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Global HumanResources CloudAdministering Payroll for Mexico22B

Global Human Resources CloudAdministering Payroll for Mexico22BF53654-01Copyright 2021, 2022, Oracle and/or its affiliates.Authors: Shayeri SenThis software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protectedby intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate,broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display in any part, in any form, or by any means. Reverse engineering,disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please reportthem to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, thefollowing notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware,and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal AcquisitionRegulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs,including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to licenseterms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended foruse in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardwarein dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safeuse. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks orregistered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarksof Advanced Micro Devices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products, and services from third parties. OracleCorporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, andservices unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsiblefor any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicableagreement between you and Oracle.

Global Human Resources CloudAdministering Payroll for MexicoContentsGet Help . i1Let's Get Started1Overview . 1Responsive User Experience Setup . 4Payroll Concepts to Understand . 5Application Tools . 82Assemble and Maintain Payrolls11Personal Payroll Entries . 11Payroll Relationships . 12Organization Payment Methods . 15Personal Payment Methods . 17Add and Transfer Payrolls . 19Transfer Tax Reporting Units . 23Terminations . 253Calculation Entries29Element Entries . 29Time . 37Balances . 42Adjust Individual Balances . 48Absences . 52Calculation Cards . 55Earnings and Deductions . 68Benefits . 684Global Transfers71Global Transfer Overview . 71Payroll Details During Global Transfer . 72

Global Human Resources CloudAdministering Payroll for MexicoOverview of Element Entries Transfer . 74Examples of Copying Element Entries During Employee Transfer . 75Payment Methods During Global Transfer . 77Person Costing Overrides . 79Global Transfer of Calculation Cards for Mexico . 79Balances Transfer . 81FAQs for Global Transfers . 86Mass Legal Employer Change . 88Global Transfer Example . 895Process Payroll91Third-Party Payment Methods . 91Payroll Run . 100Payroll Calculation . 104Object Groups . 106Expedited Processing . 107QuickPay . 110QuickPay Flows . 112QuickPay Run Results . 116RetroPay . 120Event Notifications . 123Payments . 1256Payroll Results145Payroll Run Results . 1457Auditing and Reporting155Reports . 155Common Report Features . 211Account Number Masking in Payroll Reports . 218FAQs for Reports . 219Archive . 2208Load Payroll Data Using Transformation Formula227Data Loader . 227Payroll Transformation Formula for HCM Data Loader . 228

Global Human Resources CloudAdministering Payroll for MexicoPayroll Transformation Formula for HCM Spreadsheet Data Loader . 242

Global Human Resources CloudAdministering Payroll for Mexico

Global Human Resources CloudAdministering Payroll for MexicoGet HelpGet HelpThere are a number of ways to learn more about your product and interact with Oracle and other users.Get Help in the ApplicationsUse help icons Help icon to access help in the application. If you don't see any help icons on your page, click your userimage or name in the global header and select Show Help Icons.Get SupportYou can get support at My Oracle Support. For accessible support, visit Oracle Accessibility Learning and Support.Get TrainingIncrease your knowledge of Oracle Cloud by taking courses at Oracle University.Join Our CommunityUse Cloud Customer Connect to get information from industry experts at Oracle and in the partner community. Youcan join forums to connect with other customers, post questions, suggest ideas for product enhancements, and watchevents.Learn About AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program. Videos included inthis guide are provided as a media alternative for text-based topics also available in this guide.Share Your FeedbackWe welcome your feedback about Oracle Applications user assistance. If you need clarification, find an error, or justwant to tell us what you found helpful, we'd like to hear from you.You can email your feedback to oracle fusion applications help ww [email protected] for helping us improve our user assistance!i

Global Human Resources CloudAdministering Payroll for MexicoGet Helpii

Global Human Resources CloudAdministering Payroll for Mexico1Chapter 1Let's Get StartedLet's Get StartedOverviewOverview of Administering Global Payroll for MexicoThis guide helps you manage the multiple payroll tasks for using Oracle Fusion Global Payroll for Mexico, frommaintaining personal payroll information for your employees to running payroll processes and reports.Here's how the payroll cycle process works.1

Global Human Resources CloudChapter 1Administering Payroll for MexicoLet's Get StartedThis table identifies the payroll work areas for each payroll cycle task.This table identifies the payroll tasks you must complete at each stage of the payroll cycle. At each stage of the run,ensure that all the payroll components are complete and the requisite information is available for you to proceed to thenext stage of the payroll cycle.Payroll TaskTasks you must completeMaintain Personal Payroll InformationBefore you initiate payroll processing, complete and update the following information for all youremployees: Manage Payroll Relationships records Enable time cards for eligible employees2

Global Human Resources CloudChapter 1Administering Payroll for MexicoPayroll TaskLet's Get StartedTasks you must complete Complete element entries Update information required for statutory deductions Define and complete personal calculation cards Enter final processing dates for terminations Update person-level details for individual or mass transfer of employees to a different payrollPayroll TransactionsUse payroll flows for many of your payroll tasks, such as load data, calculate payroll and payments, runreports, or calculate and distribute cost results. Use the Checklist page to monitor and manage eachtask and payroll flow.Verify Payroll ReadinessA good payroll run depends on many accurate and completed tasks. Before you start your run, checkthese tasks to ensure your readiness: Confirm completion of all the payroll prerequisite tasks Review the Payroll Dashboard for notifications, and take any actions requiring your attention Check retroactive notifications, and process any retroactive changesCalculate, Validate, and Balance PayrollOnce you have verified your payroll readiness, it's time to run payroll and validate the run results. Use the predefined Calculate Payroll flow, or a flow you have configured to run payroll Use the pay calculation reports to review and validate balances and run results Make corrections, retry results and, if needed, remove employees from the main payroll flow tohandle them separately using QuickPay at a later time. You can merge their records into the mainpayroll flow before calculating paymentsCalculate Payment DistributionsIn a typical payroll cycle flow, the Calculate Prepayments process runs automatically when you markthe Verify Reports task as complete within the Calculate and Validate Payroll activity. Review the distribution of payments across employee personal payment methods in the CalculatePrepayments process results. If you find issues, fix the data and retry the action or roll backthe record to remove them from the run. Once you fix the data in the removed record, run theprepayments process Run the payroll register to validate payment distribution amounts by payment category, type, andmethodDistribute Payroll PaymentsYou have validated payment distribution amount and you're ready to follow these steps to distributepayments: Archive the payroll results Run the payroll register Run the third-party roll up process, if required Generate the payments to your employees and third parties Generate payslips Run the payment registerCalculate and Verify Cost DistributionsCalculate Payroll process automatically calculates the costs for the payroll run and it's important foryou to review the results. If you have any of the following when you're calculating and distributing cost,run a separate processes for each: Retroactive costs3

Global Human Resources CloudChapter 1Administering Payroll for MexicoPayroll TaskLet's Get StartedTasks you must complete Payments Cost adjustments Balance adjustments Partial period accrualsDistribute Payroll Accounting InformationTypically you will run the Transfer to Subledger Accounting process to create journal entries for postingto the general ledger. Then submit the Create Accounting process in draft mode to create journalentries for review. Once you're satisfied with the journal entries, run in final mode to create, transfer,and post journal entries.Regulatory and Tax ReportingRun and validate the Mexico-specific periodic reports to meet regulatory requirements. Implementing Payroll for Mexico Implementing Global Payroll Interface Using Global Payroll Interface Using Payroll Flows Implementing Payroll Costing Implementing Global PayrollResponsive User Experience SetupDeep LinksYou can use deep links to provide easy navigation directly to a page in the HCM Cloud application.Deep links can also be used for mobile responsive pages on your intranet, custom and third-party applications, or in adocument. This helps people run transactions in the HCM cloud and provides quick access to their HR information.To access deep links:1. Open the main menu.2. Go to Tools Deep Links.3. Copy the URL for a deep link.4. Paste the URL in the desired location.When you open Deep Links, you will find a list of all available deep links.Search Logic Profile Options for Client List of ValuesYou can use the logic codeph CONTAINS /codeph to create the client list of values. This returns results containingthe characters you enter.4

Global Human Resources CloudAdministering Payroll for MexicoChapter 1Let's Get StartedOptionally, for individual list of values, you could change this logic to codeph STARTS WITH /codeph , to returnresults that start with the search characters you enter.For example, when you search for a person with the name John Smith while using the logic CONTAINS, you can search by'jo' or 'sm' or 'th'. When you use the logic STARTS WITH, your search must start with 'j'.Use the logic STARTS WITH when your list contains thousands of values (more than 15,000 records) to improve the searchperformance. Or, if you don't partition your data by set ID.Note: If you change the search logic for a client list of values, the logic changes in all pages where the list of values isused.Related Topics Search Logic Profile Options for Client List of Values Search Logic Profile Options for Client List of Values in Global Human ResourcesUse Transaction Design Studio to Configure Field DisplaysUse the Transaction Design Studio (TDS) to configure transactions and pages for responsive applications. TDS isavailable within the HCM Experience Design Studio.You can control the visibility of attributes that are displayed either as Delivered or Enabled, and the availability of fieldsand sections of a transaction based on the user's role, person's business unit, or legal employer.By default, the responsive pages display the frequently used attributes and hide the less frequently used attributes. UsePage Composer to personalize the responsive pages and display the attributes and tabs delivered within the feature.Here's how you start HCM Experience Design Studio:1. Sign in to the application as Human Capital Management Application Administrator with Access HCM PageConfigurator (HRC ACCESS HCM TRANSACTION CONFIGURATOR PRIV) privilege. This privilege providesyou access to TDS in HCM Experience Design Studio.2. Enable a sandbox to compose data for configuring business objects. On the Home page, click the HCMExperience Design Studio quick action under the My Client Groups tab.3. Under Settings and Actions, click Edit Pages .4. Select the site layer and click OK.Related Topics Overview of Page ModificationPayroll Concepts to UnderstandDate EffectivityDate effectivity preserves a history of changes made to the attributes of some objects. As a Professional user, you canretrieve and edit past and future versions of an object.5

Global Human Resources CloudChapter 1Administering Payroll for MexicoLet's Get StartedMany Human Capital Management (HCM) objects, including person names, assignments, benefits plans, grades, jobs,locations, payrolls, and positions are date-effective.Logical and Physical RecordsDate-effective objects include one or more physical records. Each record has effective start and end dates. One record iscurrent and available to transactions. Others are past or take effect in the future. Together, these records constitute thelogical record or object instance.This table shows changes to the department manager attribute in a department business object. Each row represents asingle physical record.Physical RecordEffective Start DateEffective End DateDepartment Manager418 January, 2011315 October, 201017 January, 2011A. Chan213 June, 200914 October, 2010T. Romero122 March, 200712 June, 2009G. MartinC. WoodsNote: The physical record number doesn't appear in the record.Effective End Dates in Physical RecordsEvery physical record except the last has an effective end date. The update process adds this date, which is the daybefore the effective start date of the next record, whenever you update the object.Object End DatesYou can enter a final effective end date for some date-effective objects. For example, terminating an assignment addsa final effective end date to the assignment. Alternatively, the End Date action may be available. If you end date a dateeffective object, then it isn't available to transactions after that date. But the object's history is retrievable.Status Values in Date-Effective ObjectsSome date-effective objects, such as grades and jobs, have both effective dates and status values. When the objectstatus is Inactive, the object isn't available to transactions, regardless of its effective dates. Setting the status toInactive makes objects unavailable to transactions. If you can't enter an effective end date for an object, then changingits status has the same effect.Future-Dated ChangesFor date-effective objects, you can enter future changes. For example, you enter the worker promotion shown in thistable on 25 October, 2011 to take effect on 18 January, 2012.6

Global Human Resources CloudChapter 1Administering Payroll for MexicoPhysical RecordEffective Start Date218 January, 2012114 October, 2010Let's Get StartedEffective End DateGradeIC217 January, 2012IC1Physical record two becomes current on 18 January, 2012. From 14 October, 2010 until 17 January, 2012 physical recordone is current and available to transactions. If you can access the object history, you can see physical record two beforeit takes effect.When future-dated changes exist, other actions may be limited. For example, to end this worker's assignment beforethe promotion takes effect, you must first delete the promotion.Date-Enabled ObjectsSome objects, such as work relationships, are date-enabled rather than date-effective. They have start and end datesthat define when they're available, but they have no history of changes. New attribute values overwrite existing attributevalues.Related Topics How You Delete Physical Records from Date-Effective Objects Examples of Updating Date-Effective Objects Examples of Correcting Date-Effective Objects How You Make Multiple Updates to Date-Effective Objects in One DayHow You Delete Physical Records from Date-Effective ObjectsThe effect of deleting a physical record from a date-effective object depends on the record's position in the object'shistory.Consider the date-effective object, which has three physical records, shown in this table.Physical RecordEffective Start DateEffective End DateAttribute Value315 August, 2011230 October, 201014 August, 2011B110 June, 200929 October, 2010ACIntermediate RecordsIf you delete physical record two, where the attribute value is B, then the object is as shown in this table after thedeletion.7

Global Human Resources CloudChapter 1Administering Payroll for MexicoPhysical RecordEffective Start Date215 August, 2011110 June, 2009Let's Get StartedEffective End DateAttribute ValueC14 August, 2011AIf physical records exist both before and after the deleted record, then the deletion adjusts the dates of the surroundingrecords automatically. The effective end date of the previous record is now the day before the effective start date of thisrecord. This change closes the gap in the object's effective dates.First or Only RecordsIn most cases, you can't delete the first or only physical record.If you can delete the first physical record, then the object exists from the effective start date of the next physical record(30 October, 2010 in this example). If only one physical record exists, then deleting that record is the same as deletingthe object.Final RecordsIf you delete the final physical record, then the deletion removes the effective end date automatically from the previousphysical record (14 August, 2011, in this example).Application ToolsOverview of Payroll FlowsUse payroll flows to streamline and optimize your payroll operations. They help you ensure smooth and seamless endto-end execution of the processes that address all of your payroll business requirements.Use payroll flows to manage, effectively and efficiently, all of your payroll tasks, such as calculating payrolls, runningreconciliation reports, and making payroll payments.For example, to ensure your payroll cycles are accurate, you can design a flow that includes manual tasks that requestvalidation at each step in the process. In this way, your Financial Director can verify the payroll costing results before theflow transfers the payroll costs to the general ledger.Predefined flow patterns are automatically available for you to submit all types of payroll processes and reports. A flowpattern can consist of a single task such as the Calculate Payroll flow, or multiple tasks, such as the Payroll Cycle flow.The Payroll Cycle flow includes all tasks for a payroll period in a best practice flow.You can run the predefined flows directly, or you can use them as templates to create your own. You can even copy apredefined flow pattern and edit it to meet your business requirements, such as adding, deleting, or moving a task inthe schedule.There are also features to help you to design flows that address other complex business requirements, such as thetask iterator, that automates repetitive tasks with a single flow submission. For example, use the task iterator option togenerate a report for multiple payroll statutory units within your organization.8

Global Human Resources CloudAdministering Payroll for MexicoChapter 1Let's Get StartedSimilarly, use the flow connectors feature to isolate and review off-cycle and on-cycle payroll runs and subsequentlycombine the run results for downstream processing.This workflow diagram gives you an understanding of how payroll flows work. It shows the navigation path fromthe pages that provide high-level flows information, such as the View Flows page, to the pages that provide detailedemployee-level information, such as the Checklist and Process Res

Use payroll flows for many of your payroll tasks, such as load data, calculate payroll and payments, run reports, or calculate and distribute cost results. Use the Checklist page to monitor and manage each task and payroll flow. Verify Payroll Readiness A good payroll run depends on many accurate and completed tasks. Before you start your run .