Delivered Elements for Mexico

Global Payroll defines each business process for Mexico in terms of delivered elements and rules. Some of these elements and rules are specifically designed to meet legal requirements, while others support common or customary payroll practices.

This topic discusses:

  • Delivered element creation.

  • Element ownership and maintenance.

All of the elements that are delivered as part of this country extension were created using the core application, the same application that you use to create additional elements and (in many cases) to configure existing elements that are delivered as part of Global Payroll. Because the tools that are needed to redefine or create new payroll elements are fully documented in the core application documentation, this information does not appear here. Instead, the documentation briefly reviews the relationship between the core application (which contains the tools that you need to define your own elements) and the country extensions (which contain country-specific rules and elements that are defined by PeopleSoft).

The core application:

  • Consists of a payroll rules engine.

    The payroll rules engine is a flexible tool that enables you to define the rules of your payroll system and to run payroll and absence calculations. Global Payroll does not embed payroll-specific logic or computations in application code. Instead, it specifies all business application logic (such as earnings, deductions, absences, and accumulators) in terms of payroll rules. Global Payroll enables you to enter and maintain payroll rules through a set of pages and offers comprehensive features that enable you to work in your preferred language or currency.

  • Provides a payroll processing framework.

    The payroll processing framework provides a flexible way to define and run payroll and absence processing flows (such as calendars, run types, pay periods, and process lists).

Country extensions:

  • Are built using the core application.

  • Consist of statutory and customary objects (country-specific payroll rules, elements, payroll processes, reports, pages, and self-service applications).

This topic describes PeopleSoft's approach to element ownership and what this means for the maintenance of Mexican payroll rules. This information helps clarify which parts of the system you might be required to maintain, what you can modify, and what parts of the system you cannot change.

Element Ownership in Global Payroll

Five types of element ownership are in Global Payroll:

Term

Definition

PS Delivered/Maintained

Elements that are delivered and maintained on an ongoing basis by PeopleSoft.

PS Delivered/Not Maintained

Elements that are delivered by PeopleSoft that must be maintained by the customer. This category consists primarily of either customary (nonstatutory) rules or statutory elements that customers might want to define according to a different interpretation of the rules. Although PeopleSoft might occasionally update elements that are defined as PS Delivered/Not Maintained, you are not required to apply these updates.

Customer Maintained

Elements that are created and maintained by your organization. PeopleSoft does not deliver rules that are defined as Customer Maintained.

PS Delivered/Customer Modified

Elements that were originally PS Delivered/Maintained over which the customer has decided to take control (this change is irreversible).

PS Delivered/Maintained Secure

Delivered elements that the customer can never modify or control.

Element Ownership in Global Payroll for Mexico

Of the five ownership types described here, only these two are used to define Mexican elements:

  • PS Delivered/Maintained.

  • PS Delivered/Not Maintained.

Although Global Payroll for Mexico delivers some elements as PS Delivered/Maintained, the large majority of elements are designated PS Delivered/Not Maintained. This enables you to modify, update, and reconfigure delivered elements to meet your own unique requirements.

This table contains an element-by-element description of the Global Payroll for Mexico approach to element ownership and maintenance.

Element Type

Ownership

Exceptions

Earnings

PS Delivered/Not Maintained

Social security subsidies, cash salary credit, overtime, and profit-sharing earnings.

Deduction

PS Delivered/Not Maintained

Federal taxes (ISR), state taxes, and social security deductions.

Variable

PS Delivered/Not Maintained

Variables that are used in social security or tax calculations (federal and state). Variables that are used in component interfaces (mainly in pay group parameters).

Bracket

PS Delivered/Not Maintained

None.

Accumulator

PS Delivered/Not Maintained

In the tax and social security areas, Global Payroll for Mexico delivers four accumulators that are important for payroll and tax calculation.

  • TOTAL DEDUCCIONES (the only member is TOTAL DEDUCCION N, which contains all the deductions that will affect the net payment).

  • TOTAL PERCEPCIONES (the only member is TOTAL PERCEPCION N, which contains all the earnings that will add to the net payment).

  • TOTAL PERC EXENT (the only member is TOTAL PERC EXENT N, which contains all the earnings that will add to the nontaxable base).

  • TOTAL PERC GRAVAD (the only member is TOTAL PERC GRAVA N, which contains all the earnings that will add to the taxable base).

Element Group

PS Delivered/Not Maintained

Delivered as sample data.

Process List

PS Delivered/Not Maintained

Delivered as sample data.

Section

PS Delivered/Not Maintained

Delivered as sample data.

Formula

PS Delivered/Not Maintained (varies by functional area)

All the formulas that are used in social security, federal tax, state tax, and annual tax adjustment are defined as PS Delivered/Maintained. Otherwise, formulas are defined as PS Delivered/Not Maintained.

Array

PS Delivered/Maintained

None.

Writable Array

PS Delivered/Maintained

None.

Historical Rule

PS Delivered/Not Maintained

Delivered as sample data.

Generation Control

PS Delivered/Not Maintained

Delivered as sample data.

Count

PS Delivered/Not Maintained

Federal taxes and social security elements.

Duration

PS Delivered/Not Maintained

Federal taxes and social security elements.

Date

PS Delivered/Not Maintained

Federal taxes and social security elements.

Proration

PS Delivered/Not Maintained

Federal taxes and social security elements.

Rounding rule

PS Delivered/Not Maintained

Federal taxes and social security elements.