People and cases filter
Employer, unit, worksite, assignee. One platform, many scopes.
By Need
Multi-local coordination
A Staff Rep, a regional body, or a large local with many units should see each place clearly — and still share the language and the report.
Union Software is built for the collective bargaining economy — the local, the unit, the hall, the board — not for an employer HR stack. Coordination here is filter, shared library, assigned work, controlled roll-up.
How the week runs in the software
People, cases, agreements, and votes filter by assigned local. Agreements can be filed once and attached to many rounds. Communications sends one approved sentence to each unit list.
The software answers which local is due this week, whether they share the current instrument, what can be rolled up, and who sent the coordinated message.
How Union Software helps
Agreements is a shared library
Current and historical instruments, searchable articles. The same clause for every unit that uses it.
Bargaining rounds attach to a unit and an agreement
Coordinated tables still have a record each.
Reports roll up and drill down
Regional counts open the local list.
Communications can be scoped
One approved paragraph, sent to each unit list — or only to the local that should hear it. Permissions and private cases still apply. A roll-up is not a licence to open every discipline file.
The week across assigned locals
Deadlines hide because each local emailed a different sheet.
Filter cases by employer / unit for the assigned set.
Sort to overdue and due this week.
Open the two that will die first — still in their own case records.
Take the filtered list, not twelve verbals, to the regional check-in.
Search Advanced Reports
ACLeadership report · This month
Open cases, dues, and bargaining
Build tables, summaries, charts, and pivots, then drill through to the case list.
All records This month All teams
How the software handles it
One agreement file
Agreements stores the instrument once. Rounds attach to it.
- File once.
- Attach each round.
- Keep articles searchable.
- Do not keep three PDFs.
One send per unit list
Communications sends the same approved text to each unit’s People list.
- Write the approved text.
- Target each unit.
- Send.
- Keep each sent count.
Roll-up with local scope
The regional view keeps local rows that open that local’s file.
- Build the regional view.
- Keep local scope.
- Open a challenged local file.
- Do not mix notes across locals.
Relevant products
People
scoped lists.
Grievances & Cases
scoped files.
Agreements
shared language.
Bargaining
a round per unit, attached to the shared book.
Advanced Reports
roll-up and drill.
Communications
scoped sends.
Voting
each local’s eligibility stays its own vote record.
Operationally ready
A Staff Rep, a regional body, or a large local with many units should see each place clearly — and still share the language and the report.
Get StartedQuestions they actually ask
How do assigned locals stay separate?
Filter People, cases, agreements, and votes by local. Another local’s notes stay scoped closed.
How do units share one agreement file?
Agreements stores the instrument once. Rounds attach to it. Do not keep three current PDFs.
How does one sentence go to several units?
Communications sends the approved text to each unit’s People list and keeps each sent count.
How does a regional total open a local file?
The roll-up row keeps local scope. A challenged number opens that local’s record.
Where does a district hall book live?
In Hiring Hall. This need is the filters and the shared instrument across locals.