Posts Tagged ‘TD Connect’

TD Connect workshop scheduled for March in Cleveland office

Because of continued demand, a workshop has been scheduled in March to help local treasurers learn how to use TD Connect, the new eBilling system that also manages member records. Numerous workshops scheduled in late 2018 and early this year filled to capacity. Follow the link below to register.

Register online for the March 19-21 TD Connect workshop in Cleveland.

The workshop registration deadline is March 13, 2019.

A flier is available with additional information about accommodations and the workshops (PDF).

Attendees are responsible for arranging their own travel and hotel rooms. Visit this link for a list of discounts available in the area.

The workshop sessions will run from 9 a.m. – 5 p.m. on all three days in the first-floor training room at the SMART Transportation Division office, 24950 Country Club Blvd., North Olmsted, Ohio.

For any additional information about the workshop, please call Alyssa Patchin at 216-227-5281 or email apatchin@smart-union.org.

UPDATED: Two TD Connect workshops remain open for 2019

Because of great demand, a new round of workshops has been added to help local treasurers learn how to use TD Connect, the new eBilling system that also manages member records. A series of five prior workshops scheduled for late 2018 filled to capacity. A second round was added, and one workshop already has been filled. Follow the links below to register.

Workshops are scheduled for:

  • January 7, 8 & 9, 2019 – Kansas City, Mo. at the Drury Inn and Suites, 7900 Northwest Tiffany Springs, Kansas City, MO 64153. WORKSHOP FILLED — waitlist available. Treasurers are encouraged to register for one of the two other workshops listed below.
  • January 28, 29, & 30, 2019 – Minneapolis, Minn. at the Minneapolis United Labor Center, 312 Central Ave. S.E. Minneapolis, MN 55414. Registration deadline is Jan. 21.
  • February 11, 12 & 13, 2019 – Salt Lake City, Utah at the Double Tree by Hilton Salt Lake City Airport, 5151 Wiley Post Way, Salt Lake City, UT 84116. The workshop will be in the Bryce Room. Registration deadline is Feb. 4, 2019.

A flier is available with additional information about hotel rates and the workshops (PDF).

Attendees also are asked to complete the online TD Connect Overview workshop before the first day.

Workshops will run 9 a.m. – 5 p.m. all three days and will educate local treasurers about the new TD Connect eBill system along with the newest version of WinStabs. Additional topics may include: maintaining payroll deductions, making proper disbursements, budgeting, record keeping, paying taxes and filing reports with authorities.

Attendance for each workshop is limited and spaces will be filled on a first-come basis. A waitlist will be made available for those interested in attending a workshop once one has been filled. Contact Alyssa Patchin at the TD offices to be placed on the list.

The sessions will include all training and materials at no cost to the local. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved by the membership at the local meeting as an allowable expense of the local.

For more information or to be placed on a workshop waitlist, call Alyssa Patchin at the TD offices or email apatchin@smart-union.org.

Registration now open for fall TD Connect workshops

Registration has opened for local treasurers who are interested in attending workshops where they will learn how to use the new TD Connect system to manage member records and to work the new eBill before the system’s Jan. 1, 2019, rollout. Follow the links below to register.

Workshops are scheduled:

    • November 5, 6 & 7, 2018 – Kansas City, Mo.

SESSION FULL – REGISTRATION CLOSED, SEE BELOW FOR WAITLIST INFO; hotel registration deadline is Oct. 12.

    • November 7, 8 & 9, 2018 – Kansas City, Mo. (second session)

SESSION FULL – REGISTRATION CLOSED, SEE BELOW FOR WAITLIST INFO; hotel reservation deadline is Oct. 12.

    • November 12, 13 & 14, 2018 – Birmingham, Ala.<

SESSION FULL – REGISTRATION CLOSED, SEE BELOW FOR WAITLIST INFO.

    • November 27, 28 & 29, 2018 – Rosemead, Calif.

SESSION FULL – REGISTRATION CLOSED, SEE BELOW FOR WAITLIST INFO.

Workshops will run 9 a.m. – 5 p.m. all three days and will prepare local treasurers for the launch of the new TD Connect and eBill system along with the newest version of WinStabs. Additional topics may include: maintaining payroll deductions, making proper disbursements, budgeting, record keeping, paying taxes and filing reports with authorities.

Attendance for each workshop is limited and spaces will be filled on a first-come basis. A waitlist is available for those interested in attending a workshop that has been filled. Contact Alyssa Patchin at the TD offices to be placed on the list.

The sessions will include all training and materials at no cost to the local. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved by the membership at the local meeting as an allowable expense of the local.

Click here for a flier with specific workshop details, including location and hotel information.

For more information or to be placed on a workshop waitlist, call Alyssa Patchin at the TD offices or email apatchin@smart-union.org.

S&T Making Cents newsletter: August 2018

Making cents logo

Time to connect!

We’re closer to the rollout of the new TD Connect eBill system. Will you be ready?

The TD Connect eBill system is going to save treasurers valuable time and energy when it rolls out this coming January. With this paperless eBill system, the entire processing and submitting of the monthly bill is completed online in TD Connect.

A fall workshop schedule has been set up for S&Ts to learn how to use the new TD Connect system. Dates are:

  • Oct. 8, 9 & 10 – New Haven, CT
  • Nov. 5, 6 & 7 – Kansas City, MO
  • Nov. 12, 13 & 14 – Birmingham, AL
  • November 27, 28 & 29 – Rosemead, CA

Sessions will run 9 a.m. to 5 p.m. all three days and details about the locations will be provided soon. Attendance is limited to 30 registrants and will be accepted on a first-come basis. The three-day sessions will include all training and materials at no cost to the local. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved by the membership at the local meeting as an allowable expense of the local. Help us plan accordingly and complete a workshop interest form so you can be among the first notified with location-specific details.

Handling E-49 in TD Connect

This new system has built-in logic that will help treasurers apply dues in compliance with Article 21B of the SMART Constitution.

For E-49 (dues exempt) status, the new TD Connect eBill system automatically flags members who did not provide dues payments when dues were received the month prior. The eBill system then requires a date that the member last worked to be entered in order to proceed.

Conversely, if a dues payment is received from a member who had been designated the month before as having an E-49 status, then that member will be flagged as an active member and a return-to-service date will be required in order to proceed.

The TD Connect system will calculate dues owed by the member once those required dates are entered.

The SMART Constitution requires (Article 21B, Section 49) that the Local Treasurer, President and Chairman monitor closely which members have E-49 status. Fulfilling this requirement and keeping track of these dates will make everyone’s job a bit easier. Members who are in E-49 status are required by the Constitution to complete, sign and turn in the E-49 form to the Local S&T, Local Treasurer or Local Chairperson.

A quick quiz for E-49:
Q: A member goes into active military service on July 20, 2018. When would that member qualify for exempt status?

A: September 2018.

Q: That same member then returns to the job on November 29, 2018. When would the member be required to pay dues again?

A: December 2018.

Questions
about the S&T’s roles and responsibilities?

Visit the S&T Tools page on the SMART TD website for guidance on getting the job done!

Still not sure?

Call the Field Support Help Desk at 216-227-5444. Drop-in help desk hours are 9a-5p (Central Time) M-W-F. Help desk appointments can be scheduled in advance for Tuesdays, Thursdays, weekends and evenings. Call or email fieldauditor@group.
smart-union.org
to schedule an appointment.


Important dates coming up

Important dates

• By August 20 — SMART TD billings due at office

By September 15 Deposit and pay CT-1 taxes (rail Locals): https://www.eftps.gov/eftps/

For more info: SMART TD guide to paying Form CT-1 taxes

• By September 15 — Deposit and pay 941 taxes: https://www.eftps.gov/eftps/

For more info: SMART TD guide to paying and reporting Form 941 taxes


Be ready to use the new eBill system:

  • All 2018 paper (aka green-bar) bills must be submitted to TD prior to gaining access to eBill. We recommend working through your December 2018 bill as soon as possible. Do not wait until the December 20th deadline!
  • Local Treasurers must work to clear outstanding member variances.
  • Local Treasurers must work to develop a system between your members, local chairmen, local president and local treasurer to gather dates required to process E-49 statuses.

Locals must notify TD with dues rates

For proper record keeping and member maintenance, your local dues rates must match the SMART Transportation Division record in iLink. The structure consists of:

  • International (TD) dues
  • State legislative dues
  • General committee (GCA) dues
  • Local dues
  • Local committee of adjustment (LCA) dues

If the dues rates in WinStabs and iLink do not match, it will cause issues with your monthly billing.

Your dues structure can be checked through iLink by going to MEMBERSHIP > REPORTS > DUES SUMMARY REPORT.
If the dues levels for the international, state or GCA are not the same as what is reflected in iLink, then WinStabs would need to be updated, and you should contact the Field Audit Help Desk at fieldauditor@group.smart-union.org for assistance.

If the local or LCA dues levels are not the same as those shown in iLink, then the TD offices need to be receive an update. Please notify the Updating Department by calling 216-228-9400 or emailing Dora Wolf at dwolf@smart-union.org to get the discrepancy resolved.

If you have questions regarding the proper process for changing your dues rate or implementing assessments, contact the TD President’s Department at 216-228-9400.


Ask an Auditor

Q: We have a future meeting that falls on a holiday. The TD Constitution mentions that a quorum is required to switch the meeting time. How do we go about doing this?

In Article 21B, Section 55 of the SMART Constitution, it says that a quorum consisting of five (5) members in good standing is required for a transaction of business. If you have a regular or special meeting and a quorum of members is present, then a majority of the quorum would be required to carry a motion that approves the meeting schedule change on a one-time basis. This can be done informally through a show of hands.

Provided the motion to change the meeting date carries, “reasonable” notice should then be posted at all locations where affected members report for duty. “Reasonable,” according to the SMART Constitution, is at least five (5) days, but additional notice is always a good idea for people to rearrange their schedules, especially around a holiday. Posting the notice immediately after the meeting in which the change has been made wouldn’t be a bad thing to do.

If a local’s scheduled meeting does get changed, please notify the TD President’s Department of the new schedule. A new member or one who is returning to service could call the TD office asking about his or her local’s meeting schedule, and we would then be able to pass the information along.

To submit questions to Ask an Auditor, email fieldauditor@group.smart-union.org.

UPDATED: Workshops planned for treasurers to learn new TD Connect system

Local treasurers will have a chance to learn how to use the new TD Connect system to manage member records and to work the new eBill before the system’s Jan. 1, 2019, rollout at a series of workshops planned this fall.

Workshops are scheduled:

  • Oct. 8, 9 & 10, 2018 – New Haven, Conn.
  • Nov. 5, 6 & 7, 2018 – Kansas City, Mo.
  • Nov. 7, 8 & 9, 2018 – Kansas City, Mo. (second session added!)
  • Nov. 12, 13 & 14, 2018 – Birmingham, Ala.
  • Nov. 27, 28 & 29, 2018 – Rosemead, Calif.

Workshops will run 9 a.m. – 5 p.m. all three days, and additional location-specific details will be provided once available.

The three-day sessions will prepare local treasurers for the launch of the new TD Connect and eBill system along with the newest version of WinStabs. Additional topics may include: maintaining payroll deductions, making proper disbursements, budgeting, record keeping, paying taxes and filing reports with authorities.

Attendance is limited to 30 registrants and spaces will be filled on a first-come basis.

The sessions will include all training and materials at no cost to the local. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved by the membership at the local meeting as an allowable expense of the local.

Help us plan accordingly and complete the workshop interest form to be among the first notified with location-specific details.

Click here for a printable workshop flyer.

For more information, call Alyssa Patchin at the TD offices or email apatchin@smart-union.org.