Time to get integrated with your people management platform
What do I need to set up the UKG Pro integration?
Let me guide you through this setup. To connect to UKG Pro you will need:
- your UKG Pro API key
- create a Service Account and configure access permissions
- your UKG pro domain
Find your API key
- Log in to your UKG Pro using an administrator account
- Search for Service Account Administration
- Take a note of your Customer API key, you will need it later
Create a Service Account
- Now click + add
- Enter in a new user name and email
- Scroll down under Web Service and enable the following permissions:
Employee Person Details
Company Configuration Integration
Note that to run effectively Reachdesk for People needs all of the above permissions , as it enables access to employee information like full name, contact details, start and birthday dates as well as job title, department, and termination date. The system will allow the integration with less/different permisisons, but it will not function as expected.
Find your UKG Pro domain
You can find your subdomain in the URL you use to log in to UKG Pro, for example, if you sign in at "customer.ultipro.com", enter "customer".
Setting up your integration
Now you are ready to use the UKG Pro integration, navigate to Reachdesk → Settings →Integrations → People. Click ‘Connect’ on UKG Pro integration, paste your previously copied API key and click submit. Then paste your previously created username and password in the pop-up and follow up by the UKG pro domain.
Click the ‘submit’ button and you’ll be ready to send gifts to employees via Reachdesk!
Note: When connecting a new integration it will take up to an hour from the moment the integration is connected before the employee data can be fetched and used. If you find things are taking longer than 24 hours, please follow up with firstname.lastname@example.org. The integration will be then synced every day at 7 AM UTC.
That's it! You're all set. You can automate sending gifts to your employees via Reachdesk!
Who can set up this integration within Reachdesk?
For any HRIS integration we require only one user to set up the connection between the integration and Reachdesk.
Who can access a user’s integration?
Every user who can access the Reachdesk platform is allowed to use the data in the integration once it has been set up. It's important that a user that connects the integration is an admin or has high visibility on the HRIS being connected: they need to have access to employees that have left, have not yet started as well as address, birthday and start date information in order for the product to run effectively.
Presently the Chrome extension is not available with the UKG Pro integration
Nota bene : Please remind that only Reachdesk admins or CM can create triggered campaigns. For further info please refer to this article.
Can I connect more than one HRIS software?
You can only connect one HRIS software per organisation at a time. For example if you connected the Reachdesk platform to HiBob you won’t be able to connect to Workday at the same time. In case you need to use a different HRIS software please disconnect the first one, Hibob to follow the previous example and then connect to the Workday integration.
If you have any questions not covered here, please let us know at email@example.com!