People sync configuration properties

The Synchronization Properties tab includes process properties that are used for the People Sync integration. When enabled, these general process properties apply globally to all data that the integration processes.

Note the following guidelines:

  • Accept the defaults or make changes as needed. After you run the employee data synchronization for the first time, most of the properties can be changed as your business needs change.

  • You cannot change any properties when the sync is running. Stop the sync before you make and save changes..

  • When you stop the sync, this pauses all updates in UKG Pro WFM for any additions or changes to synced data in UKG Pro. Therefore, when you start the sync again after making configuration changes, it is highly recommended that you run a full sync of all employee data to ensure there are no gaps in the data.

  • Master Root Node and Secondary Job to Multiple Assignment properties cannot be disabled after the initial synchronization starts. Other properties can be changed as needed.

Set People synchronization properties

When you set the People sync properties, accept the defaults or make changes. After you run the employee data synchronization for the first time, most of the properties can be changed as your business needs change.

Note: You cannot change any settings when the sync is running. Stop the sync before you make and save changes.

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  1. Go to Administration > Application Setup > Integrations Setup > People Sync Configurations.
  2. Click the Synchronization Properties tab and enable or disable the following properties as needed:
    OptionDescription
    Preferred name Enables an employee's preferred name in UKG Pro to be used as their first name in UKG Pro WFM. Disabled by default.
    Sign-off date enforcement Enables sign off date enforcement for specific fields. Enabled by default.
    Master root node Enter the name of the master company at the root node of the business structure. Do not use these special characters: *%?:;=()/[]
    Disabled by default.
    Note: Master root node cannot be changed or disabled after you start the sync.
    Termination date for badge expiration Enables an employee's badge to be deactivated as of their termination date. If not enabled, their badge will be deactivated as of their pay period end date. Enabled by default.
    Override termination date used for employee status By default, the last day worked will be used for an employee's termination date.
    When enabled, you can override this default and select one of the following dates to use instead:

    • Use system date. The system date of the day the termination was input.

    • Use actual termination date. The actual termination date for the termination-effective date.

    Disabled by default.
    Schedule Group Assignment Override Enables direct assignment to override any existing group assignment and assign a new scheduled group.
    Set Pro WFM Badge number with Pro Employee NumberOverrides the badge number in with the Employee Number, rather than the Timeclock ID. The import number will automatically remove any leading zeros, if present.
    Skills & certifications Enables automation of an employee's skills and certification data to populate to UKG Pro WFM. Disabled by default.
    Secondary jobs Enables automation of an employee's secondary job data to populate into UKG Pro WFM. Select one of the following to populate:

    • Employee job transfer set (EJTS). Enables automation of the employee's secondary job data to populate into the EJTS. Not supported when Positions data is enabled.

    • Multiple Assignments. Enables automation of an employee's secondary job data to populate into employee assignments. When Positions data is enabled, Multiple Assignments is automatically supported.

    Disabled by default.
    Note: Multiple assignments cannot be changed after you start the sync. For example, you cannot change back to EJTS after enabling and running multiple assignments. Although you can change from EJTS to multiple assignments at any time
    PositionsEnables automation of employee's position data in UKG Pro to populate into UKG Pro WFM assignments. Disabled by default. Note the following:

    • Secondary jobs sync is supported for multiple assignments and not Employee Job Transfer Sets (EJTS). If you currently have Secondary Job sync to EJTS enabled, when you enable the Positions automation, the Secondary Job setting switches automatically to sync as Multiple Assignments and the Secondary Job > EJTS setting is disabled.

    • If you enable Positions and Secondary Job is disabled, the assigned Positions and the Primary Job will sync but the positions assigned to the Secondary Job will not sync.

    • Only primary employee/company records are included. Secondary employee records are not supported.

    Optional MappingsEnables the options to suppress sending certain types of data to UKG Pro WFM. Select one or more employee data mappings to suppress:

    • Date of birth mapping

    • Address information mapping

    • Wage information mapping

    • Badge number mapping

    Each is disabled by default.
  3. Click Save.
  4. Click Start Synchronization to ensure your changes are included in the sync process.