SDI Audit Report

The Mexico Social Security “Salario Diario Integrado” (SDI) calculation involves multiple application components such as: Generate HCM Rates process, Value Defined by Criteria, Payroll processing and Calculation Card Overrides.

When you run the “Run Mexico SDI Audit Report” flow, you can view details of how the employee SDI has been computed.

Flow Parameters

Use the flow parameters to determine the report scope and the detail level.

Submit a Flow

Flow Parameters

Parameter	Description	Default Value
Start Pay Date	The first payroll period start date to include in the SDI Audit Report. Only pay periods with start dates on or after this date are evaluated for SDI calculations.
End Pay Date	The last payroll period end date to include in the SDI Audit Report. Only pay periods with end dates on or before this date are evaluated for SDI calculations.
PSU Name	The Payroll Statutory Unit to filter the report scope. Limits results to employees and payroll runs under the selected PSU for statutory reporting and compliance.
TRU Name	The Tax Reporting Unit to filter the report scope. Limits results to employees and payroll runs associated with the selected TRU for tax reporting.
Payroll Name	The specific payroll definition to include (weekly, biweekly, monthly). Only results from this payroll are considered in the SDI wage calculation.
Payroll Relationship Group	An optional group of payroll relationships to restrict the report to a defined population (a subset for auditing). If blank, all eligible relationships are considered as per the other filters.
Include Employees with Variable Earnings Only	When Yes, returns only employees who have variable earnings in the selected period range (bonuses, commissions). When No, includes all eligible employees regardless of variable earnings.	No
Include Earnings Contribution	When Yes, expands the output to show earning-level contribution details used in the SDI calculation (for example, each earning element, rate contributors, amounts, and inclusion/exclusion). When No, shows summary-level SDI values without detailed earning line items.	No

Report Description

Column Name	Description	Default Value	Type	Mapping Details
Payroll Period	Logical group that identifies the payroll period under audit.
Start Date	Start date of the payroll period used for SDI evaluation.
End Date	End date of the payroll period used for SDI evaluation.
Overrides	Group header for period-effective override inputs that can alter SDI rules or results.
Social Security Minimum Integration Factor	Factor used to compute the SDI Low Cap when enabled. Typically set to the minimum factor in the SDI Factor Table. Only applied when Apply SDI Cap Using Minimum Wage and Integration Factor is Yes.	1	Calculation Value Definition	LDG
SDI Variable Proration	When Yes, prorates the SDI Variable portion if the payroll period spans two bi-months (e.g., a weekly period crossing Dec–Jan). When No, the variable portion is not prorated for span.	No	Calculation Value Definition	LDG
Apply SDI Cap Using Minimum Wage and Integration Factor	When Yes, the SDI Low Cap equals Minimum Wage of the employee’s Economic Zone multiplied by the Social Security Minimum Integration Factor override. When No, the Low Cap check uses the Economic Zone Minimum Wage only. Determines whether the employer or employee reaches liabilities at the lower boundary.	No	Calculation Value Definition	LDG EE Tax Card \| Org Card: Social Security
Economic Zone	Overrides the Economic Zone derived from the worker’s TRU. Affects the minimum wage used in SDI cap evaluation.		Calculation Value Definition
Variable SDI	Overrides the computed daily SDI Variable Portion for the period. When present, it replaces the calculated variable portion before cap logic.		Calculation Value Definition
Assignment Social Insurance Reduced Working Week	Value derived from the employee assignment. May be used by configured formulas to apply a reduced-week SDI method.		Assignment Field	Person > Employment > Assignment > Assignment Details: Job Details
Seniority (Years)	Length of service in years as per Mexico Seniority configuration (e.g., legal employer start date or enterprise start date, HR V3). Used to select the factor in the SDI Factor Table for the fixed portion.		DBI
Fixed Daily Wage	Base used for the SDI fixed portion calculation.		Rate Definition	Fixed SDI Element Value
Factor Table Name	Name of the SDI Factor Table used to integrate fixed earnings with statutory benefits.		Rate Definition	Rate Definition associated to the [Factor Table Name] Value Defined by Criteria
Factor	Integration factor selected from the Factor Table based on the worker’s seniority bracket in the period.		Derived Value
Two Previous Bi-Month	Group header showing balances for the bi-month that is two periods prior to the current bi-month, used when prorating the variable portion across spans.
Two Previous Bi-Month Variable Earnings	Variable Earnings that earlier bi-month.		Balance	Variable Earnings
Two Previous Bi-Month Days Quoted	Days Basis of Quotation 1 for that earlier bi-month.		Balance	Days Basis of Quotation 1
Previous Bi-Month	Group header for balances of the immediately preceding bi-month, used to compute the current period’s variable portion.
Previous Bi-Month Variable Earnings	Variable Earnings for the previous bi-month.		Balance	Variable Earnings
Previous Bi-Month Days Quoted	Days Basis of Quotation 1 for the previous bi-month.		Balance	Days Basis of Quotation 1
Current Bi-Month (for Next Bi-Month Calculation)	Group header for balances in the current bi-month, used to seed the next bi-month’s variable SDI calculation.
Current Bi-Month Variable Earnings	Variable Earnings for the current bi-month.		Balance	Variable Earnings
Current Bi-Month Days Quoted	Days Basis of Quotation 1 for the current bi-month.		Balance	Days Basis of Quotation 1
Rules Applied	Group header that explains how overrides and period context affected calculation steps.
SDI Fixed Proration	Yes when the worker’s seniority anniversary occurs within the payroll period and your configuration prorates the fixed portion across factor changes; otherwise No.		Derived Value
SDI Variable Proration	Yes when the SDI Variable Proration override is Yes and the payroll period spans two bi-months; otherwise No.		Derived Value
SDI Cap Value	The cap basis applied to the SDI result for the period. Possible values: Blank (no cap applied); Employee Economic Zone Minimum Wage; Employee Economic Zone Minimum Wage × Social Security Minimum Integration Factor (when that override is enabled); 25 × UMA (upper statutory cap).		Derived Value
SDI Results	Group header for calculated or overridden SDI amounts.
Variable Portion	Final variable daily portion used for SDI in the period. Possible states: “Variable SDI override” (if provided and effective); “Variable SDI prorated” (if proration rule applied and no override); “Variable SDI non-prorated” (if no proration and no override).		Derived Value
Fixed Portion	Final fixed daily portion used for SDI. Possible states: “Fixed SDI prorated” (if fixed proration rule applied) or “Fixed SDI Element Value” (if no proration).		Derived Value
Total SDI (Pre-Cap)	Sum of Variable Portion + Fixed Portion before applying statutory caps.		Derived Value
Final SDI (Post-Cap)	The SDI daily wage after cap logic. Equals Total SDI if no cap applied; otherwise equals the applicable SDI Cap Value.		Derived Value