Top Union Manager Portal Features
Why this matters
Every local office runs on coordination — dispatch lists, grievances, dues, and events all happening at once. When those tools are scattered, staff lose time and records get messy. A union manager portal centralizes everything in one secure workspace, so managers can make decisions faster and maintain complete, audit-ready records.
What is a union manager portal?
A union manager portal is a secure online hub where union staff manage day-to-day operations. It connects modules for member profiles, dispatch rules, grievance workflows, dues and payments, event tracking, messaging, and reporting. The result: fewer manual steps, better accuracy, and a single source of truth for every local.
Core modules tied to real demand
1) Dispatch automation
Rules engine for seniority, skills, and certifications.
Auto callouts via SMS, email, and in‑app; confirmations logged.
Out‑of‑work list with fair rotation and full audit trail.
KPI targets: fill rate, time‑to‑assign, missed callouts.
2) Grievance tracking
Standardized intake, deadlines, roles, and permissions.
Case file: evidence, notes, correspondence, outcomes.
Alerts for timelines and hearings.
KPI targets: days to resolution, reopen rate, compliance misses.
3) Event attendance and training
Online RSVPs, reminders, and on‑site QR/ID check‑in.
Live rosters and automatic export to member records.
KPI targets: show rate, repeat attendance, certification currency.
4) Dues and payments
Recurring ACH/CC, arrears logic, reminders, and ledger sync.
Clear member balances and officer reports.
Compliance tip: align financial reporting with OLMS LM forms. DOL
5) Member database and communication
One profile per member: contact, status, certifications, history.
Segmented email/SMS with opt‑out tracking.
KPI targets: data completeness, delivery rate, response rate.
10‑point evaluation checklist for a manager portal
Transparency: immutable logs for dispatch and grievances.
Automation: scheduled callouts, reminders, and reports.
Compliance: OLMS‑aware exports; role‑based access. DOL
Security: SOC 2–aligned controls for security, availability, integrity, confidentiality, and privacy. AICPA & CIMA
Data model: one member record across all modules.
Bylaw fit: configurable rules without custom code.
Interoperability: CSV/API in and out for payroll/accounting.
Mobile UX: dispatch responses and check‑ins on phones.
Reporting: KPIs for dispatch, dues, grievances, events.
Admin effort: <2 hours to train core users; clear rollback.
Our platform is hosted only in SOC 2 Type II / SOC 3 Type II–audited data centers, giving you a proven compliance baseline from day one.
Nightly Off-Site Backups
Your data is backed up automatically every night to a separate, secure data center—so you’re protected from accidental loss or hardware failures.
Security You Can Trust
Your connection to our system is encrypted with HTTPS (SSL/TLS) using 2048-bit certificates, ensuring your data stays private and tamper-resistant in transit.
Workflows your team can deploy fast
Automated call assignments
Define eligibility rules → publish job → system sequences callouts.
Members accept/decline; queue advances automatically.
Officers view live status and a printable audit log.
Track event attendance
Create event → send RSVP link → reminder 24–48 hours before.
At the door: scan QR or search member ID; offline fallback list.
Export attendance for reporting and certification updates.
Pay union dues online
Offer ACH and card with recurring options; capture payer consent.
Show balance, payments, and arrears in the member portal.
Reconcile with exports ready for annual LM reporting. DOL
Dedicated Infrastructure: Your security is our priority. Every client receives their own dedicated server, meaning your data is never co-mingled with anyone else’s. This private environment ensures maximum security and performance.
Choose a reliable partner that follows the latest security protocols.
FAQs
Which dispatching systems support automated call assignments?
Look for a rules engine tied to seniority/skills, batched callouts with SMS/email, automatic queue advancement, acceptance timeouts, and complete audit logs. Systems that include an out‑of‑work list and configurable bylaws produce the fewest disputes.
How do you track event attendance?
Use pre‑registered QR codes or member IDs, on‑site scanning, and real‑time rosters. Sync attendance to member profiles and export for officer review. Keep an offline list ready.
Can I pay union dues online?
Yes. Best practice: hosted payment pages, recurring ACH/card, proration rules, arrears workflows, and secure storage. Ensure exports align with annual OLMS reporting. DOL
What compliance standards should software vendors meet?
Ask for a current SOC 2 report covering Security and any relevant Trust Services Criteria. Review data retention and access controls against your bylaws. AICPA & CIMA
Data Sovereignty Guaranteed: We are a U.S.-based company and store all American client data on servers within the United States.
To meet Canadian privacy laws: all Canadian client data is hosted exclusively in Canadian data centers.
For nearly two decades, we’ve been a trusted partner to union halls across North America.
Since 2006, our hands-on experience has given us a deep understanding of the unique challenges you face. We are proud to provide powerful, tailored solutions that solve those challenges and make a real impact on your operations.
Internal links for deeper reading
Quick implementation plan (90 days)
Weeks 1–2: Map bylaws to dispatch rules; define grievance stages; pick attendance method.
Weeks 3–4: Migrate member data; enable ACH/card; set arrears logic.
Weeks 5–8: Pilot dispatch with one craft; run two events with QR check‑in; test grievance reminders.
Weeks 9–12: Review KPIs; harden permissions; publish member “how‑to” guides.
Union Impact was founded on one principle: unions deserve software designed for them—not retrofitted business tools. By handling migration, integrating core modules, and focusing on compliance and transparency, Union Impact gives locals the tools to stay organized, retain members, and grow.
To hear directly from locals using our platform, see Union Client Testimonials.
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If you have questions or need assistance, feel free to contact us. We’re here to help you navigate your union software needs.