Union Report

Use the Union Report screen to create a report of union report categories applied to deductions, fringe benefits, and add-on pays. You can select up to ten union Fringe and Deduction Reporting Categories screen on the report; however, the sum of categories 8 through 10 is shown in the Other column. The report only includes employees assigned to pay systems to which you have access. You can print or save this report.

The report includes a breakdown of hours worked (the total of regular hours, overtime hours, and double time hours) as well the total of hours compensated, which is calculated as follows:

Hours Compensated = (1 × regular) + (1½ × overtime) + (2 × double time)

Let's say an employee worked 40 regular hours, 6 overtime hours, and 2 double time hours. In this case:

Hours Worked = 40 + 6 + 2 = 48

Hours Compensated = (1 × 40) + (1½ × 6) + (2 × 2) = 53

To open the Union Report screen, click Employees > Reports > Union Report in the All Tasks pane.

You can control the output of the Union Report by entering details in one or more of the following fields on the Options tab:

  • Select Format: If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Company: Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.

  • Report From Date: Enter the start date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula.

  • Report Through Date: Enter the end date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula.

  • Date Type: Select Pay Period End Date to show report data based on the pay period end date. Select Check Date to show data in the report based on the check date.

  • Trade Union: Click to select one or more unions for the report. If no unions are selected, all unions appear in the report.

  • Compensation Package: Click to select one or more compensation packages for the report. If no compensation packages are selected, all compensation packages appear in the report.

  • Pay Class: Click to select one or more pay classes for the report. If no pay classes are selected, all pay classes appear in the report.

  • Union Reporting Category 1: Click to select the first union report category you want to show in the report.

  • Union Reporting Category 2: Click to select the second union report category you want to show in the report.

  • Union Reporting Category 3: Click to select the third union report category you want to show in the report.

  • Union Reporting Category 4: Click to select the fourth union report category you want to show in the report.

  • Union Reporting Category 5: Click to select the fifth union report category you want to show in the report.

  • Union Reporting Category 6: Click to select the sixth union report category you want to show in the report.

  • Union Reporting Category 7: Click to select the seventh union report category you want to show in the report.

  • Union Reporting Category 8: Click to select the eighth union report category you want to show in the report. Categories 8 through 10 are shown combined in the Other column in the report.

  • Union Reporting Category 9: Click to select the ninth union report category you want to show in the report. Categories 8 through 10 are shown combined in the Other column in the report.

  • Union Reporting Category 10: Click to select the tenth union report category you want to show in the report. Categories 8 through 10 are shown combined in the Other column in the report.

  • Include Pending Transactions: Select the checkbox to include both pending and posted transactions in the report. Deselect the checkbox to show only posted transactions in the report.

  • Include Additional Pay in Earnings: Select the checkbox to include additional pays in earnings in the report. Deselect the checkbox to exclude additional pays from the report.

  • Detail Level: Select Employee to show union information by employee. Select Check Date to show union information by check date. Select Pay Period End Date to show union information by pay period end date.

  • Sort By: Select Trade Union then Compensation Package to sort the report by union and then compensation package. Select Compensation Package then Trade Union to sort the report by compensation package and then union. Select Trade Union to sort the report by union.

For information on running the report, see Run and Print Reports.