request for Proposal Generator

Navigating Group Moves

In today’s ever-evolving business landscape, companies often undergo organizational changes that require relocating multiple employees at once, whether to consolidate offices, expand into new markets, or support mergers and acquisitions. These large-scale relocations, commonly referred to as “group moves”, come with a unique set of challenges and considerations. For mobility teams, group moves are more than logistical exercises; they are strategic initiatives that impact workforce continuity, employee morale, and overall business success.

A group move usually entails relocating a specific number of employees. This could involve a small team or, in some cases, hundreds of individuals moving to a new location. While these relocations often occur within the same country, they can also be international.  Despite the seemingly straightforward nature of this concept, the planning and execution involved are quite complex.  Unlike individual relocations, group moves require a coordinated strategy that balances business objectives with employee needs, all within tight timelines and often under high visibility from leadership.

One of the first steps in managing a successful group move is understanding the factors that can make or break the process. It starts with clear alignment of business goals. Whether you’re moving employees to reduce costs, access new talent markets, or support organizational growth, knowing the “why” behind the move helps shape the overall approach. Mobility leaders also need to assess the demographics of the employee group, considering roles, seniority, and family situations, to determine the level of support each segment will require.

Navigating-Group-Moves

Group Move Policies

Developing a formal group move policy is crucial for ensuring consistency, setting expectations, and controlling costs during large-scale employee relocations. Your group move policy should define eligibility, benefit tiers, support services, and timelines, and may include incentives like retention bonuses. Key differences from traditional relocation policies include fixed timelines, alignment with group move objectives, expanded benefit bands, additional support for families, negotiated supplier fees, provisions for employees who decline the move, home pricing considerations, and attention to the impact on local communities and real estate markets.

Group Move Timelines

Timelines are another critical piece. Group moves often happen in phases, and it’s important to establish key milestones early on. Having a well-structured communication strategy is also essential. Employees need timely, consistent information about what’s happening, how it affects them, and what support will be provided. Without a clear message, uncertainty can quickly lead to disengagement or even attrition.

This is where partnering with a Relocation Management Company (RMC) like WHR can bring substantial value. RMCs specialize in managing complex relocations and can act as an extension of your HR team.

From project planning and policy design to vendor coordination and employee support, an experienced RMC brings structure and scalability to what might otherwise be an overwhelming process.

Working with an RMC allows you to:

  • Offload day-to-day logistics and vendor management so you can focus on strategic decisions
  • Develop a tailored group move policy that reflects both industry benchmarks and your company’s goals
  • Provide employees with hands-on guidance through the entire move, improving acceptance rates and reducing stress
  • Access real-time data and reporting tools to track progress, manage costs, and adjust plans as needed

5 Steps in the Group Move Process

1) Pre-Announcement Planning

A solid relocation policy forms the foundation of successful corporate group moves. Understand your organization’s relocation budget, benefits for relocating employees, and plans for those who choose not to relocate. Confidence in your plan and relocation packages contributes to employee satisfaction.

Navigating Group Moves Announcement Day Communication
Step 2: Announcement Day Communication Effective communication on announcement day is essential for a successful group move. Leaders should plan a targeted announcement as soon as the relocation strategy is finalized and be prepared to address common employee questions about timelines, relocation support, cost of living differences, remote work options, tax implications, employment contract changes, information about the new location, and the ability to choose their own moving company or real estate agent. Having clear, well-prepared responses ensures employees feel informed and supported, rather than rushed or uncertainty about the decision.
Step 3: Post-Announcement Execution Executing the actual move is the most challenging part. With our extensive experience, WHR ensures a smooth relocation process. Our counselors facilitate critical, continuous communication before and during relocation. Within 24 hours of authorization, your employee’s dedicated WHR relocation counselor will contact the employee to conduct an initial consultation. We’ll analyze their needs and review the policy information with them to ensure they understand the benefits associated with their relocation, and we understand their specific family requirements. Regardless of the benefits you’ve authorized for your employees BVO, GBO, direct reimbursement, mortgage assistance, lease break and rental assistance, a household goods shipment, temporary housing, destination services, and more – our goal for every relocation is for you to have happy, stress-free employees who are ready to get to work in the new location.
Step 4: Implementation During the Implementation Phase of a group move, it is essential to authorize the first wave of employee relocations and closely adhere to the established timeline, making adjustments as needed to address any unforeseen issues. The ongoing measurement and management of the process are critical for both employee and business success, and selecting an experienced relocation provider is vital. Successful group moves require aligning strategic goals with seamless consolidation, which involves greater investments and complexities than traditional moves. To ease these challenges, organizations should customize policies based on pre-move surveys and business objectives, utilize process mapping, offer assignment-specific consulting, implement cost containment and change management initiatives, leverage technology, conduct risk assessments, and focus on talent retention and productivity.
Step 5: Evaluation After successful relocations, WHR provides information for evaluation and recommends improvements for future group moves. By leveraging interactive data analytics dashboards like WHR Insights, WHR reviews what went right and what could be improved. This includes items such as:
  • Employee surveys measuring their satisfaction with WHR’s service, technology, supplier partners, and the relocation benefits your organization offered
  • Cost summaries, including multi-currency budget-to-actual spend, budget cost accrual reports, average cost per completed relocation;
  • Policy exception requests, including approved and denied exceptions; and more!

Why Group Moves Fail

Even with a solid policy and experienced partners in place, group moves can go off track without the right attention to detail. Common pitfalls include a lack of clear objectives, poor planning, and underestimating the emotional toll of relocation, especially on families; a lack of clear messaging from leadership; applying a one-size-fits-all approach to policy design; and overlooking critical destination details, such as housing shortages or school enrollment challenges.

To increase your odds of success, consider these best practices:

  • Start planning early – give your team and employees time to prepare
  • Involve your RMC from the beginning – they can provide site assessments, feasibility studies, and communication strategies
  • Design policies that are fair, flexible, and aligned with employee demographics
  • Communicate regularly and transparently – don’t leave employees guessing
  • Use feedback and data to make informed adjustments along the way

At the end of the day, a well-executed group move is more than a transition – it’s a statement about your company’s values, culture, and commitment to supporting your people. When done right, it can strengthen employee engagement, preserve business continuity, and lay the groundwork for future success.

How Relocation Management Companies Help

Relocating a large group of employees is complicated and challenging, but it does not have to be stressful. It is important to select a relocation provider with thorough group move experience that can manage the employee transitions while simultaneously supporting ongoing business goals and objectives. This is particularly true in the new location, to offer employees a sense of team support in every aspect of starting their new careers in a new state together.

RMCs assist in defining move objectives, advising on communication plans, designing effective policies, and managing logistics. WHR’s global footprint ensures the capability to handle group moves of all sizes and complexities. RMCs also establish procedures to assess employee relocations, determine relocation policies, and project acceptance rates.

What to Look for in a Provider 

Select a provider with extensive experience, user-friendly technology tools, relocation policy design expertise, and a transparent reporting process. At WHR, our team is committed to delivering exceptional service and peace of mind to your relocating employees. From policy development to planning and execution, we help your company achieve its corporate objectives during a group move.

If your organization is planning a group move, or even exploring the possibility, our team at WHR is here to help. With extensive experience in managing large-scale relocations, we’ll work with you to develop a strategy that ensures a smooth, thoughtful, and successful move for both your people and business.

Ready to learn more about our move management services?

These five tools allow you to answer a few short questions about your company’s global mobility program and will send you a custom report based on your answers

U.S. Domestic Relocation Cost Estimator

US Domestic Relocation Cost Estimator Icon

Interactive Repayment Agreement

Interactive Repayment Agreement Icon

Domestic Relocation Policy Designer

Domestic Relocation-Policy Designer icon

Relocation Benchmark Comparison

Relocation Benchmark Comparison icon

RFP – Relocation Request for Proposal Generator

Relocation Request for Proposal Generator