Don’t Let Technology Sink Your Relocation Program

Technology is a wonderful thing. It’s why we have smart watches and DVRs, and how we’re able to watch “Baby Shark” videos over and over again on our portable phones and tablets.

However, there are limits to how far technology can take you. If you take away the human element – things like judgment, connection, and empathy – technology will let you down. Just ask this driver, who followed her car’s GPS instructions and drove right into Lake Huron.

There’s a place for technological advancement, but these advances typically work best when they make human interactions and relationships easier. You can see this dynamic play out again and again in many areas of our lives, and relocating is no exception.

Relocating an employee can be complicated: You frequently have several moving parts in operation at the same time, and an unexpected development in one area of the transition could impact the timing (and expense) of others down the line. At the same time, your employee is personally experiencing the move thinking not only about the logistics and the transition, but also worrying about how well their family is going to fit into a new life in unfamiliar surroundings – or if their decision to relocate was a mistake. Making every move as clean and simple as possible while putting your employees’ mind at ease is paramount to the success of any relocation effort.

Solving for these goals efficiently and painlessly requires digital tools that can collect, analyze, and present information quickly all over the globe. That’s why we’ve built our technology from the ground up to make sense for you as the program administrator so that your most important assets—your employees—are taken care of. This includes our comprehensive Employee Relocation Toolbox, which we designed to help you stay ahead of the game and know what’s coming next as it relates to creating the best relocation programs for your organization. From our Policy Designer and RFP Generator, to our Cost Estimator and Benchmark Comparison Tool, we’ve got you covered.

But as important as technology is in our industry, it only works if it supports the values we know are paramount to your success: empathy, proactiveness, and trustworthiness. Our experience has shown that when you combine high-tech with high-touch, everyone wins. For example:

  • We make sure you and your employees have customized, secure access to a host of relocation features. You’ll get immediate access to invoice history, real-time reporting, employee satisfaction ratings, and authorizations by date and policy type. Your employees will be able to log-in to their customized client portal to check on the status of their benefits and everything related to their move.
  • Relocating employees have mobile-friendly access to an online portal so they can review their relocation calendar, submit receipts, and track all assigned services and tasks. We also provide first-call resolution and are honored to have a 96% resolution rate. Because the last thing anyone wants to do in the middle of a move is field multiple phone calls to get questions answered.
  • From an administrative standpoint, when creating a relocation program, it can be hard to benchmark costs when circumstances unique to each relocation can accrue additional expenses. With tools like exception management, we’re able to partner with you to explore alternative solutions, manage costs, and create a more efficient offering.

In our Global Mobility and Culture Benchmark Study, 85% of respondents reported that, as important as it was to have the right technological tools in place, they wanted their relocation company to focus on building relationships and person-to-person interactions. Our company was founded on a promise to provide relocation services with an unmatched level of quality. If you haven’t already, we invite you to learn more about our business philosophy and our commitment to being a true partner for your relocation needs.

Get to the Heart of Your Relocation Program

We firmly believe that for an organization to be successful in today’s world, you have to have the right people doing the right things in the right location. That said, the decision to relocate an employee is not to be taken lightly – it’s a major commitment for both the organization and the employee who’s moving. If done poorly, you risk more than the money spent on relocating – your organization can suffer a severe reputational and talent hit as well.

That’s why it’s essential that your relocation program is carried out by caring professionals who are committed to creating a great experience for your organization and its employees. We’d like to share with you what our relocation process is like, both before the move and after employee settles into their new location.

Before the Move

The relocation experience begins once you authorize an employee for a relocation. Within 24-hours, your employee’s dedicated WHR Group counselor will reach out to introduce themselves as the main point of contact and schedule a time for an initial phone call. At this point, we find most employees are somewhere between excited and apprehensive ¬– they typically understand that this move is good for their career, but they might have concerns about leaving their familiar environment for their new life somewhere else.

Our counselors are looking to accomplish three goals during this initial outreach: to conduct an initial needs assessment (Are we moving a car? A pet? A piano?), to level-set expectations as to what is and isn’t covered in the relocation package, and most importantly to reassure your employee that their move is in good hands. Our counselors will also go over the benefits included in your relocation program, which could include:

  • Homesale assistance or breaking a lease
  • The physical moving of household goods, be it domestically or internationally
  • Destination services such as home purchase assistance, temporary housing, and language training
  • A cost of living adjustment
  • Expense reimbursement or tax assistance

During the Move

The transition itself is often when stakes are the highest – and not just for the relocating employee. There’s a lot to arrange that require third-party vendors (like real estate agents and moving companies) and timing is paramount. Fair or not, your employees and their families will evaluate your company on how well their physical move is managed. This is a perfect opportunity for you to show how much your employees welfare means to you. Being able to quickly adapt with empathy around logistics like what happens when the move is scheduled during inclement weather can make the difference between your employees feeling like their experience is being handled competently…or like they’ve been left out of the loop and in the lurch.

We appreciate how critical it is that the move be handled with care, efficiency, and compassion. That’s why we make sure your employees and your company have online access to all the information you need to stay on top of the move. We also have two-person teams serving as your employees’ advocates: setting appointments, confirming status updates, ready at all times to step in at the slightest indication of a concern.

And all throughout the move, the relocating employee can rest easy, secure that their moving needs are being expertly tended to.

After the Move

Even after the relocation is complete and your employee has moved into their new environment, they may still have lingering concerns. Our counselors continue to work with them well after the transition to make sure they are completely satisfied with the entire relocation process. Questions at this stage might include:

  • How to submit receipts for expenses incurred during the move
  • Which expenses are covered under the company’s relocation program
  • What are the tax implications of certain relocation-related expenses

Our founding values statement reads: “We value hard work, empathy, proactiveness, and trustworthiness in everything we do and from everyone we employ.” We believe the only way to create a great relocation experience for your company and its associates is to be proactive and to really commit to the best interests of the relocating employee. And that can only be accomplished by forging a genuine relationship between the counselor and employee.

Does this relocation process sound like the one your company offers? We invite you to benchmark your current relocation program against those of your competitors using our free Relocation Benchmark Comparison tool. Check it out and see where you stand!

 

Winners Announced for 2018 Partners in Quality Awards

Bringing attention to several companies within its partnership network, WHR Group, Inc. is pleased to announce the recipients of its 2018 Partner in Quality Awards.

The Partner in Quality Awards are an international evaluation of WHR Group’s Global Partner Network for those partners that demonstrated a commitment to exceed customer satisfaction and service excellence. The Partner in Quality Award requires a minimum of 20 transactions over the course of the year and ranking within the top one percentile of the relocation partner’s service category.

In analyzing WHR Group’s partnership network, it was determined that the below partners consistently demonstrated quality, and WHR Group was pleased with the results generated for its client’s and their top talent. WHR Group works to partner with companies that offer and match the stellar customer service satisfaction scores that WHR Group is known for in the relocation space, and feels it is important to recognize those partners that do exceed expectations.

The slideshow below contains testamonials from a selection of of our winning partners. Check out the text list for links to the webpages of all of our winners.

The 2018 Award Winners are:

Merchants Moving & Storage Company in Racine, WI
Ebby Halliday Realtors in Arlington, TX
Avery-Hess Realtors, Inc. in Woodbridge, VA
Nomad Temporary Housing in San Diego, CA
Russ Lyon Sotheby’s International Realty in Scottsdale, AZ
New World Van Lines in Chicago, IL
Ward North American in San Antonio, TX
Paramount Transportation Systems in San Marcos, CA
ReloTrans in Newburyport, MA
F.C. Tucker Company, Inc. in Indianapolis, IN
Berkshire Hathaway Homeservices Arizona Properties in Scottsdale, AZ
Going-There Global Destination Services in Miami, FL
Moderna Relocation in Pittsburgh, PA

A Top Workplace for The Sixth Consecutive Year

As you may have heard, we have some exciting news! WHR Group has been named a Top Workplace by the Milwaukee Journal Sentinel for the sixth consecutive year. We are humbled and proud to have received the Top Workplaces Award, but for us, it isn’t about winning; it’s about our employees.

What is a Top Workplaces List?

The Top Workplaces lists are based solely on the results of an employee feedback survey administered by Energage, LLC (formerly Workplace Dynamics), a leading research firm that specializes in organizational health and workplace improvement. Any company can be nominated and it’s free to participate.

Here are just some of the great things our employees had to say about WHR Group in the Top Workplaces 2019 Survey:

“I enjoy the people I work with and find meaning in assisting our clients/transferees through a stressful period.”

“I feel I am always challenged. There is always something new to learn.”

“I like problem solving and helping people.”

“It’s a great place to work. My projects keep me busy all day and I get to do a lot of multitasking which keeps things interesting all the time.”

“I like it here and I think the job is fun and rewarding.”

“[I] believe that my manager takes an active interest in my personal and professional growth.”

The importance of a great workplace culture

Did you know the average person spends roughly 90,000 hours working over their lifetime? When you spend that much time working you want to be happy doing it. But, according to the Gallup World Poll, less than 20% of workers feel actively engaged at their place of employment.

These statistics are the reason why it is so important to focus on culture in the workplace. As a relocation management company, WHR Group helps other organizations find and retain the best talent, which we couldn’t do without finding and retaining the best talent for ourselves. Our goal is for our employees to enjoy coming into the office, to be engaged, and to be proud of the work they do, because, honestly, WHR Group wouldn’t be where we are today without them.

What does this mean for our employees?

You can’t have great culture without great people.

Being placed on a Top Workplaces list for six consecutive years is truly amazing and, really, it’s because WHR Group takes the feedback it receives from its employees and acts on it. WHR Group’s passion has always been Advancing Lives Forward. We embody this not only for our client’s transferees, but for our employees. We look to challenge, engage, and drive our employees to be successful, to grow in their careers, and provide opportunities for them to do so.

What does this mean for you?

We’re all about putting the right people in the right positions and when we hire someone we are looking to see if they’re hardworking, proactive, trustworthy, and most importantly, empathetic. At WHR Group, we believe relocation can be taught, but to be an empathetic person, that is inherent by nature.

“What WHR Group does, is pretty simple, we Advance Lives Forward. That’s what we’re about. Whether it’s our clients, whether it’s our transferees, whether it’s our own employees, whether it’s the vendor partners that we work with, we want to make things better than they were when we got them, and that’s what we feel that we do,” said Paul De Boer, President at WHR Group. “We help people through a very significant, emotional life event – that’s changing the location where they live, where they have roots, where they’re grounded in a community. To be able to take them from that point to a new point, get them settled, get them established, in a very good manner and in a very customer service and customer centric way – that’s what we do and that’s what we deliver on.”

WHR Group emphasizes relationship building, both within our organization and outside of it. Our employees truly are behind our success and our growth year over year. The Top Workplaces award is special to us, but not as special as the employees who made it happen. So, here’s to WHR Group’s employees: Thank you for being fantastic!

How Tax Equalization Affects Your Expat Assignments

The transition from a home country to another country is complex and could dissuade talent from taking expatriate assignments. Housing, cultural acclimatization, family adjustments, and entering a new work environment are just a few of the factors that need to be considered when going international. To counter this, expatriates are offered benefits and assistance to make the experience as smooth as possible. One of these benefits, tax equalization, takes the guesswork out of the change in income and social taxes that come about when an employee moves across a border.

tax equalization

Businesses often struggle to determine how they are going to fill positions when new opportunities arise overseas. Many multinational corporations turn to their proven domestic employees and look to leverage their abilities to develop markets, monetize product offerings, and grow their business overseas. Considering the benefits of tax equalization can help.

What is Tax Equalization?

Tax Equalization is a method of taxation management where the international assignee is expected to remain at the same level. Relative to the taxes they would have had in their home country. In short, the assignee should not receive a tax benefit, nor should they be taxed at a rate that is detrimental.

As an example, expatriates coming from the United States have a unique obligation to fulfill. U.S. citizens are required to file taxes on their global income regardless of where it was earned, so they don’t have the benefit of being able to break their home country’s tax obligation. Additionally, they’ll have a tax filing requirement in the host country as well.

While the U.S. does provide foreign tax credits that can be applied to the employee’s U.S. return, it may not be enough of a credit to offset their entire U.S. obligation. A company’s tax equalization program reimburses the expatriate for the potential higher taxes incurred. Conversely, if the combined taxes are lower, the assignee will reimburse the company for the difference.

Therefore, the assignee is paying no more or no less had they not left their home country, regardless of the actual tax burden in the home and host country.

How Does Tax Equalization Benefit Expatriates?

Moving your career, and potentially your family overseas is a stressful experience; having systems in place to make the relocation process easier should be one of a company’s top priorities. Expatriates who benefit from tax equalization have less on their plate, as they know they are subject to the same level of taxation as well as the same net reimbursement. Reducing the economic stress an employee is under, helps them focus on the personal and professional development that taking an international opportunity can present.

At WHR Group, we pride ourselves on making the complex simple. This includes our comprehensive global mobility solutions, including tax equalization program help. Regardless of whether the relocation is short-term, localized, or permanent, we have the resources and expertise to make your employees’ experience exceptional.