ServiceXG Basics

Link or add an agreement to the employer

Once you've created an agreement and linked contracts to it, link the agreement to an employer. The agreement link applies the contract information to the employer over a certain amount of time to create remittancedue records.

Link employers that are signatories of the agreement's associated collective bargaining agreement (CBA A written contract between the employer and union that governs what and how employers pay towards benefits for their employees. The CBA contains the wages, hours, and other working conditions negotiated for members and also determines how much the employer should pay for benefits, how that payment is to be broken out by fund, and when the payment is due. In the basys system, an agreement is the CBA and links all like contracts under it.). The agreement link remains until the CBA A written contract between the employer and union that governs what and how employers pay towards benefits for their employees. The CBA contains the wages, hours, and other working conditions negotiated for members and also determines how much the employer should pay for benefits, how that payment is to be broken out by fund, and when the payment is due. In the basys system, an agreement is the CBA and links all like contracts under it. expiration date, or until it's unlinked or deleted. To link multiple employers to an agreement, use the Agreement link batch process.

Once you create the agreement link, set up remittance and delinquency limits, a status code, and configure whether the funds allow for partial posting or partial payment.

Navigate to agreement links

1. Search for and open the employer you want to link.

   

2. From the Contributions menu, click Agreement Links.

   

3. From window that displays, enter the Group A set of members with similar characteristics, (i.e., same type of work, such as plumbers or electricians, or geographic location). sequence number. All linked agreements for the employer group display.

Add an agreement link

1. Navigate to agreement links.

2. Enter A and the agreement sequence number.

   

   Agreement Link field descriptions

   * indicates a required field

   Option	Description
   Agreement *	The agreement to link to the employer. If you don't know what code to choose, enter ALL to display a list of all available options to choose from. Then, enter the code's sequence number.
   Agreement Effective Date	The agreement's effective date. This date displays when entering the Agreement.
   Agreement Expiration Date	The agreement's expiration date. This date displays when entering the Agreement.
   Link Effective Date *	The date the agreement becomes effective for the employer.
   Link Expiration Date	The date the agreement is no longer effective for the employer
   Link Area	The area to link to the employer. If you don't know what code to choose, enter ALL to display a list of all available options to choose from. Then, enter the code's sequence number.
   Rate Determination (Y/N/P) *	Indicates how the rate is determined. Y—Yes, always determine the rate based on Reported Quantity and Reported Amount. N—No, always determine the rate based on the contract rate. P—Prompt to choose between the two options during Contributions Entry.
   Auto Entry Sort (Y/N/P) *	In Receipts Entry, determine whether members are re-sorted upon auto-entry. Y—Yes, re-sort members during auto-entry. N—No, don't re-sort. P—Prompt to choose between the two options during Receipts Entry.
   Auto Receipts Entry Flow	Ener the flow code that Auto Receipts Entry will use for this agreement.
   Waiver Number	Enter the waiver number for the agreement, if necessary.
   Default Mem Detail CDO Crit	The member detail display criteria to be used in Receipts Entry.
   Previous Agreement	The previous agreement the employer was linked to.
   Comment	A comment for the link, if necessary. This can include any extra detail about the agreement that doesn't fit in the other fields.

3. Determine the level remittances apply (group, local, location, area, and/or association). At a minimum, the agreement requires a group qualifier.

4. Specify how often and when remittances are due. Based on the employer agreement link settings, remittance due records are created for the employer agreement at each level (qualifier) combination and contract.

5. Enter F at the select line to save the employer link.

Employer agreement delinquency

Delinquency parameters decide when a remittance is considered late (delinquent) and when penalties are assessed.

1. Enter the agreement link sequence number to add or update.

   

2. Enter D at the select line to open the delinquency parameters.

   

   Link Delinquency parameter field descriptions

   Option	Description
   Delinquency Grace Days	The number of grace days employers have after the remittance due date before they become delinquent. If left blank, the employer will become delinquent one day after the due date.
   Delinquency Method	The delinquency method the employer will be subject to under the agreement.
   Delinquency Estimate Lookback	The number of received remittances used to calculate the delinquency estimate. The delinquency estimate will be the average amount due across the remittances.

   You can set delinquency parameters at the agreement link or the group level. The agreement link settings take precedence over the group level settings.

3. Enter the delinquency information.

4. Enter F at the select line to save.

Remittance form settings

Determine how the employer's remittance forms will be handled while the agreement link is in effect.

1. Enter the agreement link sequence number to add or update.

   

2. Enter R at the select line to display the remittance parameters screen.

   

   Link Remittance parameter field descriptions

   Option	Description
   Print Member Information (Y/N)	Determines whether to member information print on remittance forms. Y—Yes, print member information. N—No, don't print member information.
   Member Sort Order	Determines the member sort order during remittance processing. A—Alphabetical order S—SSN O—Other; alphabetical order using the members' alt IDs C—Class Y—Sort in the order received Note: You can use multiple sort codes. For example, enter AS to order alphabetically, then by SSN.
   Member Look Back	The number of previous work periods to list members from on remittance forms. Enter nothing, 0, or 1 to only look back at the previous work period, or enter 2 to look back at the past two work periods, and so on.
   Additional Forms to Print	The number of additional forms to print. These additional forms only contain header and footer information.
   Form Number	The code to print on forms related to the agreement. If you don't know what code to choose, enter ALL to display a list of all available options to choose from. Then, enter the code's sequence number.
   Member Term Lag	Determines how many months a terminated member will continue to be printed on remittance forms. Leave this blank to stop printing terminated members immediately.
   Send Remittance Forms to (E/L/A)	Where the remittance forms are sent once processed. E—Send to the employer address. L—Send to the employer's area address. A—Send tot the employer's location address. Note: If the area or location address isn't in the system, the employer address will be used.
   Page Break	Determines how members are grouped on remittance forms. The end of each group is followed by a page break. C—Class O—Other; grouped by the members' alt IDs
   Form Mailing Location	Specifies the location to send remittance forms.

3. Enter the remittance information for the form.

4. Enter F at the select line to save.

Add status codes and effective dates

Statuses define status dates for an agreement link. Identify the status and the effective dates of an agreement link.

Agreement links must have at least one status date. You must add status codes before adding them to agreement links (see Add or update agreement link status codes).

1. Navigate to agreement links.

2. Enter SD and the sequence number of the agreement at the select line (ex: SD6).

   

3. Enter the status code information.

   Status Date field descriptions

   * indicates a required field

   Option	Type	Description
   Sts Code *	Code	The user-defined agreement link status code. If you don't know what code to choose, enter ALL to display a list of all available options to choose from. Then, enter the code's sequence number. See Add or update agreement link status codes
   From Date *	Date (MM/DD/YYYY)	The date the status code is in effect for the agreement. This date must be between the agreement's effective and expiration dates.
   Thru Date	Date (MM/DD/YYYY)	The date the status code is no longer in effect for the agreement. This date must be between the agreement's effective and expiration dates.
   Rept Freq *	Code	The frequency that employers will send in remittance reports for this agreement link and status. If you don't know what code to choose, enter ALL to display a list of all available options to choose from. Then, enter the code's sequence number.

4. Enter F at the select line to save the code and exit the entry screen.
5. Enter F at the select line to save the employer agreement link.

Configure partial payment and partial posting

Determine if partial payment and partial posting are allowed for an agreement link's funds. Turn on partial payment if you let the employer not always pay for the fund, and turn on partial posting to let the employer pay for less than the fund's total amount due when remitting.

You can also set partial payment and partial posting at the contract level. See FundOfficeXG configuration levels.

1. Search for and open the employer you want to link.

   

2. From the Contributions menu, click Agreement Links.

   

3. Enter the Group A set of members with similar characteristics, (i.e., same type of work, such as plumbers or electricians, or geographic location). sequence number. All linked agreements for the employer group display.

4. Enter PF and the agreement sequence number (e.g., PF6).

   

   All funds associated to the agreement display.

5. Determine if the agreement allows partial posting and payment by fund.

   1. Enter the fund sequence number to update.

   2. Allow Partial Posting—Determine if you must enter an amount for this fund during remittance entry.

      • Y—Allow partial posting.
      • N (default)—Don't allow partial posting.

   3. Allow Partial Payment—Determine if you can post an amount that is less than the amount due for a fund.

      • Y—Allow partial payment.
      • N (default)—Don't allow partial payment. You must post the full amount due for the fund in a remittance.
   Note: If these settings are N at the contract level (see Create a New Contract), you can't change them to Y on this screen. However, you change Y to N on this screen to create an exception to the contract level. See FundOfficeXG configuration levels.
6. Enter F at the select line to save.

Agreement link batch process

Update agreement links for multiple groups or other qualifiers with a batch Several records being processed at one time. process.

Go to: Home > Administration Processes > Contributions > Agreement/Link Changes

1. Enter information for the batch change.

   Note: You have to at least specify an existing agreement to update or delete, or a new agreement to add.
2. Verify the information. Enter C at the select line to run the process. The agreement link change is now applied to the selected employers.

SEE ALSO