Preboarding Checklist and Manual

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With Working Experience Deadline of submission _____1. Two (2) pcs 2x2 and two (2) pcs 1x1 ID pictures colored with white background w/in 30 days _____2. Six (6) Photocopies of your Birth Certificate upon hire up to first week of employment _____3. Six (6) Photocopies of your Dependent’s Birth Certificate (parents 60 years old and above) upon hire up to first week of employment _____4. Six (6) Photocopies of Marriage Certificate (if married) upon hire up to first week of employment _____5. Six (6) Photocopies of Child/Children’s Birth Certificate upon hire _____6. Photocopy of SSS ID or SSS E-1 Form upon hire up to first week of employment _____7. Photocopy of two (2) valid government IDs with three (3) specimen signatures w/in 30 days _____8. One (1) month recent payslip during preboarding _____9. Original NBI Clearance w/in 30 days _____10. BIR Form 1905 (stamped) upon hire up to 2nd week of employment _____11. BIR Form 2305 (to be provided by HR) – for updating of Employer’s Details upon hire up to 2nd week of employment _____12. Photocopy of BIR Form 2316 or ITR from previous employer if employed the same year w/in 30 days _____13. Two (2) copies of Waiver: W2 BIR Form 2316 w/in 30 days _____14. Two (2) copies of PhilHealth Form PMRF upon hire _____15. PAG-IBIG Member's Data Form (online registration print-out) upon hire _____16. PAG-IBIG Consolidation Form – after 1 month upon start date (if applicable) w/in 30 days _____17. Authority to Deduct Form for Metrobank account opening during preboarding _____18. Photocopy of Transcript of Records or Diploma w/in 30 days _____19. Certificate of Employment from previous company w/in 30 days _____20. Proof of TIN/Tax Status (any of the following): · Copy of 2316 with correct TIN (may not be recent/proof of tax status) · Copy of previously stamped 1902 (proof of tax status) · Copy of TIN card · Copy of any government-issued ID with TIN (e.g. Driver’s License) · Copy of previously stamped 2305 (proof of tax status) _____21. HMO Dependent's Enrollment Form upon hire up to first week of employment _____22. Insular Life Application Form upon hire up to first week of employment Without Working Experience Deadline of submission _____1. Two (2) pcs 2x2 and two (2) pcs 1x1 ID pictures colored with white background w/in 30 days _____2. Six (6) Photocopies of your Birth Certificate upon hire up to first week of employment _____3. Six (6) Photocopies of your Dependent’s Birth Certificate (parents 60 years old and above) upon hire up to first week of employment _____4. Six (6) Photocopies of Marriage Certificate (if married) upon hire up to first week of employment _____5. Six (6) Photocopies of Child/Children’s Birth Certificate upon hire up to first week of employment _____6. Photocopy of SSS E-1 Form or SSS ID upon hire up to first week of employment _____7. Photocopy of two (2) valid government IDs with three (3) specimen signatures w/in 30 days _____8. Photocopy of latest proof of billing (electricity bill, credit card bill, etc.) w/in 30 days _____9. Original NBI Clearance w/in 30 days _____10. BIR Form 1902 (to be provided by HR) during preboarding _____11. Two (2) copies of PhilHealth Form PMRF upon hire up to first week of employment _____12. PAG-IBIG Member's Data Form (online registration print-out) upon hire up to first week of employment _____13. Authority to Deduct Form for Metrobank account opening during preboarding _____14. Photocopy of Transcript of Records or Diploma w/in 30 days _____15. Three (3) copies of Affidavit of Non-Employment upon hire up to first week of employment _____16. Two (2) copies of Waiver: W2 BIR Form 2316 upon hire up to first week of employment _____17. HMO Dependent's Enrollment Form upon hire up to first week of employment _____18. Insular Life Application Form upon hire up to first week of employment Human Resources Department Pre-Employment Requirements Checklist upon hire up to first week of employment Complete the following pre-employment requirements and put them in a long brown envelope. Submit to HUMAN RESOURCES according to the given deadline. Items in bold should be downloaded from the Preboarding Kit on your MicroResumes dashboard. Items in red should be provided by HR. Name: ___________________________ Position: _________________________ Department: ______________________ Start Date: ________________________

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manual

Transcript of Preboarding Checklist and Manual

Page 1: Preboarding Checklist and Manual

With Working Experience Deadline of submission

_____1. Two (2) pcs 2x2 and two (2) pcs 1x1 ID pictures colored with white background w/in 30 days

_____2. Six (6) Photocopies of your Birth Certificate upon hire up to first week of employment

_____3. Six (6) Photocopies of your Dependent’s Birth Certificate (parents 60 years old and above) upon hire up to first week of employment

_____4. Six (6) Photocopies of Marriage Certificate (if married) upon hire up to first week of employment

_____5. Six (6) Photocopies of Child/Children’s Birth Certificate upon hire

_____6. Photocopy of SSS ID or SSS E-1 Form upon hire up to first week of employment

_____7. Photocopy of two (2) valid government IDs with three (3) specimen signatures w/in 30 days

_____8. One (1) month recent payslip during preboarding

_____9. Original NBI Clearance w/in 30 days

_____10. BIR Form 1905 (stamped) upon hire up to 2nd week of employment

_____11. BIR Form 2305 (to be provided by HR) – for updating of Employer’s Details upon hire up to 2nd week of employment

_____12. Photocopy of BIR Form 2316 or ITR from previous employer if employed the same year w/in 30 days

_____13. Two (2) copies of Waiver: W2 BIR Form 2316 w/in 30 days

_____14. Two (2) copies of PhilHealth Form PMRF upon hire

_____15. PAG-IBIG Member's Data Form (online registration print-out) upon hire

_____16. PAG-IBIG Consolidation Form – after 1 month upon start date (if applicable) w/in 30 days

_____17. Authority to Deduct Form for Metrobank account opening during preboarding

_____18. Photocopy of Transcript of Records or Diploma w/in 30 days

_____19. Certificate of Employment from previous company w/in 30 days

_____20. Proof of TIN/Tax Status (any of the following):

·         Copy of 2316 with correct TIN (may not be recent/proof of tax status)

·         Copy of previously stamped 1902 (proof of tax status)

·         Copy of TIN card

· Copy of any government-issued ID with TIN (e.g. Driver’s License)

·         Copy of previously stamped 2305 (proof of tax status)

_____21. HMO Dependent's Enrollment Form upon hire up to first week of employment

_____22. Insular Life Application Form upon hire up to first week of employment

Without Working Experience Deadline of submission

_____1. Two (2) pcs 2x2 and two (2) pcs 1x1 ID pictures colored with white background w/in 30 days

_____2. Six (6) Photocopies of your Birth Certificate upon hire up to first week of employment

_____3. Six (6) Photocopies of your Dependent’s Birth Certificate (parents 60 years old and above) upon hire up to first week of employment

_____4. Six (6) Photocopies of Marriage Certificate (if married) upon hire up to first week of employment

_____5. Six (6) Photocopies of Child/Children’s Birth Certificate upon hire up to first week of employment

_____6. Photocopy of SSS E-1 Form or SSS ID upon hire up to first week of employment

_____7. Photocopy of two (2) valid government IDs with three (3) specimen signatures w/in 30 days

_____8. Photocopy of latest proof of billing (electricity bill, credit card bill, etc.) w/in 30 days

_____9. Original NBI Clearance w/in 30 days

_____10. BIR Form 1902 (to be provided by HR) during preboarding

_____11. Two (2) copies of PhilHealth Form PMRF upon hire up to first week of employment

_____12. PAG-IBIG Member's Data Form (online registration print-out) upon hire up to first week of employment

_____13. Authority to Deduct Form for Metrobank account opening during preboarding

_____14. Photocopy of Transcript of Records or Diploma w/in 30 days

_____15. Three (3) copies of Affidavit of Non-Employment upon hire up to first week of employment

_____16. Two (2) copies of Waiver: W2 BIR Form 2316 upon hire up to first week of employment

_____17. HMO Dependent's Enrollment Form upon hire up to first week of employment

_____18. Insular Life Application Form upon hire up to first week of employment

Human Resources Department

Pre-Employment Requirements Checklist

upon hire up to first week of employment

Complete the following pre-employment requirements and put them in a long brown envelope. Submit to HUMAN RESOURCES according to the given

deadline. Items in bold should be downloaded from the Preboarding Kit on your MicroResumes dashboard. Items in red should be provided by HR.

Name: ___________________________ Position: _________________________Department: ______________________ Start Date: ________________________

Page 2: Preboarding Checklist and Manual

SSS E-1 Form

1. This form is needed to register for the government’s Social Security System (SSS). The SSS

entitles you to the following social security benefits: sickness, retirement, maternity, disability,

death, funeral, and employee’s compensation.

2. If you have previous working experience, then you should already have your SSS ID or

completed SSS E-1 Form. Just submit to us a photocopy of either your SSS ID or your completed

SSS E-1 Form.

3. If you are a fresh graduate or have no previous working experience, you will need to print and fill

out the SSS E-1 Form and have it processed in any SSS office.

4. Submit to us the photocopy of the processed SSS E-1 Form.

5. Instructions on filling out and processing this form can be found on the second page of the file

named SSS E-1 Form in the preboarding kit.

6. Reminder: You will be the one to process this form in the SSS office, not HR.

BIR Form 1905

1. This form is used to transfer your records from your previous Revenue District Office (RDO) to

MicroSourcing’s RDO.

2. If you have previous working experience, print and fill out the form then submit it to your old RDO.

BIR will have it stamped.

3. If you are a fresh graduate or have no previous working experience, you don’t need to print and

fill out this form.

4. Submit to us the stamped copy of the BIR Form 1905.

5. Instructions on filling out this form can be found on the third page of the file named BIR Form

1905 in the preboarding kit.

6. Reminder: You will be the one to process this form in your old RDO, not HR.

PhilHealth Form PMRF

1. This form is needed to register for the government’s healthcare program with PhilHealth.

PhilHealth reduces the amount of expenses upon confinement or acquisition of selected health

services. It also entitles you and your dependents to inpatient and outpatient services in

PhilHealth accredited facilities.

2. If you have previous working experience or you already have an existing PhilHealth number, print

and fill out the form. Check the box “For Updating” and write your PhilHealth number on the

boxes above the purpose.

3. If you have no previous working experience or you don’t have an existing PhilHealth number, also

print and fill out the form. Check the box “For Enrollment.”

4. Submit to us 2 copies of the completed PhilHealth Form PMRF with the necessary attachments.

5. Instructions on filling out this form can be found on the second and third pages of the file named

PhilHealth Form PMRF in the preboarding kit.

PAG-IBIG Consolidation Form

1. This form is used to consolidate PAG-IBIG contributions into the PAG-IBIG office where

MicroSourcing remits contributions.

2. If you have previous working experience, print and fill out the form. Indicate the names of your

previous employers and the inclusive date of your employment with them. Bring the form to any

PAG-IBIG branch to transfer your consolidations from your previous employer.

Page 3: Preboarding Checklist and Manual

3. If you are a fresh graduate or have no previous working experience, you don’t need to print and

fill out this form.

4. After having the form processed in any PAG-IBIG branch, submit to us the completed PAG-IBIG

Consolidation Form.

5. Reminder: You will be the one processing this form in the PAG-IBIG office before submitting it to

HR.

Authority to Deduct Form

1. This form is for payroll purposes. We will use this to enroll you for a bank account where your

salary will be credited.

2. Print the form. Fill out Employee Name.

3. Under Deduction Type, check Others and write Metrobank on the space provided.

4. Under Total Amount, write P100.

5. Under Inclusive Pay Periods, check Non Recurring.

6. Under Pay Period, if you were hired from 1-15th of the current month, write 30

th of same month. If

you were hired from 16th-30

th of the current month, write 15

th of next month.

7. Above Employee’s Signature over Printer Name/Date, affix your signature over your printed name

and date.

8. Submit to us the completed Authority to Deduct Form.

HMO Dependent’s Enrollment Form

1. This form is to enroll you for a health insurance plan with our HMO provider. Enrollment ensures

coverage for your and your dependents’ health-related needs.

2. Print the form. Fill out the Employee Information section.

3. Under the Dependent’s Data section, the guidelines on filling it out are:

a. If the Benefits section of your employment contract says “Standard HMO”, only the

employee (you) are covered. You don’t need to fill out the Dependent’s Data section. But

if you have a Standard HMO and you still wish to enroll a dependent, you can include one

but the premium for that will be deducted from your salary every 15th and 30

th of the

month.

b. If the Benefits section of your employment contract says “Covered up to 1 additional

dependent,” fill out the Dependent’s Data section.

c. If you are Single, you can only enroll your parents first as dependents before your

siblings. Parents should not be beyond 65 years old and siblings should not be beyond

21 years old.

d. If your parents already have HMO and you wish to enroll your siblings, attach a

photocopy of your parents’ HMO card.

e. If you are Married, you can only enroll your spouse first before your children.

f. If your spouse already has HMO and you wish to enroll your children, attach a photocopy

of your spouse’s HMO card.

g. If you are a Single Parent, you can enroll your children.

h. If you are enrolling your spouse as a dependent and he/she is working abroad, you need

to attach proof that he/she is working abroad.

4. Under the Room & Board section:

a. Check the box beside Small Private under the Room & Board section.

5. Submit to us the completed HMO Dependent’s Enrollment Form.

Page 4: Preboarding Checklist and Manual

Insular Life Application Form

1. This form is to enroll for a life insurance plan with our life insurance provider.

2. Print and fill out the application form.

3. Since the application is for a group insurance, you can designate as many beneficiaries as you

want.

4. Submit to us the completed Insular Life Application Form.

Waiver: W2 BIR Form 2316

1. This form is needed as an attachment to your BIR Form 2316.

2. Print and fill out the form. If you have no previous employer within the year, or your previous

employment was abroad, or if you are a fresh graduate, check box 1.

3. If you are a rehire of MicroSourcing, check box 2.

4. If you have a previous employer within the year, check box 3. Then choose amongst options a, b

or c.

5. Submit to us the 2 copies of the completed Waiver: W2 BIR Form 2316.

Affidavit of Non-Employment

1. This form is used to complement the Waiver: W2 BIR Form 2316.

2. You only need to print and fill out this form if you checked box 1 in the Waiver: W2 BIR Form

2316.

3. You don’t need to have this form notarized.

4. Submit to us 3 copies of the completed Affidavit of Non-Employment.