Our HRIS integrations are available on all of our packages.
This article is for UKG Ready. If you use UKG Pro or UKG Pro Workforce Management, see Setting up the UKG Pro integration or Setting up the UKG Pro Workforce Management integration.
Early access: the UKG Ready integration is in early access. If any of your employee data doesn't sync the way you expect, send us a message in our help chat and our team will look into it.
Before you get started
Before setting up the integration, we recommend you read our guide on how HRIS integrations work, to make sure it fits with how you want to manage Insightful: HRIS Integrations: Introduction.
One HR tool per account: only one HRIS integration can be active per account. CSV upload counts as an HR tool, so you can use either CSV upload or UKG Ready, but not both at the same time.
Employees need to exist in Insightful: only employees who already exist in Insightful, with the same work email in both systems, are matched and synced.
You can see which UKG Ready fields we sync with Insightful at the end of this article.
What will happen to your existing data?
Once integrated, the integration will override existing data for matched employees. The integration will:
Update matched employee profiles in Insightful with information found in UKG Ready
Assign matched employees to the right teams
Keep manager access in line with the reporting relationships in UKG Ready, if Manager Scope Sync is turned on
Deactivate employees in Insightful who have been offboarded in UKG Ready
UKG Ready supports Paid Time Off (PTO) sync. Once enabled, Insightful automatically pulls approved time off directly from UKG Ready into your reports. Learn how to turn on PTO sync.
Get your UKG Ready details
To connect UKG Ready, you'll enter five details: your Domain, Company Short Name and API Key, and the User ID and Password of a service account. A service account is a separate UKG Ready login that only the integration uses.
You'll need to be an administrator in UKG Ready, or have been given administrator access.
1. Domain
Your domain is the first part of the address you use to sign in to UKG Ready. For example, if you sign in at secure.saashr.com/ta/Default.login, your domain is secure.saashr.com. Don't use the full address.
2. Company Short Name
Sign in to UKG Ready and open the menu in the upper left.
Click the settings icon, then Global Setup, then Company Setup.
Open Company Info.
Scroll down to Company Address and copy the Company Short Name.
3. API Key
On the Company Setup page, go to Login Config.
Scroll down to API Keys and click the eye icon to show the key. Copy it and keep it somewhere safe.
If there is no key, click Generate to create one. If a key already exists and other integrations use it, don't click Generate.
4. Create a security profile
The security profile decides what the service account can access in UKG Ready.
In the menu on the left, go to Settings → Profiles/Policies → Security, and click New Security Profile in the upper right.
Give the profile a name you'll recognize, such as Insightful.
Select these permissions:
HR tab: under Employee Management, set Cost Centers to View.
Under TLM, in Time Off Requests: select Team View, View/Edit/Approve All, Pending Approval and Time Off Calendar.
Under Leave of Absence Management, near the bottom: select Manage Requests, if your account has this section.
Modules tab, if your account has it: scroll to Rest API Resources and select View for Employee Demographics, Employee HR Custom Fields, Employee Pay Information, Employee Profiles, Employees, Employees (Changed) and Employees (me).
Global tab, if your account has it: under Global Setup, set Cost Center Definitions to View (spelled Cost Centre Definitions in some accounts). Under Object Lists, set Cost Centers to View.
Save the profile.
5. Create a service account
Go to Settings → Global Setup → Company Setup and click Edit Tabs.
In the Available Windows box on the right, scroll down to Service Accounts. Drag it to the top section in the middle and click Save.
Scroll down to Service Accounts and click Add Service Account, then:
choose a username and password
choose the security profile you created in step 4
click the magnifying glass next to Account Groups and select All Company Employees
Save the service account. Keep its username (User ID) and password: you'll need them to connect.
Connect UKG Ready to Insightful
In Insightful, go to Settings → Integration & System → Org Chart. This page is visible to Admins, and to Managers with the right permissions.
Find the UKG Ready card and click Configure. Follow the steps on screen until a window opens asking for your UKG Ready details.
The window asks for your details one screen at a time. Enter each one, then continue to the next screen:
your Domain
your Company Short Name
your API Key
the User ID and Password of the service account you created. Don't use your own UKG Ready login.
Once connected, UKG Ready appears in the Active section at the top of the Org Chart page.
Check your employee matches
Insightful matches employees by work email, and only matched employees have their data updated through the integration. To check the matches:
Click See More on the UKG Ready card.
Click Review Mapping.
Check which UKG Ready employee each Insightful employee is matched to. To change a match, choose the right person from the list.
Click Confirm.
Check the matches carefully. For matched employees, UKG Ready becomes the source of truth: synced details can no longer be edited in Insightful. A wrong match can change an employee's name, email and team.
After you've set up the integration
1. Syncing and settings
Insightful syncs with UKG Ready automatically at regular intervals. You can also start a sync at any time by clicking Sync Now on the integration page.
The Configuration tab has further settings, such as Time Off Data Sync and Manager Scope Sync. You can read about them in HRIS Integrations: Introduction.
2. Deactivation
You can turn off the integration at any point. Syncing stops, and all the data that is already synced stays in Insightful.
What fields do we sync from UKG Ready?
Employee's first name
Employee's last name
Employee's work email
Employee's employment status - if they are active or not active employees
Employee's job title
Employee's team
Employee's manager, used for manager access if Manager Scope Sync is turned on
Still have questions? Send us a message in our help chat.