HR reports, data checks and statutory reports
Find government reports in one place and catch missing employee data before payroll.
Compliance & Reports
HR › Reports Hub collects the filings and reports in one place, including:
- SSS R-3, SSS R-5 and the SSS loan collection schedule.
- PhilHealth contributions with the RF-1 form, and PhilHealth Employee Reporting with the ER2 form.
- Pag-IBIG MCRF and the Pag-IBIG short-term loan schedule with the STLRF form.
- BIR Form 1601-C, the 1604-C worksheet and Form 2316 (see Year-end tax annualization).
- DOLE Payroll Audit, Statutory Rates and Statutory Recheck.
For the big picture, see Philippine HR and payroll compliance.
Most reports have PDF and CSV downloads. CSV files are protected so that a name or address starting with =, +, - or @ can't run as a formula in Excel. Recording the remittances is covered in Remit SSS, PhilHealth, Pag-IBIG and withholding tax.
Data check
Data check lists employees with missing or invalid details, such as government IDs, pay rate or hire date. Fix them before running payroll so deductions come out right. Download the list as CSV to share with HR.
Statutory re-check
Statutory re-check is read-only. It re-works SSS, PhilHealth and Pag-IBIG on payrolls that are already posted, using the rules in force on each payroll's pay date (see Statutory rates), and compares them with what was stored. It changes and posts nothing, and you can download the result as CSV.
System health
System health runs the monthly checks an accountant or HR officer would, shown as a pass, warn or fail list. Use Run checks now. It writes nothing to your data.
Tip: Run Data check at the start of every payroll period.