Set Up CFDI Processing

The CFDI XML payslip consolidates HR, employment and payroll information from multiple data sources distributed all over Oracle HCM functional areas.

There are multiple cross-validation rules that the Mexico government agency SAT will check before approving and stamping the payslip. This means that all the components involved in the CFDI reporting must be configured and tested successfully before using this feature.

Sample Process to Set Up CFDI

Step	Set Up	Task Overview
1	Employer information	Setup organization structures such as: Legal Entity, Legal Reporting Units, and Business Units Locations Job and Position
2	Employee information	Enter employee information at different levels as needed: Person Employment Assignment
3	Payment information	Configure and test: Bank and branches Organization payment methods Personal payment methods
4	Payroll components to add CFDI Information	Configure and test: Payroll Definitions Elements Absences Disabilities Time cards Balances and balance feeds Formulas
5	Update XSL template	Add root element PAYSLIP_REPORT Add CFDI namespace and nomina12 nodes Add CFDI Addenda (optional)