Setting up payroll unions
You can create the table of unions in either of the following ways:
-
Create a numbering system that is independent of the union numbers, using the Local number as the union name or part of the union name. For example:
Using separate numbers for union names Union #
Union Name
1
Local 27
2
Local 194
3
Local 689
-
Simply use the union numbers. If you have employees who work out of different locals for the same union, enter each local as a separate union. This enables you to create reports for each local. In this example, a large electrical contractor has employees working out of several National Brotherhood of Electrical Workers (NBEW) locals:
Using local numbers
for union namesUnion #
Union Name
27
NBEW Local 27
194
NBEW Local 194
689
NBEW Local 689
To set up payroll unions:
- Open 5-3-5 Payroll Unions.
- For each union:
- In the Union# cell, enter the union number you want to use.
- In the Union Name cell, enter a brief statement about the union.
- In the Address 1 cell, enter the street address.
- In the Address 2 cell, enter any additional address information.
- In the City cell, enter the city.
- In the State cell, enter the state abbreviation.
- In the Zip cell, enter the zip code.
- In the Phone# cell, enter the telephone number.
- Click > .
Important! When union benefits change, you must adjust the system’s calculations in 5-3-1 Payroll Calculations and 5-3-4 Paygroups.