Learning centre
Learning centre
Work through real union tasks with practical steps, examples and validation checks. Explore membership, dues, bargaining, casework, training and the decisions behind a dependable implementation.
Member service & communications
Review a member’s proposed profile change
Give members a clear request status while staff protect the current authoritative record.
Read guide →Bilingual delivery · 2 minPrepare an operational message in English and French
Review wording, recipient language evidence and delivery results as separate decisions.
Read guide →Forms and intake · 2 minPublish a member form with a controlled intake path
Use reviewed bilingual versions, scoped response review and explicit approval before case creation.
Read guide →Evaluation & procurement
Dues & employer services
Reconcile a remittance without confusing deductions and cash
Follow a payroll submission from protected source evidence through review, posting and separate cash allocation.
Read guide →Employer follow-up · 2 minReview missing and late employer remittances
Establish the expected obligation before following up on reporting, payment or an unmatched submission.
Read guide →Bargaining & representation
Training & member service
Foundations
Run a useful first UnionStack session
Choose one real workflow and use it to align language, access and configuration.
Read guide →Access · 2 minDesign access around responsibilities
Translate operational duties into understandable, reviewable access.
Read guide →Configuration · 2 minConfigure fields that earn their place
Use types and custom fields to support decisions without recreating legacy clutter.
Read guide →Migration · 2 minPrepare source data before it moves
Profile, map and reconcile source records before treating them as production data.
Read guide →Governance · 2 minSet a practical data-quality standard
Define the small set of conventions that keeps connected records trustworthy.
Read guide →Governance · 2 minReview configuration without destabilizing work
Use evidence, ownership and representative testing to keep configuration current.
Read guide →People & structure
Map organizational relationships that matter
Model durable organizations and the relationships used in representation and operations.
Read guide →Membership · 2 minConnect a person to their working context
Create a dependable people record and relate the position that explains it.
Read guide →Contact data · 2 minMaintain contact information with a source
Keep authorized addresses, email, phone and locations usable over time.
Read guide →Leadership · 2 minRecord leadership as a dated responsibility
Connect people to leadership roles without overwriting useful history.
Read guide →Positions · 2 minMaintain pay and dues context on positions
Place rate and dues information on the relationship that gives it meaning.
Read guide →Agreements · 2 minStructure agreements for operational use
Maintain terms, articles, documents and renewal context that caseworkers can find.
Read guide →Cases & representation
Prove a case workflow from intake to closure
Test roles, responsibility, evidence, communication and outcome on one representative case.
Read guide →Configuration · 2 minDesign case types around distinct procedures
Create case stages and fields that reflect real differences in work.
Read guide →Responsibility · 2 minMake case involvement and ownership explicit
Use participant roles and assignments for different questions.
Read guide →Evidence · 2 minKeep case evidence identifiable and governed
Make source, version, relevance and access clear for material documents.
Read guide →Working record · 2 minUse notes and tags without losing structure
Capture reasoning and discovery aids without duplicating the formal record.
Read guide →Closure · 2 minClose cases with a usable outcome record
Resolve open work and leave enough evidence for future review.
Read guide →Communication & meetings
Introduce an approved mailbox safely
Test authorization, retrieval, sending and visibility before production use.
Read guide →Microsoft · 2 minValidate a Microsoft mailbox connection
Complete provider authorization with the intended account and permissions.
Read guide →Providers · 2 minTest Google or IMAP/SMTP mail flow
Validate incoming and outgoing settings as separate paths.
Read guide →Connected work · 2 minRelate a conversation where it can be found
Connect email to the record that explains its operational purpose.
Read guide →Meetings · 2 minCreate a meeting record with a purpose
Connect logistics, people, documents and related work before the meeting occurs.
Read guide →Preparation · 2 minGive meeting participants the right material
Keep roles, versions and intended audiences clear.
Read guide →Sites & member experience
Separate public publishing from member access
Choose the audience before selecting records or navigation.
Read guide →Identity · 2 minPrepare a site identity and domain change
Keep the represented union clear across devices and entry points.
Read guide →Content · 2 minPublish from reviewed source records
Treat public visibility as an explicit decision, not a side effect of data entry.
Read guide →Member access · 2 minTest member identity matching safely
Verify sign-in, record matching and scoped visibility with controlled accounts.
Read guide →