Only those with Employers that provide UNA with an electronic file copy of Employee Lists will see the lists in this section. Not every local will find information included in this category since not all Employers provide of such data. The Employees Lists option covers many more people than you have in your own local. Selecting […]
Category: DMS Executive
DMS Web Local Executive – Local Admin – Expenses
This section relates to the expense claims handled by the Local Executive. You are able to submit a claim for another local member or to approve/reject expense claims submitted. If one of the Executive submits a claim for a member, then a different executive member must do the review and approval process. Submit Expense for […]
DMS Web Local Executive – Local Admin – Expenses – Reviewing Expense Claims
The job of reviewing and approving expense claims belongs to the Treasurer unless the claim involved was submitted by the Treasurer. When local members submit expense claims a record of the form appears on their Personal Expense Claims screen and on the Local Admin/Expenses screen. Here you see the listing of submitted expense on the […]
DMS Web Local Executive – Local Admin – Members & Employees – Special Options – Sort&Filter
Each time you conduct a search, a list of the data your search criteria indicated is produced. You are able to manipulate the data in multiple ways. Clicking on a column label sorts the entire table according to the column category. Entering characters into the Filter field conducts a search on the data from your […]
DMS Web Local Executive – Local Admin – Members & Employees – Online Membership
Under Local Admin is the Members & Employees tab. There are several options available on the tab. The Membership Applications table is available for approval of pending membership that have been submitted electronically. Using the button, you can Enter New Membership from Paper Application to have the member’s name appear immediately on your membership list. In […]
DMS Web Local Executive – Home Tab
The Home Tab for a local is shown in white on the red bar illustrated below: Clicking on the Home Tab will show the dashboard for the local. The dashboard provides all the local’s important information at a single glance. Below the Dashboard for your local is your own Personal Information and Membership Information.
DMS Web Local Executive – Local Admin – Members & Employees -Sending Email to Members
This feature allows you to send one email message to all members with an email address recorded. However, in many cases the email address is personal. Please consider the sensitivity of content before sending. Only the UNANet service should be considered secure. Accounts such as HotMail.com or Yahoo.com are often accessed by others. There is a […]
DMS Web Local Executive – Local Admin – Members & Employees – Membership Lists
You can search the membership list by entering a Name (or partial) and ID number, or by setting the choice in Membership Status (All, Active, Pending, Associate) to reflect your needs. There are multiple choices available if you Enable the Advanced Options, allowing you to add various parameters to your search. You can search based […]
DMS Web Local Executive – Local Admin – Members & Employees – Modifying Data
Once a list appears, you are able to edit. Click the Detail button in the appropriate entry. When Details appear, pencil/trash/plus buttons and open fields are available for modifications to the data. Click in the fields for Site Phone, LOA Type, and LOA Notes to enter data. You must click the Update button to complete the entry. […]
DMS Web Local Executive – Local Admin – Members & Employees – Removing a Member
Once a list appears showing a member’s data, you can edit the data including Terminating Membership in your local. Click the Detail button in the appropriate entry. Once the details are visible, look for the Membership Information located in upper right-hand corner. The Status is indicated and beside that entry is a button Term Membership. […]