Worker Union Management

These three components manage worker union information in Human Capital Management (HCM) Cloud:

  • Worker Unions

  • Bargaining Units

  • Collective Agreements

Worker Unions

The worker union is a HCM organization. You can create a new worker union or select an existing organization to define a worker union. The details of a worker union are country-specific and the country value is mandatory for a worker union. You can optionally attach any supporting documents for the worker union. A worker union holds date-effective attributes. Therefore, you can track the changes to the worker union over a period of time. You can also inactivate the worker union. You can configure additional attributes specific to any legislation or customer using the available descriptive flexfields and extensible flexfields.

You can optionally associate worker unions with their affiliated bargaining units. The values in the Bargaining Unit and Location fields are filtered to match the country you selected. You can add more than one work union contact and enter the contact details, such as contact name, union title, work phone, and work Email.

This figure illustrates the association between worker union, bargaining unit, and collective agreement:

Worker union 1 contains bargaining unit 1 and bargaining unit 2. Bargaining unit 1 contains collective agreement 1. Bargaining unit 2 contains collective agreement 2 and collective agreement 3. Worker union 2 contains bargaining unit 3. Worker union 3 contains collective agreement 4. Bargaining unit 4 contains collective agreement 5.

A worker union can be associated with multiple bargaining units. However, a bargaining unit can be associated with only one worker union. A collective agreement can be associated with only one worker union and bargaining unit. A worker union or bargaining unit can be associated with multiple collective agreements.

This figure illustrates the association between position or assignment and worker union, bargaining unit, and collective agreement:

Position 1 or assignment 1 contains worker union 1. Worker union 1 contains bargaining unit 1. Bargaining unit 1 contains collective agreement 1. Position 2 or assignment 2 contains worker union 2. Worker union 2 contains bargaining unit 3. Position 3 or assignment 3 contains worker union 3. Worker union 3 contains collective agreement 4. Position 4 or assignment 4 contains bargaining unit 4. Bargaining unit 4 contains collective agreement 5.

A position or worker assignment can be associated with only one collective agreement, bargaining unit, and worker union. However, a bargaining unit, worker union, or collective agreement can be associated with multiple positions or worker assignments.

Bargaining Units

A bargaining unit is a specific group of employees who are represented by one authorized union or association for purposes of collective bargaining. A bargaining unit is defined as a lookup type.

Collective Agreements

A collective agreement is a special type of commercial agreement that's negotiated collectively between the management (on behalf of the company) and trade unions (on behalf of employees). The agreement regulates the terms and conditions of employees in their workplace, their duties, and the duties of the employer.

Let's take a look at the collective agreement details:

A collective agreement is country-specific. You may enter the bargaining unit, legal employer, and union values depending on the country. For example, you can create a collective agreement without the bargaining unit and legal employer, or only with the legal employer. When you select the value in the Country field, the values in the Bargaining Unit, Legal Employer, and Union fields are filtered to match the country selected. You can optionally associate collective agreements with worker unions and attach documents to the collective agreement.

You can provide details of the parties negotiating the collective agreement, such as the employee and employer organizations. The employee organization can be the trade union or bargaining unit representing the employee while the employer organization is represented by the company management.

A collective agreement is date-effective, therefore, you can track changes to a collective agreement over time. You can also inactivate the collective agreement. You can configure additional attributes specific to a legislation or customer using the available descriptive flexfields and extensible flexfields. If you specify a Valid To date for a collective agreement, it lapses after that date and you can't link it to an employee.

Note:

If the collective agreement is linked to an assignment, you can't edit the Identification Code, Country, Bargaining Unit, Union, and Legal Employer fields. Additionally, you can't delete the collective agreement.

Here's how you can link collective agreements:

You can link a collective agreement to an assignment provided the bargaining unit, country, and legal employer of the collective agreement are consistent with the assignment. If you created a collective agreement without associating it with a legal employer or bargaining unit, you can link the collective agreement to any assignment within the same country.

You can link a union, bargaining unit, or collective agreement with a worker assignment provided that its country and legal employer is consistent with the assignment.

The union, bargaining unit, and collective agreement list of values (LOV) that you can select for linking with an assignment or position are filtered as described in this table:

Attribute

Linking Object

Filter Conditions

Union

Assignment

The LOV is filtered to show unions that are active as of the start date and whose country matches the country of the legal employer on the worker assignment.

Union

Position

The LOV is filtered to show unions that are active as of the position start date. As there is no legislation context available for a position, the LOV isn't filtered based on the union country. All unions configured in the application are listed in the LOV.

Bargaining Unit

Assignment

  • If you don't select a union, the LOV is filtered to show bargaining units that are active as of the start date, and whose country matches the legal employer country or have no country tag itself.

  • If you select a union, the LOV is filtered to show bargaining units that are active as of the start date and are associated with the selected union.

Bargaining Unit

Position

As there is no legislation context available for a position, the LOV isn't filtered based on country tags configured for the bargaining unit lookup codes.

  • If you don't select a union, the LOV is filtered to show bargaining units that are active as of the position start date.

  • If you select a union, the LOV is filtered to show bargaining units that are active as of the position start date and are associated with the selected union.

Collective Agreement

Assignment

Note:

The LOV is filtered to show only those values that match the country of the legal employer on the worker assignment.

If you don't select a union or bargaining unit, the LOV is filtered to show all active collective agreements as of the start date.

If you select a union without selecting a bargaining unit, the LOV is filtered this way:

  • Shows collective agreements that are active and match the selected union, but don't have an associated bargaining unit (union-specific values).

  • Shows collective agreements that are active and don't have an associated union or bargaining unit value (global values).

If you select a bargaining unit without selecting a union, the LOV is filtered this way:

  • Shows collective agreements that are active and match the selected bargaining unit, but don't have an associated union (bargaining unit-specific values).

  • Shows collective agreements that are active and don't have an associated union or bargaining unit value (global values).

If you select a union and a bargaining unit, the LOV is filtered this way:

  • Shows collective agreements that are active and match the selected union and bargaining unit (union and bargaining unit-specific values).

  • Shows collective agreements that are active and don't have an associated union or bargaining unit value (global values).

Collective Agreement

Position

As there is no legislation context available on for a position, the LOV isn't filtered based on the collective agreement country.

If you don't select a union or bargaining unit, the collective agreement LOV is filtered to show all active collective agreements as of the position start date.

If you select a union without selecting a bargaining unit, the LOV is filtered this way:

  • Shows collective agreements that are active and match the selected union, but don't have an associated bargaining unit (union-specific values).

  • Shows collective agreements that are active and don't have an associated union or bargaining unit value (global values).

If you select a bargaining unit without selecting a union, the LOV is filtered this way:

  • Shows collective agreements that are active and match the selected bargaining unit, but don't have an associated union (bargaining unit-specific values).

  • Shows collective agreements that are active and don't have an associated union or bargaining unit value (global values).

If you select a union and a bargaining unit, the LOV is filtered this way:

  • Shows collective agreements that are active and match the selected union and bargaining unit (union and bargaining unit-specific values).

  • Shows collective agreements that are active and don't have an associated union or bargaining unit value (global values).

Note:
  • The global collective agreement values can be used on a position by configuring the following profile option:

    • Code: ORA_PER_ALLOW_GLOBAL_CAGR_ON_POSITIONS

    • Display Name: Allow Global Collective Agreements on Position

  • By default, the profile value is set to N. In this case, the global collective agreement values can't be used on a position even though the values are available for selection in the LOV. If you select a global collective agreement value, the application will display an error message when you submit the position change or creation.

  • If you set the profile value to Y, the global collective agreement values can be used on a position.