This user guide will explain running the Suspension Report. If you are having difficulties running the Suspensions Report, please send a detailed email to support@unitehere.org to create a support ticket. Find a downloadable version of this user guide here.
TABLE OF CONTENTS
Video Walk-Through
Best Practices
The purpose of running the suspension report monthly is to capture all records due to be suspended by moving them to a non-active state. The best practice is to run the Suspension Report before running the Per Capita Report.
Running the Suspension Report
To run a suspension report for all employers, first navigate to the Se Puede menu bar on the left. Select Monthly Processes, then select Suspensions.
Note: Unless there are special circumstances approved by leadership, do not change the “Calculate Suspension as of Date”. This is the start date for suspension calculations and is part of the local’s processing rules.
Next, enter the Suspension Date. The report provides the members eligible for suspension using amounts owed up to this date. If you leave the employer field blank, it will select the entire local by default.
Select Find.
Now, determine the employers to evaluate. The employers appear in one of two groups, suspension or suspension hold.
- If an employer shows up in the Suspension column, it means the employer has had its dues processed through the month prior to the calculated suspension as of date.
- If an employer shows up in the hold column, it means that employer does not have its dues processed through the month prior to the calculated suspension as of date.
- If an employer does show up in the hold column, only the self-pay workers for that employer will be evaluated for suspension.
The left and right arrows between Suspension and Suspension hold, allows you to move the entire list of employers to either group. Clicking on a specific employer moves them from one side to the other.
After each employer’s name, the date of the last processed check off is listed.
- If the check off for the employer has not been processed through the prior month, put that employer in the hold column.
- If the employer is not put on hold, the suspension report will suspend people that may eventually pay when the checkoff for that month is processed causing cleanup work.
Once the employers are settled, select Run Preliminary Suspension Information.
Clicking on the Preliminary Suspension Report button, you can view which employers were selected, how many suspensions/delinquencies there are, total workers reviewed, which suspension month, last suspension ran, last checkoff and which employer is on hold.
Review the fine details of the report by clicking on the plus sign by the employer’s name.
Then review the workers in the No Employment column (which may be on a different page), they will be evaluated for suspension even if their last employer is on Suspension Hold.
The report will now calculate the earliest possible suspension date. For example: even though the suspension date was 5-1-2023, Worker A was eligible for suspension for an earlier date so that is the date that will be used.
When your review is complete, close the Preliminary Suspension report and the final suspensions may now be run by selecting the blue Suspend button.
Final suspension history is located at the bottom of the page labeled Suspension Runs. Click the eye icon on the right to view or download the Final Suspension Report. The status reason will reflect the new suspended status.
