Contents

• Title and Copyright Information
• Get Help

1 About This Guide

• About This Document

2 Let’s Get Started

• Implement Global Human Resources Cloud Payroll for Mexico
• Setup Tasks for Implementing Payroll for Mexico
• Responsive User Experience Setup
  • Deep Links
  • Search Logic Profile Options for Client List of Values
  • Use Transaction Design Studio to Configure Field Displays
• Payroll Concepts to Understand
  • Date Effectivity
    • Date Effectivity
    • How You Delete Physical Records from Date-Effective Objects
  • Security Profiles
    • HCM Security Profiles
    • Payroll Security Profiles
  • FAQ for Payroll Data Roles
    • How do I provision HCM data roles to users?
  • Enterprise Structures
    • Overview of Enterprise Structures for Mexico
    • Legal Entities for Mexico
    • What's a legal employer?
    • Legislative Data Groups
    • What's a payroll statutory unit?
    • Plan Legal Reporting Units
    • What's a tax reporting unit?
    • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
    • Payroll Employment Hierarchy Profile Options
  • Examples of Enterprise Structures
    • Examples of HCM Organization Models for Mexico
  • Jurisdictions and Legal Authorities
    • Jurisdictions for Mexico
    • Legal Authorities for Mexico
  • Workforce Structures
    • Workforce Structures for Mexico
  • Payroll Employment Model
    • Overview of Payroll Employment Model
    • Payroll Employment Hierarchy Profile Options
  • FAQ for Payroll Employment Model
    • How do I diagnose payroll employment model setup issues?
  • Payroll Relationships
    • Payroll Relationships for Mexico
    • Payroll Relationship Rules for Mexico
  • FAQ for Payroll Relationships
    • When do I change the payroll relationship rules for an international legislation?
  • Earnings and Deductions
    • Define Earning and Deduction Definitions for Mexico
    • How Payroll Elements Hold Information for Multiple Features
  • Object Groups
    • Overview of Object Groups
  • HCM Data Roles
    • Role Provisioning and Deprovisioning
    • Create HCM Data Roles for Global Payroll Implementation Users
• Integration With Other Applications
  • Time and Labor
    • Overview of Time, Absence, and Pension Data for Payroll
    • Prerequisite Payroll Setup for Importing Time Entries
  • Absence Management
    • Integrate Absence Management with Global Payroll

3 Load Payroll Data Using Transformation Formula

• Data Loader
  • Load Objects with HCM Data Loader
• Payroll Transformation Formula for HCM Data Loader
  • Overview of Payroll Transformation Formula For HCM Data Loader
  • How To Create A Program for Automation
  • How You Transform Data Using Payroll Transformation Formula for HCM Data Loader
  • Submit the Load Data From File Flow
  • Transformation Formula Input Variables
  • Payroll Transformation Formula Operations
  • Return Values for Payroll Transformation Formula for HCM Data Loader
  • Sample Payroll Transformation Formula for HCM Data Loader
  • Sample Payroll Transformation Formula for Multiple Business Objects

4 National Identifiers, Geographies, Address Styles, and Country Extensions

• Overview of Implementing Global Payroll Features
• Geographies
  • Manage Geography Lookups
  • Verify Geographies for Mexico
  • Load Geographies for Mexico
  • Geography Structures for Mexico
  • Geography Validation for Mexico
• Addresses
  • Legal Addresses for Mexico
  • Change Address Style and Address Validation Settings
• Country Extensions
  • How Country Extensions are Selected
  • Select Country Extensions
• Person National Identifiers for Mexico

5 Prerequisite Payroll Setup Tasks

• Prerequisite Tasks for Payroll Setup for Mexico
• Overview of Payroll Flows
• Payroll Setup Tasks for Financials
• Payroll Cost Allocation Key Flexfield Structure
• Payment Reconciliation Setup

6 Set Up Enterprises and Workforce Structures

• Introduction - Enterprise Structures for Mexico
• Enterprise Structures
  • Define Enterprise Structures for Mexico
• Legal Entities
  • Define Legal Entities for Mexico
• Legal Reporting Units
  • Define Legal Reporting Units for Mexico
• Jurisdictions and Legal Authorities
  • Define Jurisdictions for Mexico
  • Define Legal Authorities for Mexico
• Workforce Structures
  • Create a Job for Mexico
  • Create a Location for Mexico
  • Create a Department for Mexico

7 Set Up Payroll Fundamentals

• Payroll Business Definitions
  • Payroll Business Definitions
• Profile Options
  • Create and Edit Profile Options for Mexico
• Pay Frequency
  • How Pay Frequency Components Work Together
• FAQs for Pay Frequency
  • Why can't I find my organization payment method when creating other payroll objects?
  • When would I close a payroll period?
• Consolidation Groups
  • Consolidation Groups
  • Examples of Using Consolidation Groups
• Salary Basis for Mexico
  • Create Salary Basis for Mexico
• Payroll Definitions
  • Overview of Payroll Definitions
  • Payroll Definitions for Mexico
  • Create Payroll Definitions
  • Time Card Required Option
• FAQs for Payroll Definitions
  • Why doesn't my payroll definition appear in search results?
• Time Definitions
  • Use Time Definitions for Severance Pay
• Run Types
  • Run Types
• User Defined Tables
  • Example to Create a User-Defined Table for Matched Row Values
  • Example to Create a User-Defined Table for a Range of Row Values
  • Create a User-Defined Table
  • User Table Validation Formula Type

8 Set Up Fast Formulas

• Using Formulas
  • Overview of Using Fast Formulas
  • Example of Writing a Fast Formula Using Formula Text
  • Example of Writing a Fast Formula Using Expression Editor
• Formula Errors
  • Formula Compilation Errors
  • Formula Execution Errors
• FAQs for Fast Formulas
  • When do I run the Compile Formula process?
  • What's the difference between a formula compilation error and an execution error?

9 Set up Balances

• Balance Definitions
  • Payroll Balance Definitions
  • Balance Dimensions
  • Balance Feeds for Mexico
  • Balances in Net-to-Gross Calculations
  • Generate Run Balances
• Balance Groups and Usages
  • Balance Groups
  • Balance Group Usages
  • Create Balance Groups and Usages
  • Examples of Balance Group Usages
  • Rules for Editing Balance Groups and Their Usages
• FAQs for Balances
  • Can I calculate balances that go back 12 months?
  • What balance dimensions can I use to calculate balances for a 12-month roll back period?

10 Set Up Pay Calculation Components

• Payroll Calculation Information
  • Payroll Calculation Information
  • Overview of Payroll Calculation Information Formulas
• Calculation Cards
  • Overview of Mexican Calculation Cards
  • Examples of Creating Calculation Cards for Deductions at Different Levels
  • Create a Legal Entity Calculation Card for Mexico
  • Create an Employee Tax Card for Mexico
• Involuntary Deductions Calculation Card
  • Overview of Involuntary Deductions for Mexico
  • Involuntary Deductions Calculation Card Components for Mexico
  • Add Involuntary Deductions to a Calculation Card for Mexico
  • Protected Pay for Mexico
• Calculation Value Definitions
  • Calculation Value Definitions
  • Calculation Types in Calculation Value Definitions

11 Setting Up Elements

• Element Classifications
  • Primary Element Classifications
  • Secondary Element Classifications
  • How Element Classification Components Work Together
  • Element Classifications for Mexico
  • How Element Processing Sequence is Determined
• Element Employment Level
  • Employment Level Options for Payroll Elements
• Element Input Values
  • Payroll Element Input Values
  • Use a Value Set for an Element Input Value
• Element Entries
  • Enable Automatic, Multiple, or Additional Element Entries Options
  • Options to Determine an Element's Latest Entry Date
  • Default Values for Element Entries
  • Element Input Validation Formula Type
  • Formula Result Rules for Elements
• Element Eligibility
  • Payroll Element Eligibility
  • Maintain Element Eligibility
  • Add Eligibility Rules for Predefined Elements
• Absence Elements
  • Overview of Absence Elements for Mexico
  • Define Payroll Elements for Processing Absences for Mexico
  • Define Payroll Elements for an Absence Accrual Plan for Mexico
• Earnings Elements
  • Options for Creating Payroll Earnings Elements for Mexico
  • Create a Regular Earnings Element for Mexico
• Voluntary Deductions
  • How You Define Voluntary and Pre-statutory Deductions
  • Create Elements for Pension Deductions
• Federal ISR Tax Calculations
  • ISR Tax for Mexico
  • Overview of Calculating ISR Tax (Regular) for Mexico
  • How ISR Tax (Regular) is Calculated for Mexico
• Net-to-Gross Earnings
  • Create a Net-to-Gross Earnings Element
  • How Net-to-Gross Earnings are Calculated
• Set Up Payroll Processing Rules
  • Frequency Rules
  • Restrict Payroll Processing
• FAQs for Elements
  • What's the difference between a recurring and nonrecurring element?
  • How can I create an element for retroactive processing?
  • What's an element's skip rule?
  • What happens if I select the Closed for Entry option for an element?
  • When does an element get processed with a processing option of process once per period?
  • What happens if I manually enter a value in an element entry value that has a runtime default value?
  • How do I change the number of decimal places used in element input values?

12 Set up Payment Methods

• Organization Payment Methods
  • Overview of Organization Payment Methods for Mexico
  • Bank Configuration for Mexico
  • How Payment Methods and Payroll Definitions Work Together
  • International Transfer Payment Type
  • Configure Payment Method Preferences
  • Set Up Payment Sources in Organization Payment Methods for Mexico
  • Derive Payment Sources Example
• Personal Payment Methods
  • Considerations When You Create Accounts
  • How Bank, Branch, and Account Components Work Together
  • Bank Info for Personal Payment Methods
  • How Account Number Masking in Payroll Reports Work
• Third-Party Payment Methods
  • Third Parties Overview
  • Third-Party Payment Rollup
  • Third-Party Payment Date Options
  • Employee and Third-Party Check Payments Process
  • Examples of Third-Party Payments
• Direct Deposits
  • Direct Deposit Configuration for Mexico
• Reprocess Rejected EFT Payments
  • Reprocessing Rejected EFT Payments
  • Object Group HCM Data Loader Files for Bank Reprocessing
• Configure Payslips and Checks
  • Overview of Online Payslip
  • How to Configure the Payslip Report Template
  • Rate Precision in Payslips
  • Add Bursting to Print Delivery Option
  • Multilanguage Support for Payslips
  • Examples of Input Values for Payslip and Check Text
  • Add Text to Payslips and Checks
• FAQ for Payment Methods
  • How can I display employee work location and department on their payslip or check?

13 Set Up Payroll Process Configuration

• Payroll Process Configuration Groups
• Parameters
  • Payroll Process Configuration Parameters
  • Logging Processing Parameters
  • Parallel Processing Parameters
• FAQ for Payroll Process Configuration
  • How can I improve performance and troubleshoot flows?

14 Set Up Auditing and Data Validation

• Auditing Business Objects
  • Audit Payroll Business Objects
  • Audit Policies
  • Audit Configuration for Business Object Attributes
  • Audit Reports
• Data Validation
  • Overview of Payroll Data Validation Report
  • Validation Rules for Data Validation Report
  • Set Up a Lookup Code to Control the Rules for Data Validation Reports
  • Add Rules to Data Validation Reports
  • Data Security in Payroll Data Validation Reports