Human resources and payroll

With the payroll module you calculate and stamp your staff's receipts in Nori, with the same PAC and certificate you invoice with.

Before you start

1. In People › Human resources › Setup › Employer registrations enter your IMSS registration with its work-risk premium.
2. Review People › Payroll › Setup › Parameters: UMA, minimum wages, ISR tariffs, the employment subsidy and IMSS quotas by date. Values Nori has not confirmed against the official publication show a Verify mark: review and confirm them before stamping.
3. On the same screen set your benefits (Christmas bonus days and vacation premium), the CFDI series, your state's payroll tax rate and the dispersion file columns your bank asks for.
4. If you keep the books in Nori, set each department's Payroll expense class in Departments (sales, administration or production): it decides which expenses its payroll goes to. See the payroll's journal entry.

Employees

In People › Human resources › Employees register each person: personal data with CURP, RFC, NSS and the postal code on their tax certificate (the SAT requires it on the receipt), their position, contract, working day and payment frequency.

The Payroll tab is only visible to users with payroll permission: daily salary, bank and CLABE, INFONAVIT and FONACOT credits, alimony and recurring deductions such as loans. The integrated daily salary is computed with the integration factor.

To change a salary with a date use Change salary; for a termination, Terminate with its cause. Each movement stays in the history and in the movements report for IDSE. The Attachments tab (their file) keeps contracts, IDs and proofs.

Incidents and vacations

In Incidents record absences, sick leaves with their type, vacations, overtime (double or triple) and paid or unpaid leaves. The period's payroll picks them up. Vacations shows each person's balance per the law's table.

Calculate and stamp

Each period you calculate the payroll, review the receipts, authorize, stamp and pay it. The step by step, with Christmas bonus, profit sharing and severance, is in How to calculate and stamp a payroll.

Reports

In People › Payroll › Reports you download the payroll by period, totals with the employer-employee quotas, the year's accumulated per employee for the annual adjustment, IMSS movements and vacations.

The files to upload to the IDSE and import into the SUA come from IMSS files; the step by step is in How to generate the IDSE and SUA files.

If you don't see…

• The Payroll menu or Employer registrations: payroll, with IMSS, ISR and CFDI, is only for companies with the Mexico localization. Human resources (employees, incidents, vacations) is available everywhere.
• The employee's Payroll tab: only people with payroll permission see it, such as the Payroll role and the Administrator.
• A parameter marked Verify: confirm it against the official publication before stamping.