Dues Profiles are created at the International Office. Please contact IMS Support at [email protected] for assistance.
Viewing Dues Profiles
- Go to Union Management menu.
- Click Dues Profiles.
- 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.
- 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 is Not 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.