Union Contract Compliance Checklist (HR)

Ensure seamless labor relations! This Union Contract Compliance Checklist (HR) helps you stay on track with collective bargaining agreements, avoid costly disputes, and maintain a productive, legally sound workplace.

This Template was installed 1 times.

Contract Review & Updates

1 of 10

Ensuring the contract is current and all relevant changes are incorporated.

Last Contract Review Date

Summary of Review Findings

Contract Status

Contract Expiration Date

Contract Term (Years)

Upload Latest Contract Version

Wage & Hour Provisions

2 of 10

Verifying compliance with wage rates, overtime, and pay frequency as outlined in the contract.

Hourly Wage Rate Verification

Overtime Rate Calculation (1.5x)

Last Wage Rate Review Date

Number of Exempt Employees

Pay Frequency (e.g., Weekly, Bi-weekly)

Last Paycheck Date

Notes on any wage or hour discrepancies

Benefits Administration

3 of 10

Confirming adherence to the contract's stipulations regarding health insurance, retirement plans, and other benefits.

Health Insurance Contribution Percentage (Employee)

Health Insurance Contribution Percentage (Employer)

Open Enrollment Period Start Date

Open Enrollment Period End Date

Retirement Plan Type (e.g., 401k, Pension)

Employer 401k Matching Percentage

Summary of Benefits Provided to Employees

Benefits Offered (Check all that apply)

Work Rules & Regulations

4 of 10

Ensuring consistent application of work rules, disciplinary procedures, and other regulations as defined in the contract.

Applicable Work Rule (e.g., Dress Code, Attendance)

Description of Work Rule

Number of Disciplinary Actions Related to this Rule (YTD)

Date of Last Rule Review/Update

Manager Acknowledgment of Rule

Relevant Sections of Contract Governing Rule

Grievance Procedure

5 of 10

Maintaining proper documentation and adherence to the grievance process as detailed in the agreement.

Grievance Filed Date

Employee's Description of Grievance

Grievance Category

Management's Initial Response

Response Deadline

Resolution Status

Resolution Details (if resolved)

Management Signature

Leaves of Absence

6 of 10

Managing and tracking leaves of absence in compliance with contractual provisions.

Leave Request Date

Start Date of Leave

End Date of Leave

Number of Leave Days Requested

Type of Leave (e.g., FMLA, Sick, Personal)

Reason for Leave (Brief Description)

Status of Leave

Employee Signature

HR Representative Signature

Training & Communication

7 of 10

Ensuring managers and employees are adequately trained on and understand the contract's provisions.

Which training modules have been communicated to managers?

Date of last communication regarding contract updates to employees.

Brief description of the communication methods used (e.g., email, meetings).

Number of employee training sessions conducted.

Summary of key points covered in training sessions.

Did employees express understanding of the key changes in the latest contract?

Recordkeeping & Reporting

8 of 10

Maintaining accurate records and submitting required reports as stipulated in the contract.

Last Contract Review Date

Number of Grievances Filed (Year to Date)

Number of Contract Violations Identified (Year to Date)

Summary of Significant Contract Changes Implemented

Uploaded copies of key contract documents

Date of next scheduled contract audit

Contract compliance status

Negotiation Updates

9 of 10

Tracking progress and any new agreements resulting from contract negotiations.

Last Negotiation Date

Summary of Key Discussion Points

Percentage Change in Wage Rates (if applicable)

Negotiation Outcome (Agreement/Tentative Agreement/Impasse)

Description of any concessions made by either party

Effective Date of New Agreement (if applicable)

Legal Compliance & Consultation

10 of 10

Reviewing contract compliance with applicable laws and consulting with legal counsel as needed.

Last Legal Review Date

Applicable Laws Reviewed (Select all that apply)

Summary of Legal Consultation Notes

Legal Consultation Documentation

Hours of Legal Consultation

Current Legal Risks Identified

We can do it Together

Need help with Checklists?

Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.

Email Address
How can we help?