Edit Unions Transactions Edit Unions Transactions
This option allows the editing, addition or deletion of union accrual information for any reason. If any information is changed, corresponding changes should be made through General Ledger Batch Transaction Entry and Employee Record Entry. To enter this program, select Edit /List Union Transactions from the Payroll Union Menu and the following screen will come into view.
The name of the employee is shown here.
The Period End Date is listed.
Limit by Employee (check box)
The user can limit the number of transactions listed by checking this box and selecting an employee from the dropdown list.
Limit by Period End Date (check box)
The user can limit the number of transactions listed by checking this box and selecting a date.
Print Union Transaction Listing (button)
This option will allow the user to print a union Transaction listing. For more information, see Print Union Transaction Listing
Union Transactions (tab)
The number and description of the union to which the transaction applies will be shown in this field.
The number and description of the fringe will be shown in this field.
The day the transaction occurred will be shown in this field.
The amount owed for each fringe for the employee will be displayed.
Add or Change (button)
To add a Union Transaction, press the Add button. To modify a Union Transaction, highlight the desired report title and press the Change button. For more information, see Add or Change a Union Transaction.
Timesheet Detail Union Identifier (tab)
Select this tab and the following information will be displayed:
This list displays the individual timesheet records that have union table numbers attached. Using the Change button, the table to which the timesheet was assigned can be changed.
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.
This button closes the program and returns to the main screen.
Help (button)
see How to use Help
Add or Edit Union Transactions
To correct or change any Payroll data connected with union benefits or deductions, highlight the desired employee and press the Change button. To add a new Union Transaction, press the Add button. The following screen will come into view.
Union Table
The number for the Union to which the transaction applies will be shown in this field. Enter the desired union number or press the lookup button and the Union Table Lookup screen will come into view. Highlight the desired record and press the Select button.
Craft
The Craft to which the transaction was made will be displayed here. Enter the desired Craft Number or press the lookup button and the Certified Codes screen will come into view. Highlight the desired record and press the Select button.
Employee
The name of the employee tied to this transaction will be displayed in this field.
Date
Enter the date the transaction occurred or press the lookup button and a Calendar will come into view. Highlight the desired date and press the OK button.
Fringe ID
Enter the number of the fringe or press the lookup button and the Fringe Benefit Setup screen comes into view. Highlight the desired number and press the Select button. The name of the selected fringe will appear after the lookup button.
Enter the hours, or fractions of hours (paid at the Regular rate) that correspond to the Union Transaction in the first field. In the field immediately to the right, enter the Regular pay rate.
Overtime
Enter the hours, or fraction of hours (paid at the Overtime rate) that correspond to the Union Transaction. To the right, enter the Overtime pay rate.
Amount
Enter the amount owed for the employee.