Union Benefit/Deduction Entry

This Distribution Entry screen displays if Distribution Code U was selected on the Distribution Master Selection screen.

Union Benefit/Deduction Entry screen

Description

Enter a Description for this Union Benefit/Deduction.

Account Numbers

Liability

Enter the Liability (credit) G/L Account Numbers to which this deduction should be posted, or click the prompt to select from a list. This account must have its Application Code set to General Ledger.

Expense

Enter the Expense (debit) G/L Account numbers to which this deduction should be posted, or click the prompt to select from a list. This account must have its Application Code set to General Ledger.

Condition of Employment Deduction

These are deductions imposed by an employer as a condition of employment. An example might be Union dues, if membership in a Union was mandatory.

Select this option if deductions are imposed that constitute conditions of employment.

Health Insurance Deduction

Select this option if deductions are taken for the purpose of Health Insurance.

Other Exempt Withholding Codes

In addition to the statutory exemptions listed below, other exemptions can be specified that would not be subject to the basis upon which a garnishment should be applied.

Other 1/Other 2

Select these options if deductions are imposed that should not be subject to the basis upon which a garnishment should be applied.

Exempt Withholding Tax Codes

The Benefit Master includes a Taxable option whose setting determines the benefits exempt status. When a benefit records Taxable option is selected in the Benefit Master, the exempt status of that benefit will be determined by the selections made in this section. It is not necessary to complete this section if the Taxable option for this benefit has not been selected on its Benefit Master record.

Click the prompts for the following Deductions to determine their exempt status by making a selection from the drop-down list.

When the options Varies by State or Varies by Local are selected, clicking OK will display screens where you can select exempt States or Locals. The State Exempt Selection screen, and the Local Exempt Selection screen.

Railroad Employee Withholding

The following options are used to process railroad employee withholding for Railroad Tier 1, Tier 2 and Unemployment Insurance tax. The Employee Master must first be used to designate that an Employee will be subject to these tax categories.

• RR T1 FICA SS

• RR T1 FICA MC

• RR T2 Pension

• UI

Accounts Payable

Vendor Number

Enter a valid Vendor Number or click the prompt to select from a list. If the Vendor Master record is in a different Company/Division than the Distribution record, make the Company/Division selections (below) prior to selecting this Vendor Number.

The lookup table available from the Vendor Location prompt also lists the Vendor Number associated with each location, so both the Vendor Number and Vendor Location selections can be made using that prompt.

Vendor Location

A Vendor Location is a remittal address, for Vendor payables, that is set up in the Vendor Master file.

Enter a current Vendor Location, or click the prompt to select from a list. The Vendor Number associated with this selection will auto-fill the Vendor Number field.

If the Vendor Master record is in a different Company/Division than the Distribution record, make the Company/Division selections (below) prior to selecting the Vendor Number and Vendor Location.

Company/Division Number

Accept the Company/Division used at login or, if the Vendor Master record is in a different Company/Division, click the Division Number prompt to make new selections from a list. The Company/Division Numbers are used for Inter-company transactions at the detail level.

The Vendor and Company/Division entries will allow a deduction, or benefit, to automatically build an open Accounts Payable transaction.

The following processing occurs during Payroll Update

1. These transactions will update the Accounts Payable batch file with a batch number of 88888.

2. The Liability Account will be used to post the tax liability during Payroll Update. When the batch entries are updated in Accounts Payable, a debit entry will be posted to this account and a credit entry will be posted to the Accounts Payable control account.

3. All of the transactions will be summarized according to Vendor Number/G/L Account Numbers to create one invoice per Vendor.

Note: The invoices will be created during Payroll Update if the Vendor Number is currently set up and is non-zero. The Vendor Number cannot be added to the Vendor Master during this procedure.

Banked Hours

This Banked Hours limit is specified by the Union. If applicable, enter the number of banked hours necessary per month for a benefit. Employees accumulate, or bank, hours for each hour worked over this limit. A terminated employee is entitled to receive this benefit until all banked hours have been exhausted. A month end procedure is run to check history and determine whether an employee was paid in that month. If not, the month end calculation will deduct the number of banked hours, as established in this field, from the banked hours the employee has accumulated. See the Month End Processing documentation for details. For more information on Banked Hours see, Banked Hours.

Only hours worked on jobs that have the Prevailing Wage Job option selected in their Job Description files are eligible to be banked.

Job Cost | Maintenance | Job Cost Setup - Job Description tab

Union Number

Enter a Union Number override for Banked Hours, or click the prompt to select from a list. This allows employees working in multiple unions to be grouped together for banked hours.

Include in Benefit/Wage Calc

Select this option to have this Benefit included when calculating the Actual Wage Rate paid to an employee. This is used for Certified Jobs, when the Prevailing Wage is compared to an employee's Rate Plus benefits.

	Click to process these entries. Screens will display consecutively for each of the Exempt Withholding Tax Codes that were set to Varies by State or Varies by Local (see, State Exempt Selection screen or the Local Exempt Selection screen). These screens are used to select the States and Locals that should be classified as exempt. When finished, click OK to return to the Distribution Master Selection screen.
	Click to return to the Main Menu without saving changes.
	Click to return to the Distribution Master Selection screen without saving changes.