bac local 1 - ecommerce.issisystems.com...bac local 1 | online remittance processing after you...

Page | 1 BAC Local 1 | Online Remittance Processing Instructions

BAC Local 1 Online Remittance Processing Instructions

Page | 2 BAC Local 1 | Online Remittance Processing

Contents Logging In .................................................................................................................................................................................................. 3

Changing Your Password .................................................................................................................................................................... 4

Agree to Terms of Use .......................................................................................................................................................................... 5

Main Menu ................................................................................................................................................................................................. 6

Setting Up Optional ACH Payment Information ....................................................................................................................... 7

Creating a New Remittance Report ................................................................................................................................................ 9

Main Remittance Report Screen ................................................................................................................................................... 12

Adding a New Employee to the Remittance Table................................................................................................................ 13

Entering Member Data into the Remittance Table ............................................................................................................... 16

Calculating the Remittance Report .............................................................................................................................................. 19

Using Calculate & Save to Complete a Report Later ............................................................................................................. 21

Submitting the Report ....................................................................................................................................................................... 22

PDF Copy of Submitted Report ..................................................................................................................................................... 23

Continue Working on an Unfiled Report ................................................................................................................................... 25

Viewing Previously Submitted Reports..................................................................................................................................... 27

Creating a Miscellaneous Payment Report .............................................................................................................................. 30

Logging Out ............................................................................................................................................................................................ 34

Questions and Comments ................................................................................................................................................................ 34


Logging In

Prior to your first time using the Bricklayers & Allied Craft (BAC) Workers Local 1 online remittance processing website, you will receive information from the Fund Office containing your username and temporary password. Once you have this information, you may begin to use the website.

To log-in, please type in your username and temporary password into the designated fields and click on the Login button.

Please note: Your username and password are case sensitive and must be typed in exactly as specified by the Fund Office.


Changing Your Password

The very first time that you log in, you will automatically be directed to the “Change Password” screen. Fill out the designated fields in order to change your password. When you have completed the fields, click on the Submit button.

Once you have successfully changed your password, you will see a “Password changed” screen and a link to return to the main menu. Click on the link to be directed to the main menu. The next time that you log in, you may use your new password.

Please note: You may change your password at any time by clicking on the “Change Password” option on the Main Menu. You will then be directed to the “Change Password” screen above.


Agree to Terms of Use

Every time that you log in, you will be required to read and agree to the listed Terms of Use on the screen.

After you have read the terms of use, please click on the box next to “I agree to the terms of use” and then click on the Continue button.


Main Menu

You will now be directed to the Main Menu screen.

You have several options to choose from:

О Create New Remittance Report: Choose this option if you would like to create a new remittance report to send to the Fund Office.

О Continue Working on Unfiled Report: Choose this option if you have previously started a remittance and saved it to finish at a later time.

О View Report History: Choose this option if you would like to view a listing of all previously

filed and archived reports, which are viewable as PDF documents. О Add Participant: Choose this option if you would like to provide the Fund Office with a brand

new participant’s census information. (Please note: you may do this directly from the remittance screen or from this main menu option.)

О Set Banking Information: Choose this option if you would like to enroll in ACH payment

processing, or if you need to change existing banking information.

О Change Password: Choose this option to change your login password.


Setting Up Optional ACH Payment Information

The website’s “Set Banking Information” option provides employers with the opportunity to enroll in ACH payment processing. This is a one-time process that you will not need to repeat.

Please note that the ACH portion of the website is still under construction. We will let you know as soon as you are able to pay by ACH. At that time you would use these instructions to set up your banking information.

Once the ACH implementation is complete, you will have the option to pay via ACH or by check. When paying by ACH, the website will collect the grand total of contribution due, including monies due to both BAC Local 1 and to the International Union. Please keep in mind you must pay both entities by ACH, and not one or the other. Therefore if do not wish to contribution to both entities, you must pay by check.

To enroll in the ACH payment processing, choose the option “Set banking information” from the Main Menu and click on the Continue button.

Please note: your banking information must be set up before ACH payment processing is in effect. If you create any remittances prior to setting up your banking information, it will not go through as an ACH payment and you will need to mail in your check to the Fund Office.


On the “Update banking information” screen, enter the requested information and click on the Submit button.

Once you have successfully added your banking information, you will be directed to a “Change accepted” screen and a prompt to return to the main menu. Click on the prompt to return to the main menu.

Please note: your banking information will be stored for all future reports. If your account information changes, please use the “Set Banking Information” option from the main menu to update your banking information accordingly.

Once your banking information has been updated you will then also have the option to “Create a Miscellaneous Payment report” from the main menu.


Creating a New Remittance Report To create a new remittance report, choose the first option on the Main Menu and click on the Continue button.


You will then be prompted to select the contribution month. Click on the dropdown arrow next to the month and/or year in order to make adjustments. Once the correct month and year have been selected, click on the Continue button.

After you click on the Continue button, you will be directed to the “Choose Local” screen. On this screen, you will need to select the appropriate Local # for your remittance report. After selecting the Local, click on the Continue button.


After you choose the appropriate Local and click on the Continue button, you will be directed to the “Pick the Contract Type” screen. On this screen, you will need to select the appropriate Contract for your remittance report. After selecting the Contract, click on the Continue button.

Questions about the above “Choose Local” or “Pick the Contract Type” screens should be directed to the Fund Office at (215) 856-9520.


Main Remittance Report Screen

Once you select a contract and click on the Continue button, you will be taken to the “Enter remittance report” screen.

Please note, the remittance report will be pre-populated with participant data (name and SSN) from the remittance report submitted last contribution month.

If this is your first time using the website, the system may not pre-populate all of your participants.

To add employees to the remittance report, you will need to navigate to the “New employees” section, type in the employee’s social security number, and press the Enter key. If they are already in the system, their name will pre-populate and you can click on the Add button to add them to the remittance report. For more information about adding a new employee, please refer to the next section of this documentation. All future reports will pre-populate employees based on the last submitted remittance report.


Adding a New Employee to the Remittance Table

If you need to add an employee to the remittance entry table, you should enter the employee’s SSN in the “New employees” section underneath the main table.

T o add an employee, simply enter in the member’s SSN in the SSN column and click the Add button:

Existing member: If the employee is an existing member of the Fund Office, their name will be populated automatically in the name fields, at which point you can click on the Add button again.

The member will then be added to the above remittance table:


Not an Existing member: If the employee is not an existing member of the Fund Office, you will receive the following warning notice:

If the SSN entered is correct, you should then click on the CLICK HERE link to add the employee. After clicking on the CLICK HERE link, an additional tab will automatically open. On this new tab, you will be required to add the new employee’s information:

Please note that all the fields on the “Participant Information” screen except for the telephone number are mandatory. When you have entered the necessary information, use the “Submit Changes” button to submit the new employee’s information to the Fund Office.


After you have submitted the new participants information, you will then be directed to a “Your changes have been submitted” confirmation screen. You should then use the Click here to close this window link to close the additional tab:

You will then be directed back to the remittance entry screen. You will notice that the newly added employee’s name will be automatically updated in the “New employees” table:

To add this new employee to the remittance entry table, click on the Add button. The employee will then be added to the remittance entry table:

Once your member or members have been added to the remittance entry table, you may begin entering in the hours. For instructions on keying in member data into the remittance entry table, please refer to the “Entering Member Data into the Remittance Table” section of this documentation beginning on the next page.


Entering Member Data into the Remittance Table

Once employees have been added to remittance entry table, you may begin keying in their hours into the remittance columns.

Please note that the Remittance columns vary based on the Local selected.

Local 1, 3, and 54 reports will have a “Paid Hours” column, as all contributions are based on hours paid:

Local 6 reports will have both “Worked Hours” and “Paid Hours” columns. Both columns are listed because all contributions except for three Funds are based on hours paid. The Vacation and Industry Promotion Funds (both collected by the BAC Local 1 Fund Office) as well as the International Masonry Institute (collected by the International Union) are the only three Funds based on hours worked.

Local 32 and 35 reports will have “Worked Hours” columns, as all contributions are based on hours worked:


You should manually key in the appropriate hours for each participant in the appropriate fields. If needed, you can also adjust the Rate Level field by clicking on the dropdown arrow.

Please note that the applicable Rate Levels also vary based on the Local selected.

The applicable rate levels for Local 1, 35, and 54, are:

The applicable Local 3 rate levels are:

Local 6 only as 1 applicable rate level:

The applicable Local 32 rate levels are as follows:


After inputting hours, you will also notice that the remittance table features a row at the bottom of the table that calculates a running total for the hour’s column (or columns):

Once you have completed entering all employee information into the main remittance table, click on the Calculate and Save button.

Please note that BAC Local 1 requires that you submit a report for each of your applicable Locals monthly. If there are no hours to report, you should simply submit a report with zero hours, zero contributions.


Calculating the Remittance Report After clicking on the Calculate and Save button, the website will automatically generate two remittance total boxes. The first total box will display the contributions due to the Fund Office. The second totals box will display the contributions due to the International Union:

If you notice any errors after reviewing the data, simply go back to the remittance report and correct any entry errors. You can then click on the Calculate and Save button again to re-total the remittance.

Total Box #1 will contain contributions due to the BAC

Local 1 Fund Office.

Total Box #2 will contain contributions due to the

International Union


Once you are satisfied with the calculation, please include any report comments in the Comments fields. (Please keep in mind these fields may also be a useful way to notify the Fund Office of employee census changes, etc.)

Since the ACH set-up is still under progress, above the “Submit” button, the screen will display “Payment must be made by check”:

Once the ACH portion is completed and you have added your banking information using the “Set Banking Information” menu option (instructions on page 7 of this documentation), you will have two payment options: to pay by check or by ACH. Please note if you pay by ACH, the website will collect the grand total of contribution due, including monies due to both BAC Local 1 and to the International Union.

To complete the report submission process, please refer to the “Submitting the Report” section of this documentation beginning on page 22.


Using Calculate & Save to Complete a Report Later

At any point in the process above, if you have started entering a remittance report and are unable to finish it during your website session, you may click on the Calculate and Save button, and it will save your report to be completed later. You can then either return to the main menu by clicking on the Main Menu link at the top of the page, or you can log out by clicking on the Click here to log out link at the top of the page.

At a later time, you may select the option on the Main Menu to “Continue working on unfiled report” to finish your remittance report. Please see page 25 for more information about working on an unfiled report.


Submitting the Report

When you are satisfied with the remittance report and calculation, use the Submit Report button to send the report to the Fund Office.

When your report has been submitted to the Fund you will be directed to the “Report Accepted” screen:

This confirmation page will display your voucher number for the remittance report, located below your address. You may click on the link to view/print the report in PDF format.


PDF Copy of Submitted Report After clicking on the Click here to view receipt in PDF format for printing link, you may notice a pop up asking you whether you would like to “Open,” “Save” or “Save as” the PDF. (Please note this prompt depends on the browser you are using.) If you are prompted with this question, you should click on the “Open” option. Otherwise, if you are not prompted, the PDF will automatically open. You will now be able to view the PDF file.

Page one of the PDF will contain BAC Local 1 Fund contributions and any comments that may have been included on the report. Page two will contain International Union contributions. The third page will contain a listing of the participants. You have the ability to print a copy of this PDF report by clicking on the File button located on the upper left side of the screen. You will then see a list of options, which will include the Print option.

For demonstrative purposes, copies of the PDF report we just submitted is below.

Please note, if you are paying by check, you may want to include page one of the PDF with your BAC Local 1 contributions, and page two and three with your International Union contributions.


Continue Working on an Unfiled Report If you decided to calculate and save a previous report and you now need to go back and complete the report, you may do so from the Main Menu. Select the option “Continue Working On Unfiled Report” and click on the Continue button.


On the next screen, you will see a list of reports that have been saved but have not yet been submitted. On this page, you have the option of either deleting a particular unfiled report or completing and submitting an unfiled report. If you select a saved report and click on the Delete button, you will be directed to a screen confirming that your report has been deleted. If you select a saved report and click on the Continue button, you will be directed to the main remittance screen to continue your report.


Viewing Previously Submitted Reports

From the Main Menu, you have the ability to view the report history of your previously submitted reports. Select “View Report History” and click on the Continue button.


On the next screen, you will see a list of all of the report activity that you have filed. The information included will show: Date Filed, Contribution Month, Report Type, Receipt Number, Amount, and Void information. Click on any row to view the PDF of the report that you would like to see.

Clicking on any row will open a new window containing the PDF of that report.

Please Note: If the Next link appears underneath the table of reports, this signifies that there are additional reports that you can view by clicking on the link.


You can also use an advanced search by clicking on the click here to use advanced search link. This will direct you to a screen where you can input specific dates for your search. When you click on the “From” and “To” field, you will notice a calendar box appear where you can select the appropriate dates. You can use the single arrows on the top left and top right of the calendar box to scroll through the months. Click on the Submit button once you have selected the appropriate dates for your search. You will then be directed to a “Reports Found” page. You may now click on a row to select the desired report.

At any time you may also use the click here to return to the main menu link at the bottom of the screen. Click on the link to be directed to the main menu.


Creating a Miscellaneous Payment Report

The “Create Miscellaneous Payment Report” menu option will allow you to remit miscellaneous funds to the Fund Office. Examples of common miscellaneous payments would be paying previous remittance shortages, liquidated damages, etc

Please note, you only have the menu option to “Create a Miscellaneous Payment Report” if you have entered in your banking information using the “Set Banking Information” menu option. Since all miscellaneous payments must be submitted via ACH, this portion of the website will be unavailable until the ACH portion of the website is implemented.

To create a miscellaneous payment report, choose the “Create Miscellaneous Payment Report” from the Main Menu and click on the Continue button.


You will be prompted to choose the Local from the “Choose Local” screen. You will then need to select the appropriate Local # that you wish to submit miscellaneous funds to the Fund Office for, and click on the Continue button.

You will then be brought to the “Create miscellaneous payment” screen. To submit miscellaneous funds, simply enter in the amount you wish to submit in the amount field. Please note the comment field is mandatory and should be used to describe how you wish the Fund Office to apply this miscellaneous payment.


Once you have entered in the amount you wish to pay, the miscellaneous receipt comments, and you are ready to submit the payment listed, use the Submit Payment button to submit the payment to the Fund Office.

You will then receive a “Are you sure you want to submit the payment?” prompt. To submit, click on the Ok button. If you wish to cancel your miscellaneous payment report submission, click on the Cancel button:


When the miscellaneous report has successfully been created you will be directed to the “Report Accepted” screen:

This confirmation page will display your voucher number for the miscellaneous report, located below your address. You may click on the link to view/print the report in PDF format.

For instructions on opening, saving, or printing the PDF report, please refer to page 23 of this documentation.


Logging Out

When you have completed all processing on the website, it is important to remember to log out. You can do this by clicking on the Click here to logout link on the horizontal bar above the Main Menu screen.

Questions and Comments Should you have any questions or comments about processing online remittances using the website, please contact the Fund Office at (215) 856-9520.

bac local 1 - ecommerce.issisystems.com...bac local 1 | online remittance processing after you...

Documents