OrgChart Now Help Guide

Table of Contents

UKG Pro Connector (Workbench)

Audience

Audience: Administrator Users Edition: Team

Overview

UKG Pro is a cloud-based Human Resource Management solution. OrgChart Now connects directly to UKG Pro. The following article provides step-by-step instructions for setting up an UKG Pro connector in OrgChart Workbench. Reference the UKG Pro Connector Setup (Viewer) article for instructions on how to set up an UKG Pro connector in OrgChart Viewer.

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

  2. Select the Home Ribbon, and then click on the Import icon.

    Workbench_Import_Highlight.png
  3. Click on the UKG Pro icon from the list of available data connectors, and then click on Configure.

    UKGPRO_WorkbenchConnector.png
  4. Enter the following information into the corresponding text boxes:

    • 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 ID - Enter 0

    • Report Name - Name of the Employee Report (generated in step 14 of the UKG Pro Configuration article)

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

    • Run report as query checkbox - Check this checkbox

    • Append Greenhouse ATS Data checkbox - Check to append open requisitions via Greenhouse ATS

    UKGPRO_WorkbenchConfig.png
  5. Click on OK, and then click on Import.

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 scheduling the Refresh for a UKG Pro chart in OrgChart Workbench.Scheduler

  1. Log into OrgChart Workbench.

  2. Click on the Refresh ribbon, and then click on the Scheduler icon.

    Refresh_Scheduler_Workbench.png
  3. Check the Automatically refresh chart checkbox.

  4. Select Daily from the Frequency dropdown menu.

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

  6. Click OK.