• 06 Dec 2024

Prebuilt HCM Report for Union Dues: Auditing and Managing Employee Deductions

What Are Union Dues?

Union dues are payments made by employees to a union, typically deducted from their paychecks to support the union’s operations. These dues can vary depending on the employee's union status, job role, or other factors. Regular monitoring and auditing of union dues is essential to ensure payroll accuracy and compliance with union agreements.

HCM Report to view Union Dues
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DataTerrain's HCM report helps manage and audit union dues, ensuring accurate employee deductions.

DataTerrain’s Prebuilt HCM Report for Union Dues

DataTerrain’s Prebuilt HCM Report for Union Dues is specifically designed to help HR and payroll teams track and manage union dues across various employee categories. This report is available in three distinct extracts, each serving different payroll auditing needs:

1. New Union Dues Authorization Report

This report identifies employees who have recently authorized new union dues deductions. The output includes:

  • Deduction Code
  • Deduction Amount
  • Employee Hire Date
  • Effective Date of Deduction

This helps payroll teams stay updated with new union deduction authorizations and ensures that all employees are contributing the correct amounts.

2. Union Dues for Promoted Employees

This extract identifies employees who have received union-type deductions and have been promoted to managerial roles during the specified period. The report lists employees with:

  • Promotion Action Type
  • Union Dues Deduction Details

HR and payroll teams must ensure that the correct union dues are applied to employees after a promotion.

3. Union Initiation Fees Report

This report focuses on employees who have union initiation fees in the current pay period. These fees are often required when an employee first joins a union. The report identifies:

  • Employees with Initiation Fees
  • The Specific Fees Applied

This report helps ensure that initiation fees are applied correctly and deducted as required.

Report Parameters for Accurate Union Dues Tracking

To generate the union dues reports, you will need to set the following parameters:

  • Pay Period Begin Date: The start date of the pay period for which the report is run.
  • Pay Period End Date: The end date of the pay period.
  • Employee ID: Specific employee IDs to filter the report.
  • Payroll Name: Identify the payroll group, if applicable.

These parameters ensure that the union dues compliance data retrieved is accurate and relevant for the specified timeframe.

Output and Report Formats for Union Dues

The Prebuilt HCM Report for Union Dues provides comprehensive data that can be used for auditing and compliance checks. The output includes:

  • Employee Number
  • Employee Name
  • Union Deduction Details
  • Effective Dates of Deduction

The report is available in Excel, PDF, or CSV formats, allowing flexibility in how the data is accessed and processed.

Scheduling Reports for Regular Union Dues Audits

HR and payroll teams can schedule the report to be generated on a weekly or bi-weekly basis. This allows for regular payroll deduction audits to ensure that union dues are correctly deducted and that employee status changes, such as promotions, are accurately reflected in payroll.

Data Security and Compliance in Union Dues Audits

DataTerrain recognizes the importance of handling payroll data with care. Our Prebuilt HCM Report for Union Dues complies with data protection regulations such as GDPR and CCPA. We ensure that all data used in the report is processed securely, maintaining the privacy of employee information while ensuring union dues compliance.

Practical Benefits of Using the Union Dues Report

The Prebuilt HCM Report for Union Dues simplifies the process of managing and auditing union dues. By regularly auditing union dues, payroll teams can prevent errors, avoid compliance issues, and ensure that all employees contribute the correct amount to their union.

These reports help identify discrepancies, such as missing union dues or incorrect deduction amounts. This ensures that any payroll errors are caught before they impact employees or the organization.

Ensuring Payroll Accuracy with DataTerrain

DataTerrain’s Prebuilt HCM Report for Union Dues is a valuable tool for managing union dues and ensuring payroll compliance. By regularly running these reports, HR and payroll teams can maintain accurate records of employee deductions, avoid costly errors, and ensure that all deductions are correctly applied.

For more information or to request a demonstration, contact DataTerrain today!