Employer of Record (EOR) Employee: Country-Specific Onboarding Requirements

This article is about Justworks EOR (Employer of Record). What product am I using?

Administrators can send an invitation in Justworks by taking the steps outlined here: How to Add an International Employee to Your Justworks Account.

For a walkthrough of the full enrollment experience, including a self-paced demo and step-by-step instructions, check out our Employer of Record (EOR) Employee Justworks Enrollment article.

Starting a new role should feel exciting, not overwhelming! That's why enrolling in Justworks as an EOR employee is easy. This guide outlines the specific personal, tax, and banking information required during the enrollment process for employees hired through Justworks' Employer of Record (EOR) service, organized by country. Review your country below to see exactly what’s needed and why, so you can move through onboarding with confidence.

🇦🇺 Australia

Personal Info:

• Title: Your formal designation (e.g., Mr., Ms., Dr.).
• Gender: Your gender identity.
• TFN (Tax File Number): A unique identifier for tax purposes in Australia.
• Confirm TFN: Re-enter to ensure it's accurate.

Tax Info:

• Superannuation Standard Choice Form: Nominate your retirement fund provider.
• TFN Declaration: Declare your TFN for income tax processing.

Bank Info:

• BSB Number (6 digits): Identifies your bank and branch.
• Account Number (up to 10 digits): Your bank account number for salary payments.

Summary: Onboarding in Australia ensures compliance with tax and retirement systems, and captures banking info for payroll.

 

🇧🇷 Brazil

Personal Info:

• Gender: Your gender identity.
• City/State of Birth: Required for ID verification.
• Ethnicity: For diversity reporting.
• Work Permit Status: Legal eligibility to work.
• Marital Status: Relationship status.
• Educational Qualification: Highest education completed.
• Personal ID (RG): National identity document.
• RG State of Issue/Issuing Body: Issuance details of your RG.
• CPF: National tax ID number.
• Confirm CPF: Re-enter for verification.

Tax Info:

• CTPS (Work and Social Security Card): Mandatory for labor rights and payroll.

Bank Info:

• Bank Code / Branch Number: Identifies your bank and location.
• Account Number / CPF: Account for salary deposit; CPF confirms tax identity.

Summary: Brazil’s process captures detailed personal, educational, and financial data for legal and payroll requirements.

 

🇨🇦 Canada

Personal Info:

• SIN (Social Insurance Number): Unique number for employment and taxation.
• Confirm SIN: Double-check to avoid errors.

Tax Info:

• TD1 Federal/Provincial Forms: Required to calculate the correct amount of tax.

Bank Info:

• Transit Number / Institution Number / Account Number: Bank routing and account numbers for payment.

Summary: Canada ensures tax withholding accuracy and verifies identity through SIN and detailed banking info.

 

🇨🇱 Chile

Personal Info:

• Health Plan: Isapre (private) or Fonasa (public) coverage information.
• Health Agency Name: Name of your selected Isapre or Fonasa provider.
• AFP Agency Name: Chosen pension fund administrator.
• RUT: Chilean national tax ID.
• Confirm RUT: Re-enter to validate.

Tax Info:

• AFP (Pension Fund Administrator): Required for retirement contributions.
• AHS (Health Insurance): Proof of health coverage.

Summary: Chile’s onboarding requires confirmation of pension and health providers, plus RUT verification.

 

🇨🇴 Colombia

Personal Info:

• Cédula de Ciudadanía Number: Your national ID number.
• Nombre de EPS: Health provider's name.
• Fondo de Pensiones: Pension fund provider.
• Nombre de ARL: Occupational risk administrator.

Tax Info:

• Registro Único Tributario (RUT): Tax registry number.
• EPS, Severance, and Pension Fund Documentation: Compliance documents.
• Bank Account Statement: Proof of your account.

Bank Info:

• Account Type / Bank Name / Account Number: Payment method setup.

Summary: Colombia's process includes social security, health, tax registry, and bank setup for full compliance.

🇩🇰 Denmark

Personal Info:

• CPR Number: Personal ID number used for tax and social services.
• Confirm CPR: Re-enter for accuracy.

Summary: Onboarding in Denmark is focused and efficient, with the CPR number being the core identifier for employment and tax.

 

🇫🇷 France

Personal Info:

• Civilité du salarié: Title (Madame or Monsieur).
• Nom de jeune fille: Maiden name (if applicable).
• Numéro de sécurité sociale: Social Security Number.
• Pays / Département / Lieu de naissance: Country, province, and city of birth.
• Nationalité: Your nationality.
• Diplôme: Highest educational qualification.
• Situation familiale: Marital status.
• Nombre à charge: Number of dependents.
• E-DOC: Access to secure digital payslips.

Tax Info:

• DPAE Form: Mandatory for employee declaration to the French labor authority.

If Non-French National:

• Type de titre de séjour / N° Titre / Start & End Dates: Resident card details.

Bank Info:

• BIC / IBAN: Standard European banking identifiers.

Summary: France’s onboarding captures a detailed personal and legal profile, especially for non-nationals, with secure document handling.

 

🇬🇷 Greece

Personal Info:

• ΦΥΛΟ (Sex): Your biological sex as recorded officially.
• ΟΝΟΜΑ ΠΑΤΡΟΣ (Father’s Name): Used in Greek official records.
• ΟΝΟΜΑ ΜΗΤΡΟΣ (Mother’s Name): Also included in official identity records.
• ΑΡ. ΤΑΥΤΟΤΗΤΑΣ Η ΔΙΑΒΑΤΗΡΙΟΥ (ID/Passport Number): Your identity document number.
• ΕΦΟΡΙΑ (ΔΟΥ) / Revenue Office: The local tax authority managing your records.
• Α.Φ.Μ / VAT Number: Your 9-digit Greek tax ID number.
• ΟΙΚΟΓΕΝΕΙΑΚΗ ΚΑΤΑΣΤΑΣΗ (Marital Status): Required for tax categorization.
• ΣΥΝΟΛΟ ΤΕΚΝΩΝ (Number of Children): Disclosed for family benefits or tax brackets.
• ΗΜΕΡ. ΠΡΩΤΗΣ ΑΣΦΑΛΙΣΗΣ (First Insurance Date): When you first enrolled in national insurance.
• ΑΜ ΙΚΑ: Your IKA (now EFKA) social security number.
• ΑΜΚΑ: Your unified social security and healthcare number in Greece.
  
  

Bank Info:

• ΣΥΝΕΡΓΑΖΟΜΕΝΗ ΤΡΑΠΕΖΑ ΓΙΑ ΜΙΣΘΟΔΟΣΙΑ (Bank): Bank used for salary deposits.
• ΙΒΑΝ ΛΟΓΑΡΙΑΣΜΟΥ (IBAN): International Bank Account Number for payroll.
  
  

Summary: Greece’s onboarding captures comprehensive identity, family, tax, and insurance records, ensuring accurate payroll and benefits processing.

 

🇮🇳 India

Personal Info:

• PF UAN / ESIC Number: Provident fund and employee insurance IDs.
• PAN: Permanent Account Number (tax ID).
• Confirm PAN: Double-check entry.
• Year-to-date taxable salary / exemptions / TDS: Income and tax data from the current financial year.
• Tax regime: Your selected tax scheme (old or new).

Tax Info:

• Form B12: Required for tax declaration.

Bank Info:

• IFSC Code: Identifies your bank branch.
• Account Number / Bank Name / Branch Name: Payment details.

Summary: India's onboarding system is data-rich, focusing on tax, provident fund details, and thorough financial verification.

 

🇮🇪 Ireland

Personal Info:

• Marital Status: For tax purposes.
• PPS Number: Personal Public Service Number used for tax and benefits.
• Confirm PPS: Validate entry.

Bank Info:

• IBAN / BIC or SWIFT: Used to deposit salary.

Summary: Ireland confirms social and marital details, supported by secure bank identifiers for payroll.

 

🇮🇹 Italy

Personal Info:

• Codice Fiscale: Tax identification number used to register the employee to both the Italian Revenue Agency (Agenzia dell'entrate) and INPS (Istituto nazionale della previdenza sociale).
• Birthplace: City or location of birth.
• Educational Level: Highest level of education completed.

Bank Info:

• IBAN / BIC or SWIFT: Required for salary deposits.
  
  

Summary: Italy's onboarding is concise, focusing on tax ID, education, and EU-standard banking information.

 

🇲🇾 Malaysia

Personal Info:

• Malaysian Citizenship: Status confirmation.
• Passport / IC Number: Personal identification for citizens and foreigners.
• EPF Number / SOCSO Number: Pension and social security accounts.
• Disability Status: Disclosure if applicable.
• Income Tax Branch / Number / Status: Tax authority details and your classification.
• Marital Status: Required for tax profiling.
• Has Children: If applicable.
  
  

If Spouse is Present:

• Spouse Name / IC Number / Working Status / Disability Status
  
• Income Tax Number / Branch / Telephone Number
  
  

Personal Info (continued):

• Race: Ethnic self-identification.
  
  

Tax Info:

• Bank Account Statement / TP3 Form: Proof of financial identity and tax compliance.
  
  

Bank Info:

• Bank Name / Account Number: For direct salary payments.
  
  

Summary: Malaysia collects detailed tax, income, and family data including spouse and dependent information to meet employment regulations.

 

🇲🇽 Mexico

Personal Info:

• Sex / Civil Status: Personal identity details.
• Personal ID / CURP: National identity code and ID document.
• Work Permit ID: If applicable for non-citizens.
• Social Security Number: Required for benefits and tax tracking.
• Has Infonavit Loan / Has Fonacot Loan: Indicates housing or consumer loan involvement.
• TIN / Confirm TIN: Tax identification number for tax declarations.

Tax Info:

• Bank Account Statement / CSF / Proof of Address: Required documents for fiscal and identity verification.

Bank Info:

• CLABE (18 digits): Standard bank account number in Mexico.
• Bank Name: Your institution for salary deposits.

Summary: Mexico collects extensive legal, tax, and loan data to ensure complete compliance with national payroll regulations.

 

🇳🇱 The Netherlands

Personal Info:

• Wajong Benefits Eligible / Arbeidsgehandicapte: Disability benefit and status disclosures.
• BSN / Confirm BSN: Citizen service number for legal and tax purposes.

Tax Info:

• Statement of data for payroll taxes: Compliance form to align with Dutch payroll laws.

Bank Info:

• IBAN / BIC or SWIFT: Used for salary payments.

Summary: The Netherlands onboarding emphasizes identity and disability status, paired with standard EU bank information and tax compliance.

 

🇵🇪 Peru

Personal Info:

• Sexo / Estado Civil: Gender and marital status.
• Pais Nacimiento / Lugar De Nac / Nacionalidad: Birthplace and nationality.
• Codigo AFP / Numero AFP: Pension fund type and number.
• Tipo Doc Identidad / Numero Doc Identidad: ID document type and number.
• Number of dependents: For tax purposes.
  
  

Contact Info:

• Tipo De Vias / Código Ubigeo: Street type and geographic location code.
  
  

Bank Info:

• Banco Sueldo / N° Cuenta Sueldo: Salary bank name and account.
• Entidad Financiera CTS / Número de Cuenta CTS: For severance fund deposits.
  
  

If Dependents:

• Tipo Pariente / Apellido Paterno / Apellido Materno / Nombres
  
• Fecha Nacimiento / Sexo / Tipo/Numero Doc Identidad
  
  

Summary: Peru’s onboarding includes ID validation, pension registration, banking, and full dependent data capture for tax and benefit accuracy.

 

🇵🇭 The Philippines

Personal Info:

• SSS Number: Social Security System number.
• PHIC Number: Health insurance number under PhilHealth.
• HDMF Number: Government housing savings account.
• TIN / Confirm TIN: Tax ID for official documentation.

Tax Info:

• Form 1902: Required for registering a new employee with the Bureau of Internal Revenue.

Bank Info:

• Bank Name / Account Number / Branch Name: Required for payroll.
  
  

Summary: Onboarding in the Philippines focuses on confirming tax and benefit systems with supporting documentation for payroll deposits.

 

🇵🇹 Portugal

Personal Info:

• CC Number / Issue Date / Expiration Date: National ID card information.
• NISS Number: Social security number.
• NIF / Confirm NIF: Tax ID for fiscal records.

Tax Info:

• Declaração 99 / Employee Registration Form (ERF): Required compliance documents.

Bank Info:

• IBAN / BIC or SWIFT: EU-standard account details.

Summary: Portugal’s process ensures full legal registration with social security and tax authorities, combined with verified banking for payroll.

 

🇷🇴 Romania

Personal Info:

• PNC Number: 13-digit personal tax identification code.
• Copy of Diploma / Degree Certificate: Required for recordkeeping and eligibility verification.
• Medical Certificate (Certificat medical de aptitudine pentru muncă): Must be obtained from a general doctor. You may upload the receipt for reimbursement.

Tax Info:

• 6-Month Income Certificate: Issued by your previous employer. Required to calculate sick leave pay accurately.

Bank Info:

• Bank Name: Name of your banking institution.
• IBAN Code: Your international bank account number for salary deposits.

Summary: Romania’s onboarding process requires personal and medical documentation, proof of prior income, and verified banking details to support payroll and benefit compliance.

 

🇸🇬 Singapore

Personal Info:

• Gender: Your gender identity.
• Citizenship Status: Whether you're a citizen, PR, or foreigner.
• Permanent Residence Start Date: When your PR status began (if applicable).
• Race: Self-identified ethnic background.
• SHG Funds: Self-help group contributions, if applicable.
• NRIC / Confirm NRIC: Singaporean ID number for identification and compliance.
  
  

Bank Info:

• Bank Code / Branch Code / Account Number: For accurate salary deposits.

Summary: Singapore’s onboarding centers on NRIC validation, citizenship info, and precise banking identifiers.

 

🇪🇸 Spain

Personal Info:

• Sex: Officially recorded sex.
• Date since resident: When you became a resident.
• Unemployment status: Current employment condition.
• Marital Status: Personal status.
• Educational Qualification: Highest completed education level.
• Children's birth dates: For tax and family reporting.
• Social Security ID / NIE / DNI / Confirm DNI: National identity and tax documents.
  • Note: NIE = Foreigner ID and DNI = National ID for Spanish citizens

Tax Info:

• Modelo 145: Required for determining tax withholding based on personal status.

Bank Info:

• IBAN / BIC or SWIFT: Used for receiving payments.
  
  

Summary: Spain gathers a full profile of personal, family, and tax data, including identity checks and banking info to set up payroll.

 

🇸🇪 Sweden

Personal Info:

• Personnummer / Confirm Personnummer: National ID used for all tax and public services.

Tax Info:

• A-Tax Declaration: Ensures correct income tax deductions.

Bank Info:

• Clearing Number / Account Number / IBAN (optional): For setting up salary deposits.

Summary: Sweden’s onboarding process is concise, verifying your personnummer and tax declaration with optional international bank info.

 

🇹🇷 Turkey

Personal Info:

• Number of Children Below 6 Years: For tax allowance purposes.
• Number of Children 6 or Above: For tax allowance purposes.
• Income Tax Exempt: Whether the employee qualifies for special tax exemptions (Yes/No).
• Tax Deduction Code (if applicable): Enter the tax code if claiming a deduction.
• Gender: Your gender identity.
• Marital Status: Relationship status – Single (Bekar), Married (Evli), Divorced (Boşanmış), Widowed (Dul).

Bank Info:

• Bank Code: 3-digit code identifying your bank (e.g., İş Bankası, Garanti, Ziraat).
• Bank Branch Code: 5-digit branch identifier, assigned by your bank.
• Bank Account Number: Your local bank account number.
• IBAN: International Bank Account Number for salary deposits.

Summary: Turkey’s onboarding collects personal, tax exemption, and family information, alongside detailed bank identifiers, to ensure compliance with payroll, tax, and benefit systems.

 

🇬🇧 The United Kingdom

Personal Info:

• NINO (National Insurance Number): Unique ID for social security and tax.
• Confirm NINO: For verification.

Tax Info:

• P45 Form: Issued by your previous employer, detailing your tax history.

Bank Info:

• Sort Code / Account Number: Used for salary payments.
• IBAN (optional): For international transactions.

Summary: UK onboarding validates tax contributions and banking details, ensuring smooth payroll integration.

 

🇷🇴 Romania

Personal Info:

• PNC Number: 13-digit personal tax identification code.
• Copy of Diploma / Degree Certificate: Required for recordkeeping and eligibility verification.
• Medical Certificate (Certificat medical de aptitudine pentru muncă): Must be obtained from a general doctor. You may upload the receipt for reimbursement.

Tax Info:

• 6-Month Income Certificate: Issued by your previous employer. Required to calculate sick leave pay accurately.

Bank Info:

• Bank Name: Name of your banking institution.
• IBAN Code: Your international bank account number for salary deposits.

Summary: Romania’s onboarding process requires personal and medical documentation, proof of prior income, and verified banking details to support payroll and benefit compliance.