Onboarding Timeline Template for EOR Transition

This document is an onboarding timeline template designed to assist organizations in navigating the transition to a new Employer of Record (EOR). It outlines a series of steps that include conducting final compatibility checks, establishing commercial agreements, and setting up the EOR platform. The timeline details the necessary actions such as reviewing country compliance, preparing employment agreements, and communicating with employees about the transition. Each step is accompanied by proposed interactions and typical durations, ensuring that all aspects of the onboarding process are covered. The template emphasizes the importance of aligning on employee start dates, securing employee data transfers, and managing payroll processes. It also highlights the role of the Customer Success Manager in supporting the onboarding journey and ensuring that employees are informed and engaged throughout the transition.