Complex Dues. Simplified Collections. Perfect Accuracy.
Purpose-Built Software for Union Dues Processing
Automate the full dues lifecycle with a rules-driven engine that supports flat fee, per capita, and hybrid models. Eliminate spreadsheets, reduce errors, and keep ledgers synchronized across members, employers, and affiliates—without duplicating the payment-portal content owned by Payments System for Unions.
Financial Clarity Without Extra Busywork
Staff gain real-time visibility into balances, statuses, and exceptions; members see accurate obligations tied to their records in Member Management System. Documentation and exports are centralized in Digital Union File Management to keep audits straightforward.

Dues Model Engine: Flat Fee, Per Capita & Hybrid Control
Configure Models That Match Your Bylaws
Set Flat Fee schedules by classification/status and cadence (monthly, quarterly) for predictable, easy-to-audit revenue. Use Per Capita (or hourly/percentage) rules tied to active headcount, hours, or wage rates for precision. Local/affiliate overrides and effective-date versioning let you adopt mid-contract changes without retroactive errors—posting directly to ledgers in Payments System for Unions.
Advanced Rules: Tiers, Exemptions, and Pro-Rating
Automate tier progressions (probationary → apprentice steps → journey), apply exemptions (leave, disability, strike credit, hardship), and pro-rate partial periods. Lock approved schedules to preserve audit trails. Financial context appears alongside action history in Tracking Union Member Information for faster decisions.




Payment Channels for Dues: Contractor Batches & Self-Pay
Employer Remittance & Batch Processing
Employers securely upload batch files each pay period. The system validates member IDs, detects rate mismatches/duplicates, and posts approved items to all member ledgers—linking remittances to jobs via Dispatch Management and projects in Project Tracking & Management for end-to-end traceability and affiliate remittance accuracy.
Member Self-Pay—Without Re-Explaining Portals
Members pay 24/7 by card/ACH with autopay and installments; reminders and receipts are automated through Personalized Member Messaging. For gateway, PCI, refunds, and portal UX details, the canonical content lives on Payments System for Unions to prevent keyword cannibalization.

































Reconciliation & Exceptions: Fast, Defensible Month-End
Exception Queue That Speeds Close
The platform isolates discrepancies (missing IDs, negative balances, duplicate pay periods) in a dedicated Exceptions queue. Approvers correct and re-post, then lock the period to protect prior statements—standardizing month-end and audit readiness with reports from Custom Union Report Management.
Affiliate Remittances & Evidence Tracking
Generate affiliate files and summaries by employer, office, or period. Store PDFs/CSVs and supporting evidence in Digital Union File Management. For risk posture and infrastructure hardening, reference Business Computer Technicians – Cybersecurity and union-specific guidance in Data Security for Unions: 2025.
Any Dues Model
Flat fee, per-capita, hybrid, tiered, effective dates, auto-calculation.
Employer Batches
Upload, auto-validate, bulk post; catch mismatches; link to jobs/projects.
Member Self-Pay
Card/ACH, autopay, plans, mobile wallet, instant receipts, reminders.
Live Ledgers
Real-time balances, receipts, timestamps, aging, smart alerts, notes.
Exceptions & Close
Auto-flags, approvals, period lock, rollbacks, close checklist, audit cues.
Audit Ready
Full history, affiliate remittance exports, CSV/PDF, immutable logs, evidence files.
Initiation Dues: First-Day Accuracy & Status-Aware Logic
Automated Formulas, Pro-Rating & Credits
Define multi-component initiation logic (application fee + first-month dues + assessments), pro-rate by join date, and credit prior payments or reciprocal transfers. Versioned rules ensure governance continuity and clean auditing during contract updates or board approvals.
Dynamic Recalculation on Status Changes
When members move from applicant → apprentice → journey or change employer groups, the system recalculates obligations automatically and updates ledgers. Progress is visible within profiles in Member Management System, with rollout best practices in Upgrading & Onboarding Union Software.

Reach Out to Learn More!
Leadership Insight: KPIs, Trends & Operational ROI
Board-Ready Metrics Without Manual Spreadsheets
Track collection rate, time-to-post, exception rate, and affiliate remittance accuracy across employers/offices. Compare flat fee vs per capita outcomes over time to choose the best-performing model for your Local, using dashboards and exports from Custom Union Report Management.
From Efficiency Gains to Strategic Decisions
Quantify staffing and process wins with guides like How Union Software Reduces Administrative Workload and demonstrate value to leadership with The ROI of Investing in Union Management Software. For communication lifts tied to timely reminders, see How to Automate Union Dues Collection (and Why You Should).