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09/28/17
Negotiations. 8. Relocation Benefits
Filed under: Recent Posts, Interviewing, Position Searching, Job Offer (Situations), First Year on Job, Post-docs, Legal matters, Observ. Trends
Posted by: site admin @ 8:03 am

I received a request from PP after he received a long
sought after job offer.  He accepted the offer which he
pointed out included a $2000 relocation reimbursement.

.
“…Since this is my first industry based job, best
professional practices to follow as a new employee.  
One item is the company has not followed up on its $2K 
relocation allowance, which they offered during phone and 
on-site interviews.

Other things not mentioned in the hard offer was processing
my O-1 work visa.

I am expected to relocate in early November.  Please let me
know what you think about my relocation allowance?” 

1. HOW TO ACCEPT AN OFFER
It is critical to understand your critical first step in accepting 
a job offer.  Besides signing the appropriate document, you
should devise an acceptance letter that re-affirms key elements
of the offer letter agreement and items that were discussed in
all the interviews and information exchanges.  This should be
sent either at the same time as the acceptance documents or 
soon after.

Included in the letter is a request to know a direct contact person
to whom you can consult with issues, questions and concerns.
You should be able to contact them at any time and feel 
welcomed. 

You should ask for a company annual report and employee
handbook.

ADDRESSING ISSUES
Clearly, this acceptance letter would specifically address 
relocation and working visa processing.

2. RELOCATION INFORMATION
The Balance blog lists things that can be included, and
should be confirmed orally and confirmed in writing:
  - househunting, including transportation, hotel and meals
  - costs of selling and purchasing, including closing costs,
commissions, legal and recordkeeping expenses
  - Position searching help for spouse
  - travel expenses and temporary housing for the move
  - Temporary housing in cases where the home is not
readily available
  - moving company expenses and logistics for packing
loading, unloading and unpacking, as well as insurances

Please realize that the details of the relocation policy
need to be confirmed 
and in writing.  Also it is critical to
confirm the specifics of what  forms, receipts and
timing of submission / reimbursement in advance.

I recommended that PP should not be hindered from
asking for information and suggestions at any time.

A more comprehensive relocation benefit discussion
is provided by Money-zine

Not to be lost in this discussion is the tax breaks you are
entitled to for job change as long as it involves a move
of employer greater than 600 miles.  Please note that if
the job search occurs over a significant period of time
with various expenses they can all be claimed, but you
are responsible for keeping receipts (credit card
documents may be enough, if accompanied by expense
detail.).

3. VISA DISCUSSIONS
You should not shy away from pursuing a firm understanding
of responsible people, timelines and your role in employment
papers.  This has been a topic in this blog.  We know the
visa situation has changed and will change again so it is
critical to be well informed and have a back up plan.

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