PeopleSoft Enterprise Global Payroll for Mexico 9.1 PeopleBook

Appendix: Global Payroll for Mexico Reports

This appendix discusses Global Payroll for Mexico reports.

Note. For samples of these reports, see the PDF files published on CD-ROM with your documentation. For more information about running these reports, refer to the appropriate chapter in this PeopleBook.

Global Payroll for Mexico Reports: A to Z

This table lists the Global Payroll for Mexico reports, sorted alphanumerically by report ID.

Report ID and Report Name	Description	Navigation	Run Control Page
GPMXAA01 Minimum Wage Salary Level	Displays a list of the minimum wage salary levels in your company to present to the government.	Global Payroll & Absence Mgmt, Taxes, ANN – Tax Adj Report MEX, Annual Adjustment	GPMX_RC_SUBSACRED
GPMXAA02 Annual Tax Adjustment Results	Displays the annual tax adjustment results.	Global Payroll & Absence Mgmt, Taxes, ANN – Tax Adj Report MEX, Annual Adjustment	GPMX_RC_SUBSACRED
GPMXAA03 Form 37	Form 37 has two purposes. Either it provides information about employees who are going to present their own annual adjustment tax data or it provides tax information to employees who terminate.	Global Payroll & Absence Mgmt, Taxes, Form 37 Report MEX, Form 37 Report MEX	GPMX_RC_FORMAT37
GPMXAA04 Creditable Subsidy	Displays tax subsidy data.	Global Payroll & Absence Mgmt, Taxes, ANN – Tax Adj Report MEX, Annual Adjustment	GPMX_RC_SUBSACRED
GPMXAA05 Multiple Information MEX	Creates a flat file that will be loaded up to the SAT (Servicio de Administración Tributaria) system.	Global Payroll & Absence Mgmt, Taxes, Multiple Information MEX, Multiple Information MEX	GPMX_RC_ANNL
GPMXAG01 Christmas Bonus	Details the Christmas bonus amounts and taxes.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, ANN – Christmas Bonus MEX, Christmas Bonus	GPMX_RC_XMAS01
GPMXBA01 Payment File Generation	Creates an electronic flat file to be transferred to the bank and a printed report.	Global Payroll & Absence Mgmt, Payment Processing, Create EFT Payment File MEX, Create EFT Payment File MEX	GPMX_BANK_EFT
GPMX_PMT Payment Preparation	Populates the GP_PAYMENT and GPMX_PAYMENT records for banking payments review. The Payment Preparation process is a prerequisite for the Payment File Generation process.	Global Payroll & Absence Mgmt, Payment Processing, Run Payment Prep Process MEX, Run Payment Prep Process MEX	GPMX_BANK_POPULATE
GPMXIE01 State Taxes by Location	Provides a monthly report on state taxes paid by your company.	Global Payroll & Absence Mgmt, Taxes, State Taxes by Loc Report MEX, State Taxes by Loc Report MEX	GPMX_RC_ST_TAXES
GPMXIF01 Federal Taxes Summary	An end of the tax year report that details the federal taxes paid by your company and your employees.	Global Payroll & Absence Mgmt, Taxes, Federal Taxes Report MEX, Federal Taxes Report MEX	GPMX_RC_FEDTAX
GPMXIF02 Subsidy Factor Report	Lists the earnings that are the base for the subsidy factor.	Global Payroll & Absence Mgmt, Taxes, ANN – Subsidy Factor Rpt MEX, Subsidy Factor Report	GPMX_RC_SUBS_FACT
GPMXIM01 Variable SDI Report	Lists the variable SDI earnings for the previous month by pay group.	Global Payroll & Absence Mgmt, Social Security/Insurance, Variable SDI Report MEX, Variable SDI Report	GPMX_RC_VARIABI
GPMXIM02 IMSS Printed Notices − Hire	Provides hiring details for selected employees. This report is submitted to IMSS in printed format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS Report Notices MEX, IMSS Report Notices MEX	GPMX_RC_IMSS_PRN
GPMXIM03 IMSS Magnetic Media Notices - Hire	Provides hiring details for selected employees. This report is submitted to IMSS in magnetic media format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS Mag. Notices MEX, IMSS Mag Notices MEX	GPMX_RC_IMSS_MMD
GPMXIM04 IMSS EDI Notices − Hire	Provides hiring details for selected employees. This report is submitted to IMSS in EDI format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS EDI Notices MEX, IMSS EDI Notices	GPMX_RC_IMSS_EDI
GPMXIM05 IMSS Printed Notices − Termination	Provides termination details for selected employees. This report is submitted to IMSS in printed format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS Report Notices MEX, IMSS Report Notices MEX	GPMX_RC_IMSS_PRN
GPMXIM06 IMSS Magnetic Media Notices - Termination	Provides termination details for selected employees. This report is submitted to IMSS in magnetic media format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS Mag. Notices MEX, IMSS Mag Notices MEX	GPMX_RC_IMSS_MMD
GPMXIM07 IMSS EDI Notices − Termination	Provides termination details for selected employees. This report is submitted to IMSS in EDI format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS EDI Notices MEX, IMSS EDI Notices	GPMX_RC_IMSS_EDI
GPMXIM08 IMSS Printed Notices − Salary Change	Provides salary change details for selected employees. This report is submitted to IMSS in printed format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS Report Notices MEX, IMSS Report Notices MEX	GPMX_RC_IMSS_PRN
GPMXIM09 IMSS Magnetic Media Notices − Salary Change	Provides salary change details for selected employees. This report is submitted to IMSS in magnetic media format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS Mag. Notices MEX, IMSS Mag Notices MEX	GPMX_RC_IMSS_MMD
GPMXIM10 IMSS EDI Notices − Salary Change	Provides salary change details for selected employees. This report is submitted to IMSS in EDI format.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS EDI Notices MEX, IMSS EDI Notices	GPMX_RC_IMSS_EDI
GPMXIM11 Absences Report	Details absences for selected employees.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Absence History MEX, Absence History MEX	GPMX_RC_WRKRISK
GPMXIM12 IMSS Base Over Cap	Lists the employees who have a surplus over the cap on 3, 18, and 25 minimum wages.	Global Payroll & Absence Mgmt, Social Security/Insurance, IMSS Base Over Cap Report MEX, IMSS Base Over Cap Report MEX	GPMX_RC_CAP_BSE
GPMXIM13 SUA- Load Employees	Generate a flat file and printed report for SUA with payee data such as name, hire date, and so on. The system includes only employees hired or rehired in a given period.	Global Payroll & Absence Mgmt, Social Security/Insurance, SUA – Payee File MEX, SUA - Payee File MEX	GPMX_RC_SUA001
GPMXIM14 SUA − Employee Transactions	Generates a flat file and a printed report for SUA with transactions of each payee for a given period. This report includes payee transactions data for terminations, pay rate changes, rehires, absences, and disabilities that should be reported to SUA.	Global Payroll & Absence Mgmt, Social Security/Insurance, SUA – Transact File MEX, SUA - Employee Transactions	GPMX_RC_SUA002
GPMXIM16 Risk Factor Report	Lists all workers with work risk disability in a given year.	Global Payroll & Absence Mgmt, Social Security/Insurance, ANN – Risk Factor Report MEX, ANN- Risk Factor Report MEX	GPMX_RC_ABSENCE
GPMXIM17 Fixed SDI Report MEX	Lists the fixed SDI by employee, as well as earning elements that are included in the fixed SDI integrable base, depending on the selected parameters.	Global Payroll & Absence Mgmt, Social Security/Insurance, Fixed SDI Report MEX, Fixed SDI Report MEX	GPMX_RC_FIX_SDI
GPMXIM19 SUA - Payees Affiliation Data	Generate the SUA flat file and a printed report with employee affiliation data, for employees hired or rehired in a given period.	Global Payroll & Absence Mgmt, Social Security/Insurance, SUA – Affiliation File MEX, SUA - Affiliation File MEX	GPMX_RC_SUA001
GPMXIM20 SUA - INFONAVIT Loans Data	Generate the SUA flat file and a printed report with employee INFONAVIT loans data.	Global Payroll & Absence Mgmt, Social Security/Insurance, SUA – Loans File MEX, SUA - Loans File MEX	GPMX_RC_SUA001
GPMXIM21 SUA - Disabilities Data	Generates the SUA flat file and a printed report with employee disabilities data.	Global Payroll & Absence Mgmt, Social Security/Insurance, SUA - Disabilities File MEX, SUA - Disabilities File MEX	GPMX_RC_SUA001
GPMXLF01 Termination/Layoff Letters	Generates either a termination letter or a layoff letter, depending on the option you select.	Global Payroll & Absence Mgmt, Termination Processing, Create Term/Layoff Letters MEX, Create Term/Layoff Letters MEX	GPMX_RC_TERMREP
GPMXPE01 Payroll Results Register	Summarizes the payroll results.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Payroll Results Register MEX, Payroll Results Register MEX	GPMX_RC_PAYRSL
GPMXPE02 Balances MEX	Provides a monthly summary of all the accumulator members of the earnings total accumulator and the deductions total accumulator.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Balances MEX, Balances MEX	GPMX_RC_ACCUM
GPMXPR01 Loans by Calendar	Lists all loans by calendar group ID.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Loans by Calendar MEX, Loans by Calendar MEX	GPMX_RC_LOANS_CAL
GPMXPR02 Loans Payee	Lists all loans by payee.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Loans MEX, Loans MEX	GPMX_RC_LOANS_PYE
GPMXPYSL Create/Print Payslips MEX	Generates the payslip.	Global Payroll & Absence Mgmt, Payslips, Create/Print Payslips MEX, Create/Print Payslips MEX	GPMX_RC_PAYSLIP
GPMXPV01 Provisions Report	Summarizes all provisions, including vacation, vacation premium, and Christmas bonus. This report has two running options: with or without detail.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Provisions MEX, Provisions MEX	GPMX_RC_PROV
GPMXRU01 PTU − Eligible Payees	Lists all payees who are eligible for profit-sharing.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, ANN – PTU Profit Share MEX, ANN - PTU-Profit-Share MEX	GPMX_PTU
GPMXRU02 PTU − Non-Eligible Payees	Lists all payees who are not eligible for profit-sharing.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, ANN – PTU Profit Share MEX, ANN - PTU-Profit-Share MEX	GPMX_PTU
GPMXRU03 PTU − Unpaid Payees	Lists all payees who have profit-sharing but have not been paid yet.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, ANN – PTU Profit Share MEX, ANN - PTU-Profit-Share MEX	GPMX_PTU
GPMXRU04 PTU - Project	Lists all the details of profit-sharing at employee level.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, ANN – PTU Profit Share MEX, ANN - PTU-Profit-Share MEX	GPMX_PTU
GPMXTE01 Overtime Report	Provides overtime details for employees. With this report, you have two options: From week to week with daily details. From week to week without detail.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Overtime MEX, Overtime Report	GPMX_RC_OVR001
GPMXVA01 Vacations Report	Details vacation entitlements and balances for selected employees.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Vacations MEX, Vacations MEX	GPMX_RC_VACATN
GPMXVL01 Create Coupons Interface MEX	Creates a flat file and a printed report of coupons. The flat file is transferred to the provider, which could be either Accor or SODEXHO.	Global Payroll & Absence Mgmt, Absence and Payroll Processing, Create Coupons Interface MEX, Create Coupons Interface MEX	GPMX_COUPONS_INT