Union Codes

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

If an employee's home labor distribution includes a union listed on the Union Codes screen, the special code exclusion trumps all other special 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 special codes while working with those employee records.

Example 

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

Tip  

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

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

Add a Union Exclusion

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

  1. Select Add from the Actions sections in the left pane.

    The Union Code search screen appears.

  2. Enter search criteria and click Search.

    Only union codes that are not already excluded appear in the search results.

  3. Select one or more union codes.

  4. Click Assign Selected.

Delete a Union Exclusion

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

  1. Select one or more union code records from the Union Codes screen.

  2. Click Delete Selected.