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Compensation
Compensation is what each person is paid: their daily wage, their SDI, recurring monthly lines and their incentives. Every change is a revision that someone else must approve. Loans and advances that payroll deducts are also granted here.
Where it is: Finance → Compensation, with Salary tabulator. Who sees it: people allowed to read payroll periods and payslips in your scope; proposing revisions and granting loans needs write expense policies, mileage rates, compensation and tax tables. Plan: Payroll and compensation add-on.
The list
| Column | What it is |
|---|---|
| Person | |
| Pay group | Weekly, Fortnightly or Monthly. |
| Daily wage and SDI | |
| Monthly lines | Earnings and deductions on top of the wage. |
| Next change | An approved revision not yet in force ($520.00 from 1 Nov). |
| Owed on loans |
Filter by Pay on file / No pay on file and Waiting for approval. Export CSV. A new hire's pay starts from the offer they accepted (From the offer) or a first revision.
A person's pay
| Section | What it holds |
|---|---|
| Pay in force | Daily wage, SDI, pay group, Monthly earnings beside the wage and Monthly deductions, since when, and their hire date. |
| Revisions | The history: $480.00 a day · SDI $502.36 · Fortnightly, who proposed it, and whether it was approved, rejected or withdrawn, by whom and when. |
| Next revision | Propose revision. |
| Loans and advances | See below. |
| Payslips | Their payslips. |
Proposing a revision
It starts from the pay in force:
| Field | What it is |
|---|---|
| Takes effect on | From which day it's paid. |
| Daily wage | |
| Integrated daily wage (SDI) | What IMSS contributions are paid on. Blank (or Work it out): the wage plus the year-end bonus and vacation premium spread over the year, with the service reached. |
| Pay group | Weekly, Fortnightly or Monthly. |
| Recurring lines | Monthly amounts on top of the daily wage. Earnings: Food vouchers, Transport allowance, Shift premium, Attendance bonus, Punctuality bonus, Other earning. Deductions: Union dues, Insurance, Other deduction. Mark each as Taxable. Statutory withholdings, overtime and premiums are worked out by payroll. |
| Incentives | Paid on each pay period's performance scorecard. By Figure (Tickets resolved, SLA compliance, Attendance, Punctuality; rates are percentages), Above (the threshold), the Bonus and whether it pays Per unit above the threshold or once. E.g. $50.00 for each ticket resolved above 40. |
| Reason | Why pay changes: the promotion, the yearly raise, the letter backing it. |
| Why outside the tabulator | Only if the wage falls outside the job's range. |
Propose revision → Somebody else must approve it. Only one revision can wait at a time.
Approving, rejecting or withdrawing
On the waiting revision: Approve, Reject (with a required note) or Withdraw. Neither the person being paid nor whoever proposed it can decide it.
Loans and wage advances
New loan or advance:
| Field | What it is |
|---|---|
| Type | Loan or Advance on wages. |
| Amount lent | |
| Deducted each period | The instalment. |
| First deduction on | |
| Reason |
Grant: payroll deducts the instalment each period until the debt is paid, never more than the law allows from one payment. Each loan shows $5,000.00 lent · $500.00 per period · $3,500.00 owed and its repayments (by payroll or recorded by hand).
- Record repayment: money paid back outside payroll.
- Cancel loan: only one without repayments.
Salary tabulator
A daily wage range per Job title (from the organization chart's titles): Minimum a day and Maximum a day, in pesos, with how many People hold it and how many are outside the range. If a wage falls outside the range, a justification is asked for when revising it. Leave both empty to remove a range.
Bimonthly SDI
For people with variable earnings, the SDI is updated every two months: Integrate the last bimester recalculates each person's SDI (or leaves it as Fixed SDI) and takes it to the IMSS notices.