People Sync Monitoring - Synchronization Dashboard
The People Sync Monitoring Synchronization Dashboard provides an overview of the current People sync statuses for employee records included in the People data sync between UKG Pro and UKG Pro WFM.
Administrators can monitor sync statuses, analyze People data issues, research any errors that may occur, and manually start an ad-hoc re-sync. Monitoring People data sync helps you gain insight into employee data, including problems that need to be addressed before employees can be integrated into UKG Pro WFM.
The time stamp displays above the employee table and reflects the date and time of the latest data sync. The time stamp is based off the time zone of the system's currently signed-in user.
If the Synchronization Dashboard is not available, ensure the One Stream People Sync Monitoring access control point (ACP) is set to Allowed in the Function Access Profiles (FAPs) assigned to users. You may have View or Edit access.
View the Sync Dashboard
Go to the dashboard to see a table of employees and the status of their data synchronizations.
- Go to . The The People Sync Monitoring Synchronization Dashboard opens showing a table listing the employees that were recently synched and their status, with the latest sync first. Click a column heading to sort the column in ascending or descending order. The table includes the following columns, some of which can be hidden and shown as needed:
- Click a column heading to sort the column in ascending or descending order. The table includes the following columns, some of which can be hidden and shown as needed
Employee Name. This is a link you click to open the People Sync Auditing page for that employee that shows change history details for the past 30 days. See People Sync Auditing
Employee Number
Employee ID
Person ID
Last Updated. The date and time the most recent sync ran for the employee
Status. Icon that indicates the employee's current sync status
- Message. Description of the employee's sync status. For example, if the sync finished with a warning status, the message describes what the issue is so you can troubleshoot. Click error and warning Messages to see more information.Note: After you fix an employee's data sync issue, run a re-sync of that employee record. If a universal configuration property has changed (affecting all synchronized data), then a full synchronization needs to be run. See People Sync Configuration.
Search and filter the employee table
You can search across employee records and filter the employee table to refine the results.
- Click the left drop-down and select employee filter criteria: Last Name, First Name, Employee Numbers, Employee IDs, or Person IDs.
- (Optional) In the middle field, enter text to filter the table for the employee details you selected in the left drop-down. You can enter up to ten text strings, separated by a comma.
- (Optional) To filter by statuses, click the Filter icon ,
select one or more sync statuses, and click Apply. (You can also click a status icon at the bottom of the table to see only employees with that status.) - Click the right time range drop-down and select a range to filter by, including Last Hour, Last 24 Hours, Last 48 Hours, Last 72 Hours, Last Week, Last Month, and Forever. Click Custom date to select a specific date.
- Click Search. The table updates with the results.
- If you filtered by status, to clear the filter results, click the X for each filter criteria displayed above the table.
Download employee record details
Download a .CSV file to your system with employee record details across all pages (if records span more than one page) for the columns currently shown in the table. This can help you better review and troubleshoot employee data.
- Do one of the following:
-
To download specific employees, select one or more rows and click . Employee data for all columns (regardless of whether they are hidden) is included in the file.
-
To download all employee records for the table with the current filters applied, click .
-
- Click Download. The file downloads to your system's default location. The download takes about ten seconds to finish.
Manage employee table columns
You can change the order of columns and display or hide columns in the People Sync Monitoring Dashboard.
- Click . The Columns dialog opens.
- Click the Order tab to change the column order.
- Click the Visibility tab to deselect (hide) or select (enable) certain columns in the view. At least one column must be selected.
- Click Apply.
Re-sync People data
You can run an ad-hoc re-sync of People data for one or more employee records. For example, if you made a data fix to a single employee record, you can start a re-sync for just that record.
- To re-sync one or more specific records, select those rows.
- Click . The Re-sync records dialog opens. Select one of three re-sync methods:
-
Re-sync only selected records. One or more selected employee rows.
-
Re-sync all needs review records. All employee records that have sync errors and have a current status of Needs Review. Select this option when you have fixed any People data problems encountered during sync.
-
Single record. Select Employee Number or Employee ID from the drop-down list and enter a value. This will re-sync the employee record based on this value.
-
- Click Re-sync. The process takes a few minutes or more to finish depending on the number of employees and how many jobs are in the queue. You can continue to work during the re-sync process. When the re-sync finishes, the Last Updated column will be updated for the employees that were re-synced.
People sync monitoring next steps
Perform these addition/next steps as needed:
- Supply Feedback. To supply feedback to about your People sync experience, click Got Feedback?
- Refresh Page. To refresh the data on the page, click.
- Audit Employee Sync History. To review recent sync updates and history for a particular employee's personal and employment records, click their name in the table. The Audit page opens. See People Sync Auditing.
- Fix Data Issues:
For employees with sync statuses of Warning or Needs Review, review the status messages and go to UKG Proto fix any employee record or job problems.
Re-sync those records and monitor their sync status.
For mapping issues, you update the Field Mappings on the People Sync Configurations page then run a full sync of all employee records to apply the configuration changes to all employee records.