Setting Up a Collective Agreement

Follow these steps to enter a collective agreement, set up the eligibility criteria for the agreement, and to apply the values defined in the agreement to the eligible employees.

Note: Not all legislations utilise all the collective agreements functionality.

arrow icon   To set up a collective agreement:

  1. Define the entitlement items for your agreement.

    See: Defining an Entitlement Item for a Collective Agreement

  2. Define the eligibility profiles to be used with your collective agreement.

    See: Defining an Eligibility Profile

  3. Create organizations to represent the two parties who have negotiated the agreement if required. Use the Employer and Bargaining Association organization classifications.

    See: Entering Organization Classifications

  4. Create the collective agreement.

    See: Entering a Collective Agreement

  5. Define the entitlements for your collective agreement.

    See: Defining Collective Agreement Entitlements

  6. Assign the collective agreement to all employees who are covered by its terms.

    See: Entering an Assignment

  7. Select and apply the entitlement values to be applied to an employee.

    See: Selecting and Applying Collective Agreement Entitlement Values