Employee list and profile (201 file)

Where: HR › Employees.

The employee list

• Cards at the top: Active, Probationary (with how many reach 6 months within 30 days), and Needs attention.
• Tabs: Active, Regular, Probationary, Contractual / project, Separated, Needs attention, All.
• Search by name, employee # or email, and filter by department, position and portal status.
• Needs attention lists employees with something missing, such as a TIN, SSS, PhilHealth or Pag-IBIG number, or other details payroll and government reports need.

The profile (201 file)

Click a name to open the profile. Each section has its own Edit link:

• Personal & contact, including the emergency contact.
• Work: department, position, shift, date hired, employment status. For probationary employees it shows the date they reach 6 months (Labor Code Art. 296).
• Government IDs: TIN, SSS, PhilHealth and Pag-IBIG numbers are masked. Show reveals one number, and each reveal is recorded in the Activity Log (Data Privacy Act).
• Compensation & benefits: pay type and rate, the daily rate payroll uses, recurring pay items (allowances and deductions), bank account (masked), and 13th month earned so far this year from posted payroll (due by December 24).
• Schedule & attendance, with a link to the DTR.
• Leave balances for the year.
• Employment history: regularization, status changes, position changes, transfers, separation and rehire, recorded automatically when HR saves a change.
• 201 documents: upload and manage the employee's files.
• Employee portal: whether they have a login, and Give portal access or Resend invite. See Employee portal logins and invites.

Who can see pay

Pay amounts (rate, pay items, salary history, 13th month) are shown only to people with Prepare payroll or Approve & post payroll. HR officers without a payroll permission see the rest of the profile, and when they save a change the pay fields are kept as they were.

Tip: Fill in what Needs attention shows before your first payroll: missing government numbers stop withholding tax and contribution reports from being complete.