How Personal Calculation Card Entries Fit Together for Mexico

Personal payroll calculation cards capture information specific to a particular payroll relationship. Payroll runs use this information to calculate earnings and deductions. Actions such as hiring a person or loading data may create some cards automatically. Otherwise, you can create the card manually.

You can also add components to cards and enter calculation values, which may override default values. Additionally, you can associate the card with a tax reporting unit (TRU).

To view and manage calculation cards, use the Calculation Cards task under Payroll on the Home page.

Consider the following when working with personal calculation cards:

• Types of calculation cards

• Calculation card creation

• Calculation components and component groups

• Enterable calculation values

• TRU associations

• End date or delete association records

Card Types

The type of calculation cards you can create and the type of information captured on a card are given in this table.

Additional cards may be available to capture information for reporting purposes.

Card Name	What it Does
Absences	Identifies absence data and categories, such as: Vacation Maternity Sickness Other Also used to track accrual balances, qualifications, or no entitlement.
Employee Tax Card	Identifies: Employee ISR (Mexican income tax) Overrides Social Security information INFONAVIT (National Housing Fund Institute for Workers) loans Associations
Involuntary Deductions	Identifies child support involuntary deductions for employees.
Time Cards	Depending on how they're configured, time cards capture: Hours and dates worked Categories of time, such as regular time, overtime, absence, vacation, and holiday
Organization	Organization configuration cards at the following levels: Legal Entity Calculation Card at the payroll statutory unit (PSU) level Legal Reporting Unit Calculation Card at the TRU level

Card Creation

Some actions create or update a card automatically, as given here:

• When you record and approve an absence in the Absence Record task for an employee, the task automatically creates an Absences card, unless one already exists.

• The Employee Tax Card is created automatically during:

  • New hire

  • New payroll relationship assignment

  • Mass data upload through the HCM Data Loader

For other card types, you create calculation cards as needed for each employee. If you load absence or time card data from another application, the application automatically creates the calculation cards.

Calculation Components and Component Groups

Each calculation card has one or more calculation components within component groups. For example, Employee ISR Tax and Social Security are calculation components in the Mexican Employee Tax Card.

Each component relates to an element, such as an income tax deduction. Adding a calculation component to the card creates an entry for the related element.

A calculation component may have one or more references that define its context. For the Involuntary Deductions, Absences or Time Card calculation cards, click a row in the Calculation Components table to see component details. Use the Component Details section to enter additional values used to calculate the component.

The Employee Tax Card shows each calculation component in a separate region. Expand the region to see all details associated with the component.

Enterable Calculation Values

For the Involuntary Deductions, Absences or Time Card calculation cards, when you select a calculation component, you may see the Enterable Calculation Values on the Calculation Card tab. Here you can enter specific rates or other values for the person, which may override default values held on a calculation value definition.

Tax Reporting Unit Associations

Click the Add icon in the Associations region on the Employee Tax Card to associate a tax reporting unit with the card. Associations determine:

• Which rates and rules held at tax reporting unit level apply to the calculation of the components

• How the calculations are aggregated for tax reporting

Rules about what you can enter here vary by country:

• Typically, all components on a calculation card are associated with the same tax reporting unit by default.

• If a person has multiple terms or assignments, you may be able to associate specific terms or assignments with calculation components.

End Date Calculation Cards

The Employee Tax Card isn't end dated upon termination of the employee. The cards remain open so that employee balances are retained if the employee is rehired and the payroll relationship and the TRU remains the same.

All other calculation cards are end dated upon employee termination.

End Date or Delete Association Records

You can end date or delete association detail records on the Employee Tax Card. Use the Delete button in the Association section to select one of these options:

• Delete Record Permanently to delete the association detail record permanently.

• Delete Date-Effective Record to delete the association detail record as of the entered effective date.

• End Date to end date the association detail record (defaults to the effective date).

  Note: If a record contains an end date, as of the effective date of the change, the Clear Date option is presented instead.