Union Transaction Listings Union Transaction Listings
During Payroll Posting, accruals, benefits and deductions are automatically calculated and put into the Union File. Through the Edit/List Union Transactions option, print Union Reports and access Union Transaction information. All reports may be called for in detail or summary format. To print reports, select the Print Union Transaction Listing button in the Edit/List Union Transactions screen.
Click on any column header to sort the listed items. This will be useful when the list of reports has grown.
Insert or Change (button)
To modify the information used in generating the report, press the Insert button or highlight the desired report title and press the Change button. For more information, see Insert or Change a Union Transaction Listing
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports.
Report Description: Union Transaction Listing
Report Sample: Union Transaction Listing
Note: If the message "Nothing to Print"comes into view when the Print button is pressed, there are two main causes:
A. There is no information within the selected limits. Remove all limits, then, one at a time, reinsert the limits. If the report still will not print, insert a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.
This button closes the program and returns to the main screen.
Help (button)
see How to use Help
Insert or Change a Union Transaction Listing
To Insert or Change a Union Transaction Listing, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. Several limits may be set to narrow the list down to a very small range of options.
Report Title
Enter the title of the report.
A table is a collection of fringe benefits within a union. To print all tables, leave the Select Tables box unchecked. If the Select Tables box is checked, choose which table (or range of tables) should be included on the report. Enter the number of the first and last tables to be included on the report in the From and To fields. If only one table is desired, enter in the same number in both the From and To fields.
Select Unions (check box)
Activates the ranges which are defined on the next lines. To limit the tables printed,check this box and enter the table numbers in the From and To fields.
From
Selects the first table in a range of tables or a single table. To select a limited number of tables, enter the first table number in the range of numbers or press the lookup button and the Union Table Lookup screen will come into view. Highlight the desired table and press the Select button.
To
Selects the last table in a range of tables or a single table. To select a limited number of tables, enter the last table number in the range of numbers or press the lookup button and the Union Table Lookup screen will come into view. Highlight the desired table and press the Select button.
Choose which Union (or range of Unions) should be included on the report. Enter the numbers of the first and last Unions to be included on the report. If only one Union is desired, enter the same number in both the From and To fields. If all unions are to be printed, select the All option.
All, Range, List (radio buttons)
Select the All radio button to ignore Union reporting limits and include All Unions. Select Range to enter a range of Unions in the From and To fields. Select List to report on a list of selected Unions.
These fields will be available if the Range radio button is selected.
From
Selects the first union in a range of unions or a single union. To select a limited number of unions, enter the first union number in the range of numbers or press the lookup button and the Union screen will come into view. Highlight the desired union and press the Select button.
To
Selects the last union in a range of unions or a single union. To select a limited number of unions, enter the last union number in the range of numbers or press the lookup button and the Union screen will come into view. Highlight the desired Union and press the Select button.
Edit Union List (button)
Click the Edit Union List button to add or remove Unions from the list of Unions to be included in the report. The following screen will come into view.
Retrieve a Saved List / Save This List for Future Use (buttons)
Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.
Available Records
All Available Unions that are not included in the list are displayed in these columns.
Included Records
All Included Unions are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
Use this section to limit the report by employee. Use the Range setting to set a range of employee numbers. Use the List setting to specify a list of employees to be included.
All, Range, List (radio buttons)
Select the All radio button to ignore Employee reporting limits. Select Range to enter a range of Employees in the From and To fields. Select List to report on a list of selected Employees.
From
Selects the first employee in a range of employees or a single employee. To select a limited number of employees, enter the first employee's ID number or name in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.
To
Selects the last employee in a range of employees or a single employee. To select a limited number of employees, enter the last employee's ID number or name in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.
Edit Employee List (button)
Click the Edit Employee List button to add or remove Employees from the list of Employees to be included in the report. The following screen will come into view.
Retrieve a Saved List / Save This List for Future Use (buttons)
Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.
Available Records
All Available Employees that are not included in the list are displayed in these columns.
Included Records
All Included Employees are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
Select Dates (check box)
Activates the ranges defined on the next lines if the box is checked. This option may be used to limit posting dates to a particular date or range of dates. To limit posting dates to a particular range, enter the first and last dates of the desired range. To limit transactions to a single date, enter that date in both the From and To fields.
From
Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.
To
Selects the last date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.
Readability Bars (check box)
Select this option to add Readability Bars to the generated Report. Click the color box to select the Readability format. The following screen will come into view.
Select the Readability Bar color or press the Define button to select a Custom Readability Bar color.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
Report Description-Union File Transaction Listing
The Union File Transaction Edit Listing contains all the union information in the Union Transaction File.
Union/Table
This is the number and name of the union and the table.
Employee Id/ Posted Date
This is the ID number of the employee for which this fringe benefit has been paid for the union and the date of this fringe benefit.
Regular Hours and Rate
The hours, or fractions of hours (paid at the REGULAR rate) that correspond to the union transaction will be shown in the first field. In the field immediately to the right, the REGULAR pay rate will be shown.
Overtime Hours and Rate
The hours, or fraction of hours (paid at the OVERTIME rate) that correspond to the union transaction will be shown here. To the right, the OVERTIME pay rate will be displayed.
Craft ID and Name
This is the number and description of the Craft Code. Example:300 Equipment Operator
Fringe ID and Name
This is the number and description of the Fringe Benefit. Example:1 Health and Welfare
Total hours/union dues
The hours worked that are applied to this fringe along with the amount owed for that employee will be displayed in this column.
Total Gross
This is the employees gross wages for this transaction.
Report Sample-Union Transaction Listing
