Union Reports
The union remittance report on the Reports page, and how it's different from the Union Reports step inside a payroll run
"Union Reports" names two different things in Greenroom, and it's worth being clear on which one you're in before you go looking for something. This page covers the union remittance report on the Reports page — a read-only summary you can pull for any reportable run. There's also a Union Reports step inside every payroll run, where a manager actively works through and signs off each union's numbers before the run can be submitted. They cover the same underlying money, but they're built for different moments.
Short version: the remittance report (below) is something you look up, after the fact, for any run that's been approved or paid. The in-run Union Reports step is something you work through, before a run can go out. If you're mid-payroll and looking for notes, provenance details, or the PDF export, you want the step, not this report — see The Union Reports step in a payroll run below.
Union remittance
From the Reports page, pick a run and, optionally, narrow it to a single union. Generate, and you get one row per benefit fund touched by that run — dues, health, pension, 401(k), and so on:
| Column | Description |
|---|---|
| Union | The union code (AEA, IATSE, and so on) |
| Fund | The specific fund or line — dues, a named pension or health fund, etc. |
| Source | Employer fringe (paid by the company) or Withheld (deducted from the payee) |
| 045 (no check) | The portion of this fund settled automatically through the union's own box-office settlement process — no separate check needed |
| Payroll (check) | The portion that still needs an actual check cut from payroll |
| Total | Everything for that fund on this run |
A totals row foots all three money columns, and the header tells you how many checks the run actually requires.
Some funds — historically pension contributions and similar large employer contributions — are set up to settle through a union's own .045 box-office settlement by default, rather than by a check from your payroll account. Greenroom reports that split; it doesn't move any of the .045 money itself. Whether a given fund defaults to .045 or to a check is configured per union agreement, not something this report decides — for confirmed rates and fund setups by union, see Union Rate Reference rather than assuming a figure here.
Export this report the same way as any other: Download CSV in the top-right corner. There's no PDF from this page — see the next section for where the real union PDF comes from.
The Union Reports step in a payroll run
Separately from the Reports page, every payroll run has its own Union Reports step (the fourth of five steps in the run, after Payroll Summary and before Submit Payroll). This is where a manager actually reviews each union's numbers for the run in progress, not a historical lookup — a run can't be submitted until every union on it is marked reviewed.
Inside the step:
- One tab per union on the run, each showing a Reviewed / Needs review status.
- A per-payee grid broken out by that union's own categories — base salary, adjustments, gross, the fringe/dues basis, then each withheld fund and each employer-paid fund as its own column.
- Routing toggles for whether an eligible fund settles via .045 or via a payroll check — funds that are withheld from a paycheck (dues) or that fund health/welfare benefits are never eligible for .045 and won't show a toggle at all.
- Notes and figure details — you can leave a note on any payee's row, and hovering or focusing any dollar figure shows the rate, basis, and effective date behind it.
- Initiation dues for a payee who's new to the union, set up as an installment plan that pays down automatically over time.
- A payment summary at the bottom that totals what's owed per fund and what's actually being paid by check.
- PDF export, per union or for all unions on the run at once — this is the actual printable union report, and it only exists here, not on the Reports page.
For the full walkthrough of working this step during a payroll run, see Union Reports under Processing Payroll.
Next steps
See Payroll Reports for the payroll register and QuickBooks export, Company Reports for the consolidated register, or return to the Reports Overview.