Union Salesforce
True or False: We can let member know the amount of dues they are paying by looking into their Finances in Salesforce.
False- We should never share the information we see under finances with the member.
Who do we assign Mail Requests to?
MRC Manager
True or false: A member is in good standing as soon as they sign a card?
False- They must wait 2 months for dues to be reflected.
How do we know if a member already had a Membership+ Account?
The indicator on Union Salesforce will have a checkmark.
How do we get contracts funded?
Lobbying with the state.
Getting members involved
Attending legislative sessions
What type of case should you create for a CDWA IP UR meeting?
CDWA Intake button case
What process would you follow for a member who wants to become more involved in the union?
Get them in touch with their organizer using the LIA contact request email. Gather members information in the template, send the email to Lucy and CC MRC coach.
Can a member who was hired on 3/26/2023 fully opt out?
Yes. Dues are only mandatory for those hired after 7/2023
How can the member get a replacement of their M+ card?
They can request it to us, we will use the button in USF to make request.
Who is in charge of bargaining the contracts at SEIU?
CBER
What questions should you ask if the person calling is not coming up in Union Salesforce?
Who is your employer?
When were you hired?
What state do you live in?
How would you escalate a concern from a member from ADDUS MT?
Do not advise the member on the issue. Do the initial case intake and escalate to coaches.
True or False: If membership is a condition of employment for the member, they must pay union dues.
False: They are able to become an Agency fee payers and not pay the full amount of union dues.
Who can adjust the beneficiary form and how?
Only the member can, and they can do that by submitting a new Beneficiary form.
What happens if the contract expires and we have not finalized negotiations on the next contract?
Nothing, the old contract remains in effect until the new one is bargained.
What daily task must you do on Union Salesforce before clocking out for the day?
Check your "My open cases" for any cases left open or under your name accidentally.
What is the opt out process?
First, attempt to have an organizing conversation. If Member still wants to opt out they must do the following:
Send a written request by mail and be addressed to:
ATTENTION SECRETARY TREASURER
SEIU 775
215 Columbia St
Seattle, WA 98104
The request must include ALL of the following information in order to be processed:
What is the name of the organization that threatens our membership?
Freedom Foundation
What is the process for claiming life insurance?
EMPATHIZE
Create a Mail Request case for Life Insurance Claim Form in Union Salesforce and assign to MRC Manager.
Fill out the Life Insurance Claim Report email template and send it to MRC.Coach@seiu775.org
True or false: Everyone will receive retro pay once the contract is finalized.
False- you must still be actively employed with the agency to receive retorpay.
If a person does not have a Union Salesforce account, when can we assist them and when can't we?
We can assist if they are members:
From MT, or Nursing homes w/o a profile
That are requesting UR before having a profile
Requesting general information.
We cannot assist if:
The person is not employed through one of our unionized employers.
The person is inquiring specific information about their union account that is not created yet.
How would you escalate an issue from a member who works for ResCare residential?
Follow Nursing home procedure. Gather the contact information, and send an email to Jim Straub, using the template.
What should we do when a member states their membership card was forged?
Advise Member to:
Send a written request to the Secretary-Treasurer to stop dues deduction. In their written statement, member should include a request for a refund because they did not sign the membership card as well as the reason they believe that.
Rep should: send an email to MRC.Coach@seiu775.org with the associated case number, member's SEIU ID number, and a brief description of the member's claim.
The member is calling stating that they are logging into M+ to apply for the credit card but when they click on it and enter their login it does not work. How would you help the member?
They credit card link will take them to SEIU Member Benefits (SEIU MB) so their M+ login would not work. We would need to advise them to create another login on SEIU MB to access the benefit.
What is the Agency Parity Law?
Agency Parity Law ensures funding equality. This means that AP contracts have to be on par with IP contracts. So APs must get the same funding for benefits as the IP contract if not more.