The board sees one picture
Advanced Reports rolls membership, open cases, dues, and bargaining progress into a pack you can walk. The number still opens the file.
By Role
Union President
Walk into the executive board with the local in view — open cases, bargaining, votes, dues, and what members were actually told.
Union Software is built for the collective bargaining economy — the local, the unit, the hall, the board — not for an employer HR stack. For a President the value is not a feature list. It is being able to chair, sign, speak, and decide from the same records the rest of the union already works in.
How the week runs in the software
Advanced Reports, Bargaining, Voting, Communications, and People sit on one presidency. Open cases, the round, dues standing, and what members were sent are live records, not a Monday rebuild.
The pack answers what is open, where the round stands, who is in standing, and what the unit was told. A challenged number opens the file.
How Union Software helps
Bargaining is not a private binder
Bargaining keeps the unit, the agreement, the committee, proposals, sessions, and member-ready updates in one round. You can answer “where do we stand?” without interrupting the table for another spreadsheet.
A strike vote is a governed process, not a mail merge
Voting puts eligibility, notices, the ballot, turnout, observers, and certification in one vote record. People supplies who is eligible. Communications sends the notice. Individual selections stay anonymous.
Members hear one story
Communications sends the update through email, SMS, or voice to the unit, classification, or worksite that should hear it — the same people who sit in People.
Multi-unit does not mean three versions of the truth
People holds the member, the employer, the unit, and the steward assignment. Grievances & Cases and Advanced Reports can be filtered the way the local is actually structured.
Confidential files stay restricted
Case records are private by default. Bargaining can keep committee strategy separate from member-ready updates. You see what your role is allowed to see.
Executive board pack
The board meets Thursday. Last month you asked for open grievances, arrears, and “where bargaining is.” You received three emails and a spreadsheet that did not match the Secretary-Treasurer’s verbal report.
Open a leadership report filtered to this month: membership counts, open cases, dues position, and the bargaining round.
Drill from the open-case total into the case list and flag anything overdue or due this week.
Add the finance overview and the bargaining round-progress view so the verbal report matches the pack.
Save the same filtered views for the Recording Secretary to attach to the notice.
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
Proposal register on the round
Bargaining keeps proposals, sessions, and the agreement on one round.
- Open the round.
- Read owner, article, and status.
- Open the clause from Agreements.
- Send the approved update through Communications to that unit in People.
Strike vote record in Voting
Voting builds eligibility from People and certifies turnout without showing selections.
- Create the vote.
- Build eligibility from People.
- Send notice to that list.
- Close and certify with observers on the record.
Approved update to a People list
Communications sends only the board-approved text to the targeted records.
- Use the approved text.
- Target unit, classification, or worksite in People.
- Send email, SMS, or voice.
- Keep the sent count on that list.
Filters across units
People, cases, and reports filter by unit, employer, and worksite.
- Set the filter.
- Open the case or agreement behind the number.
- Keep assignment on the member.
- Build the pack from those live views.
Relevant products
People
member, unit, employer, classification, steward assignment, good standing.
Grievances & Cases
the protected case record the board number opens.
Agreements
current and historical contracts, searchable articles.
Bargaining
the round: proposals, sessions, costing, member-ready updates.
Communications
notices and updates to the people in People.
Advanced Reports
board packs from live records.
Voting
officer elections, ratification, strike vote; eligibility, turnout, certification.
Strike
if the vote carries: readiness, locations, shifts, check-ins, strike pay.
Finance & Dues
the dues position you sign beside, not a second set of books.
Operationally ready
This is not a promise that software chairs the meeting. It is a promise that the President is not assembling the local out of inboxes the night before.
Get StartedQuestions they actually ask
How does the board pack stay on live records?
Advanced Reports builds it from current cases, dues, membership, and bargaining. A challenged number opens that file.
Can leadership see workload without opening every discipline note?
Yes. Cases stay private by default. Reports show counts, deadlines, and assignees. The record opens only with the access it already has.
How do I filter a multi-unit local?
People, cases, agreements, and reports filter by unit, employer, and worksite. One presidency, not three spreadsheets.
How does a strike vote stay on one record?
Voting holds eligibility from People, the ballot, notices, observers, turnout, and certification. Turnout is visible. Selections are not.
How does the member update stay out of the caucus?
Bargaining keeps committee strategy on a restricted lane. Communications sends only the approved text to that unit in People.
How does the hall show up on the same presidency?
Hiring Hall, People, and standing are on the same records you already chair from. Filter to the units you need.