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Payroll — Workflow

Import and confirmation

  1. An editor selects a Mexican internal company and imports payroll CFDI XML files (or a ZIP). The importer groups receipts into detected fortnights and reports warnings.
  2. The editor loads the relevant monthly SUA file and opens each Pending period. The period detail identifies receipts whose employees do not match collaborators in SARA.
  3. Recalculate and review the period summary. Confirm is available only when the period is Pending, its employees are matched, SUA data is loaded, and the user has edit permission. Confirmation recalculates against the current SUA and requires a configured ISN rate for the payment date.
  4. A successful confirmation changes the period to Confirmed and starts cost-center distribution. If distribution fails, the confirmed period remains available and an editor can rerun distribution from the period detail.

The import can encounter a previously confirmed fortnight; replacement is restricted to editors and is handled during the import review. Deleting a SUA file clears the derived IMSS and distribution of dependent periods and returns confirmed periods to Pending for review.

The Summary view uses confirmed payroll and current SUA data; it is not a separate approval stage. See Transactions for the screens and Permissions for action access.