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Employee Document Management Instructions

The document provides Clarice Maximo's turn-over list and instructions for Ella Lunar regarding various tasks including ID renewal requests, clearances, leave forms, COEs, ATM applications, contracts, and 201 files. Ella is asked to process documents according to the layers in the cabinet and logbooks, and submit documents to the appropriate coordinators or accounting staff. Clarice thanks Ella and requests she follow-up on any missing instructions.

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Clarice Maximo
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39 views1 page

Employee Document Management Instructions

The document provides Clarice Maximo's turn-over list and instructions for Ella Lunar regarding various tasks including ID renewal requests, clearances, leave forms, COEs, ATM applications, contracts, and 201 files. Ella is asked to process documents according to the layers in the cabinet and logbooks, and submit documents to the appropriate coordinators or accounting staff. Clarice thanks Ella and requests she follow-up on any missing instructions.

Uploaded by

Clarice Maximo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

To: Ella Lunar

TURN-OVER LIST RE:

1. ID
- All renewal id request dated July 22, 2019 are done. Please see second layer of the cabinet. Kindly give it to
the respective coordinator Dante, Alfred, Rocco, Rommel. (If hiningi nila).
- If the Coordinator submitted a renewal request, kindly staple it together with their name (will do it all when
I get back, unless urgent yung sa outlet pagawa nalang.)
- Other ID request, new/replacement, if not urgent kindly keep it muna.

2. CLEARANCE
- All incoming clearance after ma-pirmahan kindly log to per account logbook (DMPI,SCJ/WM) and forward to
accounting.
- No pending as of today (July 22, 2019)

3. LEAVE FORM
- All incoming leave form after ma-pirmahan (Sir Robert and Ma’am jean) kindly log to “COE/LEAVE” logbook
and submit to respective accounting staff. For Del Monte, Ms. Wilma Diolata, for SCJ, Ms. Shane for
Waltermart, Ms. Wilma Laganzo.

4. COE
- All COE request if not urgent kindly pending it muna, since we do not have Letter head pa.
- If there are already signed by RBE, keep it all together muna most of it naman WM South. If dumating si
Ma’am Queency, Pls check lahat ng sa area niya, to follow nalang yung iba pag meron na tayong letter head,
for printing na din naman yon.

5. ATM APPLICATION
- All incoming ATM Applications, kindly put it all to my “to-do” tray, 1st layer. Will encode pagdating.
- If there are Returned AUB Applications from AUB/Sir nick, pacheck muna yung Account ni Ms. Berna. Then
after checking, put it to my “to-do” tray, 2nd layer.
- For checking of Batch number, kindly open the file “ATM>ATM Masterlist”.

6. CONTRACT
- All contract request from email kindly leave it unread, if submitted hardcopy put it to tray, 2nd layer.
- All returned/reprint contract from area, put it to tray 2nd layer. Will do it when I get back.
- All contract from accounting (if no concerns) put it to “for signature of RLV>JCE>RBE. After kay RBE, for
attachment na, Kindly put it nalang sa Cabinet, 3rd layer.
- Please give to Ma’am Queency her contract request nasa 3rd layer cabinet (if dumating siya) pa receive
nalang sa top sheet and logbook “WALTERMART”.

7. 201 FILES
- ALL INCOMING 201 FILES FROM GMA AND OTHER AREA, KINDLY INTEGRATE BY COOR OR BY AREA AND PUT
IT TO 201 FILING CABINET (LIKOD NI MAM LEA, PANGATLONG LAYER) just put a date and area in a piece of
paper. Will do it pagbalik.

THANK YOU SO MUCH AND GOD BLESS! PS: if may nakalimutan pa akong ibilin, pasuyo nalang. 

CLARICE MAXIMO

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