Configure UKG Pro WFM for Workforce Planner Integrations

How to configure UKG Pro Workforce Management (WFM) for Workforce Planner integrations.

This section covers configuration tasks to complete in UKG Pro WFM before you configure the Workforce Planner integrations.

License for people records

Assign the Workforce Planner license to the people whose records are to be exported to Workforce Planner:

  1. Log in with a manager user account.
  2. Navigate to Main Menu > Maintenance > People Information .
  3. Select the person.
  4. In People Information, click tap Edit Licenses .
  5. In Scheduling, select Workforce Planner.
  6. Repeat for the other people.
  7. Click Tap Apply.
  8. Repeat for other people.

Configure a hyperfind

Configure the Workforce Planner Integration hyperfind query.

Note: For detailed descriptions and instructions, see Hyperfind Queries.
  1. Log in with an administrator user account.
  2. Navifate to Main Menu > Administration > Application Setup > Common Setup > Hyperfinds .
  3. Click Tap Create .
  4. In Ad Hoc, select No.
  5. In the empty field, enter Workforce Planner Integration as the name.
    Note: Name the hyperfind " Workforce Planner Integration" because that is the default name of the hyperfind that the People Export integration uses. If you use a different name, you must override the default name for the HyperfindAndLocations process property; see Configure the UKG Workforce Planner People Export Integration.
  6. Click Tap Add Conditions.
  7. Select General Information > Employee License .
  8. In Employee License, select Include and Workforce Planner.
    Caution: The hyperfind filter must be set to include the Workforce Planner license in order to limit the query to only those employees. The hyperfind can also filter by location, but make sure that the filtering does not deactivate person records in Workforce Planner inadvertently.
  9. In Selected Conditions, click tap Add.
  10. Click Tap Apply.
  11. Click Tap Save.

Configure a UKG Pro WFM tag

A UKG Pro WFM tag separates scheduling and timekeeping components to process shifts accurately. To merge shifts that have multiple segments, the tag fills gaps with unpaid shift segments. These shift segments have a work rule that generates no pay for that segment. Then, you can select this tag as the value for the No Pay Segment Tag in UKG Pro WFM Integration in Workforce Planner.

The following example shows the steps to create the building blocks: paycode, work rule, and tag. This example uses TSG No Pay for various building blocks, but you can use any names for your configuration.

  1. Create a paycode as follows:
    1. Navigate to Main Menu > Administration > Application Setup > Pay Policies > Pay Codes > Pay Code Definition.
    2. In Name, enter TSG No Pay(example).
    3. In Multiplier, enter 0.00.
    4. In Add, enter 0.00.
    5. Leave all other settings at the default values.
  2. Create a paycode distribution as follows:
    1. Navigate to Main Menu > Administration > Application Setup > Pay Policies > Pay Codes > Pay Code Distributions.
    2. In Name, enter TSG No Pay(example).
    3. Select the check box at the intersection of default and default.
    4. Click Tap Edit Pay Codes.
    5. From Available Pay Codes, select the TSG No Pay paycode. Click Tap the right arrow to move it to Selected Pay Codes.
    6. Click Tap Save and Return.
    7. Make sure that the TSG No Pay paycode is shown on the Pay Code Distribution Editor.
    8. Click Tap Save and Return.
  3. Create a work rule as follows:
    1. Navigate to Main Menu > Administration > Application Setup > Pay Policies > Work Rules.
    2. In Name, enter TSG No Pay (example).
    3. In Paycode Distribution, select TSG No Pay.
    4. Click Tap Save.
  4. Create a segment tag as follows:
    1. Navigate to Main Menu > Administration > Application Setup > Scheduler Setup > Tag Definitions.
    2. In Name, enter TSG No Pay (example).
    3. In Tag Type, select Segment.
    4. In Segment Tag > Default Work Rule, select TSG No Pay.
    5. Click Tap Save.