Setting up payroll unions

You can create the table of unions in either of the following ways:

• Create a numbering system that is independent of the union numbers, using the Local number as the union name or part of the union name. For example:

  Union #	Union Name
  1	Local 27
  2	Local 194
  3	Local 689

• Simply use the union numbers. If you have employees who work out of different locals for the same union, enter each local as a separate union. This enables you to create reports for each local. In this example, a large electrical contractor has employees working out of several National Brotherhood of Electrical Workers (NBEW) locals:

  Union #	Union Name
  27	NBEW Local 27
  194	NBEW Local 194
  689	NBEW Local 689

To set up payroll unions:

1. Open 5-3-5 Payroll Unions.
2. For each untion:
   1. In the Union# cell, enter the union number you want to use.
   2. In the Union Name cell, enter a brief statement about the union.
   3. In the Address 1 cell, enter the street address.
   4. In the Address 2 cell, enter any additional address information.
   5. In the City cell, enter the city.
   6. In the Province cell, enter the provinceabbreviation.
   7. In the Postal cell, enter the postsal code.
   8. In the Phone# cell, enter the telephone number.
   9. In the RPP Account# column, enter the registered pension plan (RPP) account number .
3. On the File menu, click Save.

Important! When union benefits change, you must adjust the system’s calculations in 5-3-1 Payroll Calculations and 5-3-4 Paygroups.