Systems and Records
Confirm the office’s systems, supported interfaces and formats, source member keys, official hours source, contribution schedules, and correction ownership.
All DockOps Features
Office Walkthrough
From Source Record to a Clear Balance
A seven-minute walkthrough for local leadership and Pension & Welfare staff. Follow the illustrative employer case, then choose how your office connects to the local’s records.
Request an Office DemoFollow One Case Through the Workflow
The website demo uses fictional companies, member records, amounts, and rules. It demonstrates the workflow to agree for your office; it does not process payments or represent a live customer finding.
Step 1 · 1 Minute
Start with the Source
Review member identities, payroll imports, and authoritative hours. Keep dispatch estimates separate from official hours. Open the annual demo, choose 2025, January, and the week ending January 5.
Open the Payroll Demo →Step 2 · 1 Minute
Open the Employer Case
Choose Northstar Quay Shipping and open Pension & Welfare evidence. Follow the sample hours and $12-per-hour rule to the expected contribution, then compare the employer report and initial receipt.
Explore Contribution Evidence →Step 3 · 2 Minutes
Review, Then Follow the Payment
Select Investigating, Confirmed, Partial Payment, and Settled. See how the sample review turns a difference into a confirmed balance, and how later receipts reduce it to zero without losing the source history.
Follow the Sample Receipts →Step 4 · 1 Minute
Compare Office and Member Evidence
Switch between Office Evidence and Member Evidence. The office sees approved employer-period totals; the member sees only their own permitted source line. Preview a correction request with the period and source already attached.
Review Access by Role →Step 5 · 2 Minutes
Choose the Connection
Compare API access, recurring reports, manual reports, and DockOps: Pension & Welfare. Download the sample reporting pack and decide which approach fits the office’s supported interfaces and review responsibilities.
Compare Connections and Reports →
Agree the Office Setup
Access and Delivery
Confirm authorized office and member fields, viewing and export permissions, freshness requirements, reporting frequency, and the chosen API, report, or module approach.
Review and Acceptance
Confirm investigation and approval steps, receipt evidence and allocation rules, exception owners, member correction routing, and the records used for parallel validation.
Connected Features, with an Agreed Office Workflow
DockOps brings member records, dispatch, recorded hours, payroll analysis, documents, reporting, and permissions together. The office’s connection, contribution rules, receipt allocation, and member-facing evidence are configured and validated for the agreed implementation.
One Platform for Your Local and Its Network
Connect office workflows to the dispatch, member records, payroll analysis, and administration your local uses every day. Choose the modules and connections that fit your operation.