Success in Mexico S de RL
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Administration Package

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
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Administration Package
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Additional services:

Mexico PEO Services
Recruitment in Mexico
Extrajudicial Collections
Success in Mexico, S de RL - Franklin D Frith II
TOLL FREE (from USA/Canada): 888.882.6971
From Mexico: 664.748.0313
USA line: 619.354.3188 ​
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  • Home
  • About
    • Partners
  • Setup in Mexico
    • Company Setup Options
    • Setup Company in Mexico Details
    • Packages >
      • Administration Package
      • Finance Package
      • Payroll Package in Mexico
      • Human Resource Package
    • Trademark Registration in Mexico
    • Training at our Office
    • Ongoing Support
  • Additional Services
    • Mexico PEO Services
    • Payroll Processing & HR
    • Recruitment in Mexico
    • Extrajudicial Collections
  • Resources
    • Types of Corporations in Mexico
  • Contact