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

Contents

Index

Sort Order

You are asked how you want to sort the report data.

Select one of the sort items from the menu.

Alternate Contact Information

You are asked if you want the alternate contact information printed on the report.

+Print Alternate Contact Information+ | Yes | | No | +-----------------------------------+

Select "Yes" if you want to include the alternate contact information on the report.

Select "No" if you do not want to include the alternate contact information.

Dues Paid Thru Date

If you selected the "Summary" or "Detail" report type, you are asked if you want to print the dues paid thru date on the report.

+Print Dues Paid Thru Date+ | Yes | | No | +-------------------------+

Select "Yes" if you do want to print the dues paid thru date on the report.

Select "No" if you do not want the date printed.

Member Local

You are asked if you want to print the member's local on the report.

+Print Member Local on Report+ | Yes | | No | +----------------------------+

Select "Yes" if you do want to print the member's local on the report.

Select "No" if you do not want the local printed.

Skill Expire and Class Dates

You are asked if you want to print the skill expire and CITF class dates on the report.

+Print Skill Expire & CITF Class Dates on Report+ | Yes | | No | +-----------------------------------------------+

Select "Yes" if you do want to print the dates on the report.

Select "No" if you do not want the dates printed.

Member City/State

You are asked if you want to print the city and state of the member's address on the report.

+Print Member Address City/State on Report+ | Yes | | No | +-----------------------------------------+

Select "Yes" if you do want to print the member's city/state on the report.

Select "No" if you do not want the city/state printed.

Proceed

You are asked if you want to proceed with creating the report.

+Proceed-+ | Yes | | No | +--------+

Select "Yes" to generate the report.

Select "No" to return to the previous prompt.

Press <ESC> to abort this report procedure.

If "Yes", the report is generated.

107.3 Sample Reports

The following is an example of a summary "Out of Work List" report with members separated and showing alternate contact and paid thru date information:

06-Sep-2010 United Brotherhood of Carpenters and Joiners of America Page 1 Eligible for Referral - Affiliate ID UBC01444 Summary Report Skill Codes Reported: All Skill Codes Selected For Report List Code: NOTUC CARP -- North Tucson - Carpenters Out of Work List Nbr Member Name Member ID Called In Referred Dt Phone ----- ---------------------- ------------- ---------- ----------- -------------- 24 Board, Carl L Sr U-1933-0245 08/21/2010 (521) 555-3232 Alternate Contact: CELL: (530) 555-1414, EMAIL: [email protected], FAX: (520) 555-3232, PAGER: 5205551212, PHONE: (520) 555-3240 Status: GOODSTANDG Class: MEMBER PTD : 11/30/2010 Local : 1444 _________________________________________________________________ 25 Dart, James U-4934-2467 09/04/2010 (520) 555-8383 Status: GOODSTANDG Class: MEMBER PTD : 09/30/2010 Local : 1444 _________________________________________________________________ 26 Fields, Norm U-2770-3041 09/04/2010 (760) 555-2210 Status: GOODSTANDG Class: MEMBER PTD : 09/30/2010 Local : 1444 _________________________________________________________________ 27 Coins, Jake R U-3207-6513 09/05/2010 (521) 554-0031 Status: GOODSTANDG Class: MEMBER PTD : 07/31/2010 Local : 1444 _________________________________________________________________ 28 Stone, Jack D U-7273-1598 09/05/2010 (520) 555-7676 Status: GOODSTANDG Class: MEMBER **TRAVELER** PTD : Local : 2767 _________________________________________________________________ -- Number of Members on List: 5 --

The following is an example of a detail "Eligible for Referral" report with members separated and showing alternate contact and paid thru date information:

06-Sep-2010 United Brotherhood of Carpenters and Joiners of America Page 1 Eligible for Referral - Affiliate ID UBC01444 Detail Report Skill Codes Reported: All Skill Codes Selected For Report List Code: NOTUC CARP -- North Tucson - Carpenters Out of Work List Nbr Member Name Member ID Called In Referred Dt Phone ----- ---------------------- ------------- ---------- ----------- -------------- 24 Board, Carl L Sr U-1933-0245 08/21/2010 (521) 555-3232 Alternate Contact: CELL: (530) 555-1414, EMAIL: [email protected], FAX: (520) 555-3232, PAGER: 5205551212, PHONE: (520) 555-3240 Status: GOODSTANDG Class: MEMBER PTD : 11/30/2010 Local : 1444 Skill Class Date Expires Skill Class Date Expires -------- ---------- ---------- -------- ---------- ---------- 4444-CAR 12/31/2012 4444-DRY 4444-FRM 4444-TRM A2056SK 06/01/2010 B2056SK 06/01/2010 CABINETS DRYWALL FIN EXT FIN INT FORMS FRAME 08/01/2010 HAMMER LCHAMMER LFRAMER NAILER NAILER2 12/31/2010 PLANKS ROOF TRIM EXT TRIM INT _________________________________________________________________ 25 Dart, James U-4934-2467 09/04/2010 (520) 555-8383 Status: GOODSTANDG Class: MEMBER PTD : 09/30/2010 Local : 1444 Skill Class Date Expires Skill Class Date Expires -------- ---------- ---------- -------- ---------- ---------- 18 CABINETS NEVER CITFHAM 06/01/2010 CITFSAW 06/01/2010 DRYWALL NEVER _________________________________________________________________ 26 Fields, Norm U-2770-3041 09/04/2010 (760) 555-2210 Status: GOODSTANDG Class: MEMBER PTD : 09/30/2010 Local : 1444 Skill Class Date Expires Skill Class Date Expires -------- ---------- ---------- -------- ---------- ---------- CABINETS NEVER DRYWALL NEVER _________________________________________________________________ 27 Coins, Jake R U-3207-6513 09/05/2010 (521) 554-0031 Status: GOODSTANDG Class: MEMBER PTD : 07/31/2010 Local : 1444 Skill Class Date Expires Skill Class Date Expires -------- ---------- ---------- -------- ---------- ---------- CABINETS DRYWALL NEVER FIN EXT NEVER HAMMER 12/31/2015 LCHAMMER 10/31/2010 NAILER NEVER TRIM INT 12/31/2010 _________________________________________________________________ 28 Stone, Jack D U-7273-1598 09/05/2010 (520) 555-7676 Status: GOODSTANDG Class: MEMBER **TRAVELER** PTD : Local : 2767 Skill Class Date Expires Skill Class Date Expires -------- ---------- ---------- -------- ---------- ---------- CABINETS CC2056CU CITFHAM DRYWALL TRIM INT _________________________________________________________________ -- Number of Members on List: 5 --

The following is an example of a posting report:

06-Sep-2010 United Brotherhood of Carpenters and Joiners of America Page 1 Eligible for Referral - Affiliate ID UBC01444 Posting Report Skill Codes Reported: All Skill Codes Selected For Report List Code: NOTUC CARP -- North Tucson - Carpenters Out of Work List List Number Member Name / Phone Number Class ------ ---------------------------------- ---------- 24 Board, Carl L Sr MEMBER (521) 555-3232 Alternate Contact: CELL: (530) 555-1414, EMAIL: [email protected], FAX: (520) 555-3232, PAGER: 5205551212, PHONE: (520) 555-3240 Local: 1444 25 Dart, James MEMBER (520) 555-8383 Local: 1444 26 Fields, Norm MEMBER (760) 555-2210 Local: 1444 27 Coins, Jake R MEMBER (521) 554-0031 Local: 1444 28 Stone, Jack D MEMBER (520) 555-7676 Local: 2767 -- Number of Members on List: 5 --

The following is an example of a posting report formatted as a sign-up sheet:

06-Sep-2010 United Brotherhood of Carpenters and Joiners of America Page 1 Eligible for Referral - Affiliate ID UBC01444 Posting Report Skill Codes Reported: All Skill Codes Selected For Report List Code: NOTUC CARP -- North Tucson - Carpenters Out of Work List List Number Member Name / Phone Number Class ------ ---------------------------------- ---------- 24 Board, Carl L Sr MEMBER ___________________________ (521) 555-3232 Alternate Contact: CELL: (530) 555-1414, EMAIL: [email protected], FAX: (520) 555-3232, PAGER: 5205551212, PHONE: (520) 555-3240 Local: 1444 25 Dart, James MEMBER ___________________________ (520) 555-8383 Local: 1444 26 Fields, Norm MEMBER ___________________________ (760) 555-2210 Local: 1444 27 Coins, Jake R MEMBER ___________________________ (521) 554-0031 Local: 1444 28 Stone, Jack D MEMBER ___________________________ (520) 555-7676 Local: 2767 -- Number of Members on List: 5 --

Chapter 108
REFERRAL - Job Referral

The REFERRAL - Job Referral menu option is used by affiliates to refer members to open positions which match their skills.

Members who are listed on out of work lists, and eligible for referral can be contacted about job positions.

This chapter describes how to refer members to available jobs.

108.1 Job Referral Input Screen

After you select the REFERRAL menu option, the job referral input screen is displayed.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Employer : Site ID : Address : Site Phone: Fax: Site Type : Job Start : End: Supervisor: Steward : Skill : Level : Needed: Referred: Open: Member : Phone: Class : Status: Paid Thru: R+Employer Selection Options+ L| Specific Employer |: Result: Refusals: W| All Employers | S|--------------------------|: B| Add a Job Site | | Add a Contractor | +--------------------------+ <ESC>=Exit JOB REFERRAL <F2>=Back <F1>=Help

108.2 Job Referral Prompts and Responses

The following sections explain the prompts displayed for the job referral process.

Note: If you want to allow members in ARRSASSESS status to be referred, you must run the "Referral/Dispatch Info Maint" procedure and set the "allow ARRSASSESS referrals" flag to "Yes".

108.2.1 Employer Selection

You are asked which employer/contractor you want to select for job referral.

+Employer Selection Options+ | Specific Employer | | All Employers | |--------------------------| | Add a Job Site | | Add a Contractor | +--------------------------+

Select "Specific Employer" to display a list of employers/contractors from which you can select a specific employer/contractor.

Select "All Employers" to display a list of employers/contractors and job sites.

Select "Add a Job Site" if you want to add a job site, or change job site information.

Select "Add a Contractor" if you want to add a new contactor, or change contractor information.

Note: If your local/council has a large number of employers/contractors and job sites, you might be asked for an employer name group or for the first letter that the employer name starts with. Here are examples:

+Select Employer Name Group+ | Employers A - L | | Employers M - Z | +--------------------------+

Select one of the items from the menu.

Employers beginning with letter? _ Enter the first letter of the employer name

Enter the first letter of the employer name that you want to process.

Specific Employer

If you selected "Specific Employer" from the Employer Selection Options menu, a list of employers is displayed, and you are asked to select the employer you want to process.

Select one of the employers from the menu.

After you select an employer, a list of job sites for this employer is displayed, and you are asked to select one of the job sites.

+Job Sites for Brooks Construction Co.+ | AM/PM Minimart - Speedway | | Brooks Barn and Garage | | Brooks's House | | Corner Hotel on Main | | Corner Store on Main St. | | Hotel | | North Church Bingo Hall | | Shell Job Site | | Shell Nights Job Site | |-------------------------------------| | Add a Job Site | +-------------------------------------+

Select one of the job sites from the menu.

Select "Add a Job Site" if you want to add a job site, or change job site information.

All Employers

If you selected "All Employers" from the Employer Selection Options menu, a list of employers and job sites is displayed, and you are asked to select the employer/job site you want to process.

+----------------------------Job Sites----------------------------+ | Arizona State Building Inc. Arizona State Court House | | Brooks Construction Co. AM/PM Minimart - Speedway | | Brooks Construction Co. Brooks Barn and Garage | | Brooks Construction Co. Brooks's House | | Brooks Construction Co. North Church Bingo Hall | | Ed Jones & Sons Construction Tucson Ball Park | | Phoenix Wood Corp Stone Canyon Homes | | Skyline Construction Co. Price Club - North Tucson | | Skyline Construction Co. Town Homes/Condos - So. Tucson | | Skyline Construction Co. Of TePrice Club Of Tempe | +-----------------------------------------------------------------+

Select one of the employer/job site items from the menu.

108.2.2 Skills Needed

After an employer/contractor and job site are selected, information about the job site, and a menu of the skills that are needed at the job site, are displayed. For example:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Employer : BROOKS Brooks Construction Co. Site ID : BROOKS BARN Brooks Barn and Garage Address : 2222 E. Speedway Tucson AZ Site Phone: (520) 555-2224 Fax: Site Type : RESIDENTIAL Job Start : 01-May-1999 End: 31-Dec-1999 Supervisor: Dan Brooks Steward : Skill : Level : Needed: Referred: Open: Member : Phone: Class : Status: Paid Thru: R+----Skills Needed-----+ L| CABINETS |lled: Result: Refusals: W| DRYWALL | S| FIN EXT |Time: B| HAMMER | | TRIM EXT,TRIM INT | +----------------------+ <ESC>=Exit JOB REFERRAL <F2>=Back <F1>=Help

Select the skill item that you want to do job referrals for.

Note

A site skill that has multiples requires that the member have all of the skills, not just one or some of the skills. For example, if the site skill is SKILL_A,SKILL_B,SKILL_C, the member must have SKILL_A, SKILL_B and SKILL_C in their list of skill codes in order to be referred from an out of work list.

Skill Levels

The skill levels for the selected needed skill, are displayed, and you are asked to select the position/skill level that you want to fill.

Note: If you refer jobs by skill only (not by member class + skill), you will NOT be prompted for the skill level.

Select one of the skill levels from the menu.

Note: If you are rolling up all apprentice levels into a single APPRENTICE level for job referral processing, the skill levels menu will not show apprentice levels. For example, you would see:

108.2.3 Member Selection

You are asked if you want to select members from out of work lists, or select specific members by name/ID.

+---Member Selection Method----+ | Refer from Work Lists | | Enter Specific Individual | +------------------------------+

Select "Refer from Work Lists" if you want to fill open positions with members who are currently on out of work lists.

Select "Enter Specific Individual" if you want to fill positions with specific members.

Select one of the menu options.

NOTE: Members can only be referred if their current status is either GOODSTANDG or ARREARS.