Onboarding Process: Step-by-Step Explanation

Step 1: Job Offer and Acceptance 📩

Trigger: After the interview, you’ve selected the candidate.
Action: Issue a formal job offer that outlines key employment terms such as:

• Job Title: [Position Title]

• Compensation: MXN [Salary Amount] per month

• Start Date: [Start Date]

• Working Hours: Align with Mexican labor laws.Outcome: The candidate reviews and accepts the offer, initiating the onboarding process.

Step 2: Employment Contract 📝

When It’s Used: After the offer is accepted.
Action: Draft and sign an employment contract, including:

• Job Duties: Outline specific responsibilities

• Salary & Benefits: Fixed salary, performance bonuses, benefits

• Termination Clauses & Severance: Legal conditions for termination

• Probation Period: Typically 1-3 months as per Mexican lawsOutcome: The contract is signed, confirming the employment relationship.

Step 3: Social Security and Benefits Registration 📄

Legal Requirement: Employers must register employees with Mexican social security (IMSS).
Action: Enroll the employee in:

• Pension

• Health Insurance (IMSS)

• Other Contributions: Such as INFONAVIT (housing fund)Outcome: The employee is fully covered under Mexico’s social security system.

Step 4: Tax Identification Number (RFC) Registration 💳

Purpose: To ensure proper tax withholding from the employee’s salary.
Action: Register the employee with the Mexican tax authority (SAT) for a RFC (Tax Identification Number).
Outcome: The employee’s RFC is created, enabling correct payroll tax deductions.

Step 5: Personal Identification Documents 🔍

Purpose: To confirm the employee’s identity and work eligibility in Mexico.
Action: Collect documents such as:

• National ID (INE for Mexican citizens)

• Work Visa (for foreign nationals)Outcome: Identity is verified, and legal work eligibility is confirmed.

Step 6: Employee Handbook Acknowledgment 📚

Purpose: To ensure the employee understands company policies and labor rights.
Action: Provide a handbook covering:

• Work Hours & Overtime

• Leave Policies (annual leave, sick leave)

• Health & Safety RegulationsOutcome: The employee acknowledges receipt and understanding of company policies.

Step 7: Emergency Contact Information Form 🚑

Purpose: For quick response in emergencies.
Action: Request emergency contact details including:

• Name

• Relationship

• Phone NumberOutcome: Emergency contact details are secured.

Step 8: Bank Account Information Form 🏦

Purpose: For direct salary deposit.
Action: Request banking details:

• Bank Name

• Account NumberOutcome: Bank information is recorded, enabling salary payments.

Step 9: Non-Disclosure Agreement (NDA) 🔒

Purpose: To safeguard company information.
Action: Have the employee sign an NDA, ensuring they do not disclose confidential information.
Outcome: The employee agrees to protect proprietary information.

Step 10: Work Visa (for Foreign Employees) 🌍

Purpose: To ensure legal work authorization for foreign nationals.
Action: Assist foreign employees in securing a valid FM3 or FM2 visa, as required by Mexican immigration laws.
Outcome: The foreign employee is legally authorized to work in Mexico.