A dependable member record
Keep contact details, status, relationships, documents and configured information on one governed profile.
Membership & people
Union membership management that keeps every member connected.
Manage union member records, contact details, credentials and documents in one place. Connect each member to their positions, workplaces and union structure.
UnionStack shown with fictional demonstration records.
Operational outcomes
What this changes for the team.
See how this part of UnionStack helps your team organize the work and follow through.
Positions in context
Relate people to employers, worksites, locals and other organizations through dated assignments, classifications, terms, rates and dues.
Quality you can maintain
Review duplicates, govern corrections and imports, and preserve a record of material changes.
Member changes with independent review
Members propose permitted contact and address changes, follow their status and cancel pending requests. Staff compare current values before deciding.
Payroll evidence becomes a review task
Route payroll employment changes to authorized People reviewers. Coordinate missing enrollment evidence without automatically changing membership status.
Connected workflow
Follow the work through its record.
The exact configuration varies by tenant, but the accountable sequence remains visible.
Create or import
Apply the union’s people types and required fields.
Connect
Add positions, organizations, leaders and relevant relationships.
Use
Open the same person from cases, meetings, communications or reporting.
Govern
Correct, merge, deactivate or export through controlled workflows.
Inside Membership & people
See the connected details.
Explore these workflows in the current interface, shown with fictional demonstration records. Open a screenshot to inspect it at full size.
UnionStack shown with fictional demonstration records.
UnionStack shown with fictional demonstration records.
Try a complete workflow
One member, several responsibilities.
Demonstration scenario · Fictional records
Use a fictional member with two concurrent positions, an employer transfer and a proposed address change. Follow the same person through each task so your team can evaluate the record relationships and the review work.
Keep the employment history
End the former assignment and add the new dated position. Confirm that the earlier employer and agreement context remain understandable without creating a second person record.
Review the member’s request
Have the linked member propose a permitted contact change. Ask a different authorized staff reviewer to compare the current and proposed values, decide the request and locate its recorded outcome.
Check the next hand-off
Open the person from a related case or meeting with a representative account. Confirm that staff can find the context they need while protected information remains restricted.
Evidence to review together
- A reviewer can distinguish the current position from historical service.
- The member and staff can explain the change request’s actual state.
- The migration sample preserves relationships as well as contact fields.
Boundaries
What evaluators should keep in view.
- People types determine which configured information applies.
- Protected information remains subject to role and tenant boundaries.
Next step
Evaluate Membership & people with your own workflow.
Try a real workflow with the 30-day trial, or request a guided walkthrough with UnionStack.
Credit card required. Automatic billing after 30 days.