Create Employee Unions

HR Administration Guide

Version
R2026.1.1
ft:lastEdition
2026-05-13
Create Employee Unions

You can add unions (organizations that represent employees) in HR Admin > Unions.

Role feature access: HR Admin > HR Admin > Unions

Unions screen in HR Admin.

When you open HR Admin > Unions, both active and inactive unions are shown by default. Click Status, select the Active checkbox, and click Apply to view only active unions:

Status drop-down menu with Active selected and cursor over the Apply button.

After adding a union in HR Admin > Unions, you can assign the union to employee records in the Employment > Unions screen of People. See Employment > Unions.

To add a union:

  1. Go to HR Admin > Unions and click Add.
  2. Fill in the fields. See Union Settings.
  3. Click Save.

Union Settings

Union settings
Field Purpose
Name

The name of the union.

Description

The union’s description.

Reference code

Reference codes are used to export data to other applications. These codes must be unique and must not contain special characters.

Status

Indicates whether the union is active or inactive. When unions are inactive, they can’t be added to employees in the Employment > Unions screen in People or to new jobs in Org Setup > Jobs and Job Assignments.

Membership exclusivity

Indicates whether this union requires exclusive membership. Options are:

  • Yes: Membership in this union is exclusive. Employees can’t belong to other active unions while they belong to this union.
  • No: Membership in this union isn’t exclusive. Employees can belong to other active unions while they belong to this union.

See Union Membership Exclusivity Behavior.

Employee membership date

Read-only field that indicates that you must include the date the employee joined the union in the Union membership date field in the Employment > Unions screen of People.

Country

The country in which the union is officially established and operates.

State/Province

The state or province where the union operates.

W-2 retirement plan eligible

(US only) Indicates whether this union qualifies employees for the Retirement Plan indicator in W-2 forms. Shown only when United States of America is selected in the Country drop-down list. Options are:

  • No: This union doesn’t have a retirement plan for employees. This is the default value.
  • Yes: This union has a retirement plan that employees can participate in.

Note: This field doesn’t trigger anything in Dayforce. It’s intended for use by downstream processes or integrations.

Representative name

Representative title/role

Representative email

Representative phone

Details about the union representative. The union representative is usually an external contact who was elected or assigned by the union.