Global Transfer of Calculation Cards for Mexico

Calculation cards capture values required for payroll calculations. During a global transfer, you can copy calculation cards and its components at a payroll relationship level.

To copy calculation cards during a global transfer, select the check box 'Copy calculation cards to the new employment record' in the Payroll Details section.

Note: The application doesn't copy calculation cards from other modules such as Time, Absence and Workforce Compensation.

When a global transfer is initiated in a Mexican Legislative Data Group (LDG), a new calculation card is created. Cards at the Payroll Statutory Unit (PSU) and Tax Reporting Unit (TRU) level aren't copied.

Rules for Copy

These rules determine how the application copies the calculation card and its components.

1. The application copies the card or component from the source payroll relationship, if the target payroll relationship doesn't have the card or component.

2. The application creates an association for the target TRU only if it exists for the source TRU. For cards and components associated to the source TRU, the application verifies whether the target card and component is associated to the target TRU. The application creates a new association, if an existing association isn't present.

3. For cards and components having an association detail record on the source assignment, the application creates an association detail for the target assignment.

4. If you choose not to copy the calculation cards by deselecting the check box, none of the above rules apply. You can manually add the information if required.

Calculation Card Copy Scenarios

These scenarios describe whether the application creates or reuses calculation cards and components.

1. When the payroll relationship and TRU are unchanged

   For transfers within a PSU, the application creates a new assignment in the same payroll relationship depending on the payroll relationship rules for the legislation.

   • The application reuses the existing card and component and adds a new association detail to the target assignment if required.

2. When the target TRU is different from the source, but payroll relationship remains unchanged

   For transfers within a PSU, the application creates a new assignment in the same payroll relationship depending on the payroll relationship rules for the legislation.

   • The application can reuse the card and component associated to the source TRU for the target TRU depending on each country's legislation. If not, the application creates a new card and component, and associates it to the target TRU.

   • If the application reuses the card and component, it may support only one TRU at a time. In such a scenario, the application updates the TRU association to the new TRU as of the global transfer date. In all other scenarios, the source TRU association isn't changed, but the application associates the target TRU with the new TRU.

   • The application creates a new association detail to the target assignment, if required.

3. When the target payroll relationship and TRU are different from the source

   • The application creates a new card and component, and copies the source information to the new card and component. The application also adds an association to the target TRU and an association detail for the new assignment.

If multiple TRUs exist for the target legal employer, you must add the TRU association manually.

Note: The application reuses an existing card or component if the worker has an existing card or component on the target payroll relationship. This could be through a different assignment, which isn't part of the global transfer. In such cases, the rules defined under scenario 2 apply.