| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Phase | Start_Day | End_Day | Task_ID | Task | Owner | Assignee | Deliverables/Outputs | Tools/Links | Dependencies | Status | Notes | Day_Window | Due_Date | Completed_On | Status | |
2 | Serve notice & request exports | 1 | 3 | CHK-001 | Serve formal notice to current EOR; cite termination clause | Legal | Notice letter sent; termination clock started | Data Request Pack | Not Started | 1–3 | 2025-08-10 | ||||||
3 | Serve notice & request exports | 1 | 3 | CHK-002 | Send Employee Records Request (payslips, YTD, time-off, 201-files) | Legal | Files requested via Day 1 email | Data Request Pack | CHK-001 | Not Started | 1–3 | 2025-08-10 | |||||
4 | Serve notice & request exports | 1 | 3 | CHK-003 | Create secure data room and share with current EOR & SOS | IT/Sec | Shared folder live; access confirmed | Not Started | 1–3 | 2025-08-10 | |||||||
5 | Paperwork live | 4 | 7 | CHK-004 | Execute NDA and MSA with SOS (signatories confirmed) | Exec + Legal | Countersigned NDA & MSA uploaded | CHK-001 | Not Started | 4–7 | 2025-08-14 | ||||||
6 | Paperwork live | 4 | 7 | CHK-005 | Align payroll cut-offs and publish migration calendar | HR + SOS HRBP | Cut-offs approved; calendar shared | CHK-004 | Not Started | 4–7 | 2025-08-14 | ||||||
7 | Employee comms | 8 | 10 | CHK-006 | Run all-hands briefing; distribute employee FAQ | HR | Recording + FAQ posted | The EOR Roadmap for High-Growth Companies | CHK-005 | Not Started | 8–10 | 2025-08-17 | |||||
8 | Employee comms | 8 | 10 | CHK-007 | Confirm tenure mirroring & leave porting approach | HR + SOS HRBP | Addendum language agreed | CHK-006 | Not Started | 8–10 | 2025-08-17 | ||||||
9 | Data & compliance | 11 | 15 | CHK-008 | Collect KYC: TIN, SSS, PhilHealth, Pag-IBIG; verify IDs | HR | KYC pack complete (100%) | CHK-006 | Not Started | 11–15 | 2025-08-22 | ||||||
10 | Data & compliance | 11 | 15 | CHK-009 | Compile leave balances and entitlements (import to tracker) | HR | Leave ledger signed-off | CHK-008 | Not Started | 11–15 | 2025-08-22 | ||||||
11 | Data & compliance | 16 | 20 | CHK-010 | SOS re-enrols employees: SSS R-3, PhilHealth ER2, Pag-IBIG MCRF | SOS Compliance | Acknowledgements/receipts filed | CHK-008 | Not Started | 16–20 | 2025-08-27 | ||||||
12 | Data & compliance | 16 | 20 | CHK-011 | BIR mapping: split-year 2316 + single AlphaList plan | SOS Payroll | Mapping doc approved | CHK-008 | Not Started | 16–20 | 2025-08-27 | ||||||
13 | Data & compliance | 16 | 20 | CHK-012 | PEZA/BOI amendment letter (if applicable) | SOS Compliance | Letter filed; next-cycle reporting aligned | Not Started | 16–20 | 2025-08-27 | |||||||
14 | Shadow payroll | 21 | 24 | CHK-013 | Run shadow payroll; compare to outgoing provider | SOS Payroll | Shadow register generated | Payroll Variance Calculator | CHK-011 | Not Started | 21–24 | 2025-08-31 | |||||
15 | Shadow payroll | 21 | 24 | CHK-014 | Reconcile variances; implement corrective entries | SOS Payroll | Variance ≤ 0.1% achieved | Payroll Variance Calculator | CHK-013 | Not Started | 21–24 | 2025-08-31 | |||||
16 | e-Sign & go-live | 25 | 25 | CHK-015 | Employees e-sign SOS contracts (100% goal) | HR + Employees | All contracts signed | CHK-007 | Not Started | 25–25 | 2025-09-01 | ||||||
17 | Offboarding (old EOR) | 26 | 28 | CHK-016 | Old EOR final payroll; confirm partial-year 2316 issuance | Current EOR | Final payslips + 2316 ack. | CHK-014 | Not Started | 26–28 | 2025-09-04 | ||||||
18 | Offboarding (old EOR) | 26 | 28 | CHK-017 | Collect clearances & close tickets with old EOR | HR + Legal | All tickets resolved | CHK-016 | Not Started | 26–28 | 2025-09-04 | ||||||
19 | Go-live (SOS) | 29 | 30 | CHK-018 | Run first live payroll via SOS; confirm disbursements | SOS Payroll | Payslips sent; bank conf. | CHK-015 | Not Started | 29–30 | 2025-09-06 | ||||||
20 | Go-live (SOS) | 29 | 30 | CHK-019 | Post-migration review; closure report & lessons learned | Exec + HR + SOS | Close-out pack delivered | CHK-018 | Not Started | ||||||||
21 | |||||||||||||||||
22 |