Setting Up Contracts and Unions

This section discusses how to:

Set up contracts.
Set up bargaining units.
Set up unions.
(USF) Set up unions.

Common Elements Used in This Chapter

Union Contact Number	The union contact number (the primary contact is number 1).
Contact Name	The union or bargaining unit’s contact name.
Union Steward	Enter the name of the person who serves as the liaison between your company and the union.
Life Insurance	Indicate the amount of life insurance the union or bargaining unit offers for its members.
Vacation Plan	Enter the vacation plan that this union offers to its members.
Sick Leave Plan	Enter the sick leave plan that this union offers to its members.
Callback Minimum Hours	Enter the callback minimum hours per day for which bargaining unit members get paid if they are called in to a job.
Partnership Council	Select if this union is a member of a partnership council.
Partnership Council Date	If this union is or will be a member of a partnership council, enter the date this event took or will take place.
Partnership Agreement	Select if this union has entered into a partnership agreement.
Partnership Agreement Date	If this union is or will enter into a partnership agreement, enter the date this event took place or will take place.
Days To Complete	Use for establishing follow-up dates and other suspense items.

Setting Up Contracts

To set up contracts, use the Contract Type Groups component (CNTRCT_TYPE_GRP), Contract Clause Table component (CNT_CLAUSE_TABLE), Contract Pay Type CAN & USA component (CONTRACT_PAY_TYPE), and Contract Template Table (CNT_TEMPLATE_TABLE).

This section discusses how to:

Group contract types.
Define contract pay types.
Set up standard contracts.

Pages Used to Set Up Contracts

Page Name	Object Name	Navigation	Usage
Contract Type Group	CNTRCT_TYPE_GRP	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Contract Type Groups	Group contract types together. Note. Before you can create groups of contract types, create contract types on the Contract Type Table page (CONTRACT_TYPE_TBL).
Contract Clause Table	CNT_CLAUSE_TABLE	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Contract Clause Table	Define the contract clauses necessary to administer labor contracts.
Contract Pay Type	CONTRACT_PAY_TYPE	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Contract Pay Type CAN & USA, Contract Pay Type	Define types of contract pay.
Contract Template Table	CNT_TEMPLATE_TABLE	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Contract Template Table	Set up standard contracts to use as templates when you create a contract for a person.

Grouping Contract Types

Access the Contract Type Groups page.

Group contract types together.

Note. Before you can create groups of contract types, create contract types on the Contract Type Table page (CONTRACT_TYPE_TBL).

See Defining Different Types of Contracts.

Defining Contract Pay Types

Access the Contract Pay Type page.

Payment Term

Select:

Pay Over 12 Months: Pay contracts over 12 months, starting on or before the contract begin date, and ending on or after the contract end date.

Pay Over Contract: Pay contacts over the length of the contract, as defined on the Contract Status/Content page (CONTRACT1).

See Adding Basic Contract Information.

Pay Over X Months: Pay contracts over a greater time period than the contract period, but less than a year.

Pay with Lump Sum

Monthly Frequency

Select the frequency with which payments will be made for this contract pay type.

Setting Up Standard Contracts

Access the Contract Template Table page.

You must have previously set up the contract type.

See Defining Different Types of Contracts.

Contract Template

Contract Type	Select the contract type for this template from the contract types you have set up on the Contract Type Table page.
Contract Family	Enables you to group a class of contracts. For example, you may have one contract family for regular employee contracts and another for contingent worker contracts. Tying contracts to a contract family helps you narrow your search criteria when you select a contract template.

Contract Clauses

Use this group box to define any special contract clauses that should be attached as riders to this contract template.

Sequence	Enter the order in which to add the contract clauses to the contract.
Contract Clause	Select a contract clause from among those you‘ve defined on the Contract Clause Table page. For example, a contract for a limousine driver requires that the employee have a driver’s license.
Clause Status	Indicate if the clause is Optional or Required.

Setting Up Bargaining Units

To set up bargaining units use the Bargaining Unit component (BARG_UNIT_TBL) or Bargaining Unit Table USF (GVT_BARG_UNIT_TBL).

This section discusses how to enter bargaining unit details.

Note. Bargaining units have a one to one relationship with labor agreements. You cannot use the same bargaining unit for multiple labor agreements.

Pages Used to Set Up Bargaining Units

Page Name	Object Name	Navigation	Usage
General Bargaining Unit Data	GVT_BARG_UNIT1	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Bargaining Unit, General Bargaining Unit Data Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Bargaining Unit Table USF, General Bargaining Unit Data	Enter bargaining unit details.
Contact Information	GVT_BARG_UNIT2	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Bargaining Unit, Contact Information Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Bargaining Unit Table USF, Contact Information	Enter union contact information.
Contract/Partnership Data	GVT_BARG_UNIT3	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Bargaining Unit Table USF, Contract/Partnership Data	Define contract and partnership information for a bargaining unit.

Entering Bargaining Unit Details

Access the Bargaining Unit Data page.

Date Union Recognized

Enter the date the union was recognized by your organization.

(USF) Entering Contract and Partnership Dates

Access the Contract/Partnership Data page.

Contracts

Contract Begin Date and Contract End Date	Enter the begin and end date for this contract.
Partnership Council and Partnership Council Date	Select if there is a partnership council and enter the date of the partnership council.

Partnership Agreement and Partnership Agreement Date

Select if there is a partnership agreement and enter the date of the partnership agreement.

Setting Up Unions

To set up union data use the Unions component (UNION_TABLE).

This section provides an overview and discusses how to:

Enter general union details.
Enter information on union contract benefit terms.
Enter additional contract terms.

Understanding Union Data Setup

If you’re administering a workforce, you or others in your company might need information on union workers for collective bargaining agreement negotiations, grievance tracking, or salary step increases. Unions are alternative to labor agreements and do not have as much system processing behind them.

Pages Used to Set Up Union Data

Page Name	Object Name	Navigation	Usage
Union Location	UNION_TABLE1	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Unions, Union Location	Enter general details for a union.
Contract Data	UNION_TABLE2	Set Up HRMS, Product Related, Workforce Administration, Labor Administration , Contracts/Unions, Unions, Contract Data	Enter information on union contract benefit terms.
Union Earnings Distribution	UNION_TABLE3	Set Up HRMS, Product Related, Workforce Administration, Labor Administration , Contracts/Unions, Unions, Union Earnings Distribution	Enter additional contract terms, such as callback hours and allowable earnings codes.

Entering General Union Details

Access the Union Location page.

Certified

Select if the union is certified. Certification means that a labor administration board in the country in question formally recognizes the union as the bargaining unit’s exclusive representative. Certification typically occurs after the union wins a vote to form a union. A labor administration board’s involvement in certifying the union ensures that all the appropriate laws and regulations have been followed in forming the union.

Closed Shop

Select if the union is a closed shop. This usually means that individuals can’t work for a company within the represented worker class unless they agree to pay the equivalent dues to the union.

Local

Select if the union is represented by a local bargaining unit. The system makes the Bargaining Unit field available for entry.

Bargaining Unit

Select the bargaining unit associated with this union. This field is only available when you select the Local check box.

(IND) India

Recognized	Select if the union is a Recognized Union.
Majority Union	Select if the majority of workers are members of the union.
Registered Union	Select if the union is a trade union registered with the government. If this is selected, then you have to enter data in the Registration Number and Registration Date fields.

(BRA) Brazil

Union Type/Category	Enter a category, such as Trade or Chemical Sector. This information is used to group unions for reporting purposes.
Union Code	Enter the code that identifies the union in Brazil.
Month - Collective Agreement	Enter the base month of the union category. This month is when you review employees and adjust salaries.
Union CNPJ	Enter the union’s CNPJ (Cadastro Nacional de Pessoa Jurídica) ID code.

Entering Information on Union Contract Benefit Terms

Access the Union Table - Contract Data page.

Contract Terms

Contract Begin Date and End Date

Enter the dates that the contract begins and ends.

(CAN) (USA)

Vacation Plan	Enter the code for the type of vacation plan administered.
Sick Leave Plan	Enter the code for the type of sick leave administered.
Disability Insurance	Indicate whether the union provides disability insurance for its members.
Life Insurance	Indicate whether the union provides life insurance.
Tuition Reimbursement Limit	Indicate whether the union provides tuition reimbursement and at what limit.

Entering Additional Contract Terms

Access the Union Earnings Distribution page.

Contract Terms

Callback Minimum Hours	Enter the minimum number of hours a worker would be paid for if they are called back to a job.
Factor	Enter the rate at which union workers should be paid if they are called back to a job. For example, if the worker should receive the regular rate, enter 1. If the worker should receive 1.5 times the regular rate, then enter 1.5.

Payroll for North America

For each company and pay group combination, enter the earnings codes allowable for workers belonging to this union.

(USF) Setting Up Unions

To set up U.S. Federal Government union and contract information use the Unions USF component (GVT_BU_UNION).

Use the Unions USF to define codes and record data for unions to which agency workers belong. You or others in your agency might need information on union workers for collective bargaining agreement negotiations, grievance tracking, or pay step increases.

This section discusses how to:

Set up general union details.
Enter union contact and contract details.
Enter union partnership and steward data.
Enter additional agreement information.
Specify allowable earnings codes for union members.

Pages Used to Set Up U.S. Federal Government Union and Contract Information

Page Name	Object Name	Navigation	Usage
Union Address	GVT_BU_UNION_TBL1	Set Up HRMS, Product Related, Workforce Administration, Labor Administration, Contracts/Unions, Unions USF, Union Address	Enter general details and address information for a union.
Union Address Information	GVT_BU_UNION_SEC1	Set Up HRMS, Product Related, Workforce Administration, Labor Administration , Contracts/Unions, Unions USF, Union Address Click the Country link to access the Union Address Information.	Enter the address information for this union.
Contact and Contract Info	GVT_BU_UNION_SEC2	Set Up HRMS, Product Related, Workforce Administration, Labor Administration , Contracts/Unions, Unions USF, Union Address Click the Union Contact/ Contract Info link to access the Contact and Contract Info page.	Enter contact and contract details for this bargaining unit.
Contact	GVT_BU_UNION_TBL2	Set Up HRMS, Product Related, Workforce Administration, Labor Administration , Contracts/Unions, Unions USF, Contact	Enter additional union contact information.
Partner/Steward	GVT_BU_UNION_TBL3	Set Up HRMS, Product Related, Workforce Administration, Labor Administration , Contracts/Unions, Unions USF, Partner/Steward	Enter partnership and steward data for this bargaining unit.
Union Agreement	GVT_BU_UNION_TBL4	Set Up HRMS, Product Related, Workforce Administration, Labor Administration , Contracts/Unions, Unions USF, Union Agreement	Enter additional contract terms for this bargaining unit.
Earnings Codes	GVT_BU_UNION_TBL5	Set Up HRMS, Product Related, Workforce Administration, Labor Administration , Contracts/Unions, Unions USF, Earnings Codes	Enter allowable earnings codes data for bargaining unit members.

Setting Up General Union Details

Access the Union Address page.

Assign union codes to workers on the Job Data - Job Labor page.

See Entering National Labor Agreement Data.

Union Scope	Enter the union scope (local, national, worldwide).
Union Affiliate	Enter the union affiliate type.
LMR Hours (labor management relations hours)	Enter the labor management relations training hours required for union members or other personnel, if you want to track this information.
Country	To enter the union's address information, click this link. The system displays the Union Address Information page.
Union Contact/Contract Info	To enter the bargaining unit's contact and contract information, click this link. The Contact and Contract Info page appears.

Entering Union Contact and Contract Information

Access the Contact and Contract Info page.

Contract Terms

Disability Insurance	Specify the amount the disability insurance offered bargaining unit members.
Retirement Pickup Percent	Enter the retirement pickup percent for bargaining unit members' retirement plan under the contract.
Tuition Limit	Indicate the maximum amount of tuition provided each bargaining unit member, if any.
SDI Administration Percent (state disability insurance administration percent)	Enter the percent amount paid to the state disability insurance.
Callback Factor	Enter the rate at which bargaining unit members should be paid if they are called to a job. For example, if the worker should be paid at the regular rate, enter 1 as the factor. Or if the employee should be paid time and a half, enter 1.5.

Entering Union Partnership and Steward Data

Access the Partner/Steward page.

Partner

Union Type	Indicate whether this bargaining unit is part of a private, public, or federal government union.
Date Union Recognized	Enter the date the union was recognized by your agency.

Entering Additional Agreement Information

Access the Union Agreement page.

Type highlights of the union agreement in the space provided for bargaining unit/union agreement text. Enter more text than is visible in the group box, if needed. Use the inner scroll bar to navigate to text off of the screen.

Recording Allowable Earnings Codes for Union Members

Access the Earnings Codes page.

Note. The information on this page is for information only.

Company	Designate the company name.
Pay Group, Earn Pgm (pay group, earnings program)	Select the pay group. When you move out of this field, the system displays the associated earnings program.
Earnings Code	Select each earnings code that is valid for this union within each pay group.

Certified	Select if the union is certified. Certification means that a labor administration board in the country in question formally recognizes the union as the bargaining unit’s exclusive representative. Certification typically occurs after the union wins a vote to form a union. A labor administration board’s involvement in certifying the union ensures that all the appropriate laws and regulations have been followed in forming the union.
Closed Shop	Select if the union is a closed shop. This usually means that individuals can’t work for a company within the represented worker class unless they agree to pay the equivalent dues to the union.
Local	Select if the union is represented by a local bargaining unit. The system makes the Bargaining Unit field available for entry.
Bargaining Unit	Select the bargaining unit associated with this union. This field is only available when you select the Local check box.