Set Up Unions

If your employees are unionized, you can track the different unions that represent employees throughout your organization. After you set up the applicable unions, you can assign the appropriate union to the unionized employees. This functionality is useful when dealing with collective agreements and health and safety issues or incidents.

Also, if applicable, before you create a Ontario Non-Union Education Trust (ONE-T) export file, set up unions and assign the ONE-T Client ID to each union.

To create a union

1. Choose , enter unions, and then choose the related link.

   The Unions page opens.

2. On the action bar, choose New.

   A new row appears.

3. In Code, specify a code to represent a union.

   Most unions have pre-defined codes. It is recommended that you use these pre-defined codes to maintain consistency.

4. In Name, specify the full name for the union.

5. In Phone No., if a general contact phone number exists, specify the number.

6. If you are creating this union as part of the ONE-T export file setup, in Client ID, specify the ONE-T Client ID.

Assign a union to an HR position class

To automatically have a union assigned when an HR position class is assigned, you can assign a union to an HR position class.

To assign a union to an HR position class

1. Choose , enter hr position classes, and then choose the related link.

   The HR Position Classes page opens.

2. Select the HR position class to which you want to assign a union, and then on the action bar, choose Manage > Edit.

3. On the General FastTab, in Union Code, specify the code that represents the union that you want to assign to the HR position class.

Assign a union to an HR position

To automatically have a union assigned when an HR position is assigned, you can assign a union to an HR position.

To assign a union to an HR position

1. Choose , enter hr positions, and then choose the related link.

   The HR Positions page opens.

2. Select the HR position to which you want to assign a union, and then on the action bar, choose Manage > Edit.

3. On the General FastTab, in Default Union Code, specify the code that represents the union that you want to assign to the HR position.

To assign a union to an employee

1. Choose , enter employees, and then choose the related link.

   The Employees page opens.

2. Select the employee to which you want to assign a union, and then on the action bar, choose Related > Unions > Unions.

   The Employee Unions page opens.

3. On the action bar, choose New.

   The Employee Union Card page opens.

4. In Union Code, specify the code that represents the union that you want to assign to the employee.

5. Specify values for other fields as required.

See also

Set Up HR Management
Set Up the ONE-T Export

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