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

Chapter 134
EMPLOYER - Add Employment Information

The EMPLOYER - Add Employment Information menu option is used by affiliates to add current employment information to their member records, and to set up members that are 100% employer dues remittance.

If you are using the referral/dispatch process, the employer ID is automatically updated when the member is referred and/or accepts a referral.

This option can also be used to update employment information for members who hold current travel cards.

Select the EMPLOYER menu option to enter member employment data. 



            +----------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 describes how to enter a member's employment information.

134.1 Add Employment Information Input Screen

After you select EMPLOYER from the menu, the add employment information input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member       : 
 
Employer     : 
 
 
Employee#    : 
 
Deduct       : 
 
100% Emp Dues: 
 
 
 
 
 
 
 
 
Member name or ID? ____________________________________________________________ 
 
 
<ESC>=Exit                      Add Employer Info            <F2>=Back <F1>=Help

134.2 Prompts and Responses

The following sections describe the prompts displayed when you add employment data for members.

Member Name/Member ID

You are asked for the member name or member ID. 



 Member name or ID? ____________________________________________________________

Enter the member's name or ID.

After a member's name or ID is entered, the member's name, ID and current employment information is displayed in the top portion of the screen.

If the member is not a member of your local, the system displays the following message, and checks to see if the member holds a current traveler card. 



                U-7431-2332 B. Austin is a member of UBC01111. 
              Current Traveler Information Found for this Member.

If a current traveler card is found, the member's name, ID and current employment information is displayed in the top portion of the screen.

The following message is displayed if the member does not have a current traveler card. 



                U-7431-2332 B. Austin is a member of UBC01111. 
             No Current Traveler Information Found for this Member.

Employer

You are asked for the employer or contractor ID or short name. 



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

Enter one or more characters of the employer/contractor ID.

If more than one employer/contractor ID begins with the entered characters, a menu of employers/contractors is displayed. You can then select an employer/contractor 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                 | 
 +----------------------------------------------------------------------------+

If the employer/contractor is not required and you do not want to enter/select an employer/contractor, press [Enter] to skip this prompt, or type in a space and then press [Enter] to clear any default.

Employee/Clock Number

You are asked for the employee number or clock number. 



 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.

Payroll Deduction

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



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

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

Select "No" if no deduction has been authorized.

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. 



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

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

Update Member

You are asked if you want to update the member's record with this employment information. 



   +Update Member's Employment Info+ 
   |  Yes                          | 
   |  No                           | 
   +-------------------------------+

Select "Yes" to update the member's record.

Select "No" to return to the previous prompt.

Press <ESC> to abort this employment update procedure.

If "Yes", the member's record is updated, and you are asked for the next member's name/ID.

Chapter 135
HOLIDAY - Affiliate Holiday Maintenance

The HOLIDAY - Affiliate Holiday Maintenance menu option is used by affiliates to set up their holidays.

Each affiliate can set up their holidays according to their own needs.

The HOLIDAY menu option allows you to add, change, delete and list holidays. 



            +----------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 add, change, and delete affiliate holiday records, and how to get listings of the holidays.

135.1 Holiday Maintenance Input Screen

After HOLIDAY is selected from the menu, the affiliate holiday maintenance screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
 
 
 
 
 
 
 
 +-----------Option------------+ 
 |  Add Affiliate Holiday      | 
 |  Change Affiliate Holiday   | 
 |  Delete Affiliate Holiday   | 
 |  List Affiliate Holidays    | 
 +-----------------------------+ 
 
<ESC>=Exit                   Affiliate Holiday Maint         <F2>=Back <F1>=Help

Affiliate Holiday Maintenance Options

After the affiliate holiday maintenance screen is displayed, you are asked for the maintenance option that you want to perform. 



   +-----------Option------------+ 
   |  Add Affiliate Holiday      | 
   |  Change Affiliate Holiday   | 
   |  Delete Affiliate Holiday   | 
   |  List Affiliate Holidays    | 
   +-----------------------------+

The affiliate holiday maintenance options are:
  Add Affiliate Holiday add affiliate holiday records
  Change Affiliate Holiday change affiliate holiday records
  Delete Affiliate Holiday delete affiliate holiday records
  List Affiliate Holidays get a listing of the affiliate holiday records

Select the appropriate maintenance option.

135.2 Adding Affiliate Holiday Records



   +-----------Option------------+ 
   |  Add Affiliate Holiday      | 
   |  Change Affiliate Holiday   | 
   |  Delete Affiliate Holiday   | 
   |  List Affiliate Holidays    | 
   +-----------------------------+

After you select the "Add Affiliate Holiday" option, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate   : UBC01444 -- Tucson Local 
 
Holiday date: 
 
Description : 
 
 
 
 
 
 
 
 
 
 
ADD: Holiday date (MMDDYYYY)? ________ 
 
 
<ESC>=Exit                   Affiliate Holiday Maint         <F2>=Back <F1>=Help

The following sections describe the prompts displayed when an affiliate holiday record is added.

Affiliate ID

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



 ADD: 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.

The affiliate ID is required. The affiliate must be active, and 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.

Holiday Date

You are asked for the affiliate holiday date. 



 ADD: Holiday date (MMDDYYYY)? ________

Enter the holiday date in MMDDYYYY format.

Holiday Date Description

You are asked for the affiliate holiday date description. 



 ADD: Description? __________________________________________________

Enter the description of this holiday date.

The description can be up to 50 characters in length.

Add Affiliate Holiday

You are asked if you want to add this affiliate holiday record. 



   +ADD Affiliate Holiday+ 
   |  Yes                | 
   |  No                 | 
   +---------------------+

Select "Yes" to add this affiliate holiday record.

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

Press <ESC> to abort this holiday entry.

If "Yes", this affiliate holiday record is added to the holiday file.

135.3 Changing Affiliate Holiday Records



   +-----------Option------------+ 
   |  Add Affiliate Holiday      | 
   |  Change Affiliate Holiday   | 
   |  Delete Affiliate Holiday   | 
   |  List Affiliate Holidays    | 
   +-----------------------------+

After you select the "Change Affiliate Holiday" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local you want to perform holiday changes for.

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

A menu of the affiliate holidays is displayed. For example: 



   +----------------------CHA: Affiliate Holiday-----------------------+ 
   |                                                                   | 
   |  Date        Description                                          | 
   |  ----------  --------------------------------------------------   | 
   |  12/25/1998  Christmas Day Holiday                                | 
   |  07/05/1999  Fourth of July Holiday                               | 
   |  09/06/1999  Labor Day Holiday                                    | 
   |  10/11/1999  Columbus Day Holiday                                 | 
   |  11/25/1999  Thanksgiving Day Holiday                             | 
   |  11/26/1999  Start Christmas Shopping Holiday                     | 
   |  12/24/1999  Christmas Holiday                                    | 
   |  12/31/1999  New Year's Holiday                                   | 
   |  01/03/2000  New Year's Holiday                                   | 
   +-------------------------------------------------------------------+

Select the affiliate holiday item that you want to change.

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



 Affiliate   : UBC01444 -- Tucson Local 
 
 Holiday date: 10/11/1999 
 
 Description : Columbus Day Holiday 
 
 
 
 
 
 
 CHA: Description? Columbus Day Holiday______________________________

You can only change the description.

If you want to change the holiday date, you will need to delete the current holiday record and add a record with the new date.

Change Holiday Record

After you have completed the change, you are asked if you actually want to make the change. 



   +CHANGE Affiliate Holiday+ 
   |  Yes                   | 
   |  No                    | 
   +------------------------+

Select "Yes" to change this affiliate holiday record.

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

Press <ESC> to abort this holiday change.

If "Yes", this affiliate holiday record is changed.

135.4 Deleting Affiliate Holiday Records



   +-----------Option------------+ 
   |  Add Affiliate Holiday      | 
   |  Change Affiliate Holiday   | 
   |  Delete Affiliate Holiday   | 
   |  List Affiliate Holidays    | 
   +-----------------------------+

After you select the "Delete Affiliate Holiday" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local you want to delete holiday records for.

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

A menu of the affiliate holidays is displayed. For example: 



   +----------------------DEL: Affiliate Holiday-----------------------+ 
   |                                                                   | 
   |  Date        Description                                          | 
   |  ----------  --------------------------------------------------   | 
   |  12/25/1998  Christmas Day Holiday                                | 
   |  07/05/1999  Fourth of July Holiday                               | 
   |  09/06/1999  Labor Day Holiday                                    | 
   |  10/11/1999  Columbus Day Holiday                                 | 
   |  11/25/1999  Thanksgiving Day Holiday                             | 
   |  11/26/1999  Start Christmas Shopping Holiday                     | 
   |  12/01/1999  extra day off                                        | 
   |  12/24/1999  Christmas Holiday                                    | 
   |  12/31/1999  New Year's Holiday                                   | 
   |  01/03/2000  New Year's Holiday                                   | 
   +-------------------------------------------------------------------+

Select the affiliate holiday item that you want to delete.

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



 Affiliate   : UBC01444 -- Tucson Local 
 
 Holiday date: 09/06/1999 
 
 Description : Labor Day Holiday

Delete Affiliate Holiday

After the affiliate holiday data is displayed, you are asked if you actually want to delete this record. 



   +DELETE Affiliate Holiday+ 
   |  Yes                   | 
   |  No                    | 
   +------------------------+

Select "Yes" to delete this affiliate holiday record.

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

Press <ESC> to abort this holiday delete procedure.

If "Yes", this affiliate holiday record is deleted.

135.5 Listing Affiliate Holiday Records

You can get a report listing of the affiliate holiday records by selecting the "List Affiliate Holidays" option. 



   +-----------Option------------+ 
   |  Add Affiliate Holiday      | 
   |  Change Affiliate Holiday   | 
   |  Delete Affiliate Holiday   | 
   |  List Affiliate Holidays    | 
   +-----------------------------+

After you select the "List Affiliate Holidays" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local you want to list holiday records for.

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

Select Holidays

You are asked which affiliate holidays you want to get a listing of. 



   +List Holidays in Which Year+ 
   |  all                      | 
   |---------------------------| 
   |  This year                | 
   |  Next year                | 
   +---------------------------+

Select "all" to include all of the affiliate holiday records on the listing.

Select "This year" to include only the holidays in the current year.

Select "Next year" to include only the holidays set up for next year.

Previous Next Contents Index