What's included in the human resource package?

The documents listed below are included in the human resource 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
Chk 12	Internal Employee Deactivation	Human Resources	Internal Employee Deactivation checklist	V.1.4
Chk 13	Internal Employees Registration	Human Resources	Checklist to activate an employee	V.2.0
Chk 2	Recruitment	Human Resources	Checklist to doublecheck recruitment process	V.1.1
Chk 25	Employee's physical file review	Human Resources	Checklist to review employee's physical File	V.1.2
Chk 28	Internal Files Updating	Human Resources	Checklist to change or update Internal documents	V.1.0
Chk 6	Enrollment	Human Resources	Checklist to doublecheck enrollment process	V.1.2
D1	General Manager	Human Resources	This document states the essential job requirements, job duties and skills required to perform a specific role.	V.2.3
Form	Disciplinary Action Letter	Human Resources	Disciplinary action letter	V.1.0
Form	Work Skills C	Human Resources	Proof of work skills form	V.1.0
Form	Editable Letterhead	Human Resources	Editable letterhead	V.1.0
Form	Internal Error Report	Human Resources	Form to record internal error	V.1.0
Form	Training evaluation	Human Resources	Form to evaluate training courses	V.1.3
Form 10	Laptop Lending request	Human Resources	Laptop Lending request form	V.3.0
Form 14	External Consultation request	Human Resources	Form to request authorization for extenal consultation	V.1.1
Form 15	Reasignation Letter	Human Resources	Resignation letter sample	V.1.0
Form 2	Employees Internal control Form	Human Resources	Form to record employee's changes such as; salary, vacations, job positions, etc	V.3.5
Form 20	Finiquito Pay Stub	Human Resources	Sample Finiquito letter	V.1.1
Form 21	Mutual termination agreement	Human Resources	Sample mutual termination agreement	V.2.0
Form 28	Employee Reference Form	Human Resources	Employee reference Form	V. 1.1
Form 31	Internal Error Report	Human Resources	Form to record an internal error	V.1.2
Form 34	Responsibility letter for Equipment	Human Resources	Company issued- laptop policy	V.1.1
Form 48	Training Request Form	Human Resources	Form to request training course	V.1.2
Form 49	Training needs detection Form	Human Resources	Detect training needs in all areas of the company	V.1.0
Form 53	Performance Review Form	Human Resources	Performance evaluation form	V.1.1
Form 54	Responsibility letter for company ID card	Human Resources	Responsibility letter for company ID card	V.1.0
Form 55	Filing Record Form	Human Resources	Form to control the documents use by the file clerk	V.1.0
Form 56	External device usage Form	Human Resources	Form to allow the employes use an external disk in the company's laptop	V.1.0
Form 62	Annex to Employment Agreement	Human Resources	Form to state if an employee has a Infonavit / Fonacot Loan	V.1.0
Form 66	Learning Styles Test	Human Resources	Test to know the employee learning styles	V.1.0
Form 69	Health History Form	Human Resources	Health history form	V.1.0
Form 75	Responsibility letter for food coupon card	Human Resources	Responsability letter for food coupon card usage	V.1.0
Form 76	Internal employees recruitment Request	Human Resources	Recruitment request for internal employees	V.1.0
Form 78	English classes report	Human Resources	Format to evaluate the internal employees progress and performance in english classes	V.1.1
Form 84	Monthly English Class Evaluation	Human Resources	Form to evaluate the internal employees progress and performance in English classes	V.1.0
Form 85	Drug test and Background check Policy	Human Resources	Form that allow the company to performance a drug screen test and request a criminal record to the employee	V.1.0
Form 86	Authorization letter for use of image	Human Resources	Authorization letter for use of personal image	V.1.1
M 4	Google drive Manual	Human Resources	How to use google drive	V.1.0
M 5	Service Portal Manual	Human Resources	Explains how to use the service portal for external users	V. 2.3
M 7	Service Portal Internal Manual	Human Resources	How to use the service portal for Agents	V.2.0
M PPS 1	Employee Benefits and Perks Plan	Human Resources	Establishes the additional benefits to the salary, with the purpose of improving and raising the standard of employees living	V.1.0
M RIT 1	Employee Code of Conduct	Human Resources	Establishes the rules for the compliance of the duties of the employees within the working environment.	V.1.0
Pol	Disciplinary Action Policy	Human Resources	This policy sets a procedure to follow in case of employee misconduct and it's consequences.	V.1.0
Pol 1	Employee Welcome Policy	Human Resources	Welcome policy for new hires	V.1.1
Pol 10	External Consultations Policy	Human Resources	Policy to mantain a record on external legal or fiscal consultations	V.2.0
Pol 11	Company-issued equipment Policy	Human Resources	Resposibilities to use company-issued equipment	V.1.1
Pol 11	Employee training and development Policy	Human Resources	Process to request and enroll an employee to a training course	V.2.0
Pol 12	Goal Fulfillment policy	Human Resources	Conditions to achieve the goals established by the company	V.1.0
Pol 15	HRM Policy package	Human Resources	Package of internal policies	V.2.1
Pol 17	Confidentiality Policy	Human Resources	Guarantees the protection of employee and company private information	V.1.0
Pol 2	Vacation time Policy	Human Resources	Establishes the process that employees must follow to request vacation days, this is a mandatory law benefit.	V.1.4
Pol 20	Internal Employees Deactivation	Human Resources	Process to deactivate an employee	V.2.0
Pol 21	Internal Employees Registration Policy	Human Resources	Process to activate a new employee	V.1.0
Pol 26	Enrollment Policy	Human Resources	This policy serves as a guide in the enrollment process for external employees.	V.3.0
Pol 30	IMSS operations Policy	Human Resources	Policy to submit social security activation, deactivation and salary modification	V.1.1
Pol 31	Work References Policy	Human Resources	Requirements and procedure to disclose employees labor information	V.2.0
Pol 34	Internal Error Policy	Human Resources	Establishes the process to complete an error report	V.1.3
Pol 4	Paid time off and sick leave policy	Human Resources	Establishes conditions, types of PTO and official forms that will be accepted to justify an absence.	V.1.1
Pol 43	External Employees Registration Policy	Human Resources	Process to activate an employee	V.1.3
Pol 44	External Employees Deactivation Policy	Human Resources	Process to deactivate an employee	V.2.0
Pol 47	Severance Pay Policy	Human Resources	Steps to calculate and prepare the severance payment	V.2.0
Pol 56	Recruitment	Human Resources	Recruitment conditions	V.1.1
Pol 6	Service Portal Use Policy	Human Resources	How to use the service portal as an agent	V.2.0
Pol 6	Data protection Policy	Human Resources	Ensures to keep the integrity, privacy and protection of personal information of the employees, clients and prospects	V.1.0
Pol 61	Employee dress code Policy	Human Resources	Conditions and policy to wear the compay uniform	V.1.0
Pol 62	Semi-monthly meeting policy	Human Resources	Policy to establish time and date to have the company bimonthly meeting	V.1.0
Pol 7	Pay stub Record Policy	Human Resources	Policy to obtain employee's signature on paystubs per Labor purposes	V.2.0
Pol 72	English Classes Policy	Human Resources	Policy to establish rules and commitments for employees english clases.	V.1.0
Pol 75	Vacation Policy	Human Resources	Establishes the steps for vacations request	V.2.0
Pro 10	Internal and External Training	Human Resources	Steps to perform internal and external training	V.1.0
Pro 16	Internal Vacations	Human Resources	Steps and requirements that internal employees must follow to request vacations days	V.2.0
Pro 39	External Employment Agreement Review	Human Resources	Procedure to verify that the information in the external employment agreements is correct.	V.2.7
Pro 4	Training Request	Human Resources	Describes the procedure to request a training course	V.1.5