Setting Up Country Data

Day Factor

If you select the Apply Adjustment Factor check box, enter the day factor. Values are 30 or 30.4, in most cases. The value you select corresponds to the monthly taxable base.

Apply Adjustment Factor?

Select if your company adjusts the payroll for federal taxes. For example, federal taxes in Mexico are due monthly, but let's say that your company has a semimonthly payroll. So, you will divide the number of days so that it's adjusted for the monthly federal taxes.

Salary Credit only in Adj Prd (adjustment period)

Select if you're going to give a subsidy or salary credit to an employee only in an adjustment period (usually the last period of each month).

Pay Cash Salary Credit

Select to indicate that the Cash Salary Credit will be paid on a separate payslip (if a separate payroll is run). If you select this check box, the Cash Salary Credit will not appear in an employee's regular payslip.

Tax Method

Select the method used for calculating the month to month tax deduction. The tax methods you can choose from are:

Adjustment During the Month, Adjustment at end of the Month, Annual Projection Method, Semi-monthly Projected and Without Adjustment.

Subsidy Method

Enter the subsidy method. The subsidy methods you can choose from are:

Adjustment During the Month, Adjustment at end of the Month, Payment in the Last Period, and Without Adjustment.

Base Days for Variable SDI

Select the method you'll use for calculating the variable portion of SDI. Values are 60 Days, Bimonth Days, Hourly Payee, and Paid Days. For example, when you select 60 Days, the system always uses 60 days (minus the number of days that the payee was not active) no matter what bimonthly period the system is calculating. If Bimonth Days is selected, then the number of days considered depends on the bimonthly period processed (61 days for the second bimontly period). Paid Days is for payees who do not work on a regular basis. Hourly Payee is for payees whose payment is based on hours worked instead of days worked.

IMSS Quotas Base Salary

Helps to determine if you should pay IMSS quotas for workers with minimum wages by comparing the Minimum Wage to the SDI or Daily Salary. Values are SDI and Salary.

IMSS Quotas Paid by Employer

Some companies pay employees' IMSS quotas. If you select this check box, it helps determine whether your company should subtract the IMSS quotas from the employee's earnings or not.

Salary Calculation Type

Values are Calendar Days, Frequency Days, and Hourly. If you select Calendar Days, the salary base will be calculated based on the days of the calendar. If you select Frequency Days, the salary paid will be calculated according to the days being processed in the period. If you select Hourly, the pay will be calculated for the hours entered at the payee level.

It is also possible to calculate salary units based on calendar days for employees with segmentation events in the period. For Calendar Days method for Segmentations, you need to set the value for variable PE VR SDO F MET 1 to “1”, in the Pay Group SOVR page.

Absence Application Method

Select how you want the system to determine the number of days to be considered for absence calculations in a given calendar period for monthly and semimonthly payrolls. If you select Calendar Days, then the system uses the number of calendar days (28, 29, 30, or 31) depending on the month that is being processed. If you select Frequency Days, then the system uses 30 as the upper limit for the number of days to be considered for a given month.

Labor Regime Code

Select the Labor Regime Code. Valid values are:

• Income Stock or Bond

• Members of Council Directors

• Pensioners

• Retirees

• Salaries and Wages

• Salary and Serv Fees Assim

• Severance

• Similar Others

• Similar to Salary Business Act

• Similar to Salary Civil Associ

• Similar to Salary Cooperative

Pay Seventh Day

Select if workers should be paid for the seventh day in a week. This field is commonly used for union purposes. If you select this check box, it will trigger an earning to separate regular earnings from the seventh day earnings.

Pay Xmas Bonus with Avg. Salary

In Mexico, it's common for employees to receive their Christmas bonus with the daily rate. However, some employees may receive commission or other additional pay. In these cases, the Christmas bonus can be paid by the sum of the daily salary, which results in the average salary. If this situation applies for a pay group, select this check box.

Effective Date

Date from which the new element created is added to the corresponding element lists.

Total Deductions

Select the element that corresponds to total deductions.

Total Earnings

Select the element that corresponds to total earnings.

Net Pay

Select the element that corresponds to net pay.

Include/Exclude

You can choose to enter the earnings you want included on the payslip or you can choose to enter the earnings you want excluded, depending on what is the easiest way for you to define your payslips. For example, if you have defined 20 types of earnings and you only want to include 5 of them, the easiest way is to include those 5 earnings, instead of excluding the other 15 earnings. On the other hand, if you want to exclude only 3 earnings from the payslip, you can select Exclude and then enter the 3 earnings that you want to exclude, instead of including the other 17 earnings.

Populate Total Earnings Mbrs (members) andPopulate Total Deductions Mbrs (members)

If you click this button, all the earnings and deductions that contribute to the selected accumulator will be populated.

SeqNum (sequence number)

Enter the sequence number for the earnings.

Earnings

Select the individual earnings elements that will be included (or excluded) in the payslip.