Purpose
The Unions module manages union agreements and specialized rules that affect how gross payroll is calculated.
⚠️ Customization Required: This module provides a foundation for managing union payroll rules, but is not designed to work out of the box. Union calculations vary significantly between agreements, locals, and jurisdictions. TRUE ERP support will work with your organization to customize the rules engine based on your specific union contracts and calculation requirements.
Union Agreements
Manage union contracts and rules
Payroll Rules
Specialized gross pay calculations
Fringe Benefits
Track union benefit contributions
Personnel Integration
Assign employees to unions
Rate Management
Define union wage rates
Compliance Tracking
Monitor union requirements
Access Path: Gear Icon > Company > Unions
Unions List View
Search & Filter Options
| Element |
Description |
| Search Bar |
Find specific union records. |
| "+" Button |
Create new union record. |
| "🗑️" Button |
Remove selected union. |
Selected Union View
Details Section
| Field |
Description |
| Union |
Official union name or designation. |
| ID |
Unique union identifier. |
| Vendors |
Associated vendor contacts and details. |
| Type |
Union classification. Modifiable in the Categories module. |
| Agreement Name |
Title of union agreement. |
| Agreement Number |
Official contract reference number. |
Skill Levels Section
| Element |
Description |
| "+" Button |
Add new skill level classification. |
| Skill Level Field |
Enter skill level name (ex: Apprentice, Journeyman). |
Rules Section
| Element |
Description |
| "+" Button |
Add new union rule. |
| Rule Description |
Specific rule details. |
| "🗑️" Button |
Remove selected rule. |
Rules Fields
| Field |
Description |
| Display Name |
Name identifier for the rule. |
| Skill Level |
Associated skill level for this rule. |
| Dues |
Toggle for dues calculation. |
| Benefits |
Toggle for benefits calculation. |
| Per Hour |
Fixed hourly rate amount. |
| % Gross Wages |
Percentage of gross wages calculation. |
| Liability Account |
Associated accounting liability account. |
| Expense Account |
Associated accounting expense account. |
| Done Button |
Save and close rule configuration. |
Additional Features
| Feature |
Description |
| Edit Icon |
Modify existing entries. |
| Rule Management |
Add, edit, or remove payroll calculation rules. |
| Multiple Rules |
Support for complex rule structures. |
