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      UKG Reporting Services Employee Integration with WorkEasy

      This guide provides step-by-step instructions for integrating UKG Reporting Services with WorkEasy. The integration enables you to:

      • Import New Employees: Seamlessly bring new hires from UKG into WorkEasy.

      • Sync Existing Employee Data: Keep employee information up to date across both platforms.

      How the Integration Works

      The integration relies on a report generated by UKG and accessed through an API call. WorkEasy reads the report and maps the data to:

      • Link existing employees

      • Sync new employees not yet present in WorkEasy

      Credentials Required for UKG Integration

      To establish the connection, obtain the following credentials from your UKG Pro account manager:

      • Username

      • Password

      • Customer API Key

      • User API Key

      • Report ID

      Tip: Contact your UKG Pro account manager for assistance in creating an employee demographics report for UKG Reporting Services.

      Integration Setup Steps

      1. Navigate to Global Settings > Integrations > UKG Reporting Services > Start.
      2. Enter the login credentials provided by your UKG Pro account manager.

      3. Choose one of the following options:

        • All Employees: Sync all employees, inactive and terminated.

        • Only Active: Sync only active employees. 

      4. Toggle Show only required fields if you only need essential data fields.
      5. Map the data fields. Review the UKG Fields column; these fields are preselected based on the integration report.

      6. For each field, select the corresponding Default value from the integration report. For example:
        For Pay Schedule, choose the default value that matches the integration report.
        For Pay Rate, toggle Sync Pay Rate if you want to synchronize pay rates.

      7. Click Save.
      8. If a mandatory field is missing, the system will prevent you from proceeding. Double-check the mapping and complete any missing fields.

      9. Once all required fields are mapped, click Synchronize.

      Troubleshooting Failed Synchronization

      1. If the synchronization is successful, you will see the following confirmation: "Synchronization process in progress. You will be notified when it has been completed."
      2. If the synchronization is unsuccessful, the following message appears:

        If this happens, you need to do some troubleshooting. 
        1. Click Edit to review the Default value column.
        2. Verify each item against the integration form. A common issue to check is mismatched pay schedules (pay periods). Ensure the Default value matches the report.
        3. After correcting the discrepancies, click Save > Synchronize again.
        4. A notification will appear at the top of your screen. Click Details. to monitor the process.



          FAQs

          Q: What is the purpose of the UKG-WorkEasy integration?

          A: The integration allows you to automatically import new employees and sync existing ones between UKG and WorkEasy, ensuring accurate and up-to-date employee records.

          Q: What credentials are needed to set up the integration?

          A: You’ll need the following:

          • Username

          • Password

          • Customer API Key

          • User API Key

          • Report ID

          These can be obtained from your UKG Pro account when generating the employee demographics report.

          Q: How do I generate the integration report in UKG?

          A: The integration requires an employee demographics report from UKG Reporting Services. Contact your UKG Pro account manager for assistance with creating this report.

          Q: Can I choose which employees to sync?

          A: Yes. During setup, you can select:

          • All Employees – Sync all employees from UKG.

          • Only Active Employees – Sync only employees with active status.