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Global Assignment Best Practice Guide

global assignment

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When planning and preparing for a global assignment, there are numerous factors that have the potential to contribute to its overall success, with benefits both for your business and for the assignee. The following guide looks at best practice for employers when deploying personnel overseas, from the employee experience to the flexibility of different types of global assignment.

 

The employee experience in global assignments

 

A good employer will recognise that at the heart of its business are its people. As such, ensuring a positive employee experience for overseas assignees can be crucial the success of a global assignment.

As an employer responsible for sending an employee overseas, you will have a legal duty of care, not to mention a moral responsibility and vested financial interest, to ensure the wellbeing of that individual. In particular, when planning a global assignment, caretaking the health and safety of the overseas assignee should be paramount.

Any assessment of travel risks must be tailored to the nature of the work to be undertaken, the attributes of the employee and any factors specific to the host destination. The importance of researching the country and region in which the assignee will be working, and keeping abreast of any imminent changes, cannot be underestimated here.

Even relatively safe destinations can quickly become high-risk regions due to health, safety, security, political or social reasons, not to mention the possibility of natural disasters, so it is important to stay fully informed of changing risks and to be able to relay such information to assignees working remotely.

It is also important to educate each overseas assignee in advance of their global assignment about the location in which they will be working, not least arranging security briefings and training on hostile environment awareness for those travelling to high-risk destinations, as well as educating all assignees on any legal and cultural differences, even for low-risk destinations.

Preparing assignees for cultural integration can often be key to ensuring not only the safety and security of these individuals, but also their overall wellbeing and happiness, on both a professional and personal basis. This could include, for example, the use of pre-deployment programs such as cross-cultural training and intensive language classes. Any training and classes could also be extended to family members accompanying the employee on their global assignment.

You may also want to consider putting in place a benefit and support program, both prior to departure and throughout the lifecycle of the assignment, from deployment through to repatriation.

As such, by creating a safe and supported working environment from the outset, this can significantly alleviate the risk of failure and help to avoid early repatriation, ensuring the global assignment is a success for everyone involved.

 

Use of technology in global assignments

 

When conducting business on an international scale, this can give rise to a number of challenges, not least in sourcing suitable data to make informed decisions, both in advance and during the lifecycle of a global assignment. Here, the use of technology can play a crucial role in guiding your global mobility policies and management decision-making.

In particular, where implemented effectively and used correctly, AI, data and predictive analytics tools can prove to be invaluable in gaining insight into operational costs and overall return on investment, as well as employee placement and key performance indicators.

In particular, analytics tools can be used in the following ways:

 

  • Cost analytics – to establish a cost model for your global assignment
  • Workforce analytics – to connect the talent in your recruiting database to the skillset needed for your global assignments
  • Assignee identification analytics – to focus on the cost drivers of sending the right assignees to the right location
  • Employee retention analytics – to predict which overseas assignees are at risk of early repatriation or attrition and which candidates, and/or global assignments, are at a higher risk of failure
  • Exposure analysis – to quantify the various levels of exposure to any penalties associated with non-compliance

 

In fact, with the benefit of these types of analytics tools, together with other forms of technology, global mobility is becoming far easier to achieve in the digital age, and to do so successfully.

It can significantly lessen many of the legal and administrative pressures when managing a mobile workforce, especially when it comes to tax and immigration compliance in a highly regulated environment. Furthermore, technology can also play an important role in enhancing the individual performance of overseas assignees.

When planning and preparing for a global assignment, although the focus will primarily be on selecting the right assignee for the particular assignment and location in question, including their individual qualifications and capabilities, by offering the employee the right tools to do their job to the best of their ability, technology can help to maximise the prospects of a successful outcome.

Indeed, by investing in technology, an employer can not only maximise the productivity of an overseas assignee, but also monitor their progress and even measure assignee experience.

Further, the use of technology through, for example, mobile devices and secured wireless networks, can be extremely effective in maintaining regular communication with overseas assignees, ensuring that they don’t feel disconnected from the company or work colleagues back home. This can be crucial in avoiding early repatriation and the potential failure of the global assignment overall.

Needless to say, however, it is vital that you keep abreast of technological advancements, from connectivity to up-to-date software, to ensure that your overseas assignees can carry out their work cost effectively and efficiently, and that the use of technology is aligned to your organisational objectives and overall mobility goals.

 

Return on investment in global assignments

 

For you as the employer, global assignments can equate to profitable expansion into both new and existing markets, significantly boosting the global revenue, as well as the reputation, of your business. Furthermore, by sending existing employees abroad, as opposed to recruiting overseas, this can help to streamline operations and expedite growth.

That said, cost control can play a key role in the commercial viability of a global assignment, not least when factoring in the potentially significant cost of both deployment and repatriation of the overseas assignee.

However, global assignment management is not only about number crunching. It is equally about the potential return on investment in various other ways. In fact, overseas assignments can be an excellent way of developing top talent within your organisation, by offering key individual employees a career pathway to more senior promotion.

In particular, the international experience can help train promising and ambitious individuals for leadership, managerial and executive roles, as well as giving them invaluable insight and new industry knowledge to help develop your business back in the UK.

Further, for the individual employee, on both a professional and personal basis, the benefits of working abroad can be significant, not least in terms of potential career progression, increased salary or compensation, as well as the possibility of an international travel experience for their whole family.

As such, given that the overall success of the global assignment will inevitably include the successful repatriation and retention of your top talent at the end of the assignment, you will need to consider what initiatives to implement to alleviate the risk of losing key employees.

In addition to the promise of career progression and a suitably senior role to come back to, useful initiatives could include the use of competitive relocation and repatriation packages, ensuring that your overseas assignees are happy to repatriate and return home. As previously indicated, this should also include the cost of suitable benefit and support initiatives to ensure the overall wellbeing and happiness of your employees.

Understandably, you may feel cautious about controlling the cost of a global assignment, but this must be balanced against the need to attract and retain talent to ensure the continuity and success of your business in the long-term.

 

Flexibility in global assignments

 

When determining the potential success of a global assignment, you will also need to consider the nature and duration of the task to be undertaken and the best way in which this can be achieved, from the use of frequent business travel and short-term assignments to long-term assignments and relocation. There is no one-size-fits-all approach.

Needless to say, each of these different types of global assignment has different benefits and risks, although business travel is likely to prove the most straightforward and cost effective choice in many cases. Here, individual employees can attend conferences and meetings, close a deal, sign new business and network. Indeed, networking can be one of the most lucrative ways to support business growth.

Senior executives and managers can also use extended business trips to undertake various different global assignments, including opening a new office or setting up a new division, without the costs associated with other types of global mobility, and without the same personal and practical challenges of relocating to another country.

In respect of short or long-term assignments, these can be a good way of gaining invaluable insight and industry knowledge to help progress your business back in the UK. The long-term global assignment, in particular, can also be extremely effective in establishing a foothold in strategic and emerging markets. This type of assignment can provide new sales opportunities, new customer bases and significantly increased revenue. It can even enhance your reputation and global influence as a corporate organisation.

However, where you are looking to fill skills gaps or to manage operations overseas, you may want to consider the possibility of permanent relocation, not least because this can often prove to be much more cost effective than the traditional long-term assignment with the associated costs of repatriation. That said, any relocation package will need to include sufficient incentive to attract a suitable candidate to move abroad on a permanent basis.

 

Key take-aways

 

The management of global assignments can be one of the hardest areas for employers and HR experts to master, not least when trying to control costs whilst adapting to the shifting demands of the global business environment. As such, there is a very high failure rate for global assignments.

Further, the consequences of an unsuccessful global assignment can be far-reaching for your business, not only in terms of loss of revenue and wasted expenditure, but the potential loss of key personnel and top global talent from within your organisation.

It is, therefore, imperative that you understand and address the following key global assignment success factors:

 

  • Make a full assessment of any travel risks, tailored to the individual assignee, the specific assignment and the host destination in question, keeping abreast of any changes that may impact on this.
  • Educate each overseas assignee in advance of their global assignment about the locations in which they will be working, including but not limited to any safety and security issues, as well as any legal and cultural differences.
  • Always ensure the overall wellbeing of your overseas assignees at all times, from deployment through to their return home, as such alleviating the risk of early repatriation. This could be through the provision of cross-cultural training, intensive language classes and/or an ongoing benefit and support program.
  • Ensure that you adequately incentivise your overseas assignees so as to avoid losing key employees from within your workforce, for example, through attractive relocation and repatriation packages, as well as a suitably senior role to return home to.
  • Utilise data and analytics tools to make informed management decisions in respect of global assignments, from cost control to non-compliance.
  • Keep abreast of technological advances that may maximise the productivity of an overseas assignee, or otherwise enhance any profitable business growth.
  • Consider the flexibility offered by different types of global assignment, from business trips to permanent relocation, not only with regard to the nature and duration of the task to be undertaken, but also with regard to the personal and professional needs of the prospective candidate who may be undertaking this assignment.

 

Needless to say, this list is not exhaustive, with a plethora of other factors that may come into play when planning and preparing for a global assignment.

 

Need Assistance?

 

For advice and guidance on managing global assignments, or any aspect of global mobility programme strategy and implementation, contact us.

 

Global Assignment FAQs

 

What is the difference between a short-term and long-term global assignment?

A short-term global assignment typically lasts less than 12 months and is often used for specific projects or temporary needs. A long-term assignment, on the other hand, extends beyond 12 months and usually requires more comprehensive planning, including relocation support and long-term career development considerations.

 

What legal requirements must be met before sending an employee on a global assignment?

Before sending an employee on a global assignment, it’s essential to ensure compliance with immigration laws, including obtaining the necessary work permits and visas. Employers must also consider local labour laws, tax obligations, and any bilateral agreements between the UK and the host country.

 

How can employers support employees in adapting to a new culture?

Employers can support employees by offering cultural training, providing resources on the host country’s customs and business practices, and facilitating networking opportunities with local colleagues. Offering language training and ensuring access to relocation services also help employees integrate more smoothly.

 

How should employers handle repatriation at the end of a global assignment?

Repatriation should be planned well in advance, including career planning for the returning employee. Employers should provide support to help employees readjust to life and work in the UK, address any reverse culture shock, and integrate their new skills and experiences into their career progression.

 

What are the risks of not having a formal global assignment policy?

Without a formal policy, employers risk inconsistencies in how assignments are managed, leading to potential legal issues, increased costs, and employee dissatisfaction. A well-structured policy ensures that all global assignments are handled consistently, legally, and cost-effectively.

 

Can an employee refuse a global assignment?

An employee can refuse a global assignment, especially if it’s not stipulated in their employment contract. It’s important to discuss the assignment’s benefits and any concerns the employee might have. Employers should approach such situations with flexibility and understanding, considering alternative options.

 

What is the role of a relocation service in global assignments?

Relocation services assist with the logistical aspects of moving, such as finding accommodation, setting up utilities, and sometimes helping with schooling for employees’ children. These services ensure a smoother transition for employees, reducing the stress associated with relocation and allowing them to focus on their work.

 

How can employers measure the success of a global assignment?

Success can be measured by evaluating the achievement of the assignment’s objectives, employee satisfaction, the integration of new skills and experiences into the employee’s role, and the overall return on investment for the company. Regular performance reviews and post-assignment debriefings are key to this evaluation.

 

What should be included in a global assignment policy?

A global assignment policy should cover all aspects of the assignment process, including selection criteria, legal compliance, compensation and benefits, relocation support, performance expectations, and repatriation plans. The policy should be clear, comprehensive, and communicated to all relevant stakeholders.

 

Glossary

 

Term Definition
Global Assignment The temporary relocation of an employee to another country to perform work duties for a specific period.
Short-term Assignment A global assignment that typically lasts less than 12 months.
Long-term Assignment A global assignment lasting over 12 months, often involving more comprehensive planning and support.
Project-based Assignment A type of global assignment focused on completing a specific project within a set timeframe, regardless of the assignment’s length.
Work Permit An official document that allows a foreign national to work in a host country legally.
Visa An authorisation document required for entry into, stay in, and exit from a foreign country for a specified purpose, including work.
Local Labour Laws The set of legal regulations governing employment and work conditions within a specific country.
Tax Implications The impact of a global assignment on an employee’s tax obligations, both in the host country and their home country.
Cultural Integration The process of adapting to and functioning effectively within a different cultural environment.
Repatriation The process of returning an employee to their home country after the completion of a global assignment.
Reverse Culture Shock The emotional and psychological challenges faced by returning employees when readjusting to their home country after working abroad.
Immigration Laws Legal requirements governing the entry, stay, and work of foreign nationals in a host country.
Employment Contract A legally binding agreement outlining the terms and conditions of employment, including during a global assignment.
Social Security A government system providing financial support to individuals, which may be affected by global assignments, depending on the host country’s regulations.
Relocation Services Professional services that assist employees in moving and settling into a new country, including housing, schooling, and other logistical needs.
Health and Safety Policies and practices ensuring the physical well-being of employees, which may vary significantly between countries during a global assignment.
Performance Monitoring The process of tracking and evaluating an employee’s work and progress during a global assignment to ensure goals are met.
Global Assignment Policy A company’s formal guidelines and procedures for managing and supporting employees on global assignments.
Cost Management The process of budgeting, forecasting, and controlling expenses related to global assignments to maintain financial efficiency.
Cross-cultural Teams Teams composed of members from different cultural backgrounds, often requiring specialised management to ensure effective collaboration.
HMRC (Her Majesty’s Revenue and Customs) The UK government department responsible for tax collection, which plays a key role in managing tax implications of global assignments.
Host Country The country where an employee is temporarily relocated to work during a global assignment.

 

 
 
 

Author

Founder and Managing Director Anne Morris is a fully qualified solicitor and trusted adviser to large corporates through to SMEs, providing strategic immigration and global mobility advice to support employers with UK operations to meet their workforce needs through corporate immigration.

She is a recognised by Legal 500and Chambers as a legal expert and delivers Board-level advice on business migration and compliance risk management as well as overseeing the firm’s development of new client propositions and delivery of cost and time efficient processing of applications.

Anne is an active public speaker, immigration commentator, and immigration policy contributor and regularly hosts training sessions for employers and HR professionals

About DavidsonMorris

As employer solutions lawyers, DavidsonMorris offers a complete and cost-effective capability to meet employers’ needs across UK immigration and employment law, HR and global mobility.

Led by Anne Morris, one of the UK’s preeminent immigration lawyers, and with rankings in The Legal 500 and Chambers & Partners, we’re a multi-disciplinary team helping organisations to meet their people objectives, while reducing legal risk and nurturing workforce relations.

 

Legal Disclaimer

The matters contained in this article are intended to be for general information purposes only. This article does not constitute legal advice, nor is it a complete or authoritative statement of the law, and should not be treated as such. Whilst every effort is made to ensure that the information is correct at the time of writing, no warranty, express or implied, is given as to its accuracy and no liability is accepted for any error or omission. Before acting on any of the information contained herein, expert legal advice should be sought.

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