ONBOARDING CHECKLIST

Company Setup Checklist

This is a list of data required for the initial Company Setup:

  1. Company Profile Information
    • Registered Company Name
    • Government Issued ID number
    • Company Contact Information (optional)
  2. List of Company Locations including complete address
  3. List of Departments and Positions, Ranks and Employment Types
  4. Company Payroll
    • Pay Frequency (Monthly, Semi-Monthly, Fortnightly, Weekly)
    • Cut-off Dates and Pay Dates
    • SSS, PhilHealth, and Pag-IBIG HDMF Contribution Payment Schedule
    • List of the following payroll items:
      • Allowances
      • Bonuses
      • Commissions
      • Deductions
      • Loans
  5. Leave Policy
    • Leave Types

Employee Masterfile Checklist

These are the sets of required data per employee:

  1. Employee ID
  2. Complete Name
  3. Email Address
  4. Date Hired
  5. Employee Status (Active, Inactive)
  6. Employment Type (Regular, Probationary)
  7. Department and Position
  8. Location
  9. Employee Entitlements
    • Timesheet Requirement
    • Overtime Entitlement
    • Holiday Premium Entitlement
    • Unworked Regular Holiday Pay Entitlement
    • Unworked Special Holiday Pay Entitlement
    • Rest Day Premium Entitlement
    • De Minimis
  10. Tax Type
  11. Base Pay and Base Pay Unit
  12. Government-issued Identification Numbers – TIN, SSS, PhilHealth, Pag-IBIG*
  13. SSS, PhilHealth, and Pag-IBIG Contribution Amount Basis

*supply with dummy data while waiting for actual data

salarium-docs-icon

You may use this Salarium Onboarding Form to organize and consolidate your data needed for the initial setup. This can help you set up your company in one sitting since you have all the data you needed in a single document.