Set up a union for payroll

When you process checks, the pays, deductions, and fringes set up for the union, local, and class calculate automatically. You can maintain information in one place for the union, rather than for each employee.

For example, if a union deduction changes, change the deduction once in the Union Class Setup instead of on each employee. The deduction then calculates correctly for all employees assigned to that union.

Information

• Use Job Local Tables to automate the earnings entry if an employees' union is based on the job.
• You can’t retrieve regular and overtime pay rates from the union class table. Use a pay rate table to retrieve rates for these pay types (Other Tables, Pay Rate Tables).
• You can’t enter the workers' compensation fringes for a union class.
• If an employee setup doesn't include the union information, use a time entry view with union fields. See information about modifying your time entry view.

Set up the union, local, and class

1. In Payroll, from the Setup menu, select Unions, Locals.
2. Type a union ID and description, and then press the TAB key. Enter other information for the union.
3. Click Local, type a local ID and description, and then press the TAB key. Enter other information for each local associated with the union.
4. Click Class, type a class ID and description for a class associated with the local.
5. Press the TAB key.
6. Enter a line of detail for each pay, deduction, and fringe specific to this union class.
   1. In the Type column, select Pay, Deduct, or Fringe and then press the TAB key.
   2. In the Item column, click List, select the pay, deduct, or fringe, and click OK.
   3. In the Calc Method column, select the correct calculation method. Calc Methods use the following retrieval order: Employee setup, Union class setup, then the Pays, Deduct, or Fringe setup.
   4. In the Amount column, type the dollar amount, rate, or percentage. Amounts use the following retrieval order: Employee setup, Union class setup, then the Pays, Deduct, or Fringe setup.
      • Leave blank if the calculation method is Default.
      • Type a dollar amount if the calculation method is Flat amount.
      • Enter a rate if the calculation method is Regular, Overtime, Total hours, Days worked, Weeks worked, Other units, or Hrs paid.
      • Type a percentage if the calculation method is any pay.
   5. ​​​In the Formula column (if the calculation method is formula), click List, select the formula, and click OK.
   6. In the Calc Frequency column, select the correct calculation frequency. Select the link below for additional information on calculation frequencies in Payroll.
   7. In the Limit column, type the maximum dollar amount for the pay, deduction, or fringe for the Limit Period. Leave blank if no maximum amount applies.
   8. In the Limit Period column, select the time period for the limit amount. Leave blank if no maximum amount applies.
   9. In the Lblt Acc column, click List, select the General Ledger liability account you want to credit for this class, and then click OK. This is optional. This account overrides the liability account set up for the deduction or fringe. If you use control accounting in General Ledger, select an Other control account.
   10. Click Accept line.
   11. Repeat steps 6a through 6j for each pay, deduct, or fringe that you want to calculate for this class.
   12. Click Accept, Close, and Accept.
7. Repeat the steps above for each union, local, and class, as appropriate.
8. Click Close, Save, and Close.

Add union information to the employee

If an employee consistently works in the same union, union local, and union class, add the union information to the employee setup.

1. From the Setup menu, select Employees.
2. Click List, select an employee ID, click OK, and then press the TAB key.
3. On the Entry Info tab, assign the Union, Union local, and Union class.
   1. In the Union box, click List, select the union ID, and then click OK.
   2. In the Union local box, click List, select the union ID, and then click OK.
   3. In the Union class box, click List, select the union ID, and then click OK.
4. Click Save, and then click Close.

How can I review our payroll union setup?

How do I set up a Fringe ID?

How do I set up a new Deduction in Payroll?

How do I set up a shift differential pay rate in Payroll? (for union employees)

How do I set up a new Pay ID in Payroll?

Update union rates for Payroll