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 |