Union Reports
Reviewing union-specific payroll data as part of running payroll, and exporting it
This is a step inside running payroll, not a separate destination
Union Reports isn't a report library you visit on its own — it's step 4 of the payroll run itself (Employees & Loan-outs → Vendors & Contractors → Payroll Summary → Union Reports → Submit Payroll). It shows up automatically for any run that includes union payees, and every union on the run has to be reviewed before you can submit.
What This Step Shows
For every union your included payees belong to, Greenroom builds a report module: the union's payees for this run, their pay and union-specific calculations (dues, benefits, pension), and fund-routing information. If a run has no union payees at all, this step is skipped straight through.
If you're working an Amendment run, this step shows a "Correction report" banner noting that every row is a correction against the original run being amended.
Reviewing Each Union
Each union on the run has a Reviewed / Needs review toggle. Marking a union reviewed records who reviewed it and when. This is the actual gate on the workflow: you can't reach Submit Payroll until every union on the run is marked reviewed. The step header shows your progress, like "2 of 3 unions reviewed."
This is an internal sign-off, not a submission to the union itself — reviewing here doesn't send anything anywhere. It confirms someone on your team has checked the numbers before the run is finalized.
Adding Initiation Dues
The one thing you add manually from this step, rather than it being derived from the run's entries, is initiation dues — a new union member's one-time joining fee. Enter it as a lump sum; it amortizes over time, meaning the balance follows the payee into future runs until it's fully collected. Initiation dues can't be started on an Amendment run — add them on the payee's next regular run instead.
Fund Routing
Some employer-paid union fund contributions (health, pension, and similar) can be marked to route through a settlement path other than a separate check — shown in the UI as "via .045." When a fund is routed this way, no separate check is required for that contribution.
Exporting Reports
Each union's report can be exported as a PDF individually, or you can export all unions on the run at once, from download buttons at the top of the step.
Best Practices
- Review each union's numbers before marking it reviewed — it's the actual gate that unlocks Submit Payroll
- Export a PDF copy of each union's report for your records before submitting
- Add initiation dues here as soon as a new member needs to start paying in, since it can't be done on an amendment later
- On an amendment run, check the "Correction report" banner to confirm you're looking at the right original run
Next Steps
After reviewing union reports, continue to Processing Payroll to submit the payroll, or see Payroll Success for post-processing information.