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TEAM KEITH

recruitment
Things to remeber
STEP BY STEP GUIDE
1. Attend BYB.
2. Secure Valid ID, Proof of SSS, & Proof of TIN.
3. Schedule Debriefing, & IC Exam and collect payment.
4. Create PLUK Gmail & Register to JoinPru.
5. Download WhatsApp.
Recruiter: Add to "TK-RECRUITMENT" Loop.
6. Download E-licensing Documents.
Send E-licensing Email.
STEP 2
SECURE VALID ID, PROOF OF SSS, & PROOF OF TIN

Note: If Recruit has no SSS/TIN ID

Message FEBE - TK UNIT STAFF FOR


ASSISTANCE
STEP 2
PROOF OF SSS
SSS ID
E1 Form/ E4 (with a stamp from SSS)
Pay slip (indicating SSS number w/ company logo) RS5
Form/Proof of contribution (with a stamp from SSS)

Company ID (Front and Back) with SSS Number

Membership Profile - Include URL (www.sss.gov.ph)


ACCEPTED PROOF OF SSS
SSS ONLINE WITH MEMBER INFO - MUST BE ACCESSED THROUGH LAPTOP
ACCEPTED PROOF OF SSS
PAYMENT SLIP
ACCEPTED PROOF OF SSS
WITH BARCODE
STEP 2
PROOF OF TIN
TIN Card
Company ID w/ TIN number (Front and Back)
BIR Certificate of Registration stamped by BIR
BIR Form 1701 / Income Tax Return duly stamped
by BIR
Screen Capture of Online TIN Registration
TIN Verification Slip stamped by BIR
BIR 2316 signed by HR
ACCEPTED PROOF OF TIN
VERIFICATION SLIP MUST BE STAMPED
STEP 3
SCHEDULE RECRUIT FOR DEBRIEFING AND IC EXAM

DEBRIEFING IS EVERY SATURDAY 1PM-4PM


DEADLINE OF REQUIREMENTS THURSDAY 6PM SAME WEEK
FUND TRANSFER ALL RECRUITMENT RELATED-PAYMENTS TO UNIT STAFF
DEBRIEFING REGISTRATION EMAIL
Using your activated PLUK Gmail Account with the following format:

SUBJECT : ATTACHMENTS:
Debriefing Requirements_Team Keith_Date of Debriefing
Proof of Transfer to FEBE amount of PHP 1,850.00
BODY: Valid ID
Hi Febe, WhatsApp Profile
IC Exam OR
Good day,

Full Name: Details of PHP 1,850 are as follows:


Date of Debriefing:

Date of BYB:

Recruiter:
150 - Lawyer's Notarial Fee
Team Name: Keith 300 - Professional Tax Receipt for Makati City Hall
350 - Business Cards
Thank you. 1,000 - Rookie Primary Modules
50 - Printing Fee and Doc Stamp

Email to: Febe - asst.to.kristelkeithdelacruz@gmail.com


CC: UM Keith - plukkristelkeithdelacruz@gmail.com & Recruiter
DEADLINE:
EVERY THURSDAY 6PM
STEP 3
HOW TO REGISTER FOR IC EXAM:

1. Email "IC Exam Payment" to obtain Official Receipt.


2. Once Official Receipt is available, Register IC Exam
Schedule to JoinPru.
3.Check IC Exam Confirmation via Gmail.
IC EXAM PAYMENT EMAIL
Using your activated PLUK Gmail Account with the following format:

SUBJECT : ATTACHMENT:
IC EXAM PAYMENT - TEAM KEITH - DATE OF IC EXAM
Recruit's Valid ID
BODY: Proof of Transfer to FEBE amount of PHP 2020.00

Hi Febe,

Good day,

Kindly process IC Exam Payment.

Thank you.

Email to: Febe - asst.to.kristelkeithdelacruz@gmail.com


CC: UM Keith - plukkristelkeithdelacruz@gmail.com & Recruiter
REMINDERS IN REGISTERING FOR IC EXAM:
1. Triple Check the Official Receipt Number. Make sure to input it correctly.
2. Register for both Traditional & Variable Exam.
3. Select the preferred IC Exam Venue.
ACCESS IC EXAM REVIEWERS HERE:

https://tinyurl.com/IC-EXAM-REVIEWER

STEP 4
REGISTER TO JOINPRU:

https://www.joinpru.com.ph/
*Use PLUK Gmail

Prulife@1 Prulife@1 *Use as temporary password!

*PruExpert Automatic Creation


(Rookie Onboarding Portal)
*Provide your information.
*Tick box if Recruiter is not yet coded,

otherwise, leave it blank and proceed with

agent's code.

*Immediate Manager should be:


Kristel Keith Dela Cruz
*Login JoinPru
*Select your preferred IC
Exam Site & Schedule
OFFICIAL RECEIPT NUMBER

SAMPLE IC EXAM OFFICIAL


RECEIPT
VARIABLE:
https://quizlet.com/_brps2j?x=1jqt&i=1jx6mk
Password : FAmelvs

TRADITIONAL:
https://quizlet.com/_brywha?x=1jqt&i=1jx6mk
Password : FAmelvs
IC EXAM

SCHEDULE
2023
MARCH 2023
APRIL 2023
MAY 2023
JUNE 2023
JULY 2023
AUGUST 2023
SEPTEMBER 2023
OCTOBER 2023
NOVEMBER 2023
DECEMBER 2023
LOGIN TO YOUR PRUEXPERT

ACCOUNT & ACCOMPLISH

ROOKIE ONBOARDING PORTAL


ROOKIE ONBOARDING PROGRAM:

*Login JoinPru
ROOKIE ONBOARDING PROGRAM:
ROOKIE ONBOARDING PROGRAM:
ROOKIE ONBOARDING PROGRAM:
ROOKIE ONBOARDING PROGRAM:
ROOKIE ONBOARDING PROGRAM:

*Click Here
SCHEDULE ILT 1 AND ILT 2:
SCHEDULE ILT 1 AND ILT 2:
ILT 1 AND ILT 2
SCHEDULE
ACCESS ACCOMPISHED ROP HOMEWORK HERE:
https://drive.google.com/file/d/15kqXn4B_eEjtT-4oIOvpFVwMiVZQYJS5/view? usp=share_link

(Input Prospect 30 & Recruit's Esig)

*Upload Homework Here


ACCESS ACCOMPISHED ROP HOMEWORK HERE:
https://drive.google.com/file/d/15kqXn4B_eEjtT-4oIOvpFVwMiVZQYJS5/view? usp=share_link

(Input Prospect 30 & Recruit's Esig)

*Upload Homework Here


ROP EXAM
ROP EXAM

*Select: "Code Now, Pay Later"

*Input: "N/A" in Official Receipt

ROP Exams
ROP EXAM
ROP EXAM
ROP EXAM
ROP EXAM
ROP EXAM
ROP EXAM
ROOKIE ONBOADRING PROGRAM
ROOKIE ONBOADRING PROGRAM
STEP 5
DOWNLOAD WHATSAPP AND ADD TO TK RECRUITMENT LOOP

Full Name:
Nickname:
Birthday:
Recruiter's Name:
Date of Career Preview:
STEP 6

DOWNLOAD E-LICENSING DOCUMENTS


&
SEND E-LICENSING EMAIL
E-LICENSING:

*Login to Join Pru again.


*Click Here
E-LICENSING:
E-LICENSING:

KINDLY FILL-OUT ALL THE BLANKS


E-LICENSING:

KINDLY FILL-OUT ALL THE BLANKS


CODE NOW, PAY LATER
IF RECRUIT PASSED ONLY ONE EXAM
SINGLE LICENSE FEE MUST BE PAID.

SEE NEXT SLIDE.


LICENSING AND BTC FEE
Using your activated PLUK Gmail Account with the following format:

SUBJECT : ATTACHMENT:
LICENSING AND BTC FEE - TEAM KEITH - NAME OF RECRUIT
Proof of Transfer to FEBE amount of PHP 1765
BODY: PHP 1515 per License
PHP 250 ROP Fee
Hi Febe, Valid ID

Good day,

FIRST NAME:
MIDDLE NAME:
LAST NAME:

Thank you.

Email to: Febe - asst.to.kristelkeithdelacruz@gmail.com


CC: UM Keith - plukkristelkeithdelacruz@gmail.com & Recruiter
REMARKS:
VARIABLE AND ROP FEE TRADITIONAL AND ROP FEE

PRINT NEW CA APP - ONLY ONE LICENSE MUST BE TICKED


E-LICENSING:
IF YOU HAVE PAID YOUR TAX
FOR LAST YEAR OR THE
PRECEDING YEAR, KINDLY
TICK YES AND STATE YOUR
LAST 2 EMPLOYERS.

IF FRESH GRAD, KINDLY TICK


NO
AND STATE ONLY 1 EMPLOYER
E-LICENSING:

*Input Correct Answers!


E-LICENSING:

*Input Correct Answers!


E-LICENSING:

CLICK DOWNLOAD
E-LICENSING REQUIREMENTS:
1. Interview Assessment Form
2. Skills Assessment Sheet
3. Valid Government ID
4. Proof of SSS
5. Proof of TIN
6. 1x1 ID Picture
7. Prospect 100
8. ROP Certificate
9. Proof of Signing
Email to: Febe - asst.to.kristelkeithdelacruz@gmail.com
CC: UM Keith - plukkristelkeithdelacruz@gmail.com & Recruiter

Subject: Team Keith_Recruit's Fullname_E-Licensing


EMAIL FORMAT GUIDE
PRUEXPERT LMS CONCERN
For Queries regarding:
PruExpertLearning Management System (LMS)
User/Account Management
Password Management
LMS Courses
Instructor Led Training (ILT)
Please indicate the following
1. Name of Recruit
2. Username/Email
3. Issues Encountered - Explain further with Screenshot

Email to: PRUExpertLMS.helpdesk@prulifeuk.com.ph


CC: Email to: Febe - asst.to.kristelkeithdelacruz@gmail.com
CC: UM Keith - plukkristelkeithdelacruz@gmail.com & Recruiter
ONBOARDING TRAINING SUPPORT CONCERNS
For Queries regarding

ROP1 Training Guidelines


Requirements
Database
Schedule
Validation

Please indicate the following:


1. Name of Recruit
2. Username/Email
3. Issues Encountered - Explain further with Screenshot

Email to: PRUExpertLMS.helpdesk@prulifeuk.com.ph


CC: Email to: Febe - asst.to.kristelkeithdelacruz@gmail.com
CC: UM Keith - plukkristelkeithdelacruz@gmail.com & Recruiter
QUESTIONS?

CLARIFICATIONS?
Email to: Febe -

asst.to.kristelkeithdelacruz@gmail.com

CC: UM Keith -

plukkristelkeithdelacruz@gmail.com
TEAM KEITH
RECRUITMENT
THANK YOU!

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