Union Setup and Configuration

Production & unions is the third stage on the Company Setup checklist. It covers two decisions: your production's fee tier (Broadway / Off-Broadway / Development), and — separately — which unions you run under and the contract for each.

Accessing this stage

Open Company setup in the left nav, then click the Production & unions row to expand it (or jump to it directly from the setup wizard's stepper).

Production type

Pick Broadway, Off-Broadway, or Development — this sets your platform-fee tier and rate baseline (see Platform Fees & Billing) and is self-service: pick it here, or later from Settings → Company. You can change your mind freely while setting up; it locks once Greenroom approves your company, after which changing it means contacting Greenroom.

Production type

Broadway

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Off-Broadway

?

Development

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Union selection

Add every union your production runs under, one at a time, from the Add a union… control. A production with four unions adds four; adding one is never gated on what any other contract holds. Non-union production is a separate answer that clears the list, so the two are mutually exclusive by construction. The stage is complete once you've added at least one union (or confirmed non-union) and set a production type. Saving is per stage: the Save contracts button posts whatever is on screen, while the wizard's Save and continue re-posts your contract list only if something on it actually changed.

Each union you add gets its own contract card, asking for:

• Contract — the specific agreement you run it under (e.g. a Musical vs. Dramatic AEA agreement), pulled live from Greenroom's own catalog of configured agreements.
• Production kind — required only where the contract has one (for example, musical vs. dramatic minimums); the form blocks saving until it's picked.
• Employer ID number — required only for unions whose remittance report prints one (AEA today); it's config-driven rather than hardcoded, so another union could pick this up later without a code change. This is one number per contract, not per union.

Union on this production

AEA — Actors’ Equity Association▾

Contract

Off-Broadway (Rule 63)

Production kind *

Musical

Employer ID number

Prints on AEA’s remittance report

The same union under two agreements

A production can run one union under more than one agreement — IATSE under both Broadway and Pink is the case this exists for. A union you already run keeps appearing in the picker, labelled "(another agreement)" so it's clear that picking it adds a second contract, not a duplicate of the first.

A union stops being offered only once every agreement Greenroom carries for it is already taken. When every union is on the production, the control reads "Every union is already on this production" — a real end state, not a lock.

Adding the same (union, agreement) pair twice is refused by name before the save, because the underlying record is keyed on that pair: two cards would silently become one, and the employer number typed on the losing card would vanish without a message.

Available unions

Greenroom currently supports eight unions in the new-selection picker:

A performer who is both AEA cast and a Local 802 musician is not given two unions. They get one AEA engagement with an Actor/Musician job title and a Local 802 wage attached to it — see Actor/Musicians.

Union selection never changes a payee's W-2/1099 status

Where union does matter: for a payee who is already Contractor, Loan-out, or Vendor typed, SDC and USA 829 assignment determines which 1099 box their pay reports on — 1099-NEC for their fee, or 1099-MISC for advances and royalties — instead of everything landing on one form the way other contractor payments do. suggestBucket1099 checks type first (an employee-typed payee returns "none" — W-2 — before the union is ever consulted) and only reaches the SDC/USA 829 branch for non-employee payees.

For which specific rates are confirmed vs. still pending client sign-off, see Union Rate Reference. To look up the actual current minimums, fringes, and dues for a union and agreement type, check Union Studio in the left nav — every user can browse rates there; only Greenroom staff can publish new rule versions.

Per-payee union assignment

The contracts you declare here are the source of truth for the agreement — a payee no longer picks their own agreement from scratch. On a payee's own Engagement & union section, picking a union you've declared either shows the agreement as a read-only line ("Set at the company level") when you've declared exactly one contract for that union, or asks them to disambiguate with a dropdown when you've declared two or more for the same union. Job title, department (where applicable), and effective date are still set per payee. See Payee Union Configuration for that full per-payee workflow.

Where each fund's money goes

Every union card in Union Studio also carries a Destinations table — the physical routing for each of that union's funds: the legal payee name a cheque is made out to, the mailing address, which agreement it applies to, and how the fund settles.

Destinations are versioned exactly like rates: each row has an effective window, current rows are shown alongside historical ones, and every change is audited. Each row also carries a verification badge — verified, client-asserted, or unverified — so you can tell an address Greenroom has confirmed from one that was simply given to us.

The effective window is what makes an office move safe. Local 802 moved its benefit-fund mail to PO Box 4706, New York, NY 10185-4706 at the start of September 2026: the four cheques (dues, the AFM-EPF supplemental pension, health, and sick pay) still go in one envelope to one address, but a run for a work week ending on or before 2026-09-01 keeps printing the 322 W 48th St address its documents already carried, and a week ending 2026-09-06 or later prints the PO Box. Nothing was edited in place — the old rows were closed and new ones opened, so a reprint of an older week can't claim an address that wasn't yet in use.

Every user can read this table. Only Greenroom staff can supersede a current row or add a new one.

What's required for payroll

Production & unions is a required stage — Greenroom won't approve your company until it's complete (a production type chosen, and either at least one union with its contract or non-union confirmed), alongside Business info, Pay schedule, Bank & checks, and State tax registrations.

Common issues

I can't find AEA-specific fields like Production ID or Business Representative

They aren't part of this stage. AEA is the one union that does carry a company-level Employer ID number field here (it prints on AEA's remittance report) — everything else agreement-specific is set per payee (see Payee Union Configuration).

A union I need isn't listed

Only the eight unions above are currently offered for a new production. If your production needs one that isn't listed, contact your Greenroom account contact — it isn't something you can add yourself.

I can't select a second union

You can — this was a real restriction and it's gone. Use Add a union… below the existing contract cards; adding one is never blocked by what another contract holds, including one that already has payees assigned to it.

If a specific union isn't offered any more, it's because every agreement Greenroom carries for it is already on your production. If the picker is empty altogether, you already run every union Greenroom supports.

Switching away from a union or contract that has payees assigned to it

A contract still holding assigned payees can't be swapped out or removed — the form names which payees and how many, and blocks the save until they're reassigned on their own profiles. Note that this blocks only the contract being changed: it never stops you adding a different union alongside it.

Next steps

Continue with Bank Setup to add your funding account, then Tax Configuration for how tax filing works. For payee-level union configuration, see Payee Union Configuration.