Guidelines for Loading SDI Calculation for the Mexico Employee Tax Card
The SDI Calculation card component captures all information around the employee’s base salary, which is used for social insurance calculations, including contributions to social security and INFONAVIT loan paybacks.
SDI Calculation Card Component
Use this card component to load exceptions in case you have to override the values stored at the organization card level.
Card Component Attributes for SDI Calculation
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the SDI Calculation card component. For new card components supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardId(SourceSystemId) | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | The parent Employee Tax Cardcalculation card should be identified
by using the same key type used to identify the calculation card.
When using source keys, supply this attribute with the value supplied for the calculation card’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent calculation card. |
| EffectiveStartDate | N/A | The start date of the SDI Calculation card component, typically the employee’s start date. This must be on or after the EffectiveStartDate on the Employee Tax Card calculation card. |
| EffectiveEndDate | N/A | The end date is optional for the card component |
| DirCardCompDefName | N/A | The component definition name. Specify ‘SDI Calculation’. |
| ComponentSequence | N/A | Specify ‘1’. |
SDI Calculation Value Definitions
The SDI Calculation card component uses value definitions to supply override values.
The rates or values displayed in the Employee Tax Card for SDI Calculation are the default values defined at the legislative level. They're provided on the Employee Tax Card for reference purposes.
| Value Definition Name | Functional Description |
|---|---|
| SDI Variable Portion Override | Use the SDI Variable Portion Override to specify an employee's
previous bi-monthly variable earnings. This override amount will be
used for the calculation of SDI (integrated daily wage). This can also be used for any new hires/rehires where variable earnings form part of the employee's expected earnings. |
| Annual pay period unit | Employee’s unit of annual pay period. |
| Number of biweekly periods in the year | Number of biweekly periods in the year, which triggers the employee’s SDI calculation. |
| Number of days in the year | Employee’s number of days in the year |
| Number of hours in the year | Employee’s number of hours in the year |
| Number of months in the year | Employee’s number of months in the year |
| Number of semi-monthly periods in the year | Employee’s number of semi-monthly periods in the year |
| Number of ten-days periods in the year | Employee’s number of ten-day periods in the year. |
| Number of weeks in the year | Employee’s number of weeks in the year. |
Calculation Value Definition Attributes for SDI Calculation
The Calculation Value Definition record type specifies the name of the value definition you are supplying an override value for.
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the calculation value definition record. For new records supply the source key attributes. You can also identify calculation value definition records with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| SourceId(SourceSystemId) | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | The parent SDI Calculation card component should be referenced by using the same key type used to identify the card component. When using source keys, supply this attribute with the value supplied for the card component’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card component. |
| EffectiveStartDate | N/A | The start date of the parent SDI Calculation card component or the date the calculation value definition starts, if later. |
| DirCardCompDefName | N/A | The definition name of the parent SDI Calculation card component. Specify the same value as provided on the parent card component record. |
| ValueDefinitionName | N/A | The name of the value being overridden. The list of value definitions applicable to this card component are listed above. |
These attributes are supplied against the CalculationValueDefinition file discriminator and must be supplied along with a CardComponent record for the parent SDI Calculation card component and a CalculationCard record for the owning Employee Tax Card.
Enterable Calculation Value Attributes for Employee INFONAVIT
The Enterable Calculation Value provides the override value for the value definition. It references the Calculation Value Definition record which defines the Value Definition being overridden.
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the enterable calculation value record. For new records supply the source key attributes. You can also identify calculation value definition records with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the override value. |
| ValueDefnId(SourceSystemId) | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName, ValueDefinitionName | Identify the parent Calculation Value Definition record using the
same key type used to identify the calculation value definition.
When using source keys, supply this attribute with the value supplied for the calculation value definition’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent record. |
| EffectiveStartDate | N/A | The effective start date of the parent calculation value definition record, or the update to the override value if supplying date-effective history. |
| EffectiveEndDate | N/A | The optional end date of the override value, or if you are providing date-effective history, the last day of the date-effective changes |
| Value1 | N/A | The value for the value definition identified by the parent
calculation value definition record. Unlike other calculation cards, if you supply a value definition but have no value for it supply ‘-999999999’ to indicate a null value. |
These attributes are supplied against the EnterableValueDefinition file discriminator. You must supply an EnterableValueDefinition record for each CalculationValueDefi.