Entering Union Dues Data

Skip to Main Content

Entering Union Dues Data

To enter union dues, select the Payroll Documents menu group.
Select the Union Dues component. The Union Dues page - Find an Existing Value allows the user to locate an existing employee in order to enter or change union dues.

Union Dues - Find an Existing Value

Enter the search criteria.
Select Search. The Union Dues page is displayed.

Union Dues Page — Figure 55: Union Dues Page

Complete the fields as follows:

Field	Description/Instruction
Name	Populated from the search criteria. The name of the employee is displayed from the Empl ID entered.
Empl ID	Populated from the search criteria entered.
Record	Displays the number of records for that employee.
SSN	Populated from the search criteria entered. The employee SSN is displayed based on the Empl ID.

Complete the Union Dues fields as follows:

Field	Description/Instruction
Effective Date	Required field. Populated with the beginning date of the current pay period. This is the date on which a table record becomes effective; the date that an action begins. This date also determines when to view or change information. Select a date from the calendar icon to change the default.
Pay Period	Populated and cannot be changed
Date Entered	Populated and cannot be changed
User ID	Populated with the system identifier and name of the individual who generates the transaction
Transaction Status	Defaults to In Progress. Select the down arrow to select a different status

Complete the Contribution Data field as follows:

Field	Instruction
Dues Type	Select the applicable dues type from the drop-down list. The valid values are as follows: 083 – Dues Change 084 – Change Between Locals 085 – Cancel 086 – Enrollment
Union Code	Required field. Enter the union/association code to be established, changed, or canceled/revoked in the database. See TMGT Table 010, Union and Association Code Address for valid values. Verify the union/association code by accessing IRIS Program IR308.
Local	Required field. Enter the local code to be established, changed, or canceled/revoked in the database.
Deduction Limit Amount	Enter the amount to be deducted each pay period for membership dues in dollars and cents if the deduction is based on a specific amount. No entry is necessary if the deduction amount is established in TMGT. In an entry is made in this field, the Deduction Limit Percent field must be left blank.
Deduction Limit Percent	Enter the percent to be deducted each pay period for membership dues in whole numbers and two-decimal places if the deduction is based on a percentage. No entry is necessary if the percent amount is established in TMGT. If an entry is made in this field, the Deduction Limit Amount must be left blank. Note: Do not enter both a deduction amount and a deduction percent.
Union Transaction Code	Enter the applicable code.

At this point, the following options are available:

Step	Description
Select Save	Saves the new data entered.
Select Return to Search	Returns the user to the applicable page to search for another record.
Select Previous in List	Returns to the previous person in the list.
Select Next in List	Advances to the next person in the list.
Select Notify	Notifies the next individual in the workflow.