Setup - Payroll Unions

The purpose of this function is to enter union contract information into the system. For union contractors, this will be done as the program is setup and whenever union contracts are renegotiated. Unlimited rate tables may be setup. Each rate table may be associated with a different union, or there may be multiple rate tables for a single union. This is used where there are different levels (such as journeyman and apprentice) which are paid different fringe benefit packages. By pressing the by Fringe ID tab or the by Description tab the same information is viewed in a different order

Select the Unions option in Payroll on the Setup Main Menu.and the following screen will come into view.

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.

Press the Add or Change button and the following screen will come into view. Press the OK or Cancel buttons and the Union Setup screen comes in view.

Enter the union number. This union number does not necessarily need to match the rate table number or the union local number for that union, but it is the number which is used by the system for matching purposes. When an employee is hired, an employee record would be entered into the system and assigned a rate table number; however, fringe benefits calculated during payroll would be assigned the union number associated with this rate table, not the rate table number. On the union reports all fringe benefits for the rate table would be listed under the union number found in this field. For example: Assume that a union had two different rate tables, one for apprentice and one for journeyman. Each rate table would be entered using different rate table numbers but the same union number

Type in the name or the abbreviation of the name and the union local number if desired. For example: Carpenters Local 211.

The program will automatically assign a Table ID when a table is inserted. This is the Fringe Table number used in Employee Entry and Timesheet Entry to specify which Union Table should be used in Payroll Calculations. The Fringe Tables are entered under the Union Table for ease in keeping track of all the Fringe Benefit tables that apply to each union. One employee may use different Fringe Benefit tables.

For example:
On Monday the employee worked as a plumber which is fringe table number 3 (journeyman plumber) under union table 2 (Plumbers Local 215). On Tuesday the employee worked as a mason which is fringe table number 4 (journeyman mason) under union 1 (Mason & Carpenters Local 312). On Wednesday the employee worked as a carpenter which is fringe table number 2 (journeyman carpenter) under union 1 (Mason & Carpenters Local 312). On Thursday and Friday the employee worked as a welder which is fringe table number 1 (journeyman welder) under union 3 (Welders Local 317).

This is a description of the union table. Multiple rate tables are possible for one union.

The program will automatically assign a Table ID when a table is added. This is the Fringe Table number used in Employee Entry and Timesheet Entry to specify which Union Fringe Table should be used in Payroll Calculations. The Fringe Tables are entered under the Union Table for ease in keeping track of all the Fringe Benefit tables that apply to each union. One employee may use different Fringe Benefit tables.

To Add or Change a Union Table click on the Add button or highlight the desired table and press the Change button. The following screen will come into view.

Press the Add or Change button to create or change a fringe benefit. The following screen comes into view. Now the specific fringe benefit rates and pay types for each of the union classifications may be entered.

This is a description of the union table. Multiple rate tables are possible for one union.

A description of the fringe benefit is given here. For example: Health & Welfare

A General Ledger Account number should be indicated to accrue the liability for this fringe benefit.

Either the employee or the employer may pay this fringe. The paid by column acts as a default when the union rate table is set up. For example: It does not mean that all health and welfare fringes must be employer-paid tax, if so indicated in the table. It indicates the normal status for this particular fringe.

If this Union has standardized wages, enter those rates in the following fields. If wage rates are entered, they may be used to automatically override the employees normal wages during timesheet entry.

Enter the regular and overtime rates the employee receives for working for this union.

Fringe Type	Example
Hours Worked	$0.25 per hour worked
Hours Paid	$0.25 per hour paid
Flat Amount	$10 per pay period
Percent of Gross	1.5% of the gross
All Hours Times Percent of Regular Rate	10% of regular pay rate per hour worked

The ‘hours’ used in calculating the union fringe benefit will be the actual hours worked.

Hours paid implies that the ‘hours’ used in calculating the union fringe benefit will be higher than the actual hours worked for overtime earnings. For example: each overtime hour that an employee works while being paid double time will be counted as two hours for Hours Paid type fringes.

A Percent of the Gross amount will be used in calculating the union fringe benefit.

A Percent of the employee's regular hourly pay rate will be used in calculating the union fringe benefit

Either the employee or the employer may pay this fringe. If the employer pays this fringe to the union, it may be taxable or non-taxable to the employee. If the employer pays the fringe directly to the employee in cash, the fringe may or may not be subject to Worker's Comp. Insurance. The Paid By column acts as a default when the union rate table is set up. For example: It does not mean that all health and welfare fringes must be employer paid tax, if so indicated in the table. It indicates the normal status for this particular fringe.

Either the employee or the employer may pay this fringe. If the employee pays this fringe to the union, it may be taxable or non-taxable to the employee. The paid by column acts as a default when the union rate table is set up. For example: It does not mean that all health and welfare fringes must be employee paid tax, if so indicated in the table. It indicates the normal status for this particular fringe.

Select the Vendor ID to whom withholdings for the Fringe benefit should be paid. Press the lookup button to Select the Vendor ID from a list of Vendors.

Select the Batch ID where automatically created Invoices will be placed for transactions involving this Fringe Benefit.

Click this button to apply a general pay rate increase to multiple employees by fringe benefit table. The following window will appear:

Highlight the desired Union and Fringe Benefit Table in the two list boxes at the top. The names and current pay rates of employees who have the highlighted Fringe Benefit Table assigned as their Default Fringe Table in Employee Entry will be listed in the list box at the bottom. They will all be tagged with a check mark by default. Use the tagging buttons or simply click in the tag column on selected employee rows to tag just the desired employees.

In this field, enter the desired pay increase percent. Each time the percent is changed, the Proposed New Rates of all the employees in the list box will show what the pay increase will do to their hourly rates.

Click this button to apply the percent pay increase to all the tagged employees.