Prime-Hrm Assessment Checklist With Key Indicators: I. Human Resource Records Management A. Human Resource Records

PRIME-HRM ASSESSMENT CHECKLIST with KEY INDICATORS
GENERAL INSTRUCTION: Please check or click "Yes" or "No" if the following item/s under each aspect of the assessme
item on the Remarks column. If there are more than 10 employees in the sampling, please copy this worksheet to anothe
I. Human Resource Records Management
A. Human Resource Records
1. 201 Files
a. b. c. d. e.
Appointment Assumption to Oath of Office Personal Data Position

Name and Position of (CSC Form 33) Duty Sheet (CSC Description
Employees (Use additional Form 212) Form
sheets if necessary)
Check if the
appointment
Item Certificate of Check if filled
details conform to
Descriptions/ assumption Oath of office Check if all out and
the plantilla of
counter- not earlier than items are consistent with
Specific personnel and
checked with date of completely and the position as
Instructions/ employees'
date of issuance of properly filled appearing on
Assessment service records
issuance of appointment out. the face of the
Guide and if
appointment appointment
erasures are
authenticated
Document/ Position
Appointment Certificate of
Oath of Office, Personal Data Description
Evidence Form, Plantilla, Assumption,
Appointment Sheet Form,
Requirements Service Card Appointment
Appointment
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Document/ Evidence
Other Records and Indicators NGA-duly
Specific Instructions
approved by DBM, Updated as of audit period
Requirements
Plantilla; Appointments;
2. Plantilla of Personnel LGU-duly approved by the
Service Card
Sanggunian
appointments and
Appointments; NOSA/NOSI;
3. Service on
4 Reports Records
Appointments NOSA/NOSI if personnel
Appointments, Plantilla, Check Plantilla invalidated with
validated/
Issued (for accredited movements and salary
notice of validation or reasons RAI, Appointment,
agencies)
ATORS
under each aspect of the assessment is/are existing. If the said item/concern cannot be directly responded by either Yes or No, please note
ease copy this worksheet to another tab, enter the next set of employee names and repeat the process.
f. g. h. i. j. k. l. m.
Medical
Certificate
(CSC Form
Certificate of Designation Statement of Notices of 211) NBI Clearance School Marriage
Eligibilities/ Orders, if Assets, Salary Neuro- Diplomas and Contract/
licenses applicable Liabilities and Adjustments/ Psychiatric test Transcript of Certificate
Networth Step if applicable records
Increments Drug Test, if
applicable
Notices of
Original copy or Original copy
Salary
duly Original copy; Original copy; duly
Adjustments/ For change of
authenticated Updated SALN; required for required for authenticated;
Check if Step civil status,
by CSC, PRC, may be filed original original required for
reflected in the Increments application
SC or other separately from appointments appointments original
PDS and IPCR must be for paternity
agencies which 201 and re- and re- appointments,
recorded in leave
issued the employment employment reemployment,
employees'
licenses. or promotion
records
Medical
certificates and
Certificate of
Office Order, NOSI/NOSA, results of
Eligibility, PRC SALN NBI Clearance Diplomas, TOR
PDS, IPCR Service Cards required tests
ID, licences
Employees request for

Entries in the records are Location of files is
Updated as of audit period copies of documents Evidence Requirements
accurate and complete accessible and secured
granted promptly
Annex B
by either Yes or No, please note important details relative to the
n. o. p q.
Certificate of Clearance from Commendations/ Contract of

Leave Balances Property and Awards or Service
(for transferees) Money Copies of (if applicable)
Accountabilities Disciplinary
(for transferees) Actions (if any)
Cross check
with the
Required for
employee leave
transfer
card if last entry
is updated
Certificate of
Certificate/ Contract of
Leave Balances
Decision Service
(for transferees)
Evidence Requirements Remarks

Prime-Hrm Assessment Checklist With Key Indicators: I. Human Resource Records Management A. Human Resource Records

Uploaded by

Copyright:

Available Formats

Prime-Hrm Assessment Checklist With Key Indicators: I. Human Resource Records Management A. Human Resource Records

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Prime-Hrm Assessment Checklist With Key Indicators: I. Human Resource Records Management A. Human Resource Records

Uploaded by

Copyright:

Available Formats

What documents are required for original appointments and re-employment?

What should notices of salary adjustments/step increments be recorded in?

PRIME-HRM ASSESSMENT CHECKLIST with KEY INDICATORS

Appointment Assumption to Oath of Office Personal Data Position

Employees request for

Certificate of Clearance from Commendations/ Contract of

Evidence Requirements Remarks

You might also like