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

108.2.4 Selecting Members from Out of Work Lists

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

A menu of the out of work lists is displayed, and you are asked to select a list that you want to refer members from.

Select one of the out of work lists from the menu.

If no members are available from the out of work list you select, the following message is displayed:

No members are eligible for this position

The skill levels are again displayed, and you can continue with selections.

When an available member is found on a selected work list, information about the member is 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 +---------------Call Result----------------+ Site Phone: (520) 555-2224 Fax: | accepted job/referral | Site Type : RESIDENTIAL | bypassed -- immediate dispatch | Job Start : 01-May-1999 End: 31-| bypassed -- overtime job | | bypassed -- safety issue | Supervisor: Dan Brooks | bypassed on out of work list/referral | Steward : | member currently working | | member refused referral/job | Skill : CABINETS | phone busy | | referred -- requested by contractor | | referred member to job | | unable to reach member | Level : Journeyman | display alternate contact info | +------------------------------------------+ Member : Lester Day Sr Phone: (520) 555-2672 Class : MEMBER Status: GOODSTANDG Paid Thru: 31-May-1999 Requested : List Num : 12 Last Called: 25-Jun-1999 Result: PHONEBUSY Refusals: 0 Wage code : Start date: Time: Bus Agent : <ESC>=Exit JOB REFERRAL <F2>=Back <F1>=Help

Alternate Contact Information

You can select the "display alternate contact info" item on the "Call Result" menu, to display additional telephone numbers and/or alternate contact information that has been set up for the member.

The following is an example of what information might be displayed when the "display alternate contact info" is selected:

+------------------------------------------------------------------------------+ |Order Type Alternate Contact Information | | 1 Cell Phone 520-999-7781 | | 2 Pager 520-888-1212 | | 3 Phone 520-555-5800 brother Glenn Cove | | 3 Phone 520-555-5900 sister Sandy Cove | | 4 Email [email protected] | | 5 Fax 520-555-7782 | +------------------------------------------------------------------------------+ Press the RETURN key to continue

After you review the alternate contact information, press [Enter] to re-display the "Call Result" menu.

Note: The "display alternate contact info" item is not shown on the "Call Result" menu, if the member has NO existing alternate contact information.

108.2.5 Selecting Members Directly


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

If you elect to enter specific individuals for job referrals, you are asked for the member name or ID.

Member name or ID? ____________________________________________________________

Enter the member's name or ID.

If the member is on an out of work list and is eligible for referral, the member data is displayed, and you are asked if this member was requested by this contractor.

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 : CABINETS Level : Journeyman Needed: 3 Referred: 0 Open: 3 Member : Lester Day Sr Phone: (520) 555-2672 Class : MEMBER Status: GOODSTANDG Paid Thru: 31-May-1999 Requested : List Num : Last Called: Result: Refusals: Wage code : S+Member requested by Brooks Construction Co.+ B| Yes | | No | +-------------------------------------------+ <ESC>=Exit JOB REFERRAL <F2>=Back <F1>=Help

If the member is on more than one out of work list, you are asked which list to use.

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 : CABINETS Level : Journeyman Needed: 3 Referred: 0 Open: 3 Member : Lester Day Sr Phone: (520) 555-2672 Class : MEMBER Status: GOODSTANDG Paid Thru: 31-May-1999 Requested : Yes List Num : Last Called: Result: Refusals: Wage code : S+--------------Member's Work Lists--------------+ B| North Tucson - Carpenters Out of Work List | | North Tucson - Open Out of Work List | +-----------------------------------------------+ <ESC>=Exit JOB REFERRAL <F2>=Back <F1>=Help

Select the appropriate out of work list from the menu.

108.2.6 Member Contact/Call Result

At this point, the member can be contacted and informed that a job is available. If the member is contacted, or not, the result of the call can be entered.

A menu of call results is displayed, and you are asked to select the appropriate call result item.

If the call result is:

member currently working

you are asked for the date the member started working.

Working start date? 05051999

The default start date is today.

Press [Enter] to accept the default date, or enter the working start date in MMDDYYYY format.

The start date must be today or prior to today.

If the call result is any one of the following:

bypassed---immediate dispatch
bypassed---overtime job
bypassed---safety issue
bypassed on out of work list/referral
member currently working
member refused referral/job
phone busy
unable to reach member

you are asked if you want to update the member's out of work information.

+Update This Member+ | Yes | | No | +------------------+

Select "Yes" to update the member job referral information with the contact results.

Select "No" to return to the previous prompt.

If "Yes", the out of work list data for this member is updated with the call date and result information.

If the member refuses the referral/job, the refusal is recorded in the work history file.

108.2.7 Job Accepted or Referred

If the call result is one of the following:

accepted job/referral
referred---requested by contractor
referred member to job

you are asked for the following information about the job.

Wage Code

If the affiliate uses wage codes, you are asked if you want to enter a wage code or display a menu of the current wage codes.

Wage Code? wage code menu Enter partial or whole code or enter "wage code menu" for a menu of codes

Enter part of a wage code to get a menu of the wage codes that begin with the entered characters. You can then select one of the wage codes from the menu.

Enter a complete wage code to assign that wage code.

Press [Enter] to accept the default of "wage code menu" or enter the words "wage code menu" to display a menu of the current wage codes. You can then select a wage code from the menu.

The following is an example of a wage code menu.

If a wage code is entered or selected, it is displayed on the screen. For example:

Member : Lester Day Sr Phone: (520) 555-2672 Class : MEMBER Status: GOODSTANDG Paid Thru: 31-May-1999 Requested : Yes List Num : 10 Last Called: 25-Jun-1999 Result: ACCEPTED Refusals: 0 Wage code : Carpenter wage rate 4 Start date: Time: Bus Agent :

Start Date

You are asked for the job start date. The start date is required. The date can be yesterday (or Friday if today is Monday), today or a future date.

Start date? ________

The default start date is tomorrow or the next work day (i.e. Monday if this is Friday).

Press [Enter] to accept the default start date if it is correct.

Enter the job start date in MMDDYYYY format.

Business Agent

You are asked for the name of the business agent who contacted or referred the member.

Business agent? ______________________________

Enter the name of the business agent.

Update Member

You are asked if you want to update the member's out of work data with the job acceptance/referral information.

+Update This Member+ | Yes | | No | +------------------+

Select "Yes" to proceed with this job acceptance/referral posting.

Select "No" to abort this action.

108.2.8 Dispatch Form

If a member accepts a job or is referred to a job, a dispatch form can be created.

You are asked if you want to create a dispatch form, and what you want to do with it.

Select "PRINT" to create and print a dispatch form. If this option is selected, you are asked to confirm that you want to print the dispatch form.

Select "E-MAIL" to create and email the dispatch form. If this option is selected, you will be asked for an email address. The email address can be up to 50 characters in length. You are then asked to confirm that you want to email the dispatch form to the entered email address.

Select "NONE" if you do NOT want a dispatch form. If this option is selected, you are asked to confirm that you do not want any output.

The dispatch forms can be printed or emailed after the job referrals are completed.

The following is an example of a dispatch form.

United Brotherhood of Carpenters and Joiners of America Referral/Dispatch Notice Tucson Local Issuing Affiliate - 1444 Local Nbr : UBC01444 Referred : November 10, 1999 00:36 AM From List : North Tucson - Carpenters Out of Work List Bus. Agent : Sammy Jones MEMBER INFORMATION PAYROLL INFORMATION Member ID : U-2201-6851 Desc: Carpenter wage rate 1 Name : John Beaver Total Hourly: 15.00 Address : 3456 E. Pima Breakdown : Tucson, AZ 85723 Carpenter item 1 10.00 Phone : (520) 555-0201 Carpenter item 2 5.00 Class : Member - Regular Skill : Finisher - exterior JOB INFORMATION Employer ID: JOHNSON Employer : Donald R. Johnson Construction Phone : (520) 555-2883 Job ID : HORSE BARN Job Name : Don's Horse Barn Job Site : 8000 W. 34th Tucson, AZ 85708 Sup/Foreman: Don Johnson Steward : Site Phone : (520) 555-8008 Site Fax : (520) 555-8009 Site Email : Start Date : November 9, 1999 Time: 07:30 AM Who Called : Sam Johnson for Don Johnson Requested : Member requested by Donald R. Johnson Construction Other Info : Contact Sam Johnson at the job site Or contact Don Johnson at the job site Call Sam or Don Johnson if you have questions

108.2.9 Continuation Options

After you process the job acceptance/referral for the member, you are asked what you want to do next.

Select "Continue with this skill level" if you want to refer more members in this skill level (i.e. want more journeyman).

Select "Next skill level" if you want to refer members from another skill level (i.e. done with apprentice level 1, go to apprentice level 2).

Select "Next skill" to select another site skill to refer members for.

Select "Next site" to select another site from the job sites menu.

Select "Exit" if you are finished with job referrals.

Chapter 109
DLYREFERRAL - Referral Reporting

The DLYREFERRAL - Referral Reporting menu option is used by affiliates to review the referral activity for the day. You can also get a report of members who will be dropped from out of work lists due to the number of refusals, or because they accepted or were referred to a job and they are no longer temporary.

Several different reports can be created with this menu option. The reports are:

All Current Referral List
Referral Calls
Referred Report
Dropping from List Today
Referred - Posting Report
Automated Benefits Drops
Refused Referral Report

Select DLYREFERRAL to create referral reports.

This chapter explains how to create the daily referral reports.

109.1 Referral Reporting Input Screen

After DLYREFERRAL is selected from the menu, the referral reporting input screen is displayed.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate ID : UBC01444 -- Tucson Local Branch ID : NOTUCSON -- North Tucson Work List : Option : Begin date : End date: Call Results : Dropped Reasons : Contractor/Employer: Job Site : Print option : Sort by : Output Option : +-------------------Select Work List Code-------------------+ I| all | |-----------------------------------------------------------| | NOTUC CARP North Tucson - Carpenters Out of Work List | | NOTUC OPEN North Tucson - Open Out of Work List | +-----------------------------------------------------------+ <ESC>=Exit Referral Reporting <F2>=Back <F1>=Help

109.2 Prompts and Responses

The following sections describe the prompts displayed when you create the referral reports.

Affiliate ID

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

Affiliate ID? ________

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

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.

Select Out of Work List

You are asked for the out of work lists that you want to report on.

+-------------------Select Work List Code-------------------+ | all | |-----------------------------------------------------------| | NOTUC CARP North Tucson - Carpenters Out of Work List | | NOTUC OPEN North Tucson - Open Out of Work List | +-----------------------------------------------------------+

Select "all" to include all of the out of work lists on the report.

Select one or more of the out of work lists from the menu.

Your selections are displayed in the top part of the screen.

Contents

Index

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