Good day,

Hi Team!Para maiwasan natin yung Return to Branch na Clearances,

iexplain
ko nalang po step-by-step ang dapat gawin kasama na ang clearance
requirements per position ng mga Resigned, End-of-Contract, Finished
Contract, Dismissed due to AWOL & Dismissed due to Audit Findings.

First. After effectivity date of his/her separation, dapat po makapag

clearance na ang separated employee. May 15 days ang branch para
maprocess
ang clearance. After maprocess due to pandemic nagkaroon na po tayo
ng
Online Process. Bago i-out ang hard copy, ang gagawin po ng BRO/CMO
ay
ii-scan po each requirements (pdf type) lagyan ng Name ng separated
employee ang file. For example DELA CRUZ, JUAN FFC MANILA at isesend
po
dito hrdclearance@fundline.com.ph

CLEARANCE REQUIREMENTS PER POSITION

CUSTOMER MANAGEMENT ASSOCIATE WITH AREA

1. Company ID
2. Branch Clearance Form 2 - with signature of CMO and Area Manager
(Approval Code)
3. Certificate Of Non-Discrepancy with List of Customers - Topsheet
and
List form ng customers each page dapat po may sign ni CMO.
4. Materials Accountability Form and Materials Return Memo.
5.Authority to Deduct.
NOTE: Paki tingnan po ang Sample Form na ipapasa ko po sainyo.
Ganyan
po ang gagawin.

CUSTOMER MANAGEMENT ASSOCIATE WITHOUT AREA, CREDIT INVESTIGATION

SPECIALIST, COLLECTION SPECIALIST,M MARKETING ASSOCIATE, AREA MANAGER
&
REGIONAL MANAGER

1. Company ID.
2. Branch Clearance Form 2
3. Materials Accountability Form and Materials Return Memo (For AM &
RM
Company phone, charger, simcard, laptop and laptop charger).
4. Authority to Deduct
NOTE: Paki tingnan po ang Sample Form na ipapasa ko po sainyo.
Ganyan
po ang gagawin.

CUSTOMER MANAGEMENT OFFICER, BRANCH OFFICER, BRANCH SECRETARY AND

CASH
CUSTODIAN

1. Company ID.
2. Branch Clearance Form 2
3. Materials Accountability Form and Materials Return Memo
4. Tax Monitoring Turnover Checklist - From year hired to year
separated
iche-check nyo po yung boxes ng mga book of accounts.
4. Authority to Deduct
NOTE: Before mag take effect ang separation date, tumawag na po
kay
Documentation department para malaman po ang mga unsubmitted loan
documents na covered po sainyo look for Ms. Cris.