| Feature |
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Description |
Gold |
Silver |
Bronze |
| Member Management |
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Member Search |
Ability to look up one or more members by name, id or other criteria. |
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Name and Address |
Basic member data such as name, address(es) and contact information. |
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Status |
Member status information such as Active, Retired or Suspended. Configuable. |
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Classification |
Member job class, craft or skill. Configurable. |
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Finance Summary |
Current and overdue balances. Payment plan information. |
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Transaction History |
Detailed summary of charges, payments and journal entries applied. |
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Work History/Time Tracking |
History of member engagements with optional weekly hours tracking. |
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Membership Card Generation |
Facility to validate and print (and reprint) cards on pre-printed card stock. |
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Custom Member Data |
Additional member information customized to a Local's requirements. |
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Member Audit Trail |
Timestamped history of changes to key member data such as status, classification, address or contact information. |
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| Contract Administration |
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Start/End Date Tracking |
Basic contract data such as name, start date and end date. |
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Classifications and Dues Rates |
Contract-specific classifications and dues rate schedules. Configurable. |
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Document Upload |
Storage of Word, Excel or PDF documents associated with a contract. |
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| Employer Tracking |
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Employer Search |
Ability to look up one or more employers by partial name match or line of business. |
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Basic Employer Data |
Basic employer data such as name, signatory status, or company type. |
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Members On Staff |
Summary of members currently engaged by an employer. |
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Project Associations |
List of projects, productions or shows associated with an employer. |
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Contacts |
List of contacts at an employer along with title, address(es) and contact information. |
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Custom Employer Data |
Additional employer information customized to a Local's requirements. |
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| Project Tracking (aka Production or Show Tracking) |
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Project Search |
Ability to look up one or more project, production or show by partial name or type. |
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Basic Data |
Basic project data such as name, start date, end date, contract, and associated employer. |
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Members On Project |
Summary of members currently engaged on a project. |
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Custom Project Data |
Additional project information customized to a Local's requirements |
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Employer Relationships |
List of additional, support companies optionally associated with a project. |
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Contacts |
List of contacts for a project along with title, address(es) and contact information. |
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| Financial Administration |
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Assess Dues |
Local defined computation of dues, specifically non-working dues, and accumulation of working dues if applicable. |
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Print Invoices |
Customized bills suitable for printing and mailing that summarize working dues, non-working dues, payments and other charges. |
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Member Payment Processing |
Entry and application of payments with optional batching and allocation to charge types. |
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Employer Payment Processing |
Processing of employer payments for multiple members. |
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Journal Entry Processing |
Processing of journal entries for auditable member balance/account corrections. |
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Payment Plans |
Ability to put a member on a payment plan |
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Suspension Analysis |
Automated analysis of delinquent payments according to Local's unique suspension rules. |
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Lockbox Processing |
Processing of payment summaries created through a bank lockbox. |
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| Financial Reporting |
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Transactions Query |
Facility to query transaction dates and amounts by transaction type (payment, charge), charge type (dues, per capita), member and/or date range with export to Excel to support ad hoc reporting and analysis. |
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Balance Reconciliation Report |
Report detailing member starting balance, ending balance, charges and payments across user specified time period. Typically used for quarterly or annual financial reporting. |
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Dues Journal |
Itemized list of dues assessed per member over user specified time period. |
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Charges Journal |
Itemized list of charges (e.g., upgrade fee) per member over user specified time period. |
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Payment Journal |
Itemized list of payments per member over user specified time period. |
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Journal Entry Journal |
Itemized list of journal entries (adjustments) per member over user specified time period. |
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| Financial Reporting (cont.) |
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Payment Reconciliation |
Summary of payments by bank, member, employer or project (or production or show). |
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Project Payments Report |
Summary of check-off dues paid for a project or show per member over a user specified time period. |
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Employer Payments Report |
Summary of check-off dues paid by an employer per member over a user specified time period. |
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Payment Delinquency Report |
List of members with delinquent payments exceeding a user specified amount. |
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Custom Financial Reporting |
Additional financial reports created to suit a Local's needs. Up to 4 included in Gold package and up to 2 included in Silver package. Typical reports include:
- comparison of total contributions by Craft,
across billing periods
- payment plan report
- mail-ready detailed transaction report for
members
Additional reports available for an additional fee. |
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G/L Interface |
File of payments formatted for import into a Local's accounting software (Peachtree, QuickBooks, Great Plains, etc). |
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| Membership Reporting |
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Membership Query |
Facility to query name, address, class, status, and current balance by project, employer, contract, status, class or state with export to Excel to support ad hoc reporting needs. |
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Status Change History |
Tally and detailed list of changes in membership statuses per quarter or other specified period. |
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Custom Membership Reporting |
Customized member reports designed to suit a Local's needs. Up to 4 included in Gold package and up to 2 included in Silver package. Additional reports available for an additional fee. |
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Members Working Out of Class |
Report that compares a member's classification against the classification listed in their current work history. |
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Suspended Members Working |
Report that identifies members who are not in good standing but have current work history. |
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Prospective Member Summary |
List of members at various stages of joining along with applicable certification status, fees owed, and current work history if any. Available as CSV with address information for mail merge and bulk mailing. |
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| Membership Reporting (cont.) |
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New Member Summary |
List of members joining within a user specified time period including initiation fees assessed and balance due. Available as CSV with address information for mail merge and bulk mailing. |
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Upgraded Members Summary |
List of members upgrading class or craft within a user specified time period along with upgrade fees assessed and balance due. Available as CSV with address information for mail merge and bulk mailing. |
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Suspended Members Summary |
List of members suspended within a user specified time period including date of suspension and balance due. Available as CSV with address information for mail merge and bulk mailing. |
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| Project Reporting (aka Production or Show Reporting) |
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Custom Project Reporting |
Customized project, show, production or employer reports built to support a Local's requirements. Up to 4 included in Gold package and up to 2 included in Silver package. Additional reports available for an additional fee. |
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Project Start Summary |
Report summarizing project starts, primarily aimed at supporting field work. |
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Employer Signing Summary |
Report listing recent signatories. |
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| Administration & Security |
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Drop Down List Configuration |
Add, edit or delete drop downs items for classifications, statuses, address types, contact types, etc. |
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User Management |
Add, manage or delete users, and assign users to roles. |
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Role Management |
Define pages and special features accesible by a role. |
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Strong Password Administration |
Minimum password strength and expiration enforcement. |
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Secure Site Access |
Support for https: and secure certificates. |
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| Data Conversion |
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Template-Based Conversion |
WinMill provides templates for eMembership data; Local loads templates from legacy system. |
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End-to-End Conversion |
Complete conversion of data from Local's legacy system into eMembership. Gold includes data conversion; end-to-end conversion can be purchased as an add-on service to Silver or Bronze. |
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