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 names

    Union #

    Union Name

    27

    NBEW Local 27

    194

    NBEW Local 194

    689

    NBEW Local 689

To set up payroll unions:

  1. Open 5-3-5 Payroll Unions.
  2. For each union:
    1. In the Union# cell, enter the union number you want to use.
    2. In the Union Name cell, enter a brief statement about the union.
    3. In the Address 1 cell, enter the street address.
    4. In the Address 2 cell, enter any additional address information.
    5. In the City cell, enter the city.
    6. In the State cell, enter the state abbreviation.
    7. In the Zip cell, enter the zip code.
    8. In the Phone# cell, enter the telephone number.
  3. Click File > Save.

Important! When union benefits change, you must adjust the system’s calculations in 5-3-1 Payroll Calculations and 5-3-4 Paygroups.