Relocation Service Delivery

We understand that relocation, both domestic and international, can be an essential piece of your talent acquisition strategy. By looking beyond the surrounding areas of your office locations you can expand your company’s potential talent pool and help your company achieve its broader strategic objectives. But, with every new calendar year comes new challenges for companies that relocate employees. From ever-changing tax laws to the daunting task of visa and immigration regulations on top of evolving best practices.

In this sea of confusion, our goal is to become a guide and knowledgeable resource for your company. From creating or updating your policies to match current best practices, all the way to full program management, we are ready to assist you with what you need. At the end of the day, we all want the same thing – happy, stress-free, productive employees that are ready to work in the new location.  At WHR Global, we anticipate your employee’s needs and proactively communicate solutions. Your employees will experience more consistency in their relocation packages, and you’ll enjoy having a simplified process.

Policy Consulting

In today’s job market, it is more important than ever for employers to stand out from the competition. That’s why employee relocation policy consulting is one of our core service offerings. We are always looking for new and innovative ways to improve our client and transferee processes for a smoother relocation experience. We also track trends in policies to ensure you are saving money while having a competitive, employee-centric program. Our policy consulting is provided free of charge.

Exception Management

Our exception approval process is completely handled online. Your client services manager (CSM) will summarize the request, potential costs, and make a recommendation. The exception is then sent to the designated contact at your company via email for their review and approval or denial. You can add notes or defer approval to an internal stakeholder; all without logging into the online portal.

Our proprietary technology, CARICS, allows for complete visibility into the trends of your exceptions. Your CSM will review all approvals and denials on a weekly basis. As trends become clear, they will initiate discussions on program strategy and recommendations.

Benchmark Studies

WHR provides, at no charge, multiple benchmarks of our client’s policies every year against current best practices and trends. We believe the best way to stay up to date on trending relocation services is to do the research ourselves. Our benchmark studies can include industry specific, regional-specific, and international relocation trends. Every benchmark offers insight on areas of your policy for consideration regarding cost saving initiatives and policy revisions, based on current market trends.

Our 2018 Benchmark Study is still available. Download it now to see how your current policies compare.

Cost of Living Analysis

WHR can coordinate a Cost of Living Analysis (COLA) report that includes a city-to-city comparison covering housing, utilities, goods, and services. COLA analyses are ordered either through client-directed vendors or WHR’s preferred vendors. Each COLA is audited to ensure location and policy match prior to disbursement.

Gross Up

All relocation payments are coded for taxability in our system according to the most recent IRS guidelines and based on your tax methodology. All tax calculations are processed through an integrated third-party accounting system, which provides annual federal and state tax updates and supports full reporting of all taxable and non-taxable relocation costs. This process has allowed us to maintain an over 99% W2 reporting accuracy. Our IT team will ensure system interfaces are built and designed to interact and/or interface with your own payroll software solutions. We will coordinate expense transmission directly to your payroll on a pre-set schedule determined during implementation. All disbursement requests include full back-up detail that supports the amount requested. Our in-house expense management system is fully integrated for billing, payroll reporting, and management reporting. We will also customize management reporting to your needs and timeframes. We can also provide a year-end summary of relocation costs, taxable and nontaxable payments, and gross-up paid by item to each transferee and your payroll team.


Budgeting & Cost Estimates

WHR can provide estimates for each transferee’s total relocation spend based on the approved policy and anticipated expenses through our estimator tool. These budget estimates can be consolidated on a monthly basis along with actual spend so that we can see if we’re on track, if there have been additional expenses, and the total spend for the entire program that year.


We understand every client has specific and unique needs when it comes to reporting. That’s why our reports are available on demand, at no cost, and in real-time. Our proprietary technology offers you the ability to report on over 3,000 data points with unlimited customization options. All reports in your portal are 100% customized to your needs, requirements, and policy specifications. If you ever require a specific report, your client services manager (CSM) will have it made available to you the same day, or within 24 hours, all at no charge to you. After your report is created, you will then have unlimited access via the client portal – where you can access it at any time.

Our standard reporting options include the following which can be provided to you on a set schedule by your CSM:

  • Employee Mid-Process and End of Process Survey results
  • Domestic & International Policy Components per Transferee
  • Compensation Reporting, with Breakdown of Tax/NonTax Items
  • Company/Division Breakdown of Activity and Costs
  • Performance Trends
  • Service Evaluation Review
  • Policy Exception Analysis
  • Real Estate Market Condition Review
  • New Initiations
  • Payroll Reporting
  • Inventory Cost Report
  • Recap/Action Item Review
  • Cost Projections/Accruals
  • Satisfaction Report
  • Program Cost Overview
  • Exception Activity and Cost Reports

Additional reporting capabilities include: performance against KPIs, detailed financial reports, and case level information. Reports can be provided in Word, Excel, or PDF formats on a pre-determined schedule set during implementation; however, WHR can provide reports in multiple other formats depending on your needs. All reports are available in real time via our client portal, 24/7. This includes access to all key service information, comments, tracking dates, tasks, and documents.

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+1 800-523-3318

U.S. Headquarters • Pewaukee, WI

International Offices in:
Switzerland • Singapore

WHR Group

+1 800-523-3318

U.S. Headquarters • Pewaukee, WI

International Offices in:
Switzerland • Singapore