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How do we verify if a client has accepted the Terms & Conditions?

Before escalating to the Web Development Team, please follow these steps:

1. For New Clients:
Confirm that the client is properly registered in the system. The Terms & Conditions checkbox is mandatory registration.
2. For Existing (Old) Clients:
Coordinate with the Account Executive (AE) to confirm whether the client acknowledged the Terms & Conditions during onboarding, contract signing, or prior transaction.
3. If confirmation is still unclear:
Verify whether the Terms & Conditions link is active and accessible on the main site. Only escalate to Web Development if:
- System log confirmation is required.
- There is suspicion that the Terms & Conditions checkbox was not properly enforced during registration.
- There is a technical issue related to policy display or validation.

Who is responsible for ensuring that the client has accepted the Terms & Conditions?

The responsibility is shared across teams:

- Sales / Account Executive (AE) – Primary responsibility to ensure the client understands and agrees to the Terms & Conditions before finalizing any agreement.
- VA / CSM / SM– Should verify acceptance status when assisting clients with account or order concerns.
- Web Development Team – Responsible only for the technical implementation of the Terms & Conditions checkbox or system logic.

The Web Dev team does not approve or validate policy acceptance manually unless system verification is required

Who should not directly modify WooCommerce settings?

Only authorized personnel (Web Development Team) may modify:

- Pricing structure
- Product configuration
- Subscription logic
- Payment gateway settings
- System-level WooCommerce settings

Unauthorized changes may disrupt live transactions

What happens if I submit a ticket outside office hours?

If a ticket is submitted:

- During Web Dev’s offline hours
- At the end of shift
- During weekends or holidays

The ticket will be attended to on the next business day, following standard ticket protocol. The Web Development Team will update the requestor once the issue is reviewed

How do I report a WooCommerce issue?

All WooCommerce-related technical concerns must be reported through ticket:

📩webdev@insboss.net
📩web.dept@insboss.net

Include complete details to avoid delays:
- Screenshot
- Order number
- Client name
- Description of the issue
- Date and time encountered

Incomplete details or if the requestor forgot to create a ticket it may delay resolution time.

How long will a WooCommerce ticket be attended to?

The Web Development Team attends to tickets as quickly as possible typically within the same day, depending on workload.
However:

- Minor issues are usually resolved within the day.
- Wider system-level issues may require longer resolution time.
- Complex bugs may require testing and staging validation before deployment.

Updates will be provided to the requestor following the ticket protocol.

What if a client asks for a new password?

If a client requests assistance with login credentials:

1. The Account Executive (AE) should guide the client to:
o Go to the login page
o Click “Forgot Password”
o Follow the password reset instructions

If the issue persists after password reset attempts, escalate to the Web Development Team for further assistance.

What should I do if a client raises an invoice concern?

If a client contacts the VA or CSM regarding an invoice issue:

1. Immediately report the concern to:
o The Account Executive (AE) in charge
o The Accounting Department
2. Accounting will coordinate with Web Development if technical adjustments are needed. This ensures proper verification before any system-level changes are made.

Who is responsible for creating invoices for incentives?

The Accounting Department is responsible for creating, revising and managing invoices related to incentives, commissions and services.

For invoice-related concerns, contact:
📩accounting@insboss.net

If there are issues involving:
- Discount adjustments
- Pricing discrepancies
- Special approval changes

The Account Executive (AE) must be consulted first for confirmation and verification before proceeding.

Who is responsible for WooCommerce technical issues?

The Web Development Team is responsible for all WooCommerce technical concerns on the live site, including:
- Checkout errors
- Payment gateway issues
- Order processing bugs
- Subscription system problems
- Discount Creation
- Email automation failures
- Plugin conflicts
- Website downtime or performance issues

If the issue affects system functionality, escalate immediately to:

📩webdev@insboss.net
📩web.dept@insboss.net

Please include:
- Screenshot of the issue
- Order number (if applicable)
- Exact error message
- Date and time encountered

Department FAQs

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What are the benefits I can get from enrolling in BLWP?

Free medicines including Amlodipine, Losartan, and over 30 other essential medicines delivered directly to your home Laboratory tests at your home or at a Maxicare Primary Care Clinic (PCC), Consultations with doctors from Maxicare’s Primary Care Network. Free consultations with our nutritionists, exclusive access to events designed for your end-to-end wellness.

What is Best Life Wellness Program (BLWP)?

The Best Life Wellness Program is a comprehensive wellness program designed for selected Maxicaremembers who are diagnosed with or are at risk of developing hypertension, diabetes, or high cholesterol.

Can I request someone to pick up an item such as HMO card/prize on my behalf?

Yes, you need to send an authorization letter, and a copy of you and your representative’s valid ID

What email can I use in setting up a Payoneer account?

You can use either InsBOSS email or Personal email in setting up your Payoneer account.

Who is responsible for my SSS Loan certification?

The compensation and benefits team is responsible for the SSS loan certification.

Can we apply for a salary loan/cash advance in InsBOSS?

No, you cannot apply for a salary loan or cash advance.

Do I need to send another notification 2 weeks prior to my maternity leave?

Yes, you need to send another notification 2 weeks before your maternity leave.

Where can I send my maternity notification?

You can send your maternity notification to compben@insboss.net

Where can I request my ITR?

You can request your ITR to compben@insboss.net

Where do I seek assistance if my application gets rejected in Advance & Tendopay?

You can send an email to hr@insboss.net

Who can avail InsBOSS benefits such as Advance & Tendopay?

All Regular employees can apply to InSBOSS benefits such as Advance and Tendopay

Can I request a virtual company ID?

Yes, you can request for a virtual company ID

Do I need to notify HR if we will avail of the St. Peter Plan?

Yes, you need to send it to compben@insboss.net.

If there are changes or updates in our profile, such as mobile numbers, government identification numbers, marital status, etc., where can we send them?

You can send it to hr@insboss.net

Is APE/ACU mandatory?

Yes, the APE/ACU is mandatory.

Who can file SIL?

All IBFM employees except support team members.

Do I need to open a Payoneer account to get the incentives/commission?

Yes, to receive your incentives/commission, it is necessary to open a Payoneer account.

Is the employer responsible for filing my loan?

No, the responsibility for filing a loan rests with the individual borrower, not the employer. As he
borrower, it is your responsibility to initiate and complete the loan application process. This
involves filling out the necessary forms, gathering required documents, and submitting the
application to the relevant institution.

How can I apply for an MPL loan?

Accomplish the updated MPL form and submit it to the nearest Pag-ibig branch/Pag-ibig portal

Do I need to provide a new barangay certificate if we will change our work address to a new one?

Yes, it is essential to obtain a new barangay certificate if you are changing your work address to a new location. Updating the certificate ensures that your records are accurate and up-to-date, reflecting the current and correct information regarding your place of work.