Change Checkoff Type Y/N

After you have completed the changes to the checkoff type record, you are asked if you actually want to make the changes.

+CHANGE Checkoff Type+ | Yes | | No | +--------------------+

Select "Yes" to change this checkoff type record.

Select "No" to go back to the previous prompt.

Press <ESC> to abort this checkoff record change.

If "Yes", this checkoff type record is changed, and you can continue changing other records.

123.2.3 Deleting Checkoff Type Records

+---------Option----------+ | Add Checkoff Type | | Change Checkoff Type | | Delete Checkoff Type | | List Checkoff Types | +-------------------------+

The following sections describe the prompts displayed when a checkoff type record is deleted.

Affiliate ID

You are asked for the affiliate ID. Usually, this is the council affiliate ID, because the council often sets up the checkoff type records.

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

DEL: Affiliate ID? UBC04003

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.

Select Checkoff Type Record to Delete

A menu of the checkoff type records is displayed. For example:

+------------------------------DEL: Checkoff Type------------------------------+ | | | Percent Dollars Hrs Flat Amt Amt | | Description Gross Cap Cap Amount /Hr /$1 | | ---------------------------- ------- ---------- --- ---------- ----- ---- | | Use amount per gross dollar 0.0000 2,500.00 0 0.00 0.00 0.07 | | Use flat amount as assessmen 0.0000 0.00 0 165.00 0.00 0.00 | | Assess by amount per hour 0.0000 0.00 160 0.00 1.85 0.00 | | Percent of gross 1.7500 2,500.00 0 0.00 0.00 0.00 | +------------------------------------------------------------------------------+

You are asked to select the checkoff type item you want to delete.

Select one of the checkoff items from the menu.

After you make your selection, the data for that checkoff type is displayed. For example:

Affiliate ID : UBC04003 -- Arizona State District Council Checkoff ID : DOLLAR AMT Description : Use amount per gross dollar % of Gross : Dollars Cap : 2,500.00 Hours Cap : Flat Amt/Remit: Amt Per Hour : Amt Per Dollar: 0.07

Delete Checkoff Type Y/N

You are asked if you actually want to delete this checkoff record.

+DELETE Checkoff Type+ | Yes | | No | +--------------------+

Select "Yes" to delete this checkoff type record.

Select "No" if you do NOT want to delete this record.

Press <ESC> to abort this checkoff record delete.

If "Yes", this checkoff type record is deleted, and you can continue deleting other records.

123.2.4 Listing Checkoff Type Records

+---------Option----------+ | Add Checkoff Type | | Change Checkoff Type | | Delete Checkoff Type | | List Checkoff Types | +-------------------------+

The following sections describe the prompts displayed when checkoff type records are listed.

Affiliate ID

You are asked for the affiliate ID. Usually, this is the council affiliate ID, because the council often sets up the checkoff type records.

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

LIS: Affiliate ID? UBC04003

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.

Proceed

You are asked if you want to proceed with creating the checkoff type listing.

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

Select "Yes" to generate the listing.

Select "No" if you do NOT want to create the listing.

Press <ESC> to abort this listing procedure.

If "Yes", the checkoff type listing is generated.

Listing Example

The following is an example of a checkoff type list.

18-Mar-1998 United Brotherhood of Carpenters and Joiners of America Page 1 Checkoff Types UBC04003 -- Arizona State District Council Type ID Description % Gross Dollar Cap Hr Cap Flat Amt Amt/Hr Amt/$ ---------- ------------------------------ ------- ---------- ------ ---------- ------ ----- DOLLAR AMT Use amount per gross dollar 0.0000 2,500.00 0 0.00 0.00 0.07 FLAT AMT Use flat amount as assessment 0.0000 0.00 0 165.00 0.00 0.00 HOUR AMT Assess by amount per hour 0.0000 0.00 160 0.00 1.85 0.00 PERCENT Percent of gross 1.7500 2,500.00 0 0.00 0.00 0.00

Members on out of work lists, must call in every XXX days (i.e. 30 days) to remain eligible for job referrals.

The REFDISPATCHMN menu option is used by the affiliates to set up the cycle/number of days that members on "out of work" lists need to call in to remain eligible for job referrals, and what action to take if members do not call in.

When a member is contacted regarding an available job, the member can refuse the job. A member can refuse jobs XXX number of times.

The REFDISPATCHMN option is used to set up the number of job referral refusals that members are allowed, and what action should be taken after maximum refusals.

The REFDISPATCHMN option is used to set up the number of days a member must be on a job before it is considered to be a permanent job. The days can be consecutive or cumulative. You can also allow the number of temp days worked to be changed.

The REFDISPATCHMN option is used to set up the work skills selection method the affiliate wants to use when putting members on out of work lists. The member's work skills can be the same for all lists they are on, or different work skills can be selected for different out of work lists.

The REFDISPATCHMN option is used to set the flag that controls whether the affiliate drops inactive status members from out of work lists or not.

The REFDISPATCHMN option is used to set the flag that controls whether the affiliate refers jobs by skill code only or by skill code and member class.

The REFDISPATCHMN option is used to set the flag that controls whether there is a steward skill restriction (i.e. skill lag of 30 days before the skill can be used).

The REFDISPATCHMN option is used to set the flag that controls whether weekend days are counted as work days.

+----------Setup & Maintenance Functions-----------+ | AFFMAINT Affiliate Maintenance | | SELCTRCPT Receipt Format Selection | | DUESMAINT Dues Code Maintenance | | FINMAINT Finance Code Maintenance | | STSUPDATE Maintain Status Update Flag | | CHECKOFFMAINT Checkoff Type Maintenance | | REFDISPATCHMN Referral/Dispatch Info Maint | | DROPUNABLE Drop Unable-to-Reach Setup | | APPRENLVL Apprentice Levels Maintenance | | APPRENTREFER Apprentice Referral Info Maint | | CUSTOMSKILL Custom Skill Type Maintenance | | SKILLMAINT Skill Code Maintenance | | WORKLISTMAINT Work List Code Maintenance | | AFFLETTERMN Affiliate Letter Maintenance | | AFFBRANCHMN Affiliate Branch Maintenance | | MBRBRANCH Assign Members to Branch | | EMPLOYER Add Employment Information | | HOLIDAY Affiliate Holiday Maintenance | | DATAREVIEW Mass Data Review and Update | | MASSAC Mass Area Code Change | | MASSDC Mass Change Member Dues Code | | MASSCRAFT Mass Change Member Craft | | AFFDFLTS Defaults Maintenance | | CRAFTMAINT Affiliate Crafts Maintenance | | PRINTER Set Up PC Printer Definitions | +--------------------------------------------------+

This chapter explains how to enter/update call in days, job refusal, work days, out of work list work skills selection and other information.

124.1 Referral/Dispatch Information Maintenance Input Screen and Prompts

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Affiliate : Call In Beg Month : First Call In Date : Last Call In Date: Call In Days : Specific Day of Week: Call In Action : Maximum Refusals : Block Refusal Calls: Max Refusals Action : Drop by days/referrals: Days until Permanent: Number of Referrals: Temp Days Type : Accum Days Within : Reinstate adds work day : Allow Temp Days Reset: Weekend Work Days : Skills on Work Lists : Refer by Skill Only: Address on Dispatch Form : Steward Skill Restriction: Delay Steward Hold Call Charges: Affiliate ID? ________ <ESC>=Exit Referral/Dispatch Info Maint <F2>=Back <F1>=Help

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. The affiliate ID is required. The affiliate must be active, and exist in the affiliate file.

You can enter the affiliate number or enter the entire affiliate ID. After the affiliate ID is entered, the affiliate name is displayed.

Call In Beginning of Month Only

A local may require that their members only call in at the beginning of the month to get on out of work lists. For example, members can only call in during the first three business days of the month.

You are asked if your members can only call in at the beginning of the month.

+Call In Beginning of Month Only+ | Yes | | No | +-------------------------------+

Select "Yes" if your members can only call in during the first XXX number of days in the month.

Select "No" if you have other call in requirements.

If "Yes", you will be asked for the days the members can call in.

Last Call In Day of the Month

If you answered "Yes" at the "Call In Beginning of Month Only" prompt, members can only call in during the first part of the month starting with the first business day and ending with the XXX business day.

You are asked for the last business day of the month that the members can call in. For example, you would enter "3" if members can only call in during the first 3 business days of the month.

Last Call In Date? __

Enter a number from 1 to 31.

Call In Days

Members on out of work lists, must call in every XXX days (i.e. 30 days) to remain eligible for job referrals.

You are asked for the number of call in days.

Note: If you are going to specify the day of the week (Monday, Tuesday, etc.) that members on out of work lists must call in or check in, the call in days must be a multiple of "7".

Call In days? ___

Enter the number of days that members on out of work lists, must call in to remain eligible for job referrals.

Call In/Check In Day of Week

You are asked for the day of the week that members on out of work lists must call in/check in.

Note: If you specify a call in/check in day, the number of call in days must be a multiple of "7".

+----Check In Day----+ | No Specific Day | |--------------------| | Monday | | Tuesday | | Wednesday | | Thursday | | Friday | +--------------------+ Select Day of Week Members Must Check In for Referral

Select "No Specific Day" if you do NOT want to specify a call in/check in day.

Select one of the days from the menu.

Call In Action

Members on out of work lists, must call in every XXX days to remain eligible for job referrals.

You are asked what action to take if a member does NOT call in during the call in number of days.

+-Past Call In Days Action--+ | Drop from List | | Move to Bottom of List | | No Action | +---------------------------+

Select one of the action options from the menu.

Job Referral Refusals

Members can refuse referred jobs XXX number of times before some action is taken. You are asked for the maximum number of job refusals allowed.

Maximum refusals? 0_ Enter 0 for unlimited refusals or up to 99

Enter the number of times that members can refuse job referrals before some action is taken.

You can enter any number from 0 to 99.

Enter 0 if there is no limit on the number of refusals.

Block Refusal Calls

You are asked if you want to block same day job referral calls if the member has refused a job on that day.

Block Same Day Referrals If Member Refuses Job On That Day? +--------+ | Yes | | No | +--------+

Select "Yes" if you want to block same day job referral calls if the member has refused a job that day.

Select "No" if you do NOT want to block referral calls if the member has refused a job that day.

Maximum Refusals Action

After the member has refused referred jobs the maximum number of times, some action can be taken.

The job refusal action options are displayed, and you are asked to select the action you want to take after maximum job refusals.

+--Maximum Refusals Action--+ | Drop from List | | Move to Bottom of List | | No Action | +---------------------------+

Select one of the action options from the menu.

Drop Members Based On Days/Referrals

You are asked how you want to automatically drop referred members from out of work lists. You can drop members based on number of temp days worked, or based on the number of referrals.

If you select "Number of temp days worked", you will be asked for the number of days until permanent.

If you select "Number of referrals", you will be asked for the number of referrals.

+Auto drop referred members from lists based on+ | Number of temp days worked | | Number of referrals | +----------------------------------------------+

Select one of the options from the menu.

Number of Referrals

You are asked how you want to automatically drop referred members from out of work lists. You can drop members based on number of temp days worked, or based on the number of referrals.

If you selected "Number of referrals", you are asked for the number of referrals.

Drop member from lists after how many referrals? 3__ Enter from 1 to 999 referrals

Enter the number of referrals a member can have before they will be dropped from out of work lists.

Enter a number from 1 to 999.

Permanent Days

Members can accept or be referred to temporary or permanent jobs, and work XXX number of days.

You are asked for the number of days until a referral/assignment is considered to be permanent.

Days until permanent? __ Enter from 1 to 99 days

Enter a number from 1 to 99. This is the number of days that must be worked to consider the job a permanent job.

Temporary Days Type

You are asked if you want to use consecutive or cumulative days when counting work days.

If you select cumulative, you will be asked for the time period (number of days) the member has to accumulate the working days in before the accumulation starts over.

+-Temp Days Type-+ | Consecutive | | Cumulative | +----------------+

Select one of the types from the menu.

Accumulate Work Days Within

If you select cumulative, you are asked for the number of days the member has to accumulate the working days in before the accumulation starts over.

Within how many days to accumulate the working days? 0__

Enter the number of days in the accumulation period.

Add Work Day for Reinstated Member

If you select cumulative, you are asked if you want to add a work day for the day that the member is reinstated to an out of work list.

+Add Day Upon Reinstate+ | Yes | | No | +----------------------+ Add a work day for the day member reinstates to out of work?

Select "Yes" if you do want to add a day when a member is reinstated.

Select "No" if you do not want to add a day for reinstatements.

Temp Days

You are asked if the temp days can be changed when a member's list number on an out of work list is changed.

+Allow Temp Days Reset+ | Yes | | No | +---------------------+ Can temp days be modified when changing members' out-of-work list number?

Select "Yes" if the temp days CAN be changed.

Select "No" if you do NOT want to allow the temp days to be changed.

If "Yes", when you run the "Change Work List Sequence" procedure to change a member's out of work list number, you will be asked for the temp days.

Weekend Work Days

You are asked if weekend days are to be counted as work days.

+Weekends Counted as Work Days+ | Yes | | No | +-----------------------------+ Are weekend days counted as work days?

Select "Yes" if weekend days are to be counted as work days.

Select "No" if weekends are not to be counted.

If "Yes", Saturday and Sunday will be treated the same as week days.

Work List Skills

Members can be put on one or more out of work lists. If a member is on two or more work lists, you can use the same skill codes on all the lists they are on, or you can select skill codes for each out of work list.

You are asked which work skills selection method you want to use.

+--------Skills to Use on Work Lists---------+ | Use all member skills on all work lists | | Select skills for each work list | +--------------------------------------------+

Select "Use all member skills on all work lists" if you want to use the same work skills on each out of work list that a member is on.

Select "Select skills for each work list" if you want to specify specific work skills for each out of work list a member is on.