Home
Administration
Application Setup
Authentication Upgrade
Authentication Pre-Upgrade Checklist
Checklist of items to edit before you upgrade to UKG Authentication followed by a link to the instructions to complete the upgrade.
Extended Products for UKG Authentication
How to configure UKG Authentication for extended or add-on products.

Administration
- Application Setup
  - Application Setup Help
  - Access Profiles
    This topic describes how to determine the components that users can access and the types of functions that users can perform.
  - Authentication Upgrade
    - About the Authentication Upgrade
      Overview of the upgrade to UKG Authentication for UKG Pro Workforce Management.
    - Authentication Pre-Upgrade Checklist
      Checklist of items to edit before you upgrade to UKG Authentication followed by a link to the instructions to complete the upgrade.
      - SSO Configuration for the UKG Authentication Upgrade
        Overview of single sign-on (SSO) configuration for the upgrade to UKG Authentication.
      - Email Addresses for the Authentication Upgrade
        Required and optional email addresses for UKGAuthentication.
      - Extended Products for UKG Authentication
        How to configure UKG Authentication for extended or add-on products.
    - Upgrade to UKG Authentication
      How to run the Authentication Upgrade Tool to upgrade to UKG Authentication.
  - Set up accruals
    Accruals are adjustments for revenues that have been earned but are not yet recorded in the accounts, and expenses that have been incurred but are not yet recorded in the accounts.
  - Activities Setup
  - Attendance configuration sequence
  - Configure Attestation
  - Brazil Device Setup
  - Business Processes Setup
  - Business Structure
  - Calendar Views Setup
  - Common Setup
  - Display preferences
    Display preferences define the information that users see, such as custom URLs and the display format of schedules, labor categories, and timecards.
  - How to Configure Employee Self-Service
  - Employment terms
  - Events and Notifications Configuration Steps
  - Forecaster Setup
  - HCM Profile Setup
  - Integrations Setup
  - KPI Builder
    KPI Builder access.
  - Leave
  - Pay Policies
    Pay policies are sets of rules that govern how employee hours are interpreted, including rounding of punches, overtime accrual, and holiday credit earnings, as well as the processing of time and attendance information through components like pay codes and work rules.
  - Scheduler Configuration
  - Staffing
  - Statutory reporting
  - System configuration
- Data Import Tool
- Universal Device Manager
- Setup Data Manager
  Setup Data Manager (SDM) uses the system's REST APIs to copy setup data.
- Administer Business Processes
  Administrators, managers, or employees start or respond to Business Processes from the Business Process tile on their home page, the GoTo control, the Control Center, Attestation Punch Tile, Smart View from devices or from notifications. Use the Business Processes Admin to monitor and troubleshoot Business Processes.
- Mobile App
  A mobile app is available on the iOS App Store for Apple devices and on the Google Play Store for Android devices.
- Communications
- Strategic Workforce Planning
- Extensions
- HCM
  The Human Capital Management (HCM) component provides a comprehensive set of applications for managing all aspects of the employee life cycle — recruitment, benefits, compensation, payroll, HR, and more. Users can configure and personalize configuration of the application for an optimal user experience.

Extended Products for UKG Authentication

How to configure UKG Authentication for extended or add-on products.

Extended products

If your system includes products that extend the capabilities of UKG ProUKG Pro Workforce Management, refer to the following documents for items that are specific to the add-on product while you complete the upgrade:

Note: The plug-ins for Microsoft Outlook, Google Sheets, and Google Calendar reached end-of-life (EOL) on May 31, 2025 and are no longer supported. To upgrade to UKG Authentication, first transition to UKG Pro Workforce Management and the mobile app to get full functionality and ongoing support. For more information about Outlook, refer to https://community.ukg.com/s/article/UKG-Pro-Workforce-Management-Outlook-Plugin-End-of-Life-FAQ.

EZ Call is configured automatically for UKG Authentication, so no manual configuration is needed.
Human Resource Service Delivery (HRSD): UKG Authentication Questions and Answers for HRSD.
Human Resource Service Delivery (HRSD): UKG Authentication Questions and Answers for HRSD.
UKG TeleStaff: Upgrade UKG Authentication for TeleStaff KPC
Virtual Roster: Upgrade UKG Authentication for Virtual Roster