You can add unions (organizations that represent employees) in HR Admin > Unions.
Role feature access: HR Admin > HR Admin > Unions
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:
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:
- Go to HR Admin > Unions and click Add.
- Fill in the fields. See Union Settings.
- Click Save.
| 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:
|
| 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:
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. |