Our HRIS integrations are available on all of our packages.
This article is for UKG Pro (formerly UltiPro). If you use UKG Ready or UKG Pro Workforce Management (formerly UKG Dimensions), see Setting up the UKG Ready integration or Setting up the UKG Pro Workforce Management integration.
Early access: the UKG Pro 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 Pro, 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 Pro 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 Pro
Assign matched employees to the right teams
Keep manager access in line with the reporting relationships in UKG Pro, if Manager Scope Sync is turned on
Deactivate employees in Insightful who have been offboarded in UKG Pro
Paid Time Off (PTO) sync isn't available for UKG Pro, because UKG Pro doesn't share time off requests through this integration. You can still add time off manually or import it by CSV.
Get your UKG Pro details
To connect UKG Pro, you'll enter four details: your Customer API Key, the username and password of a service account, and your Web Services address. A service account is a separate UKG Pro login that only the integration uses.
You'll need to be an administrator in UKG Pro, or have been given administrator access.
1. Customer API Key
Sign in to UKG Pro and search for Service Account Administration in the search bar at the top right.
Copy the Customer API Key shown under the page header.
2. Create a service account
On the Service Account Administration page, click + Add at the top right.
Enter a username and email for the service account. Note the username: you'll need it to connect.
Scroll down to the list of web services and select View for each of these:
Employee Person Details. This one is required: without it, the connection won't work.
Personnel Integration
Employee Job History Details
Company Configuration Integration
Click Save. The new password appears in a pop-up. Copy it and keep it somewhere safe.
3. Web Services address
In the UKG Pro search bar, search for Web Services.
Copy any of the addresses listed on that page. It looks something like this: http://Servicet.ultipro.com/services/BIDataService
Use an address from the Web Services page, not the address in your browser bar.
Connect UKG Pro 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 Pro card and click Configure. Follow the steps on screen until a window opens asking for your UKG Pro details.
The window asks for your details one screen at a time. Enter each one, then continue to the next screen:
your Customer API Key
the username and password of the service account you created. Don't use your own UKG Pro login.
your Web Services address
Once connected, UKG Pro appears in the Active section at the top of the Org Chart page.
If the connection doesn't work
The connection fails: check that you entered the Customer API Key from Service Account Administration, the username and password of the service account (not your own login), and an address from the Web Services page. Also check that the service account has View for Employee Person Details.
Some employee details are empty after syncing: the service account is missing a permission for that data. Check that it has View for all four web services listed in step 2.
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 Pro card.
Click Review Mapping.
Check which UKG Pro 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 Pro 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 Pro 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 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 Pro?
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.