About This Document

This guide is designed to help you with the Oracle Global Payroll setup tasks for Mexico.

Objectives

This guide supports the implementation team in understanding the concepts and the associated requisite setup tasks listed here:

  • Payroll concepts

  • Geographies and addresses

  • Payroll objects

  • Elements, fast formulas, and balances

  • Payroll calculation components

  • Banking setup and payment methods

  • Security profile, auditing, and data validations

For more in-depth information about related tasks, in addition to this guide, the implementation team must refer to the specific resources mentioned in the Other Documents section.

Audience

This guide provides practical end-to-end guidance for Oracle Payroll for Mexico implementations. It's assumed that you have working knowledge of the basic principles of payroll and you're familiar with the basic payroll terminology and the Mexican legislative requirements. It's also assumed that you have consulted these two guides:

  • Implementing Global Human Resources guide to complete the related prerequisite tasks required for payroll implementation.

  • Oracle Applications Cloud Using Functional Setup Manager guide to have a detailed understanding of the Functional Setup Manager and the implementation tasks.

Before you start implementing the payroll application, it's imperative that:

  • You have the Payroll license

  • You have completed the initial setup of the Oracle Cloud application

  • You have completed implementing Global Human Resources and the HR-specific tasks required for payroll implementation and processing. For example, setting up requisite jurisdictions for tax reporting.

While this guide is primarily intended for the implementation team, it can also be useful for users who run payroll processes after implementation.

Organization and Format

This guide provides step-by-step information to help you understand payroll concepts, implementation task order, and setup tasks necessary for you to implement Oracle Payroll for Mexico. This guide is a combination of the Global Payroll Implementation guide and Mexico-specific information for implementing payroll for Mexico. You only need this one guide for your implementation.

Specific information regarding the requisite tasks can be found in relevant sections of this document. At the end of each topic are links to related topics. These links help you find additional information available in the Oracle Applications Help.

Other Documents

For more information about generic and related tasks, you must refer to the guides at docs.oracle.com/cloud/latest/globalcs_gs/docs.htm.