If we have defined benefit types for each benefit identified in the union’s agreement, we can start applying the benefits. We’ll first navigate to the Union Entry. Enter [c] Payroll, then [u] Set Up, then [b] Union Entry.
Select the union, then navigate to the Rates tab, and then to the Benefits tab:
Union rates are effective dated. That means you can make a change that only affects future cheques. If you delete and reissue past cheques, they’ll still reference the same rates they originally did. In the example above there are already cheques using those rates, so we’ll have to add a new effective rate. We’ll do that by using the Add action on the Settings tab:
The new entry lets you fill in some fields, but many are greyed out and protected. That’s because these fields are set based on the benefits you add:
Click on the benefits to look at what’s set up. If it’s an entirely new trade union, rather than just a new rate, there won’t be any benefits. In this example we have pre-existing benefits. We can use the Change action to add a new benefit:
Include each benefit from the collective agreement. The coding on the benefit tells Abio how to calculate the remittance. On this screen you just need to set up the current rates for each benefit. You can enter different fields depending on the type of earnings for the benefit:
If you want to add a new benefit, click the << to display the list of available benefits:
You can drag benefits over, or use the Select and Deselect buttons. Then set the rates according to the agreement.
Setting up trade union agreements is complex, so tooltips are available to clarify how each benefit is used:
The tooltips on the benefits tab are identifying how the benefits map to fields on the Settings tab. The fields in the yellow box are protected because they’re based on settings from the benefits tab.
Tooltips tell you how the benefit is coded for each field, and how the amount is reflected on payroll cheques:
You can learn about the various settings by hovering over them, but we’ll also cover them in detail in the next section.