What's included in the administration package?

The documents listed below are included in the administration operations package for Mexico. We can help you customize all applicable documents to your company using the support hours included in one of the Mexico Company Setup Options. This package contains checklists, forms, manuals, policies, and procedures.

Remember. All of our packages are specific to Mexico in compliance with laws and cultural business customs. All documents are in English / Spanish.

We are not a law firm. Do not consider our information as legal advice. This information has been summarized based on our operational experience and legal inquiries. Information can become obsolete from one day to another due to changes in laws, regulations, or government procedures. Consult labor and tax attorneys for legal advice. (Note from Success in Mexico, S de RL)

#	TITLE	DEPARTMENT	BRIEF DESCRIPTION	VERSION
M 9	Employees Metlife Registration and deactivation Policy	Administration	Detailed manual on how to enroll and deactivate employee to private insurance	V.1.0
Pol 14	Confidential document Destruction Policy	Administration	Policy for Shredding documents containing confidential company information	V.1.0
Pol 15	Government e-password Policy	Administration	Establishes the conditions and regulations to use electronic signatures	V.2.0
Pol 16	Incoming Calls Policy	Administration	Ensures that incoming calls are properly answered	V.2.1
Pol 18	Shipping Policy	Administration	Conditions to ensure that courier packages are sent on time to the correct person	V.2.0
Pol 2	Keys and alarm use Policy	Administration	Security rules to access the facility.	V.3.0
Pol 23	Metlife Registration Policy	Administration	How to enroll a new employee with a private insurance company	V.1.0
Pol 24	Metlife deactivation Policy	Administration	How to deactivate an employee with a private insurance company	V.1.0
Pol 3	Laptop Policy	Administration	Rules to protect company's laptop when working outside the office.	V.1.2
Pol 36	Client Enrollment Policy	Administration	Process to enroll a new client	V.1.1
Pol 4	Company email usage Policy	Administration	Conditions for using the company's email address	V.1.1
Pol 40	Business Travel Coordination Policy	Administration	Process to coordinate and book business travel	V.1.1
Pol 53	Sales Policy	Administration	Process to answer and follow up with client and prospects	V.1.3
Pol 57	Resting area usage Policy	Administration	Rules to use the common resting area	V.1.0
Pol 59	User and password Policy	Administration	Policy for assigning users/passwords for various online portals	V.1.0
Pol 60	Internal communication with the General Manager	Administration	Communicate any problems in the company to the General Manager	V.1.1
Pol 63	Security of company Equipment	Administration	Prohibits the use of external disk on any computer of the company	V.1.0
Pol 64	Client Response time policy	Administration	Response time to our clients and prospects	V.1.0
Pol 67	Zendesk Ticket elimination Policy	Administration	Policy to delete Zendesk cases or comments when incorrect information is sent	V.1.0
Pol 7	Kitchen Policy	Administration	Rules to use the common lunch room	V.2.0
Pol 71	Company's Car Policy	Administration	Benefits, responsabilities and procedures to be followed when using the company vehicle.	V.1.0
Pol 73	Use of Power Policy	Administration	Granting legal power for limited acts, conditions for a responsible use	V.1.0
Pol 8	Copy Machine and Scanner Policy	Administration	Procedure to use the copying machines	V.1.3
Pol 9	Biometric Filing Room Policy	Administration	Proper use of the filing rooms that contains confidential information	V.1.0
Pro 12	Government Visits and notification Process	Administration	Steps to follow when receiving a visitor or notification of government in workplace	V.1.0
Pro 13	Internet and telephone failure	Administration	Process to follow when internet and landlines fail	V.1.0
Pro 17	Telephone lines opening	Administration	Steps to hire a business landline / mobile line	V.1.0
Pro 19	External conference call service	Administration	How to use the conference call service	V.1.0
Pro 20	Internal Employees Information Updating	Administration	Employees personal information updating	V.1.2
Pro 23	Gifting cinema tickets to vendors	Administration	Ensure that vendors receive a gift at the end of the year for their service to the company.	V.1.0
Pro 27	Turning on and shutting off the servers	Administration	Procedure to follow for turning on and shutting off the servers	V.1.0
Pro 34	Shipping service	Administration	Steps for using the shipping service	V.1.0
Chk 22	Branch Opening	Administration	Steps to open a branch	V.1.0
Chk 35	Sales Proposal	Administration	Checklist / steps to ensure the sales proposal is correct	V.1.0
Chk 36	Kitchen and cleaning supplies Checklist	Administration	Checklist for kitchen and cleaning supplies	V.1.0
Chk 37	Internal Work Tools Assignment	Administration	Checklist for Work tool assignment	V.1.0
Chk 41	Car dellivery Checklist	Administration	Checklist to deliver the car to employee	V.1.4
Chk 42	Travel Expense Invoicing Review	Administration	Checklist for reviewing travel expenses invoices	V.1.0
Chk 9	Client Enrollment	Administration	Steps to enroll new clients	V.1.0
Form	Requirement list for new processing Clients	Administration	Requirement list for new processing Clients	V.1.2
Form 18	Non disclosure Agreement	Administration	Nondisclosure and noncompete agreement for internal employees	V.1.0
Form 35	Incoming call data form	Administration	Incoming call data form	V.1.0
Form 4	Metlife insurance afiliation request	Administration	Form to enroll to private insurance	V.1.1
Form 40	Requirement list for new processing Clients	Administration	New processing clients requirement list	V.1.2
Form 5	Confidenciality notice	Administration	Confidentiality notice to protect personal information of employees	V.1.1
Form 64	Aknowlegement letter for vehicle lease/ buy	Administration	Explains the options to offer a business car to the employee	V.1.0
Form 65	Legal stay in Mexico Notice	Administration	Document to inform foreign employees about the Mexican visa	V.1.0
Form 67	Exhibit A Confidential CENSUS	Administration	Client Service agreement summary form	V.3.0
Form 68	CSA Agreement	Administration	Client service agreement	V.2.0
Form 77	Use of Porwer Request	Administration	Format to request use of legal power	V.1.0
Form 8	Travel request	Administration	Form to request business travel	V.2.2
M	Client Enrollment	Administration	Describes the work tools the company is able to extend to employees	V.1.5
M	Employee Enrollment and Benefits HRM	Administration	Communicates the company’s mission, policies and benefits.	V.2.9
M	Employee Policies Package	Administration	Guidelines and basic policies for new hires	V.2.1
M	Internal Employee Enrollment	Administration	Contains detailed information and requirement for new internal hires	V.1.0
M	Vehicle Enrollment Manual	Administration	Process to be followed to enter into a car leasing agreement	V.1.0
M	Client Enrollment Process and Proposal	Administration	Communicates the company's services, costs
M	Requirement list for new processing Clients	Administration	Requirement list for new processing Clients	V.1.1
Pol 17	Vehicle Lease Policy	Administration	Conditions to use a leased company vehicle	V.1.1
Pol 8	Employee Major Medical Expenses Policy	Administration	Describes the coverage’s reach in major medical expenses	V.2.5