The Payslip Modeling feature for Mexico is a localized version of the generic Payslip Modeling functionality and is designed to meet local requirements.
For information about the generic Payslip Modeler, see: Using Payslip Modeler
Payroll professionals (administrators) can model payslips using the Payslip Modeler available online. This is a payslip calculator that can be used to quickly and accurately answer payslip related questions and address "what-if" scenarios. The calculation results of the 'what-if' scenarios are based on the employee's current pay or the most recent payslip. The simulation output displays some additional components like Employer Taxes, IDW components, and ISR Run results in addition to the employee components which are displayed in the Employee Online Payslip. These additional components are useful for Payroll Managers to simulate employee payroll calculations.
The Payslip Modeling feature is available to payroll professionals (administrators) via Self Service HR. Payroll administrators can use this feature to answer queries or perform what-if analysis for employees.
Note: The Payslip Modeling feature is not available from Employee Self-Service, Manager Self-Service and Contingent Worker Self-Service responsibilities.
The Payslip Modeling feature consists of the following processes:
A Welcome page greeting the user by name and where the user must agree to certain terms and conditions.
A Payslip Modeler page where users can select from earnings and deductions to model as well as change tax information, if desired. Once the selections are complete, the user can submit the model payslip to be calculated.
Results are displayed, which the user can optionally print out as a PDF document.
Note: Users cannot run the payslip modeling process, if there is a prepayment or costing process already executed for the current pay period. The employee data remains absolutely unaffected by the simulation process. Users must first agree to the Usage Terms and Conditions in the Welcome page before they can begin modeling their payslip.
For the Mexico localization, the Payslip Modeling functionality enables payroll administrators to model the following information to determine the impact on payroll calculations:
Location Details
Mexico Tax Witholding Details
Earnings and Hours
Deductions
The Payslip Modeling feature enables payroll administrators to perform the following tasks:
Payroll administrators can view information provided in the Welcome Page and agree to the Usage Terms and Conditions.
After payroll administrators agree to the usage terms and conditions, the Generate Model Payslip page appears.
This page enables payroll administrators to alter work location, GRE and ISR Tax Rates user tables in addition to the earnings and deductions values to determine their impact on payroll calculations.
View certain personal and pay information such as Employee Name, Job Title, Payroll, Pay Basis, Annual Salary, and Gross Pay.
Perform payslip modeling altering location details. The work location field displays the employee's assignment work location, by default. The government reporting entity field displays the assignment's GRE, by default. The list of GREs available to the assignment are based on the business group.
Payroll administrators can select a work location available to the assignment based on the business group. The tax withholding details fields that subsequently appear are related to the work location. The following is a list of fields that appear in the Mexico Tax Witholding Details region:
Pay Run Type: Employees can select the required run type to submit the simulation payroll run. The default run type is Regular.
ISR Tax Rate
ISR Monthly Tax Rate
ISR Tax Annual Rate
ISR Subsidy for Empl
The initial values that appear in the Mexico Tax Witholding Details region are the default values set for the assignment's payroll.
Payroll administrators can change the work location and tax witholding details to view the impact on payroll and tax calculations. For example, users can change the work location to verify corresponding tax calculation changes. If taxation is present for the selected work location, then you can view the change in the Simulation Output under Estimated Taxes and Estimated Employer Taxes section.
Model changes to net or take home pay by selecting different earnings and deductions that have been made available for modeling. The list of Element-Input Values that appear can change, based on the work location selected.
Payroll administrators can view and print model payslip results. They can view side by side pie charts that compare the employee's Current Pay to their Estimated (model) Pay. The Current Pay pie chart displays data from the employee's most recent payslip. The Estimated Pay pie chart displays data from the model payslip. The Current Pay and Estimated Pay pie charts provide a breakdown of current and estimated pay by pretax deductions, taxes, other deductions and net pay.