Member management
Every member record in one place you can search: profiles, seniority, branches, jobs, and anniversaries. And it keeps a full history of every change.
Sees every branch and region, and every tool, the full picture.
Members
Member directory & profiles
Find anyone in an instant. Open a full profile with their job, contact details, and union info.
Seniority lists
Set priority numbers each month. Export the list to a spreadsheet or PDF in one click.
Branches & executives
Manage your locals, the members in each one, and the executive teams.
Anniversaries & recognition
Track member milestones and send recognition emails on the right day, on their own.
Change history
Every change is logged with who made it. You can export the whole record.
Bulk import
Bring in a full member list at once. It flags any conflicts, and applies all of it or none of it.
A day on the master list
What working in the members module actually looks like, step by step.
Search the directory
Type a name, job, or branch. Search ignores accents, so “seb” finds Sébastien, handles many words at once, and answers instantly. Every search, filter, and page lives in the web address, so you can share any view as a link.
Open a profile, edit in place
Double-click any field to change it. No edit forms, no approval lines to wait in. Job titles and locations suggest matches as you type. A “Missing fields” filter shows every incomplete profile across about 40 fields.
Every change is logged
Every edit is logged: who, when, before and after. Admins and regional VPs get a notice in the app. A record of who did what, without the red tape.
Check the employer’s list against yours
When the employer’s next list arrives, the import tool sorts every line: a new member, someone who left, a fired member kept on file, or a change. It asks before it touches anything your officers fixed by hand.
Built for unions that inherit messy data
The details that make the member list reliable, drawn straight from the working product.
Coloured dots: every field shows its history
A small dot in the corner of each profile field tells you where its value came from. It also shows how the value is protected against the employer’s next import.
- Orange, the union edited this field. An import flags any disagreement as a conflict instead of overwriting it.
- Red, an admin rejected the employer’s value during an import and kept the union’s.
- Cyan, “leave this alone”: hold a field for three seconds and the master list will not override that field.
An import tool that asks before it overwrites
Checking the employer’s list is a review, not a gamble. We compare both files for hidden changes, save the preview on our servers, and apply nothing until a person signs off.
- Four kinds of change: new members, members who left, fired members kept on file, and changes, each one checked.
- Accept, reject, or exclude each conflict, one field at a time. There is no “accept everything” button, on purpose.
- Before anything is applied, the whole list is saved as a spreadsheet. Then the import runs all at once, so it can’t get stuck half done.
A tool that handles real, messy spreadsheets
Employer files are never clean, so the import tool plans for the worst. It needs only three columns (employee ID, first name, last name) and knows common names like “Emp ID” or “Surname”. It reads accented names like Sébastien even from older spreadsheets, matches IDs with extra zeros (012345 equals 12345), and accepts both common date styles.
The profile, block by block
A member profile splits into ten blocks: core, employment, union, contact, home address, dates, seniority, notes, and the history log. Each block shows only if your role may see it. Salary, home address, and date of birth each need their own permission. The server never sends home addresses to branch executives, whatever the screen settings say.
Temporary members and retirees, alongside the list
People off the payroll file are still tracked. Temporary members and retirees live in side lists, with duplicates against the main list flagged for you. One click makes a temporary member permanent: it copies their email to the permanent profile and notifies them in English and French.
The member list stops being a chore
Members in daily use
Our flagship customer runs its whole list on this module, every day, about 2,300 members across some 50 branches and 6 regions.
Kinds of change per import
Every employer list is sorted into new members, members who left, fired members kept on file, and changes. You review and apply it in one sitting, instead of re-typing it by hand.
Hand edits lost to imports
Coloured dots plus a field-by-field review mean payroll disagreements become clear choices, never quiet data loss.
Figures from the daily, live use of the union local that runs the platform in production.
Member management, asked and answered
Can you import our existing spreadsheets?
Yes, and we do it for you during setup. The tool accepts any member list, as long as it carries something that uniquely identifies each member (an employee ID, a member number, or similar). No such identifier? The software assigns internal IDs you can change later. Nothing goes live until you’ve reviewed it.
What happens when the employer’s list disagrees with our corrections?
Each disagreement becomes a conflict you settle one field at a time. Accept the employer’s value, reject it, or lock the field so the employer can never change it again. We remember your rejections, and we build a list of conflicts you can send back to payroll so the source gets fixed too.
Who can see sensitive fields like salary or home address?
Each sensitive block needs its own permission. Salary, home address, and dates of birth are each protected on their own. Profiles outside your area show even less, and branch executives never even get home-address data from the server, no matter the settings.
Is there an approval step for edits?
No, saved edits apply right away. But every one is written to the member’s history log (who, when, before and after) and sent as a notice to admins and regional VPs. You get a clear record without a bottleneck.
We don’t say “branches”. Can the words change?
Yes. The words are set per union. Branches can be locals or units, and branch executives can be stewards. The whole app follows, including the built-in help assistant, which answers in your terminology.
What about people who aren’t on the payroll list?
Temporary members and retirees are managed next to the main list, with automatic duplicate flags. One click makes a temporary member permanent and emails them in English and French.