Instruction on Philhealth Softcopy Report

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    INSTRUCTIONS ON PHILHEALTH DISKETTEREMITTANCE REPORTING USING MICROSOFT

    EXCEL

    In your PhilHealth Excel format, click the DATAworksheet.

    Fill in all the information needed, Use the Caps Lock key.

    o not lea!e any "lank information especially the PI#$s %should "e &'

    di(its)

    and*or +++ num"ers %should "e & di(its)

    * Employees usin SSS ! in "#e $epo$" mus" %""%e' "#e

    p$e(iously $e&ei(e' ER) p#o"o&opy+ o$ ne,ly %&&omplis#e'

    ER) - PMRF .o$ms in 'upli&%"e &opy+/ *

    NOTE: Do not put special characters in the Last name, Sufix,

    First name, PINs andor SSS num!ers

    Choose the year and month you want to report. -his will automatically

    chan(e the months where you will declare your mem"er$s monthly

    salary.

    anually enter the mem"er$s monthly salary in their correspondin(months.

    NOTE: If a member has no income for a specic month, please set a

    "E#$"%if the member is:

    SP= Separated

    NE= No Earnings

    N&= Newly Hired

    ' include the date o( efecti)it* '

    Clear the names that are no lon(er connected to your company %if

    he*she has "een ta((ed +P from your pre!ious report) "y pressin( the

    Dele"ekey.

    NOTE: You can alphabetically sort the names of your employees !lso

    do this to remo"e the blan# row caused by the deleted employee$s

    -he total amount of all employees$ premium contri"ution is shown

    under the TOTAL RF01column.

    /fter payment, declare the PAR*orO/R/ NUM2ER3 AMOUNT PAID%n' DATE OF PA4MENT.

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    NOTE: %iscrepancy between payments and the report are shown under

    the O+E"NDE"column

    SA5ING IN EXCEL -as !ac. up/

    Use the S%(e Asfunction and rename your 0le dependin( on what month

    and year you ha!e prepared.

    ie COMPAN4 NAME67UL4)818/9ls

    SA5ING THE DATA :ORKSHEET

    &. 1o to DATAworksheet.

    '. Click Filemenu and select the S%(e Asfunction.

    2. +elect the location or dri!e %U+3) to sa!e the report.

    4. +et a 0lename for your report and always include the word DATA/

    /lso, please indicate the month and year of your report.

    C5P/#6 #/E75#-H6E/87/-/

    ie$01 1O"P23L456762D$T$

    9. In the S%(e As Type option3 choose theFo$m%""e' Te9" Sp%&e

    Delimi"e'+ format.

    :. Click SA5E.

    NOTE: &stcommand appear '(he selected le type does not support

    wor#boo#s that contain multiple sheets) 1lic. 8O%9

    *nd command appear 'contain features that are not compatible with

    +ormatted (et 'Space %elimited) %o you want to #eep the wor#boo# in

    this format-) 1lic. 84ES9

    SA5ING THE TXT :ORKSHEET

    &. 1o to TXTworksheet.

    '. 8epeat steps ' and 2 %in sa!in( the /-/).

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    2. +et a 0lename for your report and always include the word TXT/ /lso,

    please indicate the month and year of your report.

    C5P/#6 #/E75#-H6E/87-;-

    ie$01 1O"P23L456762TT

    out %as recei!in( copy).

    4. 2o"# DATA %n' TXT ,o$

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    9. PI#$s and>or +++ num"ers should "e in numeric characters

    only.

    ??? P#ilHe%l"# s"%?s %$e no" $esponsi=le "o e'i" o$ %l"e$ you$$epo$"/ Co$$e&"ions s#oul' =e 'one in you$ E9&el File =e.o$e

    su=mission/ ***

    For any @uestions, please contact us at 9'2>294 or E>mail us at

    contri.promlaAphilhealth.(o!.ph .

    mailto:[email protected]:[email protected]