Technical Survey to develop Outsourcing of specialized personnel.
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A technical assessment for developing a specialized personnel outsourcing company consists of a comprehensive process of analysis, diagnosis, and documentation of the talent needs, operational processes, and legal environment of a potential client. Its objective is to design a customized outsourcing solution that meets quality standards and current labor regulations.
- This process is broken down into several critical stages:
- 1. Identification and Scope of the Specialized Service.
- • Definition of activities: Identify which specific tasks —which are not part of the client's core business— will be outsourced.
- • Scope: Define the physical and functional limits of the service (e.g., IT staff, engineers, technical support), ensuring that it is a specialized service and not a simulated work arrangement.
- 2. Development of the Profile of Specialized Personnel.
- • Technical requirements: Document the necessary skills, knowledge, certifications, and technical experience.
- • Competencies: Define the soft skills needed for the client's culture.
- 3. Operational and Process Analysis (Site Assessment).
- • Workplace: Determine whether staff will operate within the client's premises (In-Site) or externally (Off-Site).
- • Technical resources: Evaluate the tools, software, security equipment or physical infrastructure that the supplier must provide.
- 4. Validation of Legal and Regulatory Compliance (REPSE/Compliance).
- • REPSE Compliance: Verify that the outsourcing company has the REPSE registration in Mexico, necessary for specialized activities.
- • Joint and Several Liability: Establish mechanisms to comply with labor, social security (IMSS) and tax obligations, avoiding simulation schemes.
- 5. Structuring the Contract and Service Level Agreements (SLA).
- • Key Performance Indicators (KPIs): Define performance metrics to evaluate the effectiveness of outsourced personnel.
- • Obligations: Detail the responsibilities of both the supplier and the customer.
- 6. Cost Analysis and Value Proposition.
- • Tariff structure: Define the cost of the service, including salaries, social charges, benefits and profit margin.
This technical assessment allows the outsourcing company to transform the client's needs into an efficient operational proposal, reducing labor and operational risks.
- DATA:
- DATA FOR CREATION:
Creating a specialized personnel outsourcing company (specialized services) requires a thorough data collection to ensure legal, tax, and operational compliance, especially after labor reforms (such as REPSE in Mexico).
- Here is the essential data to collect, divided by area:
- 1. Legal and Tax Information (Company and REPSE).
To operate legally and demonstrate specialization, you need:
- • Articles of Incorporation: That specifically mention the corporate purpose of the specialized services to be offered.
- • Federal Taxpayer Registry (RFC): Of the company.
- • REPSE Registration: Registration with the Ministry of Labor (STPS).
- • Employer Registration with the IMSS: Required for registering workers.
- • Tax Compliance Opinion: (Positive, SAT, IMSS, INFONAVIT).
- • Advanced Electronic Signature (e.firma): Valid.
- 2. Data on Specialized Workers.
You must have a detailed database of your staff to comply with labor regulations:
- • Personal data: Full name, CURP, RFC, NSS, address.
- • Employment details: Specialized position, date of entry, type of contract (demonstrating specialization), salary, working hours.
- • Specialization documentation: Titles, certifications, licenses or permits that accredit the technical capacity of the staff.
- • Payment receipts: CFDI payroll (to demonstrate compliance).
- 3. Customer Details (Contracting Company).
To structure the service contract, you need to identify:
- • Customer identification: Name or company name, RFC, tax address.
- • Description of the specialized service: What specific activities will your employees perform that are not part of the client's core business or main economic activity.
- • Scope: Number of workers involved, place of service provision, tools and technology they will use.
- 4. Health and Safety Data.
- • Risk management: Risk assessments of the specialized activity.
- • Equipment: Record of delivery of personal protective equipment (PPE) and work tools.
- • Training: Records of technical and safety training.
- Summary of Information to Keep Updated.
The law requires that both the contracting company and the outsourcing company (you) maintain a record of:
- 1. CFDI for employee payroll.
- 2. Proof of payment from IMSS/INFONAVIT.
- 3. Tax withholding declarations.
Note: This information is based primarily on personnel subcontracting regulations (outsourcing/REPSE), focused on the legality of specialized services.
- DATA FOR ADMINISTRATION:
Managing a specialized personnel outsourcing company (specialized services) requires rigorous control of both human talent and the relationship with the client and legal compliance (especially under regulations such as REPSE in Mexico).
- The key data you need to collect is divided into four fundamental pillars:
- 1. Data of Specialized Personnel (Talent Database).
It's the raw material of your business. You need detailed profiles to ensure quality.
- • General Information: Full name, identification (CURP, RFC, INE), address, telephone, email, marital status.
- • Technical Profile: Updated resumes (CVs), specific certifications, academic degrees, language level.
- • Work History: Verifiable technical experience, letters of recommendation, previous pay stubs.
- • Assessments: Results of technical, psychometric and competency assessments.
- 2. Customer Data and Contracts.
- • Corporate Data: Company size, industry sector, location, corporate structure.
- • Service Details: Exact job profile, job description, technical requirements, expected deliverables.
- • Contractual Terms: Contract validity, service/hourly rate, SLA (Service Level Agreements), payment terms.
- 3. Legal, Tax and Compliance Data (Crucial).
- • REPSE (Registro de Servicios Especializados): Validity and documentation of the registration with the labor authority.
- • Social Security and Payroll: Registrations and payments to IMSS, INFONAVIT, tax withholdings (ISR), payroll receipts.
- • Joint and Several Liability: Documentation that demonstrates the worker's compliance with their employment obligations, which you make available to the contracting company.
- 4. KPIs and Management Metrics (Administration and Quality).
- • Recruitment Efficiency:
- ......o Time to fill (Coverage Time): How long it takes to fill a vacancy.
- ......o Submissions per hire: How many candidates you send before the client accepts one (average).
- ......o Interview-to-hire ratio: Number of interviews needed to get a hire.
- • Staff Performance:
- ......o Billable hours: Actual hours worked by staff on client site.
- ......o Retention Rate/Turnover: Percentage of staff who remain and their performance.
- • Satisfaction and Profitability:
- ......o NPS (Net Promoter Score): Customer recommendation level.
- ......o Gross Margin: Actual profit after covering salary costs.
- Best Practices for Data Collection.
- • Centralization: Uses an ATS (Applicant Tracking System) for candidates and a CRM for clients.
- • Automation: Automates the collection of timesheets and billing.
- • Update: Keep staff files and their certifications up to date.
- Additional Requirements:
- List of processes.
- List of procedures.
- List of machinery.
- List of machines.
- List of systems.
- List of departments.
- List of personnel.
- Customer list.
- List of roles.
- List of production lines.
- List of production plans.
- List of main faults.
- List of current problems.
- List of losses.
- List of kpi's main departments.
- If you are not yet convinced about purchasing our product, service, or course, we can conduct a technical assessment at your facility to provide greater clarity and precision regarding the scope of the report we deliver. This assessment costs USD $60,000.00 and will be carried out over two weeks at your location. This fee will be refunded upon purchase of the product, service, or course; otherwise, it will not apply.
- Technical Assessments: Service Description.
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