OrgChart Now Help Guide

Table of Contents

UKG Pro Connector (Viewer)

Audience

Audience: Administrator Users Edition: Enterprise & Premium

Overview

The UKG Pro connectors allows administrators to import UKG Pro data directly into OrgChart Now. The following article provides step-by-step instructions for setting up an UKG Pro Connector in the OrgChart Viewer. Reference the UKG Pro Connector Setup (Workbench) for instructions on how to set up an UKG Pro connector in OrgChart Workbench.

Setting up an UKG Pro Connector
  1. Log into OrgChart Viewer.

  2. Click More > Chart Settings.

  3. Click on the Excel icon (under the Main Data Source heading). The list of available data connectors is displayed.

    UKGPRO_Viewer_Connector.png
  4. Click on the UKG Pro icon, and then click on Select.

  5. Enter the following information into the corresponding textboxes:

    • Interface - Name of UKG Pro Interface (for example, BI, BIT, or WS)

    • Server - The first part of the Business Intelligence web server endpoint address (located in step 11 of the UKG Pro Configuration article)

    • User Access Key - API Key associated with the Web Service User account (located in step 8 of the UKG Pro Configuration article)

    • Client Access Key - Customer API Key (located in step 8 of the UKG Pro Configuration article)

    • User Name - User name of the Web Service User account (assigned in step 4 of the UKG Pro Configuration article)

    • Password - Password for the Web Service User account (automatically generated in step 6 of the UKG Pro Configuration article)

    • Report Name - Name of the Employee Report (generated in step 14 of the UKG Pro Configuration article, for BI Interface only)

    • Report Path - The folder path used to access the report (noted in step 15 of the UKG Pro Configuration article, for BI Interface only)

    UltiProCredsExample.png
  6. Click Save. The Mapping Configuration Alert appears.

    MappingAlert.png
  7. Click on the Load Button. OrgChart Now will try to automatically determine which columns in your source data map to the required fields. Reference the article Chart Settings: Mapping for more information.

  8. Click Save, and then click Refresh.

Note

Note: An Administrative Case will need to be opened with the UKG Pro Administrative SaaS Team so that all permissions are properly set to allow OrgChart Now to pull your UKG Pro data. Permissions must be set on all folders in the Report Path.

UKG Pro Scheduled Refresh

UKG Pro routine maintenance occurs between 3:00am - 5:00am EST (7:00am-9:00am GMT). All UKG Pro charts must schedule their daily refresh outside the parameters of UKG Pro maintenance, in order to avoid false notifications of a Failed Refresh. The following section provides step-by-step instructions for configuring the Refresh for a UKG Pro chart in OrgChart Viewer.

  1. Log into OrgChart Viewer.

  2. Click More > Chart Settings, and then select the Refresh option.

  3. Select Daily from the Frequency dropdown menu (under the Data Refresh Options heading).

  4. Select any time that IS NOT between 7-9 am from the Time (GMT) dropdown menu.

  5. Click on Save.