Equus Software

Mobility Type
Definition


Assignment / Relocation
An Employee who moves to a new working location for a specified period by the Employer, either on a short-term (typically under 12 months)…

Mobility Management - Glossary of Terms

Glossary of Terms

In order to remain compliant with tax, social security and other legislation in each country around the world, it is important for a business to understand how much income their…

What is a Shadow Payroll?

Compensation Worksheets allow users of AssignmentPro to define what an employee should be paid.
They also allow a user to define how/where those payments should be delivered to an employee.…

What are Transactions in AssignmentPro?

Compensation

Dataset is the agreed set of fields between the client and vendor systems. There are typically two datasets, one is for data coming in to AssignmentPro from the vendor system and the other…

What is a Dataset?

The Hub ID is the Vendor ID to connect to the Hub. The Vendor ID is the unique identifier for a vendor’s instance that exists within the Hub. A vendor may…

What is the Hub ID?

The Instance ID is the unique identifier for the client's instance of AssignmentPro. This ID tells the vendor which client the data belongs to.

What is the Instance ID?

JSON stands for JavaScript Object Notation and is a self-describing language that uses a lightweight data-interchange format. Specifically, this language is easy for users to read and write but also e

What does JSON stand for?

A Pull Script is a script where the data is retrieved/pulled by the vendor. The vendor writes code to the actual AssignmentPro client site. When the client places a service order, the…

What is a Pull Script?

Application Programming Interface (API) is a set of functions and procedures allowing the creation of applications that access the features or data of an operating system, application, or other servic

What does API stand for?

A Connector is an Equus tool that provides a website for vendors to import flat (csv) files into a client's site. The Connector uses our API to provide a secure…

What is a Connector

CRUD errors are from permission sets. CRUD stands for Create, Read, Update, Delete.  This error generates when a vendor is attempting to access a field where it does not have…

What is a CRUD error?

Event Definition is the controls in AssignmentPro that select the script for the vendor and ordering process. Both required and trigger fields are utilized within the API to control the flow…

What is the Event Definition?

The Hub is a central connection point for Equus clients and their connected vendors. For integrations it provides a single point of integration and manages the connection of Equus client…

What is the Hub?

The Hub (Equus API tool) utilizes masking by having  a field value come into the Hub and output as a different field name. This is used to reduce the mapping…

What is Masking?

Payload is the output produced by an AssignmentPro script. This payload is provided in JSON format and sent through the Equus Hub to the vendor.

What is Payload?

Permission Set is data authorized to be received by the integration. The permission sets are found on the security tab of the vendor page. CRUD errors indicate permission set errors and require Equus

What is a Permission Set?

Definition
A Push Script is a script where the data is sent by AssignmentPro to the vendor. A push is the most common. It allows AssignmentPro and the Equus Hub to select…

What is a Push Script?

Metadata is data that describes other data, as in describing the origin, structure, or characteristics of computer files, webpages, databases, or other digital resources.

What is Metadata?

Ecosystem

A “user” is an individual person who has been set up with a role to access the AssignmentPro system.

What is a User?

A service is anything allowed within an assignment/relocation policy (e.g. allowances/payroll elements). Services can be configured per client requirements.

What is a Service?

This refers to the details and services allowed/provided to an employee while on assignment (e.g. allowances/payroll elements, vendor services, etc.). Policy templates can be configured within Assignm

What is a Policy?

This is a term used to describe an assignment/relocation that is ending

What is a Leaver?

This is a term used to describe a new assignment/relocation.

What is a Joiner?

This refers to the instance when an assignment/relocation is “extended” past its original completion date.

What is an Extension?

The Compensation Data Repository (CDR) is a multi-record assignment level data table is available to capture miscellaneous assignment-level compensation data or line item overrides as needed.  This da

What is the Compensation Data Repository?

A billing entity (often called project numbers, codes, GL accounts, etc.) is a configuration at the company level that can be used to allocate assignment-related costs and issue invoices within…

What is a Billing Entity?

This term is used when referring to a system process that handles multiple records at one time, such as generating effective compensation worksheets for a payroll, distributing assignment packages, or

What is a Batch?

An “assignment” or “relocation” (used interchangeably within the AssignmentPro system; also known as business trips, moves, or files) is the movement of an employee from one location (home) to another

What is an Assignment / Relocation?

This is a component of the software often appearing as a box with data, charts, or hyperlinks that enables the user to perform a function or access another section of…

What is a Widget?

A service order is a notification to a vendor to request their engagement for an assignment/relocation.

What is a Service Order?

This refers to a user’s permission to the AssignmentPro system. There are various roles which have varying access levels depending on the security configured per client requirements.

What is a Role?

A resource is a user in which a resource role is associated to be responsible for completing a checklist task or receive a quick workflow notification within the AssignmentPro system.…

What is a Resource?

A quick workflow is an AssignmentPro configuration that allows the system to automatically notify individuals of pending events or important dates related to an assignment/relocation, authorization, b

What is a Quick Workflow?

This is the view of the AssignmentPro screens available to the user. Different user types will have different portals based on role security.

What is a Portal?

There are several fields in the system that have an associated “effective date.” This date is used to indicate when the data in that field is active. This can impact…

What is an Effective Date?

A compensation worksheet is a report created to define an employee’s pay for a given pay period, often provided to payroll for processing.

What is an Effective Compensation Worksheet?

A dashboard refers to the space in AssignmentPro pages where widgets can be placed. A page can have a default dashboard layout and multiple dashboard layouts to choose from. There…

What is a Dashboard?

Equus Mobile Workforce Platform

An Authorization or Initiation is the process of obtaining and documenting formal approval for an assignment. 
You can check this article for a video on the basics about authorization/initiation.

What is an Authorization / Initiation?

An assignee is an employee who is or will be on assignment. In AssignmentPro an assignee/employee can have multiple assignments associated with their employee record.

What is an Assignee?

A balance sheet (also known as Compensation Calculation) is a document that describes all elements of payroll compensation that an assignee will receive. Typically lists compensation in home and host

What is a Balance Sheet / Compensation Calculation?

A Tax Cost Estimate (TCE)  is a calculation of the total costs of an assignment that includes the company’s tax costs as well as the employee’s tax costs. 

What is Tax Cost Estimate?

A cash payment to the employee to cover certain temporary living expenses. This usually includes meals, lodging, and incidental expenses; expressed as a daily rate. The Per Diem is typically based on

What is a Per Diem?

A Letter of Assignment (LOA) is a  document used to detail all of the logistical and compensation elements of an assignment. In some countries an LOA may carry the weight…

What is a Letter of Assignment?

A compensation element that is typically separate from base compensation and considered a bonus to reward the employee. 

What is an Incentive Compensation?

Allowance to cover the cost of housing in the assignment location. An allowance may or may not include utilities, and is typically paid directly to the assignee. Alternatively, the company…

What is Housing Allowance?

The country to which the assignee is temporarily assigned to work. Also referred to as the assignment location. 

What is a Host Country?

Allowances, reimbursements or payments made by an employer increase an assignee's taxable income. Employers may alleviate this impact by paying the employee an additional amount to help with the incre

What is Gross-up?

The payment made to offset the difference in the costs of goods and services between the host and the home countries. 

What is Goods and Services Differential?

A method of determining a goods and services amount. Examples are EPI (Efficient Purchaser Index); Mean to Mean, Efficient, Expatriate. Each method uses a base set of assumptions regarding the…

What is Goods & Services (G&S) Index Method?

The term "Goods and Services (G&amp;S)" refers to items included in a market basket used for comparing costs in both the home and host countries. 
The Goods &amp; Services (G&amp;S) Index…

What is Goods & Services (G&S) Index?

The Global Statement of Earnings (GSOE) aggregates all elements of compensation, benefits and allowances paid that are sourced from the Pay Register and Comp Accumulator.  Elements from the Pay Regist

What is Global Statement of Earnings?

An Expat / Expatriate is an employee who is sent on an international assignment to live abroad for a defined time period. An expatriate is expected to relocate abroad, with or without family, for as…

What is an Expatriate?

Cost of Living Allowance (COLA) is a payment intended to mitigate a higher cost of living (food, housing, clothing and other basic necessities) in a given city or country.  
Changes in…

What is Cost of Living Allowance?

A summary of all elements of compensation, benefits and allowances paid to an employee. Typically includes the company costs and well as any employee contributions, and demonstrates the overall detail

What is a Compensation Summary?

A cap (in context of a compensation element) is an upper end used in calculating assignment allowances or premiums. Typically stated as either a salary cap (used in the calculation…

What is a Cap?

A Cost Estimate (CE) or Cost Projection (CP) (used interchangeably) is a report listing the approximate cost of necessary services or line items (e.g., allowances, vendor services,tax costs, etc.) ass

What is a Cost Estimate / Cost Projection

Social insurance treaties that have been entered into between countries that allow an assignee to be exempt from social tax contributions and benefits schemes in the host country. Generally limited…

What is Totalization Agreement?

A Third Country National (TCN)  is an individual who is employed in one country, whose home country is in another and has accepted a position in a yet another (third)…

What is a Third Country National?

The net amount due either to the assignee (paid by the employer) or to the company (paid by the assignee) that results from the tax equalization calculation. 

What is Tax Settlement?

Tax Equalization (EQ or TEQ)  is a tax reimbursement approach utilized by employers to neutralize the impact of an international assignment on an employee’s tax liability. A tax equalization policy…

What is Tax Equalization?

The amount that a typical individual or family spends on goods and services at home. 

What is Spendable?

A short term assignment (STA) is an assignment that is less than one year in duration. 

What is a Short Term Assignment?

Refers to an employment relationship established between the employee/assignee and the host company in the host location. Sometimes, the existing employment relationship with the home entity is termin

What is a Secondment?

Compensation received in exchange for work or services performed. Typically consists of monetary rewards, also referred to as a wage or salary or compensation. 

What is Remuneration?

Repatriation (or Repat) is the process of returning the assignee to their home country from the host country where the duration of their assignment was completed.

What is Repatriation?

A monetary incentive to help balance the negatives of an assignment. 

What is a Premium?

An amount that represents the stay-at-home equivalent that an assignee would pay had they remained in the home country. Examples include a housing norm or an education norm. 

What is a Norm?

The bottom line of an assignee’s pay – the amount of cash remaining after all elements of base compensation, assignment allowances, and deductions. 

What is Net Assignment Pay?

Inpatriate (or Inpat) is a term used to describe an international assignee working in the headquarters country of the company. 

What is an Inpatriate?

Hypo Tax or Hypothetical Tax is an amount that represents an employee’s home country tax liability during an assignment.  Hypo tax withholding replaces actual tax withholding. It is usually a negative

What is  Hypothetical Tax?

The portion of base salary normally paid in the home country for both housing and utilities by an assignee’s counterpart at an equivalent salary level and family size in the same…

What is Housing Norm?

Housing Allowance minus Housing Norm equals the Housing Differential.

What is Housing Differential?

The country to which an assignee is tied by economic and social aspects, where he/she normally resides and to which he/she intends to return after the international assignment. Typically the…

What is a Home Country?

Hardship Allowance or Premium (also known as Danger Pay or Quality of Living) is an allowance intended to compensate for subjecting an assignee (and family) to harsh or difficult conditions. May…

What is Hardship Allowance?

A Foreign Service Premium (FSP) is a premium paid to compensate an assignee for leaving their home country and having to adjust to a new work environment. Typically a FSP…

What is Foreign Service Premium?

An amount paid to an international assignee to reimburse the cost of education of dependent children in primary and secondary schools in the host country. Private schooling is often needed…

What is Education Allowance?

A Destination Services Provider (DSP) is a company that assists an assignee in relocating to another location. Services provided often include location tours, house finding assistance, local license a

What is a Destination Services Provider?

A consulting company that produces data to support compensation elements for an assignment. This data is obtained by measuring the costs of goods and services in the home country and…

What is a Data Provider?

Compensation Accumulation (or Comp Accum) is the process of gathering the details of all items of payment made to or on behalf of an assignee. Typically includes coordination with the compensation…

What is Compensation Accumulation?

Cost of Living Allowance Index. Also referred to as a Goods &amp; Services (G&amp;S Index). See G&amp;S Index. 

What is COLA Index?

Global Mobility

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