Service catalogue

Illustrative included activities

• Employee master-data administration, personnel files, and contract and document administration using your approved templates
• Onboarding and offboarding coordination end to end
• Timekeeping, attendance, leave, benefits and payroll-input administration
• Recruitment-process coordination: job posting, applicant scheduling, interview coordination, background-check facilitation, offer administration and onboarding logistics
• Performance-management cycle administration, training logistics, employee surveys and policy acknowledgment tracking
• HR helpdesk support with logged, tracked resolution
• Statutory registration and remittance support for SSS, PhilHealth, Pag-IBIG and DOLE where included
• HR analytics: headcount, turnover, leave balances, personnel-cost summaries and compliance calendars
• Employee-relations case administration and documentation under your management and counsel

Principal deliverables

• Employee master-file and document-status report
• Onboarding / offboarding checklist and completion report
• Attendance, leave, benefits and payroll-input files
• Recruitment pipeline and hiring-process report
• HR helpdesk log and recurring-issue analysis
• Headcount, movement, turnover and compliance dashboard

Exclusions and reservations

• Final hiring, promotion, compensation, disciplinary, redundancy, retrenchment, dismissal or labour-relations decisions for your employees
• Legal advice, representation in labour cases or collective bargaining
• Recruitment or placement requiring a government licence, unless separately held and contracted
• Responsibility for your employment contracts, wages, benefits, workplace policies and occupational safety

Illustrative included activities

• Service desk, incident and request management, remote support
• User onboarding and offboarding, password and access support
• Device inventory and endpoint administration
• Network, server, cloud, email, collaboration, backup, patching, antivirus and endpoint detection, and monitoring where included
• Application support, vendor coordination, licence tracking, user administration and release/change coordination
• IT asset register, warranty tracking, configuration records and lifecycle planning
• Cybersecurity hygiene: access reviews, phishing-awareness coordination, vulnerability-remediation tracking and incident coordination
• Business-continuity and disaster-recovery documentation support, backup monitoring and recovery-test coordination
• Automation, low-code workflow, reporting and integration support as defined in the Service Order

Principal deliverables

• Service-desk ticket register and SLA report
• Asset and licence inventory
• Patch, backup, endpoint and access-review report
• Incident, problem and change log
• Monthly technology health and risk dashboard
• Project, migration or automation deliverables per Service Order

Exclusions and reservations

• No warranty of uninterrupted internet, cloud, telecommunications, utilities, third-party software or your own infrastructure
• No cybersecurity certification, penetration testing, digital forensics, source-code audit or regulated security assessment unless separately scoped
• No responsibility for unlicensed, unsupported or end-of-life technology you elect to keep using after notice
• You maintain lawful software licences and approve material changes, downtime, access and security exceptions

Illustrative included activities

• Chart-of-accounts mapping, opening-balance setup, transaction recording, journal-entry preparation and ledger maintenance
• Accounts receivable, billing support, collection monitoring and cash application
• Accounts payable, invoice processing, payment-proposal preparation and vendor reconciliation — without authority to approve or release funds
• Bank, cash, receivable, payable, inventory, fixed-asset, payroll, tax, intercompany and general-ledger reconciliations
• Monthly, quarterly and annual closing support: accruals, prepayments, fixed assets, lead schedules and management review packages
• Management trial balances, financial statements, cash-flow reports, budgets, forecasts, dashboards and variance analysis
• Audit-support schedules, document coordination and data-room administration
• Tax and statutory data preparation or filing support where expressly included and under appropriate professional oversight

Principal deliverables

• Updated accounting records for the covered period
• Month-end close checklist and reconciliation package
• Management financial statements and reporting pack
• AR/AP aging, cash, fixed asset, tax and inventory schedules
• Open-item, exception and management-decision report
• Budget, forecast, cash-flow or finance dashboard where selected

Exclusions and reservations

• No audit opinion, assurance, independent certification, or guarantee of financial-statement or tax compliance
• We will not select or approve material accounting policies, estimates, tax positions or management judgments
• No bank-signatory authority, payment release, borrowing, investment decision or custody of your funds
• External audit, tax representation, legal advice and valuation require a separate engagement with a licensed practitioner

Illustrative included activities

• Calendar, meeting, travel, visitor, mail, courier, document, filing, records and correspondence administration
• Office-supply inventory, facilities-request coordination, maintenance scheduling and landlord / vendor coordination
• Document formatting, report assembly, presentation support, minutes, action tracking and records indexing
• Asset and key registers, access-card administration, meeting-room management and workplace logistics
• Government, bank, notarial and courier liaison on an administrative basis where authorised
• Executive-assistant or virtual-assistant support under defined work queues and authority limits

Principal deliverables

• Administrative request log and completion report
• Meeting calendar, minutes, action tracker and document register
• Office supplies, assets, maintenance and vendor-issue dashboard
• Travel, visitor, courier and facilities coordination records
• Executive support report or work-queue summary

Exclusions and reservations

• No authority to execute contracts, incur liabilities, commit budgets, access funds or make corporate or legal representations without written delegation
• No physical security, janitorial, transport, engineering or building-management services
• No guarantee of third-party appointment, delivery, permit, travel approval or facility availability

Illustrative included activities

• Maintain a government-compliance calendar covering agreed national and local agencies, reportorial requirements, registrations, permits, licences and renewal dates
• Prepare and coordinate routine registrations, updates, filings, renewals and supporting documents for the SEC, BIR, DTI, local government units, DOLE, SSS, PhilHealth and Pag-IBIG Fund where included
• Coordinate your approval, signature, payment of government charges, submission, follow-up, status monitoring and retention of filing confirmations and official receipts
• Maintain an organised repository of registrations, certificates, permits, licences, correspondence, notices and filing evidence
• Coordinate routine employer and employee registration or update requirements
• Monitor government correspondence and promptly escalate notices, deficiencies, inspections and assessment communications
• Support approved amendments to registered business information, branches, addresses, officers and activities

Principal deliverables

• Government compliance calendar and responsibility matrix
• Filing, registration, permit and renewal tracker
• Prepared filing packs and approval checklists
• Repository index of registrations, permits, certificates and filing evidence
• Government notice and action log
• Monthly or quarterly compliance-status dashboard and escalation report

Exclusions and reservations

• Formal legal opinions, legal representation, tax opinions, BIR audit defence, contested proceedings, litigation and investigations
• No guarantee of approval, processing time, absence of inspection, waiver of deficiency or favourable government action
• Government fees, penalties, interest, certification fees, notarial charges, courier, travel, external counsel and specialist costs are for your account unless expressly included
• We may decline to submit a document that appears inaccurate, misleading, incomplete, unauthorised, unlawful or inconsistent with official records

Illustrative included activities

• Inbound and outbound email, chat, voice, social, helpdesk and case-management support within agreed channels and hours
• Customer inquiry, order-status, appointment, onboarding, account-update, complaint, return, refund-request and escalation administration within your approved rules
• Ticket classification, knowledge-base use, identity verification, documentation, follow-up and case closure
• Quality monitoring, coaching, workforce scheduling, queue management, customer feedback and root-cause analysis
• Knowledge-base maintenance, script administration, template updates and FAQ creation
• Multilingual or extended-hours support where expressly stated

Principal deliverables

• Interaction and ticket records
• SLA, queue, backlog, productivity, quality and CSAT reports
• Complaint and escalation register
• Knowledge-base and script change log
• Root-cause and recurring-issue analysis
• Workforce and coverage report where selected

Exclusions and reservations

• We will not provide warranties, refunds, credits, admissions, legal positions or public statements beyond approved authority limits
• You remain responsible for product quality, pricing, terms, consumer disclosures, refund policy, inventory, fulfilment and legal compliance
• No guarantee of sales, retention, customer satisfaction or resolution where the root cause sits outside our control

Illustrative included activities

• Regulatory research support, obligation mapping, change-impact summaries, compliance-risk registers and policy inventories
• Policy drafting support, approval and acknowledgment tracking, compliance-training coordination, testing support and remediation monitoring
• Contract intake, template administration, signature routing, clause and obligation extraction, renewal tracking and repository management using your or counsel's approved forms
• Legal matter, internal investigation, regulatory inquiry and external-counsel coordination; document collection; chronology; privilege-aware data-room support; action tracking
• Corporate records, board-material, registration and governance administration where separately authorised
• Anti-bribery, privacy, records, third-party due diligence and control-documentation administration aligned to your policies

Principal deliverables

• Compliance-risk and regulatory-impact register
• Policy, governance and regulatory-change tracker
• Policy, training, testing and acknowledgment tracker
• Contract register with obligation, clause and renewal reporting
• Legal matter, regulatory inquiry and remediation tracker
• Compliance-risk dashboard and management action report

Exclusions and reservations

• No legal advice, legal opinion, interpretation as counsel, representation, litigation, court appearance, notarisation, privileged investigation, or any act reserved to a Philippine lawyer or other regulated professional
• You and your licensed counsel remain responsible for legal conclusions, filings requiring professional signature, privilege, strategy, admissions, waivers and regulator responses
• No guarantee of permits, approvals, legal outcomes, or absence of fines and penalties
• No contingent fee based on a legal, regulatory or tax outcome

Illustrative included activities

• Marketing calendar, campaign coordination, content planning, copy and creative production, editing, design, presentation and asset administration
• Website, social media, email, CRM, lead, webinar, event and marketing-automation support within approved systems and access
• Market, competitor, customer, keyword and channel research using lawful sources
• Campaign setup, publishing, scheduling, monitoring, tagging, reporting, and coordination with media, platform, agency and creative vendors
• Lead capture, qualification administration, CRM hygiene, handoff tracking and sales-support materials
• Brand asset library, approval workflow, content archive and usage-rights administration

Principal deliverables

• Marketing calendar and campaign tracker
• Approved content, design, presentation, email, web and social assets
• Channel, campaign, lead and engagement dashboard
• CRM hygiene and lead-handoff report
• Asset and usage-rights register
• Post-campaign analysis and improvement recommendations

Exclusions and reservations

• No guarantee of leads, sales, ranking, reach, conversions, virality, platform approval or media performance
• You must approve claims, pricing, offers, disclosures, brand use, regulated content, personal-data use and final publication
• Media spend, influencer fees, stock assets, fonts, software, printing, events and third-party production are excluded unless funded and approved
• We will not use copyrighted, trademarked, personal or confidential material without adequate rights or authorisation

Illustrative included activities

• Purchase-request intake, specification clarification, sourcing research, RFQ administration, bid tabulation and approval routing
• Vendor onboarding, master-data administration, accreditation tracking, due-diligence coordination and performance reporting
• Purchase-order preparation, order acknowledgment, delivery tracking, expediting, issue resolution and three-way-match support
• Inventory, reorder, stock-status, slow-moving and exception reporting where included
• Logistics, customs broker, freight, warehouse and supplier coordination on an administrative basis
• Procurement analytics: spend classification, supplier concentration, savings opportunities, lead-time and service-performance reporting
• Contract and renewal coordination with your legal / compliance support

Principal deliverables

• Sourcing and bid-comparison file
• Vendor master and due-diligence status report
• Purchase-order and delivery tracker
• Inventory and exception report
• Spend, lead-time, supplier, quality and savings dashboard
• Open-issue and escalation report

Exclusions and reservations

• We will not select vendors, approve purchases, commit budgets, sign contracts, accept goods, release payment or waive defects unless expressly authorised under controlled limits
• No guarantee of vendor performance, availability, lead time, customs clearance, quality, price, savings or continuity
• No undisclosed rebate, commission, referral fee, kickback or vendor incentive — any permitted commercial benefit is disclosed and allocated as agreed
• Government procurement, importation, regulated goods, customs and engineering specifications require your approval or a specialist