Union Codes

The Union Codes button opens a screen that lists any unions that are excluded from the pay code you are viewing. Employees in the excluded unions do not have access to the pay code.

If an employee's home labor distribution includes a union listed on the Union Codes screen, the pay code exclusion trumps all other pay code data access associated with an employee's assigned roles. Anyone creating or editing transactions for employees with exclusions will also not be able to access the excluded pay codes while working with those employee records.

Example

If an employee's roles grant them access to all pay codes, but a PTO pay code is excluded from their union, the employee is not able to select the pay code at input devices or screens that provide a list of pay codes. If a device allows the employee to enter the excluded pay code, the posting process generates an error on the employee's time card screen.

Tip

You can also control a union's access to pay codes from the Union Code configuration screen. The Pay Code screen you are viewing and the Union Code configuration screen accomplish the same goal, but with a different focus. From the Pay Code screen, you are excluding unions from a specified pay code. From the Union Code screen, you are excluding pay codes from a specified union. For more information, see Union Code > Pay Codes.

To work with union exclusions, you need to have the Pay Code Union Codes authorization policy assigned to one of your authorization roles, or have the TA Administrator or SS Administrator role (or an equivalent replicated role).

Add a union exclusion

To add a union exclusion to a pay code, complete the following steps.

Select Add from the Actions sections in the left pane.

The Union Code search screen appears.
Enter search criteria and click Search.

Only union codes that are not already excluded appear in the search results.
Select one or more union codes.
Click Assign Selected.

Delete a union exclusion

To delete a union exclusion from a pay code, complete the following steps.

Select one or more union code records from the Union Codes screen.
Click Delete Selected.