Union Overview

Union units are created using the Union Unit Maintenance window (PR> Maintenance> Union Units) and act as validation when they are attached to employee records (PR> Maintenance> Employee). For example, you can add a specific deduction to a union unit to deduct union dues from the employee's paycheck. When the union unit is attached to the employee record, validation on the Employee Maintenance window will verify that the deduction to remove the union dues is attached to the employee record.

Union units cannot be attached directly to an employee record using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Union field). If you would like to attach a union unit to an employee record, the union unit must be attached to a plan, the plan must be attached to a position, and the position must be attached to the employee record.

Create union specific deductions, benefits, accruals, and other payroll information

There is an Always eligible toggle on most of the maintenance windows in the Payroll module (for example, the Accruals Maintenance window in PR> Maintenance> Accrual> General tab). This toggle is used in conjunction with the union units set up in the Human Resources module and determines if the record is specific to a union.

• When the Always Eligible toggle is checked, the payroll record (for example, the accrual, pay code, etc) can be added to any employee regardless of the union unit attached to their employee record. You can also add the payroll information to a union unit and set it up as a required record. For example, if you are creating a pay code that is used by the members of a specific union unit, but should also be available to employees that do not belong to the union unit, check the Always eligible toggle and add the pay code to the union unit (HR> Maintenance> Union Unit> Pay Codes tab). If the pay code should only be used by a specific union unit, do not check the Always eligible toggle and add the pay code to the union unit.
• When this toggle is not checked, the deduction, pay code or other payroll information cannot be added to an employee record unless it is also set up on the union unit attached to the employee record.

Creating a union and union unit

Union units are created and maintained using the Union Unit Maintenance window (HR> Maintenance> Union Unit), and is where the deductions, accruals and other information is created. The information attached to the union unit can be set up as required or available. Information that is set up as required must be attached to the employee record.

Unions are created using the Union Maintenance window (HR> Maintenance> Union) and are used to group union units together.

Attach the union unit to a plan

Plans are created and maintained using the Plan Maintenance window in the Human Resources module (HR> Maintenance> Plan). You can attach only one union unit to a plan. If a position qualifies for multiple union units, you can create multiple plans and then attach all of those plans to a single position using the Position Maintenance window (HR> Maintenance> Position).

Attach the plan to a position

Positions are created and maintained using the Position Maintenance window (HR> Maintenance> Position). You can attach multiple plans to a single position if employees that work in the position qualify for multiple plans or if you have created generic positions and there are multiple plans that apply to the position.

Attach a position to an employee record

Positions are attached to employee records using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Position field). When the position is attached to the employee record, you will be able to select the plan attached to the position that should be applied to the employee record. The union unit attached to the plan will populate on the employee record and the union unit validation will apply to the employee record.