Integrate Reachdesk with UKG Pro

  • Updated

Before you start

To connect Reachdesk with UKG Pro, you will need:

  • Your UKG Pro API key

  • A Service Account in UKG Pro with the correct permissions

  • Your UKG Pro domain

Find your UKG Pro domain

  1. Sign in to UKG Pro with an administrator account.

  2. Use the search bar in the top-right corner to search for Web Services.

  3. Open any Web Services URL.

  4. Find your subdomain in the URL.

    • Example: If the URL is customer.ultipro.com, your domain is customer.

Find your API key

  1. In UKG Pro, search for Service Account Administration.

  2. Locate your Customer API key.

  3. Copy and save the key. You will need it when you connect the integration in Reachdesk.

Create a service account in UKG Pro

  1. In Service Account Administration, click the ➕ Add button in the top-right corner.

  2. Enter a new username and email address for the service account.

  3. Scroll to the Web Service section.

  4. Enable these permissions:

    • Employee Person Details

    • Company Configuration Integration

    • Personnel Integration

  5. Click Save.

  6. Copy and securely store the generated password.

Important: Reachdesk for People requires all the permissions above to work correctly. These permissions allow Reachdesk to read employee data such as full name, contact details, start date, birthday, job title, department, and termination date. The integration may still connect with fewer or different permissions, but it will not function as expected.

 

Connect UKG Pro to Reachdesk

  1. In Reachdesk, go to Account > Integrations.

  2. Find UKG Pro and click Connect.

  3. Paste your API key and click Submit.

  4. In the pop-up window, enter the username and password for the service account you created in UKG Pro.

  5. Enter your UKG Pro domain.

  6. Click Submit.

Once the connection is complete, you can use Reachdesk to send gifts to employees.

Sync timing

After you connect the integration:

  • It can take up to 1 hour before employee data is available in Reachdesk.

  • The integration then syncs daily at 7 AM UTC.

  • If the data has not appeared after 24 hours, contact support@reachdesk.com

Next steps

Once the integration is set up, you can automate sending gifts to your employees through Reachdesk. You can read more about this in our How to Create Automated Campaigns for Employee Gifting article.

 

Frequently Asked Questions

Who can set up the UKG Pro integration in Reachdesk? 

For HRIS integrations, only one user needs to set up the connection between Reachdesk and the HRIS.

Who can access the integration data after it is connected? 

Any user who can access the Reachdesk platform can use the integration data once the connection has been set up. The user who connects the integration should be an admin, or have high visibility in the HRIS. They must be able to access employee records for people who:

  • Have left the company (see Termination Date Logic below)

  • Have not yet started

  • Have address, birthday, or start date information

How does Reachdesk handle termination dates? 

Reachdesk automatically excludes employees with a terminationDate in the past. However, employees who have resigned but have not yet reached their final day (termination date is in the future) will still be included in triggers.

How do I prevent gifts from sending to people who haven't started yet? 

To prevent triggers (like a birthday gift) from firing for an employee who has not reached their start date, add a filter for Employment Status is Active within your campaign setup.

Can I connect more than one HRIS platform at the same time? 

No. You can connect only one HRIS platform per organization at a time. To use a different HRIS, first disconnect the existing HRIS integration, then connect the new one.

Does Reachdesk write data back to UKG Pro? 

No. Reachdesk only has permission to read data from your HRIS. It does not push new data or updates back into UKG Pro. Your HRIS remains the source of truth.

Who can create automated campaigns? 

Only Reachdesk admins or Customer Managers (CMs) can create triggered campaigns. For more information, see our Roles and Permissions article.

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