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

Chapter 27
TIN - Transfer Member In

Members can be transferred out of one affiliate and into another affiliate.

Member transfer is a 2-step process - "transfer out" and "transfer in". This chapter describes the "transfer in" procedure, Chapter 26, TOUT - Transfer Member Out, describes the "transfer out" procedure.

Transfer In Requirements

The transfer in procedure checks for the following:

To transfer a member into an affiliate, select TIN from the menu. 



               +-------Applicant/Transfer Processing--------+ 
               |  APPLICANT      Applicant Entry            | 
               |  MOVE_APP       Move Applicant to Member   | 
               |  TOUT           Transfer Member Out        | 
               |  TIN            Transfer Member In         | 
               |  TRANFORM       Reprint Transfer Card      | 
               +--------------------------------------------+

27.1 Transfer In Screen

After you select TIN from the member processing menu, the "transfer member in" input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate    : UBC01444 -- Tucson Local 
 
Member ID    : 
 
Name, Last   :                                Suffix: 
      First  : 
      Middle :                            Last Photo: 
Address 1    : 
Address 2    : 
City         : 
State/Prov   : 
Country      :                 ZIP/Postal: 
Telephone    : 
 
Init date    :                      Class:               Tax Sched: 
Service Yrs  :                 Birth Date:              Dues Group: 
                                                            Branch: 
Curr Status  :                Status Time:          Dues Paid Thru: 
Employer ID  :                  Employee#:             Payroll Ded: 
100% Emp Dues: 
Effective    :                                     Current Balance: 
 
 
Social Security Nbr? _________ 
 
 
<ESC>=Exit                     TRANSFER MEMBER IN            <F2>=Back <F1>=Help

27.2 Transfer In Prompts

The data entry prompts used for transferring a member into an affiliate are described in the following sections.

Unless specifically specified, you can enter data in upper, lower or mixed case.

To exit at any time, enter EXIT or press <ESC>.

To return to a previous prompt, press <F2>.

To get help for any menu item or input prompt, press <F1>.

27.2.1 Affiliate ID

Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.

You are asked for the affiliate ID. This is the ID of the affiliate you are going to transfer members in to. 



 Affiliate ID? ________

If a default affiliate ID is provided and it is correct, you can press [Enter] to accept the default.

You can enter the affiliate number which is a number from 1 to 99999, or enter the entire affiliate ID.

After the affiliate ID is entered, the affiliate name is displayed.

27.2.2 Member ID

You are asked for the member ID. 



 Member ID? _________

You can enter the member ID or the social security number/social insurance number.

If this is a US member, enter the social security number (SSN). If this is a Canada member, enter the social insurance number (SIN).

Enter only digits. Do NOT enter dashes or spaces.

After a member ID is entered, and if the member is eligible to be transferred in, the member data is displayed.

27.2.3 Correct Member to Transfer In Y/N

After the member data is displayed, you are asked if this is the correct member to transfer in. 



   +Correct member to transfer IN+ 
   |  Yes                        | 
   |  No                         | 
   +-----------------------------+

Select "Yes" if this is the correct member to transfer. If "Yes", the transfer procedure continues.

Select "No" if this is NOT the correct member to transfer. If "No", you will be returned to the affiliate or member ID prompt.

27.2.4 Transfer In Effective Date

You are asked for the effective date of the transfer in. 



 Transfer IN effective date (MMDDYYYY)? ________

Enter the effective date in MMDDYYYY format.

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

The date cannot be prior to the current status date - the date the member transferred out.

27.2.5 Changing Member Data

If you selected "Yes" at the "correct member to transfer in" prompt, and entered an effective date, various member data items are prompted and you can make changes to member data.

Note: If the member is class RETIRED, the dues code is not asked for, but is automatically set to 50ARETIRED.

27.2.6 Proceed with Transfer In Y/N

You are asked if you want to actually proceed with this transfer in. 



   +Transfer IN+ 
   |  Yes      | 
   |  No       | 
   +-----------+

Select "Yes" to transfer the member into the new affiliate.

Select "No" to return to the previous prompt.

Press <ESC> to abort this transfer.

If "Yes", the member is transferred in, and the following message is displayed: 


                   Member transferred IN to affiliate UBCnnnnn

Which Day Book

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



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

Select "Member's Local Day Book" to record the dues charge transactions in the day book of the local the member has transferred into.

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

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.

Chapter 28
TRANFORM - Reprint Transfer Card

The TRANFORM - Reprint Transfer Card menu option is used by affiliates to reprint member transfer cards.

NOTE: A transfer card can be reprinted:

if the member is in TRANSFER status.
if the member has not yet transferred in to another local.
only by the local that the member transferred OUT of.

If the 30 days have elapsed and the member has been put back into their old local, you can transfer the member out again and print the transfer card at that time. 



               +-------Applicant/Transfer Processing--------+ 
               |  APPLICANT      Applicant Entry            | 
               |  MOVE_APP       Move Applicant to Member   | 
               |  TOUT           Transfer Member Out        | 
               |  TIN            Transfer Member In         | 
               |  TRANFORM       Reprint Transfer Card      | 
               +--------------------------------------------+

This chapter describes how to reprint transfer cards.

28.1 Reprint Transfer Card Input Screen

After you select TRANFORM from the menu, the reprint transfer card input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate: UBC01444 -- Tucson Local 
 
Member   : 
Name     : 
Status   : 
 
 
 
 
 
 
 
 
Member name or ID? ____________________________________________________________ 
 
 
<ESC>=Exit                    Reprint Transfer Card          <F2>=Back <F1>=Help

28.2 Reprint Transfer Card Prompts

The following sections describe each of the reprint transfer card input prompts.

Member Name/Member ID

You are asked for the name or ID of the member that you are reprinting the transfer card for. 



 Member name or ID? ____________________________________________________________

Enter the member name or member ID.

Proceed

You are asked if you want to proceed with reprinting the transfer card for this member. 



   +Reprint Transfer Confirmation+ 
   |  Yes                        | 
   |  No                         | 
   +-----------------------------+

Select "Yes" to create the transfer card.

Select "No" to return to the member name/ID prompt.

Press <ESC> to abort this procedure and return to the menu.

If "Yes", the transfer card is created, and it can be printed.

Example of the Transfer Card

The following is an example of a transfer card: 


             United Brotherhood of Carpenters and Joiners of America 
 
                              TRANSFER CONFIRMATION 
                              --------------------- 
 
 
    This confirms that the following member in good standing has taken a 
    clearance/transfer from: 
 
    Affiliate ID  : UBC01444 
    Affiliate Name: Tucson Local 
    Address       : 213 N. Wilmot 
                    Tucson, AZ 
    Phone         : (520) 555-0444 
 
 
    Transferring Member: 
 
    Member ID     : U-6689-1182 
    Name          : Terry Black 
    Initiated     : 02/01/2002 
    Class         : MEMBER 
    Craft         : CARPENTER 
 
 
 
    This transfer status is effective for 30 days.  If the member does not 
    re-deposit/transfer in to another affiliate during those 30 days, the 
    transfer will expire and membership will revert to the above affiliate. 
 
 
    Transfer/clearance effective date : 10/15/2002 
 
    Transfer/clearance expiration date: 11/14/2002

Chapter 29
BRING_JATC - Bring Pending JATC to Member

To bring pending JATC apprentices to UBCJA membership, select the BRING_JATC menu option. 



            +--------------------------------------------------+ 
            |  BRING_JATC     Bring Pending JATC to Member     | 
            +--------------------------------------------------+

A new record is added to the MEMBER file after data entry is completed.

This chapter describes the procedure to bring pending JATC apprentices to UBCJA membership.

29.1 Bring Pending JATC to Member Screen

After you select BRING_JATC, the following entry screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliate    : 
At Branch    : 
 
SSN/SIN      :                                   ID      : 
Name, Last   :                                   Suffix  : 
      First  :                                   Nickname: 
      Middle : 
Address 1    : 
Address 2    : 
City         : 
State/Prov   : 
Country      :                  ZIP/Postal:                Send Mag: 
Telephone    : 
Date of Birth:                         Age:                  Gender: 
Class        :                       Craft: 
Init Date    :                   Tax Sched: 
To Journeyman:            Signed Supp Dues:         Auth Bargaining: 
Prior Member :              Last Affiliate:           CLIC Donation: 
Political Aff:                   EEOC Data:                 Citizen: 
Polling Dist :                    Language:               Dues Code: 
100% Emp Dues:                 Employer ID:               Employee#: 
Payroll Ded  :                 Local PAC  :             Council PAC: 
 
Affiliate ID? ________ 
 
 
<ESC>=Exit                Bring Pending JATC to Member       <F2>=Back <F1>=Help

29.2 Entry Prompts and Responses

The data entry prompts used for bringing pending JATC apprentices to membership are explained in detail in the following sections.

29.2.1 Affiliate ID

Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.

You are asked for the affiliate ID. The affiliate ID is required. 



 Affiliate ID? ________

The affiliate must be an active affiliate, and must exist in the affiliate file.

You can enter the affiliate number which is a number from 1 to 99999, or enter the entire affiliate ID.

After the affiliate ID is entered, the affiliate name is displayed.

29.2.2 Branch ID

If the affiliate has branches, you are asked for the branch ID. 



   +----------------Branch ID----------------+ 
   |  NOTUCSON  North Tucson                 | 
   |  SOTUCSON  South Tucson                 | 
   |  MAIN_OFF  Tucson Local - Main Office   | 
   +-----------------------------------------+

A menu of branch IDs is displayed.

Select the appropriate item from the menu.

29.2.3 Pending Apprentice

You are asked for the UBC ID or SSN/SIN or name of the pending apprentice. 



 Pending Apprentice? ______________________________ 
 
                        Enter UBC ID, or SSN/SIN, or Name

Enter the UBC ID or SSN/SIN or name of the pending apprentice.

If the pending apprentice is not in your council, the following message is displayed: 



        This JATC Pending is outside your council.  He is pending from 
         council nnnn and cannot be moved to a local in your council. 
                        Press the RETURN key to continue

Press [Enter] to return to the pending apprentice or branch prompt.

If the pending apprentice record has been flagged as "DELETED", the following message is displayed: 



          This record was deleted from pending apprenticeship by JATC 
           XXXXXXXXXX.  Cannot be moved from pending to membership. 
                        Press the RETURN key to continue

Press [Enter] to return to the pending apprentice or branch prompt.

If the pending apprentice record has been flagged as "MOVEDMBR", the following message is displayed: 



           This record was already moved from pending apprenticship 
                       to UBC membership on 12/16/2003. 
                        Press the RETURN key to continue

Press [Enter] to return to the pending apprentice or branch prompt.

If the member ID of the entered pending JATC apprentice is found in the member file, the following message is displayed: 



           There is already a record in the MEMBER file for this ID. 
                        Press the RETURN key to continue

Press [Enter] to return to the pending apprentice or branch prompt.

Correct Pending Apprentice

Information for the pending apprentice is displayed, and you are asked if this is the correct person to move to membership. 



   +Correct Pending to Move to Membership+ 
   |  Yes                                | 
   |  No                                 | 
   +-------------------------------------+

Select "Yes" if this is the correct pending apprentice and you want to continue.

Select "No" if this is not the correct pending apprentice.

29.2.4 SSN/SIN

You are asked for the social security number or social insurance number. 



 SSN/SIN? _________

If this is a US member, enter the social security number (SSN).

If this is a Canada member, enter the social insurance number (SIN).

Enter only digits. Do NOT enter dashes or spaces.

If you do not know the SSN/SIN, you can have the system generate a number by entering the word "GENERATE".

SSN/SIN not found in Member File

If the SSN/SIN is generated or it is NOT found in the member file, you can continue entering the information to bring this pending JATC person to membership.

SSN/SIN found in Member File and Member is Active

If the entered SSN/SIN already belongs to an ACTIVE member in the member file, some information on the active member is displayed, and you are asked what you want to do. 



 +--------------------------------------------------------+ 
 |           Existing MEMBER Information on File          | 
 |  SIN/SSN: 666-66-1009                                  | 
 |  UBC ID : U-8688-8609                                  | 
 |  Name   : Glen A Birch                                 | 
 |  Address: TUCSON, AZ 85712                             | 
 |  Local  : UBC01111                                     | 
 |  Class  : MEMBER                                       | 
 |  Status : GOODSTANDG                                   | 
 +--------------------------------------------------------+ 
 +---------------------------------------------+ 
 |  Use another SSN/SIN or GENERATE            | 
 |  Abandon Bring Pending JATC to Membership   | 
 +---------------------------------------------+ 
                Active Member with this SSN/SIN already on file

Select "Use another SSN/SIN or GENERATE" to return to the SSN/SIN prompt where you can enter a different SSN/SIN or enter 'GENERATE' to generate a temporary SSN/SIN.

Select "Abandon Bring Pending JATC to Membership" to skip this person and go to the next pending apprentice entry.

SSN/SIN found in Member File, Member Inactive, Same JATC/Member

If the entered SSN/SIN already belongs to an INACTIVE member, some information on the inactive member is displayed, and you are asked if this is the same person. 



Affiliate    : UBC01444 -- Tucson Local 
At Branch    : NOTUCSON -- North Tucson 
 
Member ID    : U-1000-0006 
Name, Last   : SPARKS                            Suffix  : 
      First  : TIM                               Nickname: 
      Middle : 
 ********************************************************** 
 **  666-66-6662 belongs to current member               ** 
 **  Tim Sparks of local 1111.                           ** 
 ********************************************************** 
 +--------------------------------------------------------+ 
 |           Existing MEMBER Information on File          | 
 |  SIN/SSN: 666-66-6662                                  | 
 |  UBC ID : U-1689-7454                                  | 
 |  Name   : Tim Sparks                                   | 
 |  Address: VALLEY CENTER, CA 92082                      | 
 |  Local  : UBC01111                                     | 
 |  Class  : MEMBER                                       | 
 |  Status : SUSPENDED                                    | 
 +--------------------------------------------------------+ 
 +Is this pending JATC the same person as the inactive member?+ 
 |  Yes                                                       | 
 |  No                                                        | 
 +------------------------------------------------------------+ 
               Inactive Member with this SSN/SIN already on file

Select "Yes" if this is the same person.

Select "No" if this is not the same person.

If "Yes", this is the same person, you are asked if you want to reinitiate the inactive member or abandon this entry. 



 +---------------------------------------------+ 
 |  Reinitiate this Inactive Member            | 
 |  Abandon Bring Pending JATC to Membership   | 
 +---------------------------------------------+

Select "Reinitiate this Inactive Member" if you want to go ahead and re-initiate this inactive member.

Select "Abandon Bring Pending JATC to Membership" to skip this person and go to the next pending apprentice entry.

If "No", this is not the same person, you are asked if you want to generate or use another SSN/SIN or abandon this entry. 



 +---------------------------------------------+ 
 |  Use another SSN/SIN or GENERATE            | 
 |  Abandon Bring Pending JATC to Membership   | 
 +---------------------------------------------+

Select "Use another SSN/SIN or GENERATE" to return to the SSN/SIN prompt where you can enter a different SSN/SIN or enter 'GENERATE' to generate a temporary SSN/SIN.

Select "Abandon Bring Pending JATC to Membership" to skip this person and go to the next pending apprentice entry.

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