Union Schedule Replacement Report

Overview

The Union Schedule Replacement report is a format requested by 1199 SEIU. It will include union employees displaying their regular scheduled days as being either worked or unworked. If a regular scheduled day is unworked, the attendance reason or benefit paid will display and the employee who replaced them will show on the far right of the report.

Terminology

For this report an employee is the term we are using for a payroll employee that belongs to the union, and a replacer is any employee or agency staff member that worked instead of an employee for one or more of their regularly scheduled days.

Configuration

There are a number of settings that the software needs in order to correctly identify employees from the replacers, and worked days from unworked ways.

Identifying Employees

• If your software has a company labor level then only the employees in companies that are identified as being part of your payroll will display as employees. This is done in Configuration / Setup / Labor Levels / Company. The setting is named Is In House.

• To identify that an employee is in the union there are 2 options. The first is that their department is marked as Is Union. This is done in in Configuration / Setup / Labor Levels / Department. The second option is at the employee level. If the Union Date is not empty (Employee / Employment / General tab) then they will be considered to be in the union from their union date.

Identifying Regularly Scheduled Days

The employee's schedule pattern is the only source of identifying what days are considered regularly scheduled days. Employees without schedule patterns or with incorrect schedule patterns will create an incorrect report. The employee must also be in an employee status type that allows them to be scheduled (Employee / Status tab).

Identifying Worked Days

The schedules that are used for calculating hours for worked time are identified by the software. These appear with highlighted start and end times in the employee's Schedules tab. However, if soft scheduling is used, an employee can calculate hours without a schedule. We will also look for hours by date and shift that were paid using pay types that you consider represent worked hours. This is done in Configuration / Schedule / Pay Types in the Rates and Payroll tab. In the Union Report ID field, enter an X if you considered this pay type to be worked.

Identifying Unworked Days

The union requires you to identify unworked days using one of the following keys:

V	Vacation Day
H	Holiday
S	Sick Day
P	Personal Day
L	Other Paid Leave
O	Other

Employees do not always have the benefit time available to be paid for an unworked day so the report will use both placeholders and pay types to find the key that the union requires. In Configuration / Schedule / Schedule Status Types in the Misc tab, update the Union Report ID on any schedule status types that you consider falls into one of the above keys. The schedule status types are used in two places in the software. They are used in the planned absences and they are used when giving the employee a placeholder. Not all schedule status types represent an unworked day. For example, you may have an Available schedule status type that should have the Union Report ID left empty.

If using soft scheduling, there is no guarantee that the employee that did not work had their schedule removed and a placeholder added in lieu of the schedule. They were however paid for the day off with other hours. You can also identify unworked days in Configuration / Schedule / Pay Types in the Rates and Payroll tab. In the Union Report ID field, enter one of the above keys if you considered this pay type to be used for an unworked day.