EmpowHR: Section 3 - Tables

Bargaining Unit Table United States Federal

To Enter a Bargaining Unit:

1. Select the EmpowHR Setup Tables (HD) menu group.
2. Select the Bargaining Unit Table USF component. The Bargaining Unit Table USF page - Find an Existing Value tab is displayed.

   

3. Enter the applicable search information.
4. Click Search. The Bargaining Unit Table USF page - General Bargaining Unit Data tab is displayed.

   OR

   Click Clear to clear the entry on the page. Another entry can be made at this time.

   OR

   Select the Add a New Value tab. The Bargaining Unit Table USF page - Add a New Value tab is displayed.

   

5. Complete the fields as follows:

   Field	Instruction
   Agency	Enter the Agency for the bargaining unit or select the data by clicking the search icon.
   Bargaining Unit	Enter the bargaining unit for the Agency.

6. Click Add. The Bargaining Unit Table USF page - General Bargaining Unit Data tab is displayed. The data that is displayed on the page is based on the search/add criteria entered.

   

7. Complete the fields as follows:

   Field	Description/Instruction
   Agency	Populated based on the search criteria entered.
   Bargaining Unit	Populated based on the search criteria entered.
   Effective Date	Instruction
   *Effective Date	Required field. Defaults to the current date. Enter the applicable effective date of the entry or select a date from the calendar icon. This is the date on which a table row becomes effective; the date that an action begins. This date also determines when the user can view and change the information.
   *Status	Required field. Select the applicable status from the drop-down list. The valid values are Active and Inactive.
   Date Union Recognized	Enter the applicable date or select a date from the calendar icon.
   *Description	Required field. Enter the description of the bargaining unit.
   Short Description	Enter the short description of the bargaining unit.
   Address	Description/Instruction
   Country	Defaults to USA. Change data by clicking the search icon.
   Address	Populated based on the search criteria entered.
   Phone	Enter the phone number of the bargaining unit.
   Fax Number	Enter the fax number of the bargaining unit.

8. To modify the address, select the Edit Address link. The Edit Address page is displayed.

   

   Field	Description/Instruction
   Country	Populated with United States.
   Address 1	Enter or edit the first line of the bargaining unit address.
   Address 2	Enter or edit the second line of the bargaining unit address, if applicable.
   Address 3	Enter or edit the third line of the bargaining unit address, if applicable.
   City	Enter the city.
   State	Enter the State or select the data by clicking the search icon.
   Postal	Enter the ZIP Code.
   County	Enter the county.

9. Click OK. The information on the Edit Address page is saved. The Bargaining Unit Table USF page - General Bargaining Unit Data tab is displayed.

   OR

   Click Cancel. The Bargaining Unit Table USF page - General Bargaining Unit Data tab is displayed.

10. Select the Contact Information tab. The Bargaining Unit Table USF page - Contact Information tab is displayed.

    

11. Complete the fields as follows:

    Field	Description/Instruction
    Bargaining Unit	Populated based on the search criteria entered.
    Effective Date	Description
    Effective Date	Populated based on the effective date entered on the General Bargaining Unit Data tab.
    Contact Information	Instruction
    *Union Contact Number	Required field. Enter the union contact number.
    Primary Phone	Enter the primary phone number of the bargaining unit.
    *Contact Name	Required field. Enter the contact name of the bargaining unit.
    *Union Title	Required field. Enter the title of the contact name.
    Fax Number	Enter the fax number of the contact name.
    Alternate Phone	Enter the alternate phone number of the contact name.

12. Select the Contract/Partnership Data tab. The Bargaining Unit Table USF page - Contract/Partnership Data tab is displayed.

    

13. Complete the fields as follows:

    Field	Description/Instruction
    Effective Date	Description
    Agency	Populated based on the search criteria entered.
    Bargaining Unit	Populated based on the search criteria entered.
    Effective Date	Populated based on the effective date entered on the General Bargaining Unit Data tab.
    Status	Populated based on the status selected on the General Bargaining Unit Data tab.
    Contracts	Instruction
    Contract Begin Date	Enter the date the bargaining contract begins or select a date from the calendar icon.
    Contract End Date	Enter the date the bargaining contract ends or select a date from the calendar icon.
    Partnership Council	Check the box if applicable.
    Partnership Council Date	If the Partnership Council box is checked, enter the partnership date or select a date from the calendar icon.
    Partnership Agreement	Check the box if there is a partnership agreement.
    Partnership Agreement Date	If the Partnership Agreement box is checked, enter the partnership agreement date or select a date from the calendar icon.
    Comment	Enter the applicable comments.

14. Click Save to save the document. At this point, the following options are available:

    Step	Action
    Click Return to Search	Returns the user to the applicable page to search for another bargaining unit.
    Click Previous Tab	Returns the user to the previous tab.
    Click Next Tab	Advances the user to the next tab.
    Click Notify	Notifies the next individual in the workflow.
    Click Add	Returns the user to the applicable page to add a bargaining unit.
    Click Update/Display	Returns the user to the applicable page to update the data entered.
    Click Include History	Includes historical data.
    Click Correct History	Returns the user to the applicable page to correct history data.