Since we wanted to put the power of information in your hands, we created two online portals. One for you, our client, and a second portal for your transferees. Our client and transferee portals are designed with one thing in mind—to make the relocation process simple. Simple means stress-free, streamlined, transparent, informed, and functional.
Your Client Portal
The client portal houses information regarding employee benefits, data integrity, record retention, and information security. Access everything you need in one place, on any device, and at any time including the following:
- Customized dashboards that include snapshots of key metrics
- Full access to all file information
- Online authorizations
- Real-time reports and invoices
- Employee satisfaction surveys
- Third-party scorecards
- Contact information for your client service manager/counseling teams with secure, live chat
- Document repository and more!
When clicking on an individual employee, you will be shown an “at a glance” summary of activity. All file notes and status updates are available to review in real-time.
Documents and invoices are also digitally stored within each file and available for review 24/7. Our authorization process is designed to ensure every task is executed correctly, regardless of size or scale.
We will build your policy parameters into our system so that your portal is customized to your specific policy, data requirements, and reporting needs. Controls are built into our system preventing duplication of relocation authorizations and providing an audit trail that will identify input, corrections, amendments, and approvals within each transferee file.
Access and review transferee required documentation and expense submissions for a transparent and easy experience that offers all our customers support. We’ll move your top talent to where you need them in a way that is stress-free, compliant, streamlined, and successful.
Your Transferee Portal
Our transferee portal offers each transferee and their family access to all available tools and resources for a smooth and easy relocation. Similar to the client portal, the transferee portal houses snapshots of important information directly on the landing page.
We believe that your transferees should have the ability to communicate and submit documents based on their individual preferences, which is why the transferee portal includes the following:
- Live instant messaging with the counseling team
- Expense management
- Assigned benefits summary
- Notifications for required tasks/documents
- Document repository
- Resource center for hellpful websites
- Downloadable guides and checklists
Because physical documents are often a hassle with the potential for delays, our eForms feature means no more hefty paperwork or missing information. Your employees can complete all paperwork securely online from their computer, phone, or tablet, and sign all eForms using DocuSign®.
By putting the power of information into your hands, our portals help to make the complex simple. We invite you to learn more about our client and transferee portals to discover how we can improve turn time and visibility in the relocation process.
