Organizations Module Overview
PRINTThe Organizations Module is divided into 13 different tabs:
General Tab
Location Tab
Lists Tab
Assessments / Action Tab
Member, Votes, & Delegates
People Tab
BU/Class Tab
Department Tab
Employees Tab
Notes Tab
Contributions Tab
Affiliations Tab
The General Tab contains the basic organization information and the field used to identify what kind of an organization it.
Figure 1 General Tab
While Toolbox is primarily a worksite organizing database, it can be used for much more than that. Many unions use their Toolbox to store information about community groups, media contacts, churches, political (legislative and congressional) and other information. The General tab is the allows an OTA to designate the type of Organization, the Region, the Sector, whether it is an employer and/or organizing target, its abbreviation, affiliation status, the estimated number of members, as well as default information for when new worksites are created.
The Locations Tab is where the OTA sets up work locations (Buildings, Campuses, Work Areas) and work location details such as worksite address, phone, fax, directions for getting to a worksite, etc.
Figure 2 - Locations Tab
Lists Tab
Figure 3 - List Tab
The List Tab in the Organization Module is very similar to the Lists Tab in the Person Module. After a list is set up in the List Module and assigned to a List Category, an Organization can be added to a list for future reference.
Assessments / Action Tab
Figure 4 - Assessments / Action Tab
After the OTA sets up an Assessment in the Assessments Module, Toolbox users can use the Assessment in various ways to track specific information about an Organization. Similarly, once an Action is set up in the Action Module an Organization’s commitment to and participation in an event can be easily tracked. for more information on setting up assessments, please see Support Articles Assessments Module and Understanding Assessments.
Members, Votes, & Delegates
Figure 5 - Members, Votes, and Delegate Tab
This tab is useful State Federations and State Councils for tracking and reporting Per Capita information to International unions and in preparation for International Conventions. For information and to receive a demonstration of the use of this feature, please send an email to with the subject heading "Members, Votes, and Delegates."
Figure 6 Members Tab - Org. Member Set-up
People Tab
Figure 7 - People Tab
The People Tab in the Organizations Module was designed to identify individuals related to an organization but not necessarily or explicitly employees of that organization. For example, a person may have a role as a Board Member, Lobbyist, President, Delegate, Media Contact etc. People linked to an Organization through the People tab will not necessarily show up in the Person Module unless they are linked to that organization as an employee.
BU / Class Tab
Figure 8 - BU / Class Tab
This tab is where the OTA defines job classes associated with an employer and links job classes to specific Bargaining Units. This can simplify the task of narrowly defining a project to include only those workers the Organizing staff wants to deal with. Once workers are linked to an organization in the Person Module and assigned a job class, Toolbox will automatically keep a running count of and display the number of workers per job class and Bargaining Unit along with the number of workers In Unit and in the Project. This tab also includes a Delete/Merge feature which allows an OTA to clean-up and consolidate job classes and Bargaining Units cleanly and efficiently.
Department Tab
Figure 9 - Department Tab
A Department must be set up here before any workers can be associated with it in the Person Module. Click on the Departments tab to create and associate departments with a particular employer. Department Groups allow a campaign to designate department hierarchies and associate sub-departments. The Departments tab also has a Delete Merge tool to enable easy clean-up of superfluous Departments.
Employees Tab
Figure 10 - Employees Tab
The Person Tab is not an interactive tab like the rest of the tabs in the Organization Module but merely an alphabetical listing of all employees of a particular employer. Though you cannot edit any of the information on this tab, you can select which items you would like to display on the tab.
Notes Tab
Figure 12 - Notes Tab
As the name implies, the Notes tab is designed to make notes about a particular Organization. You can create an infinite number of notes on an Organization.
Affiliations Tab
Figure 13 - Affiliations Tab
The OTA can designate Parent / Child affiliations on this tab. For example, a Union may be organizing workers at a couple of hospitals that are owned by a parent company. Providence Health & Services may be the parent company of Providence Health Plans and Providence Health Centers. Toolbox allows you to chart and map a clear hierarchy to keep track of all aspects of an employer’s corporate structure.