(23A) Oracle Fusion Cloud Payroll: Mexico Payroll

Oracle HCM Cloud: Mexico Payroll Course Overview

• Course Objectives
• Course Agenda
• Information Resources
• Mexico Payroll Support Documents

Mexico Payroll: Overview

• Learning Objectives
• Oracle Human Capital Management
• Mexico Payroll: Overview
• Payroll Processing: Overview
• Data Loading: Overview
• Oracle Payroll Country Extensions
• Mexico Localization Statutory Scope
• Accessing Payroll
• Accessing Payroll Quick Actions
• Employee Payroll Self-Service
• Instructor Demonstration
• Summary
• Practices

Payroll Security and Audit

• Learning Objectives
• Security: Overview
• Roles and Privileges
• Role Hierarchy: Example
• Separation of Payroll Duties by Job Roles
• HCM Security Profiles
• HCM Security Profile Types
• Managing Payroll Security Profile
• Managing Payroll Flow Security Profile
• Security Reference Implementation
• Provisioning Users with Roles
• Role Provisioning Events
• Auditing: Who Does What?
• Setting Up Audit for Payroll
• Audit Reports Page: Example
• Show Attribute Details
• Instructor Demonstration
• Summary

Geographies

• Learning Objectives
• Defining Geographies: Overview
• Manage Geographies
• Manage Geography Lookups
• Import Geography Data
• Geography Structure
• Address Style Format Mapping
• Load Geographies for Mexico
• Manage Geographies for Mexico
• Instructor Demonstration
• Summary

Enterprise and Legal Structures

• Learning Objectives
• Enterprise Structures: Overview
• Enterprise Structures: Terminology
• Enterprise Structures: Example
• Legislative Data Groups: Overview
• Legislative Data Groups and Payroll
• Legal Entity: Overview
• Legal Entity: Definition
• Legal Entity: Example
• Legal Entities for HCM
• Manage Legal Entity HCM Information
• Tax Reporting Unit Support for Global Transfers
• Mexico Jurisdictions
• Predefined Legal Jurisdictions
• Instructor Demonstration
• Summary
• Practices

Features by Country or Territory

• Learning Objectives
• Manage Features by Country or Territory
• Manage Features by Country or Territory: Example
• Manage Features by Country or Territory
• Instructor Demonstration
• Summary

Lookups, Value Sets, and Flexfields

• Learning Objectives
• Common Lookups
• Payroll Lookups
• Value Sets
• Payroll Descriptive Flexfields
• Instructor Demonstration
• Summary
• Practices

Fast Formulas

• Learning Objectives
• Fast Formula: Overview
• Fast Formula Types
• Creating Fast Formulas
• Ways to Create Fast Formulas
• Fast Formula Components
• Variables
• Assignment Statements
• Return Statements
• Input Statements
• Expressions
• Operators
• Conditions
• Comments
• Database Items
• Flexfield Database Items
• Functions
• Fast Formula Validation
• User-Defined Tables: Overview
• User-Defined Table Match: Example
• User-Defined Table Range of Values: Example
• Instructor Demonstration
• Summary
• Practices

Organizational Payment Methods

• Learning Objectives
• Payment Methods: Prerequisites
• Financials Setup
• Banks, Branches, and Bank Accounts
• Bank Security
• Bank Code
• Organization Payment Method: Overview
• Organization Payment Method: Uses
• Organization Payment Method Components
• Payment Sources
• Payment Method Rules
• Instructor Demonstration
• Summary
• Practices

Pay Frequencies

• Learning Objectives
• Global Enterprise Structure Model: Processing Configuration
• Managing Consolidation Groups
• Payroll Definitions: Overview
• Create Payroll Definitions: Basic Details Page
• Transfer of Worker’s Payroll During Global Transfer
• Managing Time Definitions
• Managing Run Types
• Instructor Demonstration
• Summary
• Practices

Payroll Elements

• Learning Objectives
• Elements: Overview
• Element Component: Example
• Elements and the Payroll Employment Model
• Element Classifications
• Primary Classifications
• Secondary Classifications
• Subclassifications
• Predefined Elements
• Element Templates
• Element Template Sections
• Currency
• Durations
• Standard Rules
• Calculation Rules
• Special Rules
• Special Rules for Mexico
• Element Creation Through Scheduled Processes
• Managing Elements
• Input Values
• Managing Rules
• Balance Feeds
• Related Formulas, Elements, and Balances
• Payroll Deductions: Overview
• Component Group Category Details
• Involuntary Deduction Elements
• Involuntary Deduction Element Creation
• Instructor Demonstration
• Summary
• Practices

Balance Definitions

• Learning Objectives
• Managing Balance Definitions
• Balance Feeds by Input Values
• Balance Feeds by Element Classifications
• Balance Feeds by Elements and Element Classifications
• Balance Feeds by Single Element
• Balance Dimensions
• Generated Balances and Database Items
• Balance Initialization
• Managing Balance Exceptions and Exception Reports
• Balance Groups
• Balance Group Usages
• Balance Group Extract Definition Reporting
• Instructor Demonstration
• Summary
• Practices

Event Groups

• Learning Objectives
• Payroll Event Groups: Overview
• Proration Setup: Example
• Managing Proration Event Groups
• Adding Qualifiers
• Proration Configuration Steps
• Adding Proration Event Group to an Element
• Proration Event Group to an Element: Example
• Proration Rules
• Rules for Work Schedules Used in Proration
• Managing Retroactive Event Groups
• Adding Retroactive Event Group to an Element
• Retroactive Notification Report
• Manage Event Notifications
• Instructor Demonstration
• Summary
• Practices

Object Groups

• Learning Objectives
• Object Groups: Overview
• Element Group
• Payroll Relationship Groups
• Payroll Relationship Groups: Characteristics
• Instructor Demonstration
• Summary
• Practices

Payroll Costing

• Learning Objectives
• Payroll Costing: Overview
• Payroll Costing Setup Prerequisites
• Cost Allocation Key Flexfield: Overview
• Cost Allocation Key Flexfield: Example
• Cost Allocation Key Flexfield Setup
• Value Set Setup
• Cost Hierarchy: Overview
• Cost Hierarchy
• Managing Payroll Costing
• Viewing Costing Process Results
• Costing Setup Page Account Number Types
• Costing an Element
• Instructor Demonstrations
• Summary
• Practices

Payroll Flow Patterns

• Learning Objectives
• Payroll Flow Pattern: Overview
• Payroll Flow Checklist
• Payroll Flow Pattern Components
• Tasks
• Payroll Flow Tasks
• Task Sequence
• Task and Flow Owners
• Task Parameters and Flow Parameters
• Submitting Flow Parameters
• Notifications
• Manage Payroll Process Configuration
• Instructor Demonstration
• Summary
• Practice

Person Records

• Learning Objectives
• People Are Important!
• Assignments
• Employees Want to Get Paid
• What’s Your Status?
• Finding Your Information
• Instructor Demonstration
• Summary
• Practice

Personal Payment Methods

• Learning Objectives
• Banks, Branches, and Bank Accounts
• Who Can Create Banks and Branches
• Personal Payment Methods: Overview
• Personal Payment Methods: Example
• Splitting Up Payments
• Personal Payment Method Processes
• Configuring Payment Method Preferences
• Instructor Demonstration
• Summary
• Practice

Element Entries

• Learning Objectives
• Element Entries: Overview
• Element Entry Methods
• Manual Entry
• Bulk Entry
• Automatic Entry
• Instructor Demonstration
• Summary
• Practices

Bulk Load

• Lesson Objectives
• Importing Data: Key Data Loaders
• Bulk-Loading and Maintaining Payroll Data
• HCM Data Loader: Overview
• HCM Data Loader: Key Features
• HCM Data Loader: User Interfaces
• HCM Spreadsheet Data Loader: Overview
• HCM Spreadsheet Data Loader: What Does It Do
• HCM Spreadsheet Data Loader Prerequisites
• HCM Spreadsheet Data Loader: Advantages
• Spreadsheet Restrictions
• HCM Spreadsheet Data Loader: Process Summary
• Instructor Demonstration
• Summary
• Practices

Calculation Cards

• Learning Objectives
• Managing Calculation Cards
• Types of Calculation Cards
• Calculation Card Components
• Calculation Card Remarks
• Child Support
• Child Support: Components
• Child Support: Component Details
• Instructor Demonstration
• Summary
• Practice

Mexico Social Security

• Lesson Objectives
• What is the SDI?
• SDI Design
• SDI Portions
• SDI Factor Tables
• SDI Rate Definitions
• SDI Value Defined by Criteria
• SDI Setup
• Social Security Quotas
• Days Basis of Quotation (DBCs) Balances
• Organization Calculation Card
• Average SDI Element Entry
• Mexico Social Security Run Results
• Mexico SS Reporting Flow Sequence
• Generate HCM Rates
• Generate HCM Rates Parameters
• Social Security Processes
• SS Process and Reporting Flow
• Social Security Processes
• Summary

Mexico Taxation

• Lesson Objectives
• ISR Tax
• Tax Rates & Calculation Methods
• Regular ISR Tax Calculation Method
• Non-Periodic ISR Tax Calculation Method
• Severance ISR Tax Calculation Method
• Payroll Run Types
• ISR Tax Adjustment Types
• Subsidy for Employment
• Monthly Salary
• ISR Tax Overrides
• Employer State Tax
• ISR Annual Tax Adjustment
• ISR Tax Adjustment Types
• ISR Annual Tax Adjustment
• Run Mexico Annual Tax Adjustment Process
• Summary

Payroll Calculations

• Lesson Objectives
• Mexico Taxation Element Entry
• Calculating Payroll: Overview
• Typical Payroll Flow Sequence
• Generate HCM Rates Process
• How Payroll Results Are Processed
• Calculating Payroll
• Additional Ways to Calculate Payroll
• Parameters for Calculating Payroll
• Flow Interaction
• Flow Schedules
• Verifying Results
• Monitoring Processes
• Checklists
• Statement of Earnings
• Payroll Calculation Reports
• Payment Distribution Reports
• Report Viewing Options
• Summary
• Practices

Error Corrections

• Lesson Objectives
• Payroll Corrections
• Mark for Retry and Retry
• Rollback and Reversal
• Roll Back Errors Rule for Payroll Flows
• Element Entry Rollback
• Payment Corrections
• Voiding Payments
• Process Bank Corrections
• Managing Corrections in a Flow
• When Actions Are Available for Selection
• Instructor Demonstration
• Summary
• Practices

Balance Initialization and Adjustments

• Learning Objectives
• Balance Overview
• Balance Model: How It All Works Together
• When to Initialize Balances
• Mexico Legislative Balances to Initialize
• When to Adjust Balances
• Regulated Limits and Related Balances
• Adjustment Methods
• Elements to Adjust
• Input Values to Adjust
• Adjustments with Refunds
• How to Pay Refunds
• Balance Adjustments to Cost
• Costing Balance Adjustments: Examples
• Reporting Balance Adjustments
• Instructor Demonstration
• Summary

Payroll Reconciliations

• Learning Objectives
• Reconciliation Reports
• It’s a Balancing Act
• Reconciliation: Prerequisites
• Payroll Balancing Periods
• Pay Period Balancing Process
• Gross-to-Net Report Compared with Statutory Deduction Register
• Gross-to-Net Report Compared with Payroll Activity Report
• Gross-to-Net Report Compared with Payment Register Report
• Summary
• Practices

CFDI

• Lesson Objectives
• What is a CFDI Payroll Payslip?
• What is a stamped CFDI Payroll Payslip?
• Mexico Payroll CFDI Support Scope
• CFDI Components
• CFDI Data Capture Sources
• Element Template
• Element Template Rules
• Overtime
• Absences Management
• Absence Elements
• Absence Types
• Absence and Disability Processing
• Disability Nodes in CFDI XML File
• Balances
• Balances (Cont.)
• Typical Payroll Flow Sequence with CFDI
• Run CFDI Payslip Interface
• CFDI Output
• Instructor Demonstration
• Summary