Contents

• Title and Copyright Information
• Get Help

1 Let's Get Started

• Overview
  • Overview of Administering Global 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
  • How You Delete Physical Records from Date-Effective Objects
• Application Tools
  • Payroll Flows

2 Assemble and Maintain Payrolls

• Personal Payroll Entries
• Payroll Relationships
  • Overview of Administering Payroll Relationships for Mexico
  • Payroll Relationship and Termination Dates for Mexico
  • Payroll Relationship and Rehires for Mexico
  • Payroll Relationship and Time Card Required
  • FAQs for Payroll Relationships
    • How can I create a payroll relationship?
    • How can I end a payroll relationship?
    • What happens if I don't use Cloud Payroll, do I need a payroll relationship?
• Organization Payment Methods
  • Overview of Organization Payment Methods for Mexico
• Personal Payment Methods
  • Bank Info for Personal Payment Methods for Mexico
  • FAQs for Personal Payment Methods
    • Why can't I create a personal payment method?
    • Why can't I delete, end date, or change the processing order of a personal payment method?
    • Why can't I add or edit banks and branches for personal payment methods?
    • Why can't I find my organization payment method when creating other payroll objects?
    • How can I change my bank details for direct deposit payments?
• Add and Transfer Payrolls
  • How You Assign and Transfer Payroll
  • Add a Payroll to a Person
  • Transfer a Payroll
  • Payroll Transfer Dates
  • Define Payroll Level Information
  • FAQs for Add and Transfer Payroll
    • How can I prorate elements when a person transfers payrolls?
    • What happens when I add a payroll to a person, does the application create a new payroll relationship?
• Transfer Tax Reporting Units
  • Tax Reporting Units for Mexico
  • Update TRU for a Worker in Mexico
• Terminations
  • How to Set End Dates for Terminations
  • How Terminations Affect Payroll Processing for Mexico
  • FAQ for Personal Payroll Entries
    • How can I correct a hire date for an employee?

3 Calculation Entries

• Element Entries
  • Element Entry Methods
  • How Element Setup Affects Entries and Their Values
  • Default Values for Element Entries
  • Set Up Balances for Percentage Elements
  • How Payroll Elements Hold Information for Multiple Features
  • FAQs for Element Entries
    • What happens if I manually enter a value in an element entry value that has a runtime default value?
    • Why doesn't my element entry input value display on the Manage Person Details page?
    • How can I override an element entry for a limited period?
• Time
  • Time Card Required Option
  • Process Time Entries in Payroll
  • Import Time Card Entries to Payroll
  • FAQs for Time
    • What happens if a time card is transferred after the payroll run starts?
    • What happens if time is reported beyond an employment termination date?
    • Can I correct a time entry in payroll?
• Balances
  • Balance Exceptions
  • Examples of Balance Exceptions
  • Severity Level for Balance Exceptions
  • Balance Exception Formula Type
• Adjust Individual Balances
  • Overview
  • How to Make Balance Adjustments for Incorrect State Tax Jurisdiction
  • FAQs for Adjust Individual Balances
    • How can I backdate a balance adjustment?
    • Can I update a balance adjustment?
• Absences
  • Rates Used to Calculate Absences in Payroll
  • Import Absence Entries to Payroll
• Calculation Cards
  • How Personal Calculation Card Entries Fit Together for Mexico
  • Automatic Calculation Card Creation for Mexico
  • Edit the Employee Tax Card Calculation Card for Mexico
  • Enterable Values on the Employee Tax Card for Mexico
  • Examples of Creating Calculation Cards Manually for Mexico
  • FAQs for Calculation Cards
    • How do I manage calculation cards for tax reporting units and payroll statutory units?
    • How do I set the end date for a calculation component in Mexico?
    • Why can't I delete a calculation card or a component in Mexico?
• Earnings and Deductions
  • What should I do when an involuntary deduction is fully paid?
• Benefits
  • Load Benefits to Payroll

4 Global Transfers

• Overview
• Payroll Details
• Element Entries Transfer
• Examples of Copying Element Entries During an Employee Transfer
• Payment Methods Transfer
• Person Costing Transfer
• Global Transfer of Calculation Cards for Mexico
• Balances Transfer
  • Overview of Copying Balances
  • Example to Carry Forward Total Owed Deductions
  • Effective Dates for Balance Fetch and Adjustment
  • Adjust Balance Differences
• FAQs for Global Transfers
  • Why did the data copy fail for an employee who was global transferred temporarily?
  • How can I exclude element entries during employee transfers?
  • Why weren’t any element entries copied during my employee transfer?
  • How the Local and Global Transfer Process Handles Copy Failures
  • What happens to future-dated changes during employee transfers?
  • Does default value apply to the copied element entry in the new assignment?
  • Can I perform an employee transfer with HCM Data Loader?
  • Why shouldn't I use balance initialization to carry forward balances during global transfer?
• Mass Legal Employer Change for Payroll
• Global Transfer Example

5 Process Payroll

• Third-Party Payment Methods
  • Third-Party Payment Methods
  • Third Parties Overview
  • Examples of Third-Party Payments
  • Third-Party Payment Rollup
  • Employee and Third-Party Check Payments Overview
  • Employee and Third-Party Check Payments Process
  • Third-Party Payment Date Options
• Payroll Run
  • How Element Processing Sequence is Determined
  • How Net-to-Gross Earnings are Calculated
  • Restrict Payroll Processing
  • FAQs for Payroll Run
    • How can I remove someone from the payroll run?
    • How can I receive payroll notifications in the payroll dashboard?
• Payroll Calculation
  • Consolidation Groups
  • Examples of Using Consolidation Groups
• Object Groups
  • Overview of Object Groups
• Expedited Processing
  • How Expedited Processing Works
  • Expedited Payroll Flow
• QuickPay
  • How QuickPay Is Processed
  • Examples of the QuickPay Process
  • FAQ for Quick Pay
    • Can I automate a QuickPay flow using a service?
• QuickPay Flows
  • How to Run QuickPay Flows
  • Submit a QuickPay Flow to Correct a Payroll Calculation Error
  • Examples of Using Flow Interaction for QuickPay Flows
• QuickPay Run Results
  • QuickPay Summary
  • QuickPay Standard Entries Summary
  • QuickPay Absence Entries Summary
  • QuickPay Time Card Entries Summary
  • View the QuickPay Person Process Results
• RetroPay
  • How Retroactive Pay Is Calculated
  • Add a Retroactive Event Notification Manually
• Event Notifications
  • Event Action Notifications
  • Drill Down from Event Action Notifications to Events
  • Events for a Person
  • Drill Down from Events to Event Action Notifications
• Payments
  • Calculate Payroll Payment Distribution
  • Split Up Payroll Payments
  • Payroll Payments Distribution
  • View Payments
  • Generate Check/Cheque Payments and Check/Cheque Numbers
  • Verify and Troubleshoot Payments
  • Examples of Third-Party Payments
  • Employee and Third-Party Check Payments Overview
  • Employee and Third-Party Check Payments Process
  • Corrective Actions for Payments
  • Examples of Correcting Payments
  • How does the Hours * Rate calculation rule work for elements?
  • FAQ for Payments
    • How can I view the PDF Checks after I generate check payments?
    • Why does the payslip display payments for a later payroll period?
    • What's the International Transfer payment type?
    • Can I roll back a payment after generating it?
    • How do I generate payments to third-party payees?
    • What's the difference between rolling back and reversing a payment action?

6 Payroll Results

• Payroll Run Results
  • How Payroll Run Results Are Calculated
  • View and Verify Payroll Run Results
  • How to View the Statement of Earnings
  • Troubleshoot Missing Elements in Payroll Run Results
  • Mark for Retry, Retry, and Roll Back Payroll Results
  • FAQs for View Payroll Results
    • How can I identify the payroll flow that includes a specific element for an employee?
    • What's the difference between retrying a payroll process and retrying a payroll calculation?
    • When does a balance display on the Statement of Earnings?
    • How can I access a log file for a payroll flow, extract, or report?
    • Why is the same person listed multiple times in search results?

7 Profit Sharing

• Overview
• Set Up Profit Sharing
• Calculate Profit Sharing for Mexico
• Create Profit Sharing Units in Calculation Card
  • Create Profit Sharing Unit PSU Calculation Card
  • Create Profit Sharing Unit TRU Organization Card
  • Create Employee Tax Card
• Elements for Profit Sharing
  • Profit Sharing Contributors
  • Profit Sharing Payments
• Profit Sharing Task Flow
  • Overview of Profit Sharing Task Flow
  • Using the HCM Data Loader
• Profit Sharing Balance Initialization and Adjustments
  • Balance Initialization and Adjustments
  • Balance Adjustment Examples

8 Auditing and Reporting

• Reports
  • Payroll Reports and Analytics
  • Payroll Calculation and Balancing Reports
    • Summary of Payroll Calculation and Balancing Reports
    • Deduction Report
    • Element Results Register
    • Gross-to-Net Report
    • Dynamic Payroll Relationship Group Support for the Payroll Activity Report
    • Payroll Activity Reports
    • Payroll Messages Report
  • Payroll Balance Report
    • Configure Information Balances in the Payroll Balance Report
    • Payroll Balance Report
    • Employee Active Payroll Balance Report
  • Payroll Payment and Cost Distribution Reports
    • Summary of Payroll Payment and Cost Distribution Reports
    • Payment Register
    • Third-Party Payment Register
    • Payment Statuses
    • Payroll Costing Results Report
  • Payslips
    • Overview of Online Payslip
    • Generate Payslips
    • Generate Payslips in the Worker's Correspondence Language
    • View My Payslip and Bank Details
    • Payslip Reprinting Report
  • Data Validation and Audit Reports
    • Summary of Data Validation and Audit Reports
    • Retroactive Entries Report
    • Retroactive Notification Report
    • View Originating Pay Periods for Retroactive Earnings
  • Payroll 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
    • Payroll Data Validation Report
    • Data Security in Payroll Data Validation Reports
  • Balance Exception Reports
    • How to Create a Balance Exception Report
    • Balance Exception Report
• Common Report Features
  • Delivery Options for Extract-Based Payroll Reports
  • Display All Hours in Payroll Reports
  • Report Days and Units in Payroll Reports
  • Year-to-Date Balances in Reports
  • Examples of Viewing YTD Balances in Reports
  • Report Payment and Nonpayment Balances
  • Latest Process Year-to-Date and Periodic Balances Reporting
  • XML Data Chunking
  • Employer Taxes in Payroll Reports
• Account Number Masking in Payroll Reports
  • Account Number Masking in Payroll Reports
• FAQs for Reports
  • Why don't I see the new delivery option when I redeliver the report?
  • How can I display employee work location and department on their payslip or check?
  • How can I view transient data in extract-based payroll reports?
• Archive
  • Overview of Payroll Archive
  • Archive Periodic Payroll Results
  • View and Edit Archive Results
  • Archive End-of-Year Payroll Results
  • FAQ for Archive
    • When should I archive payroll data?

9 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 You Transform Data
  • How To Create A Program for Automation
  • 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
  • Sample Payroll Transformation Formula for Multiple Business Objects
• Payroll Transformation Formula for HCM Spreadsheet Data Loader
  • Overview of Payroll Transformation Formula for HCM Spreadsheet Data Loader
  • Sample Payroll Transformation Formula