Portal template
201 Files & Compliance Tracker
Every employee's 201 file as a checklist — SSS, PhilHealth, Pag-IBIG, TIN, NBI clearance, medical, contract — so you see who's incomplete and what's expiring before an audit. Tracks status only; ID numbers are never stored.
- Dashboard
- 201 Files
- Employees
- Reports
Complete 201 Files
92.7%
Missing Documents
130
Expiring in 30 Days
33
Employees
114
Missing or Expired, by Document
Want to click around? Open the live demo — approve requests, add records and try it with your own spreadsheet.
What's included
Employees — included
Team members, teams, roles and status. The base most other modules build on.
201 Files — included
Every employee's 201 file as a checklist — government forms, clearances, contract and certificates — with what's missing and what's expiring. Tracks status only; ID numbers are never stored.
Reports — included
Standard reports and exports built from the portal's own data.
Who uses it
- HR Manager
- Manages the portal and its users. Sees Employees, 201 Files, Reports.
- HR Staff
- Sees Employees, 201 Files.
Bring your spreadsheet
Already tracking this in Excel or Google Sheets? These are the columns the portal understands.
Employees
- Employee ID
- Name
- Team
- Status
201 Files
- Employee ID
- Document
- Status
- Date Submitted
- Expires / Due
- Notes