Understanding Dues Profile

Modified on Thu, Aug 22 at 2:37 PM

Dues Profiles

Dues Profiles are created at the International Office.  Please contact IMS Support at [email protected] for assistance.

Viewing Dues Profiles
  1. Go to Union Management menu.
  2. Click Dues Profiles.
  3. Enter the District Council or Local Union.
    • If you only search by District Council, you will need to select a Local in the next results.
  4. Click the Search button.

A list of all Dues Profiles that have been created will appear for the selected Local.

Understanding Dues Profiles

Dues Profiles are Assigned to membership in the order of: 1. Class; 2. Sub-Class; 3. Dues Bracket.

Each Dues Profile has a Start Date. Some may have an End Date. **Members Paid Through Dates cannot go past the End Date of the Dues Profile if there iNot another Dues Profile created for that time period**

A Dues Profile with a 00 Dues Bracket covers EVERY Member with that Class/SubClass match.  A Dues Profile with 01-20 covers ONLY the members with that Class/SubClass/Dues Bracket match.

There is a fix PTD for Members with large positive balances function.  Usually, this happens when a member pays dues from June to June and the Dues Profile ends in December. The member will be paid through December with a 6 month credit. This function (fix PTD) allows Locals to apply the member’s dues payment at the updated Dues Rate, instead of allowing a member to pay for multiple years of dues at the current rate.

IMS Support completes this process upon request.

Setting up Dues Profiles

There are a number factors that are required when creating a Dues Profiles.

Start and End Dates: How long can members pay Dues at this Rate?  Usually this is a Calendar Year or based on a Contract.

Class, Sub Class, Dues Profile: Who is going to pay the Dues Rate.

Frequency : How often are dues to be paid.

Charge Type Amount: Flat Fee, Check-Off Only, Minimum Dues

Check Off Information: If any Check-Off is to be paid – What is the title. What is the amount to be paid. Does the amount apply to the Minimum Dues or to the Daybook Dues Profiles.

Arrears Information: How many Months in Arrears are allowed before the member can be Suspended or Resigned.

Fee Amounts: These are automatic Fees applied to Members’ Accounts based on Membership Activity.

An Assessment is required each period (Monthly/Quarterly) once the Dues Profiles are created.  See How to Process a Dues Assessment.

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