Blended travel policy
Two days, after which it is settled what applies to bleisure and workation
Big role models are off-putting. A twenty-page policy written by a group with its own tax department is of no help to a company with 400 employees. What helps is a short policy that management stands behind and that a manager understands in five minutes.
Why a joint policy fails
Bleisure and workation look similar from the outside and are far apart in legal terms. During a private extension nobody works; the issues are wage tax, accident insurance and supporting documents. During a workation people do work; the issues are social security, the A1 certificate, the 183-day rule, permanent establishment risk and occupational health and safety.
Anyone who deals with both in one paragraph writes down requirements for one case that do not apply there, and leaves open for the other what actually matters. That is why two separate clauses are drawn up here.
Who this is for
Companies that have decided to regulate the topic and now need a draft that is ready for a decision. The counterparts are HR and the managing board. Travel management, tax and legal join the table, and the works council depending on the organisation.
What you receive
- Two separate clauses for the travel policy, one for bleisure, one for workation
- An approval route with value thresholds, deadlines and a body that decides in case of doubt
- A defined form of cost neutrality check, stating who prepares it, who is accountable for it and how long it is kept
- A country list in three tiers: possible without individual review, individual review required, excluded
- The recording, meaning which field is set in which system so that a figure exists at the end of the year
- Ready-made texts for managers and for travellers
- The decision paper for management
What I need in advance
The travel policy, any existing rules on mobile working, the countries that are actually at issue, and the decisions of recent months. If the policy follows a workation and bleisure check, most of this is already in hand.
How it runs
Introductory call
Thirty minutes, free of charge. We clarify your situation.
Preparation
I review the documents and record the starting position. Without a prior check, this part is charged separately.
Day one
Conversations with HR, travel management, tax and legal. I set the limits within which your organisation wants to decide.
Day two
Clauses, approval route, country list and texts are drawn up. The day ends with the decision paper.
Handover
I present the policy to management.
What the policy does not deliver
It does not replace tax or legal advice in the individual case. The clauses are built so that your tax department and your legal function can review them, and that review remains necessary. You conduct the negotiation with the works council yourself; I provide the draft for it. A detailed country review belongs with the tax adviser.
Where my experience comes from
I have designed and introduced such programmes. One of them, at an automotive supplier, was later withdrawn by the acquiring group because of tax and permanent establishment concerns. Both parts of that experience are built into the country list and the decision paper.
Terms
Terms for the fixed daily fee are available on request. The policy covers two full or four half consulting days. Without a prior check, preparation is added. Travel costs are charged separately. Your documents are covered by the confidentiality commitment.
The workation and bleisure check tells you where you stand. The policy sets out what applies. If a rollout across several countries follows, I take it on as Project leadership.
If a policy is due or an existing one does not hold, write me a line about it.
The first step is a thirty-minute introductory call, free of charge and without obligation.
Arrange an introductory call