Unions: Implementation Activity

In the following implementation activity, you will learn how to create and specify the settings of a union.

Story

Suppose that some employees in your company are part of a union. Your company will have to make sure it is paying the rate agreed in the collective agreement and withhold the union dues from the employees. Acting as a system administrator, you need to create a union record for the New York State Laborers' Union and define the earning rates.

Configuration Overview

In the U100 Payroll snapshot, on the Non-Stock Items (IN202000) form, the CONSULTJR and CONSULTSR non-stock items have been created for the purposes of this activity.

Process Overview

You create unions and modify their settings by using the Union Locals (PR209700) form.

System Preparation

Before you start creating a union, you should launch the MYOB Advanced website and sign in as a system administrator by using the following credentials:

  • Username: gibbs
  • Password: 123

As a prerequisite activity, in the company to which you are signed in, be sure you have completed the Deduction and Benefit Codes: Implementation Activity.

As a prerequisite activity, in the company to which you are signed in, be sure you have performed the activities in the preceding lessons of this part of the course.

Step: Creating a Union

To create a union, do the following:

  1. Open the Union Locals (PR209700) form.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area of the form, specify the following information:
    • Union Local ID: NYS
    • Active: Selected
    • Description: NYS Laborers Union
  4. On the Earning Rates tab, specify the settings from the table below.
    Labor Item Wage Rate Effective Date
    CONSULTJR 30.0000 1/1/2021
    CONSULTSR 45.0000 1/1/20201
  5. On the Deductions and Benefits tab, add a row with the following settings:
    • Deduction and Benefit Code: DUES
    • Deduction Amount: 0.5
    • Effective Date: 1/1/2021
  6. On the form toolbar, click Save.