The Detailed Union Report produces a report of specific deductions for a defined pay period range for one or up to 9 payrolls. The information can be reported in employee name or number order. This report includes the option to report the employee address information.
The report format and extract values is different for payrolls defined as Ontario as per Province Code on the second page of the User Specific Parameters Profile.
The Ontario OECTA union reporting generates both a CSV as well as the pipe delimited union file of OECTA_cccc.TXT, where cccc is the payroll ID from where the report was run. The pipe delimited file is to be submitted to the OECTA union. The .TXT file can be emailed or downloaded from the payroll main menu. The CSV version of the file is for reference only.
Default Prompt Storage and Retrieval
This process includes the option to maintain multiple sets of stored prompts.
Name the prompt sets by defining a title up to 10 characters, with a 30 character description.
On the first prompt click the Report Defaults icon to select an existing set of prompt values. You can delete prompt sets or change the description from the Report Default icon.
Report By Employee Number or Employee Name
Enter 'E' to produce the report in employee number sequence.
Enter 'N' to produce the report in name sequence.
Reporting Per Payroll ID
Enter one or multiple payroll ID's along with the pay periods and union deductions per payroll to be reported.
WHEN PAYROLL IS NOT ONTARIO:
Include Employee Address Information
Enter 'Y’ to include the reporting of the employee’s address information on the report. The address information is always included in the extract file.
Enter 'N’ to omit printing the employee’s address information on the report.
WHEN PAYROLL IS ONTARIO:
Select Union Group To Report
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Enter 'O’ to generate the union dues report for the OSSTF union.
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Enter 'C’ to generate the union dues report for the CUPE union.
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Enter 'T' to generate the OECTA union dues report and extract.
Include Generation Of CSV Export File
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Enter 'N' to omit the generation of the export file.
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Enter 'Y' to include the generation of the export file.
The report lists the following for the period specified when not Ontario:
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Employee number and name
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Accumulated deduction amount
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Classification (occupation description)
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Start Date (current hire date)
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Employee’s address information, if selected.
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Total employees reported
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Total deduction amount
The report lists the following for the period specified for Ontario OSSTF and CUPE:
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Employee number and name
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Position code and hours/FTE
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Occupation code and description
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Union dues eligible earnings
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Union deduction amount
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Totals per employee distribution, when applicable
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Total employees reported
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Total earnings and deduction amount
The report lists the following for the period specified for Ontario OECTA:
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Employee number and name
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OCT number
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Pay Period
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Annual Salary
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FTE
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Member Type code, as per Specific field on Pay screen
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Member Status code, Active, Terminated or employee type RT for retired
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Member Leave Status code, as per Specific field on Pay screen
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Member Panel code
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Union dues eligible earnings
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Union fixed amount
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Union percentage amount
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Total entries reported
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Total earnings and deduction amounts
This report includes an option to generate an export file, ######.CSV, where ###### is the job number. The export file is generated where the logical SRB$OPSWRK is defined. All fields within the export file have any extra spaces removed from the front and back of the fields and all fields are separated by a comma.
The export file when not Ontario, includes the following fields:
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Payroll ID code
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Employee number
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Employee name
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Dues amount
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Occupation code
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Occupation description
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Hire date
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Address line 1
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Address line 2
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City
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Province
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Postal code
The export file for Ontario CUPE, per employee occupation code:
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Payroll year
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Employee number
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Occupation code
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Location code
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Location description
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Reporting period
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Union deduction code
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Employee name
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Employee address 1
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Employee address 2
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Employee city
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Employee postal code
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Employee position code
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Employees hours per week
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Employee SIN
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Employee union dues amount
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Employer union dues amount
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Total employee and employer dues
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Employee eligible earnings
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Employee phone number
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Employee email address
The export file for Ontario OSSTF, per employee occupation code:
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Record code
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Board Code per pension profile
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Affiliate Code (1-OSSTF)
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Bargaining unit code – last character of occupation code
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Work location, alternate sort code per location code database
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Employee number
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Employee address 1
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Employee address 2
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Employee city
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Employee postal code
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Employee position code
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Employee SIN
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Employee Surname
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Employee First name
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Employee Middle Initials
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Employee gender
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Employee position per occupation description
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Annual salary per position code
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Salary date - blank
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Employees earnings per position code
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Employee FTE per position code
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Employee union dues amount per position code
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Absence code – blank
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Original Hire Date
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Termination date
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Remarks – blank
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Continue Ed – blank
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Time Worked - hourly
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Job type – Salaried, Hourly, Daily
The export file for Ontario OECTA:
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Employee number
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Employee Last Name
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Employee First name
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Employee address 1
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Employee address 2
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Employee city
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Employee province
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Employee postal code
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Employee start date - Employee's Original Hire date
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Employee termination date - Employee's Status Termination date
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Employee SIN
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Employee Ministry Educator Number, OnSIS (HR User Defined field 01)
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Ministry School ID, alternate field on location code
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Board No, as per Teachers Pension Profile
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Annual Salary
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Grid Salary, annual salary at 100% FTE
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Fixed Fee union dues - all union Type 0 deductions
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Percentage Fee union dues - all union dues for non fixed union deductions
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Permanent FTE - total FTE from function lines for Permanent
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LTO FTE - total FTE from function lines for Occasional
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Period number - from pay period for report selected
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Member type code, as per Specific field on Pay Screen - first two characters before slash ( / )
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Member status, Active, Terminated or RT employee type for retired
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Member Leave Status code, as per Specific field on Pay screen - two characters after slash ( / )
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Member Panel, based on payroll ID - PM for Permanent, OT if an Occasional payroll
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Current salary, per union eligible earnings
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Current Grid, salary at 100% FTE
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OCT number, as per 'PRM Certificate' field under Payroll User Specific Profile
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Employee email address