---
title: "Set Up UKG Reporting Services Integration"
slug: "set-up-ukg-reporting-services-integration"
description: "Set up the UKG Reporting Services integration to connect WorkEasy employee data with UKG for HR and payroll reporting."
tags: ["Employee Synchronization", "payroll", "UKG Integration"]
updated: 2026-10-02T15:47:58Z
published: 2026-10-02T15:47:58Z
canonical: "help.workeasysoftware.com/set-up-ukg-reporting-services-integration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up UKG Reporting Services Integration

WorkEasy Software integrates with UKG Reporting Services to streamline employee synchronization between systems. This guide walks you through connecting your UKG account, configuring employee field mapping, and managing synchronization.

## Before you begin

Before you begin, ensure the following requirements are met.

### General requirements

- Active UKG Pro Service Account.
- API credentials from UKG (Username, Password, Customer API Key, User API Key, Report ID).
- Administrator access in WorkEasy Software.
- Required employee fields configured in UKG.

### UKG account checklist

- Service account created in UKG.
- Employee report configured in UKG Reporting Services.
- Employee IDs populated.
- Required fields such as Hire Date and Employee Status completed.

## Step 1: Connect your UKG account

1. Go to **Global Settings** → **Integrations** → **UKG Reporting Services**.
2. Select **Start**.
3. Enter the following credentials:
  - **Connection Name**.
  - **Username**.
  - **Password**.
  - **Customer API Key**.
  - **User API Key**.
  - **Report ID**.
4. Select **Connect**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-RI835NWY.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)
5. Confirm the status displays **Connected**.
6. Select **Save**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-B0SBQIYB.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)

If connection fails, verify credentials and confirm that the service account has access to the specified report in UKG.

## Step 2: Complete the initial configuration

After connecting, configure employee synchronization from UKG.

### Choose employees to sync

Select one option.

- **All Employees**.
- **Only Active**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-O3A7E29S.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)

> **Note:** Existing employees in WorkEasy will be identified and linked based on **Employee ID**.

### Employee field mapping

1. In **Employee Fields coming from UKG**, map required WorkEasy fields to corresponding UKG fields.

- **Employee ID**.
- **First Name**.
- **Last Name**.
- **Employee Status**.
- **Hire Date**.
- **Employee Type**.
- **FT/PT Status**.
- **Pay Type**.
- **Pay Schedule**.
- **Pay Change Reason**.

1. You can define default values where applicable.
2. Select **Show only required fields** if you want to simplify the view. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-6A5BIHOL.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)

> [!WARNING]
> **Important:** Required fields must be mapped before synchronization.

### Groups mapping

If you use Locations or Groups, map the fields as needed.

1. Map **Location** (WorkEasy) to the applicable UKG field.
2. Set default values if required. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-B6F17MRP.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)

### Sync pay rate (optional)

- Enable **Sync Pay Rate** if pay rates should update in WorkEasy based on UKG data. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-V5TIZU3O.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)

## Step 3: Synchronize employees

1. Select **Save**.
2. Select **Synchronize** and click **Yes** to initiate synchronization. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-L0LD6G4W.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)
3. A confirmation message appears indicating that synchronization is in progress. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-AM9DQBFQ.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)
4. After synchronization completes, select the notification in the top right corner of the screen. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-7T7J14JC.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)
5. Review the **Employees Synchronization from UKG** summary.

During synchronization, the system matches existing employees by **Employee ID** and creates new employees when no match is found.

Bulk options may include the following actions.

- Automatically match by **Employee ID**.
- Set all as new employees.

## Data flow and system of record

UKG Reporting Services is the system of record for employee data in this integration.

- UKG data overrides employee data stored in WorkEasy.
- If a field is blank in UKG, the corresponding WorkEasy field may be overwritten.

The integration pulls the following fields.

- Employee ID
- First Name and Last Name
- Employee Status
- Hire Date
- Employment Type
- Pay Type
- Pay Schedule
- Location

**Recommendation:** Maintain employee records in UKG and use WorkEasy for time tracking and operational workforce management.

## Ongoing synchronization

When new hires are added in UKG, run a manual sync in WorkEasy to update employee records.

- Ensure **Employee ID** and **Hire Date** are completed before syncing.
- New hires do not sync automatically unless a scheduled sync process is enabled.

## Disconnect UKG Reporting Services

When you disconnect UKG Reporting Services from WorkEasy, API credentials are removed and employee data will no longer sync. Existing employee records remain in WorkEasy.

1. Go to **Settings** > **Integrations** > **UKG Reporting Services**.
2. Select **Disconnect**.
3. Confirm the action. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-25GJFVZU.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)

After disconnection, you must reconnect and reconfigure mapping to resume syncing.

## Edit account credentials

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-Z0RMJEUP.png?sv=2026-02-06&spr=https&st=2026-11-01T14%3A51%3A53Z&se=2026-11-01T15%3A51%3A53Z&sr=c&sp=r&sig=tKSx9%2Bi%2FtbtX97nxBR%2B4Aetf3%2FIJ8CDDKIDamxirzf0%3D)

The **Edit** button allows you to update the existing UKG Pro Service Account credentials.

Use this option if:

- Your UKG password has changed.
- API keys have been regenerated in UKG.
- The Report ID has been updated.
- You need to correct an incorrect credential entry.

Selecting **Edit** does not create a new connection. It only modifies the current configuration. After making changes, select **Save** to apply the updated credentials.

## Troubleshooting

If synchronization fails, review the following checks.

- Confirm API credentials are valid.
- Verify the **Report ID** matches the configured UKG report.
- Ensure required employee fields are populated in UKG.
- Clear browser cache if UI updates do not reflect changes.
- Confirm Employee IDs are unique and consistent.

## For administrators

Bulk sync options may override previously linked employees. Before using bulk actions, confirm mappings, review duplicates, and validate Employee ID formatting.

> If you need assistance or have questions, we're here to help. Please call us at (888) 783-1493, email [support@workeasysoftware.com](mailto:support@workeasysoftware.com), or [submit a ticket](https://www.workeasysoftware.com/resources/submit-a-ticket).