Setting up payroll unions

Working with 5-Payroll > 5-3 Payroll Management > 5-3-5 Payroll Unions > Setting up payroll unions

Setting up payroll unions

There are two ways to create the table of unions.

You can create a numbering system for the unions 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

The other method is to 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 provides you with the ability to create reports about each local.

For 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:

Open 5-3-5 Payroll Unions.

In the Union# cell, enter the union number you want to use.

In the Union Name cell, enter a brief statement about the union.

In the Address 1 cell, enter the street address.

In the Address 2 cell, enter any additional address information.

In the City cell, enter the city.

In the State cell, enter the state abbreviation.

In the Zip cell, enter the ZIP Code.

In the Phone# cell, enter the telephone number.

Repeat steps 2–9 for each union.

On the File menu, click Save.

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

Links to more information...

Entering paygroups

About setting up payroll calculations for paygroup benefit packages