Your portfolio is filterable
People, Grievances & Cases, and Advanced Reports filter by bargaining unit, worksite, and assignee. You work Unit C without drowning in Unit A.
By Role
Vice-President
Act for the President when they are out — and run the unit, site, or grievance portfolio you actually hold — from the same records the board already uses.
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 Vice-President the value is a scoped picture: the portfolio you hold, and the whole local when you have to sit in the chair.
How the week runs in the software
People and Grievances & Cases filter to the unit or worksite you hold. The same leadership views the President walks are available when you chair.
The software answers which files in the portfolio are due, what the unit was already told, and who the steward is on that shift.
How Union Software helps
Covering the chair is a filter, not a new login
The same board views the President uses — membership, open cases, dues position, bargaining progress — are available when you chair.
The agreement is next to the file
Agreements keeps the article searchable. You do not interpret overtime from a photocopy in the glovebox.
Members of your unit hear one story
Communications sends the update you and the President approved to the unit or worksite in People — not to whoever happens to be on a personal list.
Confidential files stay restricted
You see the cases your role and assignment allow. Covering the chair does not mean every discipline note is open.
Acting chair this Thursday
The President is at a regional meeting. You chair the executive board. You need the same pack they would have walked — not three texts and a verbal from the Chief Steward.
Open the leadership report the President already filtered: membership, open cases, dues position, bargaining round.
Drill the open-case total and mark anything overdue or due before the next regular meeting.
Confirm the finance overview and the bargaining round-progress tiles match what you will say out loud.
Hand the Recording Secretary the same saved views to attach to the minutes.
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
Portfolio filter
People and cases filter to the unit or worksite you hold.
- Filter People.
- Open cases on that filter.
- Keep the next date on the file.
- Use the same views when you chair.
Committee list from live cases
Assignment and overdue steps sit on Grievances & Cases.
- Open the committee’s cases.
- See overdue steps and assignees.
- Open the attached article.
- Give numbers that open those records.
Member-ready send
Communications sends the approved paragraph to your unit in People.
- Open the member-ready text on the round.
- Leave committee notes restricted.
- Target your unit.
- Send and keep the sent count.
Relevant products
People
member, unit, worksite, steward assignment; the scope of your portfolio.
Grievances & Cases
the files you hold or escalate; deadlines you can defend.
Agreements
the article beside the file or the bargaining update.
Bargaining
committee record vs member-ready update when you speak for a unit.
Communications
one message to the people in People.
Advanced Reports
the pack you walk when you chair.
Education & LMS
steward path when your portfolio includes training new reps.
Finance & Dues
the dues position you may have to read aloud in the chair.
Operationally ready
This is not a promise that software makes you President. It is a promise that the portfolio and the acting-chair week use the same records.
Get StartedQuestions they actually ask
Do I get a second set of books when I act as chair?
No. You use the same People, cases, and reports. Filter to the unit or worksite you hold.
Can acting chair open every discipline file?
No. Assignment and role still control the record. Chairing the meeting does not unlock every note.
How do I stay on one worksite?
Filter People and cases to that worksite or unit. The rest of the local stays off that view.
How does my unit get the approved update?
Bargaining keeps the member-ready paragraph separate. Communications sends it to your unit in People.
How does Hiring Hall sit beside a portfolio?
Hall ranking stays in Hiring Hall. Your unit’s cases and People filters stay on those records. One platform.