United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
Previous Contents Index

12.2.17 Date of Birth

You are asked for the member's date of birth. The birth date is required. 



 Birth date (MMDDYYYY)? ________

Enter the birth date in the format: MMDDYYYY

The date of birth must be at least xx years ago. xx is determined by the affiliate country. For example, if the person lives in the US, they might have to be at least 17 years old to become a member.

Note: After the date of birth is entered, the member's age is calculated and displayed.

12.2.18 Gender

You are asked for the gender. 



   +--Gender---+ 
   |  Male     | 
   |  Female   | 
   +-----------+

Select one of the options from the menu.

12.2.19 Member Classification

You are asked for the member classification. 



   +--------------- Classification ----------------+ 
   |  AGENCY      Agency Shop                      | 
   |  APPRENT10   Apprentice level 10              | 
   |  APPRENT11   Apprentice level 11              | 
   |  APPRENT12   Apprentice level 12              | 
   |  APPRENTIC1  Apprentice level 1               | 
   |  APPRENTIC2  Apprentice level 2               | 
   |  APPRENTIC3  Apprentice level 3               | 
   |  APPRENTIC4  Apprentice level 4               | 
   |  APPRENTIC5  Apprentice level 5               | 
   |  APPRENTIC6  Apprentice level 6               | 
   |  APPRENTIC7  Apprentice level 7               | 
   |  APPRENTIC8  Apprentice level 8               | 
   |  APPRENTIC9  Apprentice level 9               | 
   |  APPRENTICE  Apprentice                       | 
   |  BECK        Beck Objector                    | 
   |  CONTRACTOR  Contractor Member                | 
   |  MEMBER      Member - Regular                 | 
   |  PREAPPREN   Pre-apprentice                   | 
   |  WALKAPP     Walkin Apprentice - non member   | 
   |  WALKIN      Walkin Journeyman - non member   | 
   +-----------------------------------------------+

A menu of classification codes is displayed.

Select the appropriate item from the classification menu.

12.2.20 Craft Code

The affiliate's crafts are displayed, and you are asked to select a craft from the menu. 



   +---------------------------------Craft---------------------------------+ 
   |                                                                       | 
   |  Craft Code       Description                                         | 
   |  CABINET          Cabinet Makers, Mill-Cabinet                        | 
   |  CARPENTER        Construction Carpentry                              | 
   +-----------------------------------------------------------------------+

Select one of the items from the craft menu.

12.2.21 Additional Phone Numbers, Alternate Contacts

You are asked if you want to enter any additional phone numbers or alternate contact information. 



   +Additional Phone#, Alt. Contacts+ 
   |  Yes                           | 
   |  No                            | 
   +--------------------------------+

Select "Yes" if you do want to enter additional phone and/or contact information.

Select "No" if you have no phone or contact information to enter.

If "Yes", you are placed into the alternate contact maintenance process where you can enter additional phone and contact information.

12.2.22 Original Initiation Date

You are asked for the original initiation date. The original initiation date is required.

Note: If the original initiation date is prior to the last statement date for the affiliate, statement transactions will be created. 



 Original initiation date (MMDDYYYY)? ________

Enter the date in the format MMDDYYYY.

The original initiation date must be a valid date which is either today or prior to today.

The original initiation date must be at least xx years after the birth date. xx is determined by the affiliate country. For example, the person might have to be at least 17 years old to become a member.

12.2.23 Tax Schedule

You are asked for the tax schedule code. 



   +-----------Tax Schedule------------+ 
   |  001  Construction - schedule 1   | 
   |  002  Industrial - schedule 2     | 
   +-----------------------------------+

A menu of the tax schedule codes is displayed.

Select one of the tax schedule codes from the menu.

12.2.24 Apprentice to Journeyman Date

You are asked for the date when the member transitioned from apprentice to journeyman. 



 Apprentice to journeyman date (MMDDYYYY)? ________

If the date is not known, press [Enter] to skip this field.

If the apprentice to journeyman date is known, enter the date in the format MMDDYYYY.

The date must be a valid date which is either today or prior to today. The date must be after the birth date.

12.2.25 Signed Supplemental Dues

You are asked if this person has signed the supplemental dues authorization. 



   +Signed Supplemental Dues+ 
   |  Yes                   | 
   |  No                    | 
   +------------------------+

Select "Yes" if the supplemental dues authorization has been signed.

Select "No" if the authorization has NOT been signed.

12.2.26 Signed Bargaining Authorization

You are asked if this person has signed the bargaining authorization. 



   +Authorized Bargaining+ 
   |  Yes                | 
   |  No                 | 
   +---------------------+

Select "Yes" if the bargaining authorization has been signed.

Select "No" if the authorization has NOT been signed.

12.2.27 Prior Member

You are asked if this person has been a prior member. 



  +Prior Member+ 
  |  Yes       | 
  |  No        | 
  +------------+

Select "Yes" if they have been a prior member.

Select "No" if they have NOT been a prior member.

If you select "Yes", you will be asked for the prior Affiliate ID.

12.2.28 Prior Affiliate ID

If you answered "Yes" to the "Prior member" prompt, you are asked for the prior affiliate ID. 



 Prior member affiliate? ________

If the prior affiliate ID is unknown, press [Enter] to skip this field.

You can enter the affiliate number which is a number from 1 to 99999.

If you elect to enter the entire affiliate ID, you must enter a three character union/organization code followed by a five digit affiliate number. For example: ubc04017

12.2.29 CLIC Donation

You are asked if there is a CLIC donation. 



   +CLIC Donation+ 
   |  Yes        | 
   |  No         | 
   +-------------+

Select "Yes" if there is a CLIC donation.

Select "No" if there is NO donation.

12.2.30 Political Affiliation

You are asked for the political affiliation. 



   +-----Political Affiliation-----+ 
   |  DEM         Democrat         | 
   |  IND         Independent      | 
   |  NOT         Not Registered   | 
   |  OTR         Other            | 
   |  REP         Republican       | 
   |  UNK         Unknown          | 
   +-------------------------------+

A menu of political affiliation codes is displayed.

Select the appropriate item from the menu.

12.2.31 Ethnic Code

You are asked for the ethnic code. 



   +------------------Ethnic Code------------------+ 
   |  ASIAN       Asian or Pacific Islander        | 
   |  BLACK       Black, non-Hispanic origin       | 
   |  HISPANIC    Hispanic                         | 
   |  INDIAN      American Indian/Alaskan Native   | 
   |  UNKNOWN     Unknown                          | 
   |  WHITE       White, non-Hispanic origin       | 
   +-----------------------------------------------+

A menu of ethnic codes is displayed.

Select the appropriate item from the menu.

12.2.32 Citizen

You are asked if this person is a citizen. 



   +--Citizen---+ 
   |  Yes       | 
   |  No        | 
   |  Unknown   | 
   +------------+

Select the appropriate item from the menu.

12.2.33 Polling District

You are asked for the polling district if it is known. 



 Polling district? _____

Press [Enter] to skip this field if the district is not known.

The polling district can be five characters in length.

12.2.34 Native Language

You are asked for the native language. 



   +------Native Language------+ 
   |  CHINESE     Chinese      | 
   |  ENGLISH     English      | 
   |  FRENCH      French       | 
   |  GERMAN      German       | 
   |  RUSSIAN     Russian      | 
   |  SPANISH     Spanish      | 
   |  UNKNOWN     Unknown      | 
   |  VIETNAMESE  Vietnamese   | 
   +---------------------------+

A menu of native language codes is displayed.

Select the appropriate item from the menu.

12.2.35 Dues Group Code

You are asked for the dues group code.

Note: The dues group code is not asked if the member is added by the General Office. 



   +------------------------Dues Group------------------------+ 
   |  No Dues Code                                            | 
   |----------------------------------------------------------| 
   |  CTR_APP1    counter dues - apprentice 1        $20.00   | 
   |  CTR_APP2    Counter dues - apprentice 2        $20.00   | 
   |  CTR_HON     Counter dues - honorary member     $12.50   | 
   |  CTR_JOUR    Counter dues - journeyman          $25.00   | 
   |  CTR_LIFE    Counter dues - life member          $5.00   | 
   |  CTR_PREAPP  Counter dues - pre-apprentice       $0.00   | 
   |  CTR_RET     Counter dues - retired             $15.00   | 
   +----------------------------------------------------------+

A menu of dues group codes is displayed.

Select the appropriate item from the menu.

12.2.36 Dues Sent by Employer

You are asked if all dues (monthly counter dues and checkoff dues) are deducted, and sent to the local/council by the employer.

Note: This prompt is not displayed if the member is added by the General Office. 



   +100% of Dues Sent by Employer+ 
   |  Yes                        | 
   |  No                         | 
   +-----------------------------+

Select "Yes" if all dues are deducted and sent by the employer, otherwise, select "No".

12.2.37 Employer ID

You are asked for the employer ID.

Note: The employer ID is not asked if the member is added by the General Office. 



 Employer? __________________________________________________ 
 
       Enter a space and press Enter if you do not want to enter a employer

Enter one or more characters of the employer ID or short name.

If more than one employer ID begins with the entered characters, a menu of employers is displayed. You can then select an employer from the list. For example: 



 +--------------- Select Employer (from 2 Matching Employers) ----------------+ 
 |                                                                            | 
 |  Aff ID    Employer ID      Employer Name                                  | 
 |  UBC01444  JONES & SONS     Ed Jones & Sons Construction                   | 
 |  UBC01444  JOHNSON          Donald R. Johnson Construction                 | 
 +----------------------------------------------------------------------------+

12.2.38 Employee/Clock Number

You are asked for the employee number or clock number.

Note: The employee or clock number is not asked if the member is added by the General Office. 



 Employee/Clock number? __________

The employee or clock number can be up to 10 characters in length.

Enter the employee number or clock number if there is one.

12.2.39 Payroll Deduction

You are asked if this member has authorized a payroll deduction for dues payments.

Note: This prompt is not displayed if the member is added by the General Office. 



   +Has Authorized Payroll Deduction+ 
   |  Yes                           | 
   |  No                            | 
   +--------------------------------+

Select "Yes" if the member has authorized a payroll deduction.

Select "No" if no deduction has been authorized.

12.2.40 Local PAC Donation

You are asked if the member has Local PAC donations/membership. 



   +Local PAC Donations+ 
   |  Yes              | 
   |  No               | 
   +-------------------+

Select "Yes" if the member has Local PAC donations/membership.

Select "No" if the member does not have Local PAC donations/membership.

12.2.41 Council PAC Donations

You are asked if the member has Council PAC donations/membership. 



   +Council PAC Donations+ 
   |  Yes                | 
   |  No                 | 
   +---------------------+

Select "Yes" if the member has Council PAC donations/membership.

Select "No" if the member does not have Council PAC donations/membership.

Confirm Initiation Date

You are asked to confirm that the entered initiation date is correct. 



   +Correct Initiation Date: April 5, 2000+ 
   |  Yes                                 | 
   |  No                                  | 
   +--------------------------------------+

Select "Yes" if the initiation date is correct.

Select "No" if the initiation date is not correct, and you want to change the date.

Initiation Fee Dispensation

If the system finds an open General Office initiation fee dispensation, you are asked if the member is to be initiated under this dispensation. 



   +Initiated Under G.O. Init Fee Dispensation+ 
   |  Yes                                     | 
   |  No                                      | 
   +------------------------------------------+

Select "Yes" if the member is initiated under the General Office initiation fee dispensation.

Select "No" if the member is not initiated under the dispensation.

12.2.42 Add New Member

After all the member data is entered, you are asked if you actually want to add this member. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliate    : UBC01444 -- Tucson Local 
At Branch    : NOTUCSON -- North Tucson 
 
SSN/SIN      : 555-55-6071                       ID      : 
Name, Last   : Bolton                            Suffix  : Jr 
      First  : James                             Nickname: Ed 
      Middle : Edward                          Last Photo: No Photo 
Address 1    : 5120 E. 27th St. 
Address 2    : Unit 25 
City         : Tucson 
State/Prov   : AZ 
Country      : UNITED STATES    ZIP/Postal: 85711          Send Mag: Y 
Telephone    : (520) 555-5402 
Date of Birth: 06/24/1968              Age: 31               Gender: M 
Class        : MEMBER                Craft: CARPENTER 
Init Date    : 04/04/2000        Tax Sched: 001 
To Journeyman: 02/01/1994 Signed Supp Dues: N       Auth Bargaining: Y 
Prior Member : Y            Last Affiliate: UBC01448  CLIC Donation: N 
Political Aff: UNK               EEOC Data: UNKNOWN         Citizen: U 
Polling Dist :                    Language: ENGLISH       Dues Code: CTR_JOUR 
100% Emp Dues: N               Employer ID: BROOKS        Employee#: BR-A1000 
P+ADD New Member+              Local PAC  : N           Council PAC: N 
 |  Yes         | 
 |  No          | 
 +--------------+ 
 
<ESC>=Exit                         NEW MEMBER                <F2>=Back <F1>=Help

Select "Yes" to add the new member.

Select "No" to return to the previous prompt.

To exit and abort this add, press the <ESC> key.

If "Yes", the new member is added.

If the new member ID is to be generated, the ID is generated and displayed at the bottom of the screen. For example: 



                    Member 555-55-6071, ID U-3101-1027 added

12.2.43 Member Notes

After a new member is added, you are asked if you want to enter any notes for this member. 



   +-Notes--+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" if you DO want to enter member notes.

Select "No" if you do NOT want to enter any notes.

If "Yes", you are placed into the notes procedure where you can enter one or more notes for this member.

12.2.44 Enter Initiation/Dues Charges/Payments

A displayed message tells you that you will next be entering initiation and dues charges and payments information. 



                   Enter initiation & dues charges/payments 
                        Press the RETURN key to continue

Press the [Enter] key to continue. After you press [Enter], the following charges and payments entry screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Member ID   : U-3101-1027  James Bolton Jr 
Class       : MEMBER 
Tax         : 001 
Init Date   : 04/04/2000 
 
Dues Group  : Counter dues - journeyman 
Monthly Dues: $26.00 
 
Curr Balance: $0.00 
 
                                     CHARGES                                   
 Initiation Fee:                                        Other Fee: 
 Dues Owed thru                                       Total Other: 
   this Month  :                # Months:           Total Charges: 
                                    PAYMENTS                                   
 Total Pymnt :           Method:                   Pay Method ID#: 
                   Want Receipt:                         Receipt#: 
 Init Paid   :                                         Other Paid: 
 Dues Paid   :                                        Total Other: 
 Dues Pd Thru:                                         Total Paid: 
 
 +-Record Charges/Payments in-+ 
 |  Member's Local Day Book   | 
 |  Council Day Book          | 
 +----------------------------+ 
 
<ESC>=Exit                         NEW MEMBER                <F2>=Back <F1>=Help

Which Day Book

If you are NOT a local user, you are asked which day book the charges and payments should be recorded in. 



   +-Record Charges/Payments in-+ 
   |  Member's Local Day Book   | 
   |  Council Day Book          | 
   +----------------------------+

Select "Member's Local Day Book" to record the charge/payment transactions in the day book of the local the member belongs to.

Select "Council Day Book" to record the charge/payment transactions in the council's day book.

After you select a day book option, the day book information is displayed on the screen. For Example: 


                      CHARGES (for Member's Local Day Book) 
 
                     PAYMENTS (for Member's Local Day Book) 
 
 
                         CHARGES (for Council Day Book) 
 
                         PAYMENTS (for Council Day Book)

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