Runbooks / Mobility Equity Operations Runbook
Mobility Equity Operations Runbook
Use this runbook to operate cross-border equity events with control points for tax, payroll, and compliance handoffs.
1) Population Segmentation
- • Classify assignees by country pair, assignment type, and expected vest/payout windows.
- • Maintain source-of-truth records for travel days, assignment dates, and entity alignment.
- • Trigger manual review for incomplete mobility profiles.
Artifacts
Mobility population registercountry-pair matrixprofile completeness report.
2) Sourcing & Allocation Controls
- • Apply approved sourcing method (day count or policy method) per jurisdiction pair.
- • Validate allocation percentages before payroll withholding calculations.
- • Lock allocation assumptions with approver sign-off before payroll cut.
Artifacts
Allocation workbooksourcing policy referenceapproval log.
3) Payroll & Tax Handoffs
- • Route withholding obligations to the correct payroll entity and cycle.
- • Confirm tax equalization/protection settings are reflected in payroll instructions.
- • Verify third-party advisor handoff SLA and exception routing.
Artifacts
Payroll handoff packadvisor SLA trackerwithholding confirmation log.
4) Filing & Compliance Readiness
- • Map compensation reporting obligations by jurisdiction and filing owner.
- • Validate treaty positions or relief claims before filing outputs are finalized.
- • Escalate unresolved compliance blockers before period close.
Artifacts
Filing calendartreaty/review checklistcompliance escalation log.
5) Post-Event Reconciliation
- • Reconcile allocated income, withheld tax, and reporting values across systems.
- • Track break reasons by category (data timing, sourcing logic, payroll execution).
- • Capture recurring failure modes and control updates in monthly review.
Artifacts
Cross-system reconciliationbreak taxonomy reportmonthly control review.