PRE-EMPLOYMENT REQUIREMENTS CHECKLIST

Reminders:
▪ Please ensure to submit the requirements on the given timeline. Moreover, inability to submit these may result to movement of your start date.
▪ Your onboarding contact will connect with you in case there are additional documents needed that are not mentioned below.
▪ All documents must be submitted within Three (3) working days from the discussion of pre-employment checklist. These are still subject for validation,
verification, and authentication, that’s why we need your documents this early to give the Onboarding Team ample time to check them. If there are any
discrepancies, we will notify you right away so that you can provide us with your updated document/s as soon as possible. Confirmation of your start date is
also dependent on the completion of your requirements.
▪ For queries, you may call any of the following contact details below. Onboarding representatives are available on weekdays from 10:00 AM to 7:00 PM only
(except on holidays).
o Contact Details:
• Email: [email protected]
• Text/SMS: 0919-160-0167
• Inbound Call Inquiry
▪ 0999-887-8979
▪ 0917-528-1481

A. Background Check (BGC)

No Needed Documents Applicable to

1. Certificate of Employment (COE) for all declared previous employers. a. Experienced Hires
▪ If applying for an executive position, please submit proof of employment from all b. Executives (MD to
declared previous employers within 10 years. Management Level 7)
▪ For applying for non-executive position, please submit proof of employment from c. Foreign Hires
current or previous employers within 5 years.
2. SSS Employment History obtained from SSS website or SSS branches near you. (Please refer to
Appendix)
3. Resignation letter with end date acknowledged and signed by your previous HR or Manager if you
Previous are currently employed.
1. Employment 4. Employee clearance acknowledged and signed by HR
Documents
Note:
▪ If you don’t have a Certificate of Employment, you need to provide an explanation letter and any
supporting document such as:
o Copy of contract (from previous employer/s)
o Company ID
o 2316
o Payslip
o Clearance
For Graduates (bachelor on non-bachelor) a. Entry Level (fresh
1. Transcript of Records (TOR) graduates)
2. Diploma b. Experienced Hires
c. Executive Hires (MD to
Submit any of the following if TOR and Diploma are not yet available. Management Level 7)
1. Certificate of Graduation from University/College Registrar signed and with school’s letterhead d. Foreign Hires
or with dry seal.
2. If Academically Complete, Certificate from University/College Registrar, signed and with school’s
letterhead or with dry seal indicating that you are academically complete.

For Undergraduates
Submit any of the following:
1. Temporary Transcript
Educational
2. Certificate of Grades
Documents
2. 3. Claim Stub issued by University/College with request date and release date for either of the above
documents.

For Highschool graduates

Submit any of the following:
1. High School Diploma
2. Any proof of School of Attendance

Note:
▪ For foreign hires, please ensure to submit an English version of the said documents.
▪ If you’re a DOST Scholar, submit a photocopy of DOST contract or Clearance from DOST.
▪ If educational documents are not yet available, you need to provide an explanation letter,
indicating the reason on why your documents are not yet available and attach a supporting
document. Sample supporting document: School Registration Form, School ID, Class Card, Copy of
Grades or Clearance reflecting your full name and your school.
3. NBI Clearance Original copy of NBI Clearance

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B. Critical to Payroll (C2P):

No Needed Documents Applicable to

You need to have a personal Bank Account from any PESONet participant bank. a. Entry Level (fresh
There are 2 options for your Bank Account Payment Election: graduates)
b. Experienced Hires
Option 1: Nominate your existing personal Bank Account. You can find all the accredited banks from the c. Executive Hires (MD to
list which can be selected as your payroll account. Please refer to the Appendix below. And indicate your Management Level 7)
choice for the Payment Election page in Workday. d. Foreign Hires

Option 2: Open and nominate a new personal bank account. We have handpicked a few PESONet
participant banks that you may find helpful in electing the bank that will suit your needs the most. For
more details on recommended banks and its guidelines, please refer to appendix.
Bank Account
4. – Payment Submit proof of bank account - The document should show the account number and the account name.
Election This document serves as the reference of Accenture for the bank account name and number of the new
hire. Proof of bank account should contain the following:
• Bank Name
• Bank Account Name
• Account Number

Note:
1. For Entry Level and Experienced hires – you will need to open a SAVINGS account.
2. For Executives and Foreign hires – you will need to open a CHECKING account.
3. Submission of Joint Account will not be considered. It should be a PERSONAL account.

Submit any of the following documents: a. Entry Level (fresh

1. A photocopy of Stamped SSS verification form or SSS ID graduates)
2. Screenshot from the SSS online site: Static SSS record or SSS contributions with your SSS b. Experienced Hires
number. c. Executive Hires (MD to
Social Security 3. Stamped copy of SSS E1, E4, E6 form and SSS Number Slip or Personal Records Management Level 7)
5. System (SSS) 4. A photocopy of SSS ID d. Foreign Hires
Number Note:
▪ Documents must have your Full name and SSS number.
▪ If the document is from the SSS branch, it must have your full name, SSS number and a stamp
Unified Multipurpose ID (UMID) will not be considered as it only reflects your Common
Reference Number (CRN) and not your SSS number.
Only those who fit in any of the below categories are required to submit their SSS Statement of Account: a. Entry Level (fresh
1. With Existing Active Loan: submit any copy of the following document: graduates)
a. Updated SSS Statement of account from SSS branch b. Experienced Hires
b. SSS statement of Account from the SSS Online site c. Executive Hires (MD to
Note: For matured loans, please settle it directly with SSS Management Level 7)
2. Without Existing Loan but registered with SSS for more than 3 years: submit any of the d. Foreign Hires
SSS Statement
following SSS document stating that there is no existing loan
of Account
6. a. Updated SSS Member Loan Information from SSS Online Site or SSS branches near you.
(SOA)
b. SSS Verification Slip
Document
c. SSS Certification
Note:
▪ This is an additional requirement on top of your SSS Enrollment
▪ For instructions on how to secure your SSS SOA online and other tips, please refer to appendix
below

Submit any of the following documents: a. Entry Level (fresh

1. Photocopy of Pag-IBIG ID/Loyalty Card graduates)
2. Printed-out Member’s Data Form (MDF) b. Experienced Hires
Pag-IBIG
For instructions on how to secure Pag-ibig document please refer to appendix below. c. Executive Hires (MD to
7. Document
Note: Management Level 7)
with Number
▪ Document should show your Full Name, Date of Birth and MID number.
▪ This is not applicable to foreign hires

a. Entry Level (fresh

graduates)
Submit any of the following documents reflecting your Philhealth number: b. Experienced Hires
1. Philhealth Member Data Record (MDR) c. Executive Hires (MD to
2. Philhealth ID (the one with date of Birth) Management Level 7)
For those who do not have Philhealth Number, you may refer to the appendix below. d. Foreign Hires
Philhealth
8. Document
Note:
with Number
▪ Document should show your Full Name, Date of Birth and Philhealth number.

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No Needed Documents Applicable to
a. Entry Level (fresh
Submit any copy of the following documents reflecting your Tax Identification Number (TIN): graduates)
BIR Document b. Experienced Hires
& appropriate 1. TIN ID
9. c. Executive Hires (MD to
supporting 2. Processed BIR Form 1905 with stamp from BIR Management Level 7)
documents 3. Most recent BIR Form 2316 d. Foreign Hires
4. TIN Verification Slip with stamp from BIR
5. BIR Form 1902 or 1904 with stamp from BIR
6. Screenshot of verified TIN from BIR Verifier Application

For more information on how to secure your BIR document, please refer to the appendix below.

Submit photocopy of any of the identification card documents below: a. Entry Level (fresh
1. Government-issued ID (please ensure that the ID will display your full name, birthday, and graduates)
signature b. Experienced Hires
2. PSA Birth Certificate c. Executive Hires (MD to
Note: Management Level 7)
▪ Proof of identification should reflect your Full Name, Date of Birth, and Signature. d. Foreign Hires
Proof of ▪ If you don’t have an available proof of identification, you must provide PSA Birth Certificate.
10. Identification ▪ For foreign nationals, please submit a photocopy of your passport.

If you are an Ilocos Hire, you need to provide your Work Permit. Please see the Appendix section to
know how to secure your Work Permit.

Note: For candidates living outside Ilocos Norte with WFH set-up: Due to travel restrictions imposed in
Ilocos Norte boarder, candidate may secure work permit once reporting to Ilocos site.

C. Prior to Start Documents

In case any of the documents listed below will not be available before your start date, please submit these once available.

No. Needed Documents Applicable to

If you are employed from January of the current year, you are required to provide a. Entry Level (fresh
your BIR Form 2316 on or before October 1 of the current year. graduates)
b. Experienced Hires
1. Submit a photocopy/original copy of your BIR 2316 on the current taxable c. Executive Hires (MD to
year from previous employer. This is required to be submitted as soon as Management Level 7)
it is made available. Moreover, you may request your BIR FORM 2316 d. Foreign Hires
from your previous employer’s HR or Accounting or it will be provided
with your final pay.
2. Authority to deduct – this document will come from your recruiter.

Note:
BIR Form 2316 for the current ▪ Accenture, Inc. is legally obligated as an employer to consolidate taxable
11.
year and income from all previous employers within the calendar year, based on the
Authority to Deduct Form BIR Form/s 2316 to be submitted. The employee understands and agrees
that the consolidation may lead to a one-time deduction that will have an
effect on his net pay. However, the amount of your deduction is expected
to be approximate to the tax refund you will receive from your previous
employer/s. This estimate assumes that the taxes calculated and withheld
by the previous employer is correct. The accuracy of the information in the
2316 is the responsibility of both the employer and employee. Any
necessary corrections in case of discrepancies and wrong calculations
should be taken up with the previous employer who issued the erroneous
2316.
▪ This is also applicable for foreign hires if they have working experience
within the year in the Philippines.
If you have an existing PagIBIG loan, submit a photocopy of any of the following: a. Entry Level (fresh
1. HDMF Loan vouchers (within the 2-year amortization period) graduates)
2. HDMF Statement of Account if loan voucher is not available (within the 2- b. Experienced Hires
year amortization period) c. Executive Hires (MD to
Management Level 7)
You may refer to the appendix for important reminders.
12. Pag-IBIG Loan Vouchers or
Note:
Statement of Account with Loan
▪ The Pag-IBIG loan voucher or Statement of Account should reflect the
details
following details:
o Borrower’s Name
o Pag-Ibig Number
o Loan Amount
o Monthly Amortization
o Loan Type and,
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 o Amortization Period
▪ Accenture will continue the payment of your Pag-IBIG loan if it’s still
Active (within 2 years) and under Salary/Calamity Loan. Housing loan must
be settled personally in Pag-IBIG office.

D. Pre-Employment Medical Exam

You will have to undergo Physical and Chest-Xray Examination.

Applicable to
No. Needed Documents
Complete your Physical and Chest X-Ray Examination. a. Entry Level (fresh
graduates)
Note: b. Experienced Hires
▪ We highly encourage you to complete your Medical examination on the c. Executive Hires (MD to
13. given schedule as Non-compliance may result to movement of start date Management Level 7)
Pre-Employment Medical Exam
or contract recission. d. Foreign Hires
▪ Accenture will shoulder the payment of your Pre-Employment Medical
Examination (PEME).
▪ Your schedule will be sent through email within 24 hours from this
discussion.

E. Other Requirements for Uploading in Workday

Another tool that you will use to complete your pre-employment requirements is Workday. Workday is The Future of Work – it is digital HR that aims to
deliver world-class recruiting experience. It is our new people and career management home.

No. Needed Documents Applicable to

Cebu candidates only
Submit the following documents: a. Entry Level (fresh
1. Individual Work Permit – this can be obtained in SM City Cebu graduates)
14. For CEBU candidates ONLY 2. Health Certificate Permit - proceed to the Environmental Department of b. Experienced Hires
City Health Office and present your X-Ray results. (City Health office is c. Executive Hires (MD to
located at General Maxilom Ave. ‐ beside Queensland) Management Level 7)

1. Individual Work Permit: secure the document personally at the Municipal

Hall of San Nicolas, Office of the Mayor.
Ilocos candidates only
Prepare for the following pre-requisite in claiming the work permit.
a. Entry Level (fresh
▪ Brgy Clearance from your registered residence
graduates)
▪ Cedula / Community Tax Certificate
15. For ILOCOS candidates ONLY b. Experienced Hires
▪ NBI Clearance
c. Executive Hires (MD to
▪ Work permit fee: P150.00 will be paid in the Municipal
Management Level 7)
Treasurer’s office of San Nicolas

2. Health Certificate Permit - proceed to the RHU San Nicolas, Ilocos Norte
and present your X-Ray results.

Deadline of Submission: Three (3) working days from the discussion of requirements.
• All documents must be submitted not later than 3 working days from the discussion.
• Confirmation of your start date is dependent on the completion of your requirements.

For queries you may call any of the following contact details below. Moreover, the said contact details will be available on weekdays from 10:00 AM to 7:00 PM
only. In addition, the said contacts will not be able to entertain on holidays.

Contact Details:

▪ Text/SMS: 0919-160-0167
▪ Inbound Call Inquiry
o 0999-887-8979
o 0917-528-1481
▪ Email: [email protected]

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 APPENDIX 1

A. Requirements in Opening a Personal Bank Account – The list is subject to change based on the requirements specified by your preferred bank, please
contact your preferred bank prior to opening to know more about their updated requirements.

Present the following at the bank counter:

1. 2 Valid IDs (Photocopy and Original)
2. 1x1 or 2x2 Picture with white background
3. 2 Valid Government-issued IDs
4. Proof of Billing under your name. If no proof of billing, you may borrow from the owner of the bill with authorization letter and
owner’s photocopy of valid ID
5. Provisional working permit (PWP) – this is applicable for foreign hires only. This document will be provided by your recruiter.

Acceptable Valid IDs are the following:

▪ Passport (including those issued by Foreign Governments)
▪ Driver’s License
▪ Social Security Systems (SSS) ID
▪ Professional Regulations Commission (PRC) ID
▪ Alien Certification of Registration / Immigrant Certificate of Registration
▪ NBI Clearance (in the absence of primary IDs)

There are 2 options for your Bank Account Payment Election:

Option 1: Nominate your existing personal Bank Account. You can find all the accredited banks from the list which can be selected as your payroll
account. And indicate your choice for the Payment Election page in Workday

Option 2: Open and nominate a new personal bank account. We have handpicked a few PESONet participant banks that you may find helpful in
electing the bank that will suit your needs the most.

List of recommended banks and its guidelines for reference:

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 B. How to secure SSS Employment History
In the absence of SSS online access, SSS Employment History can be secured via SSS Branch, or you can create your online account from the SSS
website.
1. Go to: https://www.sss.gov.ph/
2. Click Member Info and choose Employment history.
3. Take a screenshot of the whole page to get the SSS employment history.

First Name,
XX-

C. How to secure a copy of the SSS Statement Account

Only those who fit the below categories will submit their SSS Statement of Account (SOA)
▪ With Existing loan (Salary and/or Calamity Loan)
▪ No Loan but registered with SSS for more than 3 years.

If pre joiner doesn’t have an online account:

1. Visit SSS.gov.ph and create your online account.
2. Visit the nearest SSS office within your area to ask for a copy an SSS SOA.

If pre joiner has an online account:

1. Visit SSS.gov.ph
2. Click on Inquiry
3. Click on Loans Info.
4. Click on Loans.
5. Click the most recent loan/active loans
6. Take a screenshot

Sample screenshot – it is important that the information emphasized below (red box) are readable and visible:
▪ Loan Type
▪ Loan Amount
▪ Monthly Amortization
▪ First Monthly Amortization
▪ Loan Account number
▪ Sample:

Notes:
▪ If your loan is still active, meaning, within 2 years, Accenture will continue the payment of your loan 2 months from your start date.
▪ If it’s more than 2 years or considered a matured loan, you will be the one to settle it with SSS.
▪ If you are currently employed and your current employer advised you that they will pay for the remaining balance of your loan, you still
need to provide your SSS Statement of Account for our reference.

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 If pre joiner has no loan in SSS and registered for more than 3 years:
1. Visit SSS.gov.ph
2. Take a screenshot of your SSS information.
3. Your Full name, SSS number must be captured, and it must reflect no results found on salary loan or calamity loan tab

First Name, Last Name

XX-XXXXXXX-X

D. How to secure a Philhealth Member Data Record (MDR)

1. Log on to https://memberinquiry.philhealth.gov.ph/member/
2. Create your account and populate required fields.
3. Go to your personal email and activate PhilHealth account.
4. Log to https://memberinquiry.philhealth.gov.ph/member/ again and use your PhilHealth number, created password and enter the captcha
number.
5. Under Member Information click print MDR

Note: For those who are not yet registered with Philhealth, you must visit the Philhealth website to register.

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 E. How to request for Pagbig Member Data Form and Loan Voucher
This is required if pre joiner have an existing loan with Pagibig
1. Send an email to [email protected] and use the template below.
2. Please use the Email Template and attach a valid ID.

Subject: Requesting for Statement of Account

Hi Pag-IBIG,

I would like to request for my Pag-IBIG statement of account. Please see my details below and attached valid ID’s.

Name:
MID #/Pagibig Number:
Birthdate:
Birthplace:
Current Employer:
Employer Address:
Mother’s Maiden Name:

Regards,
“Insert Full Name”

Reminders:

1. Pre-joiners may opt to pay their outstanding Pag-ibig Loan via Payroll Deduction by submitting the required documents.
2. Loan vouchers or Statement of Account can be submitted prior to start date.
3. Accenture will only amortize current amount due until its loan maturity based on the ff
o Submission of the loan voucher/SOA;
o Completion of C2P;
o Payroll cut-offs. Past due account including the applicable month wherein salary deduction has not yet started should be settled directly to
HDMF offices. You will be notified thru your Accenture email of the start date of your deduction. If you fail to receive any notification,
immediately inform HR by logging a ticket in Service Now.
4. Matured loans (loans whose amortization period has already reached its 2-year period) will no longer be accepted for salary deduction. This should be
settled directly.
5. In cases where the outstanding loan balance has already been deducted by your previous employer from your last pay, you need not submit the copy
of voucher to Accenture. Your previous employer should remit the full payment to the government agency.
6. If PAG-IBIG loan voucher was made available after your first day with Accenture, submit your Pag-IBIG Loan voucher via Virtual Space on your first
week. Failure to comply will result to penalty being charged to you as borrower for every day of delay. Please note that you will be able to access
Virtual Space on your Day 1 when your EID is already active. You may disregard this task if you don’t have an existing Pag-IBIG loan:
o Access Virtual Space via this link. Tick ‘Agree’ and click Submit.
o Under Benefit Type, New Hire Pag-IBIG Personal Loan or Calamity Loan (Payroll Deduction Set-up)
o Refer to the table below to key-in the right format of PESH Ticket Number.
o Attach clear copy of Statement of Account (SOA) from Pag-IBIG. The SOA should clearly contain Active Loan details, HDMF Number and
Borrower’s Name.
o Click submit.

IMPORTANT REMINDER:

DROPDOWN IN PESH TICKET NO FORMAT IN LAST DAY OF UPLOAD IN

VIRTUAL SPACE VIRTUAL SPACE VIRTUAL SPACE FIRST PAYROLL SET-UP
NEW HIRE- Pag- HDMFMPL>SAP number of 30th payroll of the same month- one
IBIG Personal employee (No Space) month loan amortization
Loan (Payroll Example- HDMFMPL12345678 On or before 8th of the 15th the following month- half-
deduction set-up) month month amortization. Same deduction
every 15th/30th payroll until end of
loan term
NEW HIRE- Pag- HDMFCAL>SAP number of
IBIG Calamity employee (No Space) 15th the following month- half-month
Loan (Payroll Example- HDMFCAL12345678 on or before 20th of the
amortization. Same deduction every
deduction set-up) month
15th/30th payroll until end of loan term

F. BIR Document & appropriate supporting documents

If you have existing TIN but no document available, you may follow the instructions on how to get it online through Tin Verifier Mobile Application.
You need to send a screenshot as proof to be uploaded in the IVI tool. Please also take note that This tool is only working during weekdays and regular
working hours.

• Download the TIN Verifier Application on Appstore or Playstore.

• Application name is TIN Verifier Mobile Application

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 Note: To verify your existing TIN Number & your correct RDO Code, you may refer to BIR website (www.bir.gov.ph) or send an email to
[email protected] or call the BIR trunkline +632 8538-3200. You need to provide the BIR personnel on the line with pertinent information like
your complete name and birthday before you are given your TIN information.

If you don’t have a TIN yet: Accenture will process TIN registration for you.
• No Need to go to BIR office to process TIN.
• Upload BIR Form 1902 and PSA Birth Certificate.
• Your answer to the question “Do you have TAX Identification Number (TIN)?” will be our reference for the Registration of your TIN

G. Submission of BIR Form 2316 for the current year

Reminders:
▪ Earnings from previous company vs earnings from Accenture will be consolidated. If there's a tax due it will be deducted on your payroll
and will commence immediately the applicable payroll period upon receipt of a valid BIR 2316.
▪ Once you have onboarded or your start date has commenced, you must submit your BIR Form 2316 directly via Workday. Check out
your Workday inbox for the list of tasks that you must accomplish as part of your onboarding.

H. For ILOCOS candidates: Instructions to secure Work Permit

• Work Permit – Secure personally at the Municipal Hall of San Nicolas, Office of the Mayor.
• Prepare for the following Pre-requisites:
o Brgy. Clearance from your registered residence.
o Cedula /Community Tax Certificate
o NBI Clearance
o Work permit fee: Php 150.00 paid in the Municipal Treasurer’s office of San Nicolas

Note: For candidates living outside Ilocos Norte with WFH set-up: Due to travel restrictions imposed in Ilocos Norte boarder, candidate may secure
work permit once reporting to Ilocos site. We’re done with the Critical to Payroll Documents. I hope I was able to help you with your onboarding
requirements.

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Pre-Employment Requirements Checklist v1 03/06/2023