Setting up Union Codes

You can set up union codes that identify the unions your company is required to report to. Once unions are created, you can assign benefits, pay codes, and deductions.

Step 1: Create a Union Code

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Union Codes.
2. Enter the union code, description, and address information. The Benefits, Hours, and Deductions buttons become enabled.

3. Select Save. 

   Deduction and benefit codes must be set up in the Microsoft Dynamics GP Payroll module.

4. To print the Union Code List report, select File > Print or select the printer button. The report includes a union employee's earned wages, benefits, and deduction amounts for a specified period of time. 

   You must pay employees weekly and use the Microsoft Dynamics GP Payroll module to print Job Cost Union reports. Also, the date used for building checks must be the same as the beginning and ending dates on your payroll transactions.

Step 2: Assign Union Benefits

1. Select the Benefits button in the Union Code Setup window. You can assign the benefits provided by a union to the union codes. Example benefits include 401K and life insurance.
2. Select a benefit category from the Benefit Category drop-down list. This list contains the benefit categories defined in the Union Category Setup window.
3. Select a Benefit Code in the list and then select Insert >>. The benefit code appears in the Union Benefits list.
4. Select Save.
5. To print the Unions Benefits/Deductions List report, select File > Print or select the printer button.

Step 3: Assign Pay Codes

1. Select the Hours button in the Union Code Setup window. You can assign pay codes set up in Microsoft Dynamics GP Payroll to a union pay type for the union code. Example pay codes include hourly and overtime.
2. Select a pay type from the Union Pay Type drop-down list.
3. Select a Pay Code in the list, then select Insert >>. The pay code appears in the Union Codes list.
4. Select Save.
5. To print the Unions Benefits/Deductions List report, select File > Print or select the printer button.

Step 4: Assign Union Deductions

1. Select the Deductions button in the Union Code Setup window. You can assign deductions associated with a union to the union codes.
2. Select a deduction from the Deduction Category drop-down list.
3. Select a Deduction Code in the list and then select Insert >>. The deduction code appears in the Union Deductions list.
4. Select Save.
5. To print the Unions Benefits/Deductions List report, select File > Print or select the printer button.