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PHL Onboarding Checklist

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0% found this document useful (0 votes)
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PHL Onboarding Checklist

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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Onboarding Requirements Checklist

ONBOARDING and BACKGROUND ACCEPTABLE DOCUMENTS


INVESTIGATION REQUIREMENTS (Upload any of the following via the Onboarding Bot)
• SSS Form E-1 | SSS Form E-6 | SSS Form E-4 | (Forms should be stamped by SSS)
1. SSS No. and Document • Old SSS ID | Loan Voucher (with SSS #) | SSS Verification Slip | SSS Online Validation
• Online Printout of Static Information (Employment History | Contribution | Verification)
• UMID with SSS Number, Company ID or Payslip with SSS Number
2. Pag-IBIG No. and Document • Member’s Data Form printed online or from Pag-IBIG offices.
• Pag-IBIG loyalty ID or HDMF Transaction ID , Company ID or Payslip with Pagibig Number
• Pag-IBIG Online Verification Printout | Pag-IBIG Online Validation
• Member’s Data Record printed online or from Philhealth offices.
3. PhilHealth No. and Document • Newest PhilHealth ID (w/ Complete Details), Company ID or Payslip with PhilHealth Number
• PhilHealth Online Verification Printout | Philhealth Online Validation
• BIR Documents/ Forms (1905, 1904, 2307, TIN Verification Slip, TIN ID, 2316/ ITR, Company
4. Tax Identification No. and Payslip/ Company ID with TIN, E-TIN Registration)
Document
Pre-Employment Medical Examination should be completed at Concentrix accredited clinics.
5. Pre-Employment Medical • PEME may take 2 to 4 hours and procedures are not intended for pregnancy testing.
Examination • Reminder to complete the required Pre-Employment Medical Exam.
(Proof of PEME Completion)
6. NBI Clearance/ Cleared Criminal • NBI should be valid at least 3 months from start date
Check • Concentrix may also run Criminal Check which should be cleared prior start date
7. Digital Onboarding • Complete your New Hire Digital via CNX Sulong.
8. Fit to Work Clearance (if • Based on Pre-Employment Medical Results
applicable)
• Certified True Copy of Civil Registration Certificate is acceptable within 8 months upon
9. Personal Birth Certificate - registration.
NSO/PSA • Certificates must be readable, and the details must be correct. If there are discrepancies,
10. Marriage Certificate - NSO/PSA (if documents mentioned should be provided with the following (which is applicable):
applicable) - Affidavit for Name Discrepancy
- Affidavit for Unreadable Entry
***Passport ID for Foreign Nationals - Annotation for Birth Certificate or Marriage Certificate
11. Program Specific Requirement/s (if applicable)
• Diploma; Transcript of Records; Certificate of Graduation; Copy of Grades; Statement of
12. Proof of Education Account; Certificate of Registration; Study Load with Registrars’ signature/seal; College/
University ID as long as meeting Program Hiring Requirements; Copy of School’s Online Portal
showing Proof of Enrollment, Registration, Class Schedule; or a Green BI Result.
• Certificate of Employment (indicating employment period); Completed & Signed Clearance
13. Proof of Employment Form Letter; Resignation Letter signed by previous Supervisor or HR Officer; Full contract
from previous company with Employer and Employee signature; Acceptance Letter or
Quitclaim Form; SSS Employment History printout; Entry/Exit Visa (For Employment
Overseas); SEC Certification; BIR 2316 (Income Tax Return); Notarized Letter of Attestation
with attachment of SSS Employment History/ ITR; Pagibig Employment History; Company ID;
Company Payslip; PhilHealth MDR Form; Full and Final Pay Document; or a Green BI Result
Note: Proof of Employment should reflect most recent employer
14. LGU Requirement/s • Health Certificate and Occupational Permit (For Davao, Mall of Asia, & Quezon City hires
only)
15. Program Background Investigation Requirement/s (if applicable)
IMPORTANT TIMELINES TO REMEMBER!
• BEFORE DAY 1: Government Nos. and Documents (SSS, Pag-IBIG, PhilHealth, and TIN)
• BEFORE DAY 15: Requirements 1-7
• BEFORE DAY 30: Requirements 8-15

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