Setting up the Integration for UKG Pro requires the Enterprise Plan to enable the connection. If you are not currently on the correct plan, enabling the Connection will prompt you to upgrade.
UKG Pro Integration
Enabling the Integration
Allow TripLog Permission:
Navigate to your UKG Pro Portal and under System Configuration > Security > Service Account Administration. Click ADD to Start the Process
Once you validate your Login to Allow the Correct Permissions:
Company Configuration Integration: Grant View Access
Employee Export: Grant View Access
Payroll Integration: Grant Add - View - Edit Access
IMPORTANT: When you click Save it will generate an Access Password, Be Sure to Record this for the next step.
Navigate to Security > Web Services and make a note of the hostname between the "HTTP://" and up to the ".com"
Make a Note of the entered Application Name and Customer API KEY
Return to TripLog Dashboard:
Under the CONNECT Menu at the Top Right Select UKG Pro
Click the Green Connect to UKG button
Enter your Web Service Host, Customer API Key, Application Name, and Generated Password
Connecting TripLog Expense Category to the UKG Earnings Pay Items
IMPORTANT: The Pay Items Selected here need to be available for the Users that will be connected. If the Pay Item is not available for the assigned users it will possibly fail or simply not be uploaded.
Click the Import UKG Workers
Validate the User that you would like to import, Check the box for the user/s you would like to import, and select Import Workers
Click the Confirmation to Import then OK when completed
You are able to disable access in the TripLog interface by selecting the user and Disabling the TripLog. Disabling the user does not remove the data from the Web Dashboard but will disable access for the user and remove the data from the connected Mobile App.
When terminating an employee in UKG the TripLog integration will automatically Disable the TripLog user account.
Manually Disable A User:
Select user > Check the Disabled box > Save
Uploading To UKG Payroll
To Begin the Payroll Upload Process
Step 1: Initiate the Upload from TripLog: Update the Filters for the Relevant records then click the Upload to UKG
Confirm you have the correct Pay Period Start and End date as the Pay Charge Date will need to be within that period. If you need to verify this navigate to the UKG Portal under Administration > Payroll Processing > Payroll Gateway. Locate the Relevant Pay Group and the Pay Period Start and Pay Period End Date.
Step 2: Upload to UKG Once the Pay Charge Date is added then Confirm the Upload
Step 3: Navigate back to the Administration > Payroll Processing > Payroll Gateway Select the Appropriate Pay Group
Click Start on the Payroll Overview Screen
You will click Verify to Import the Records to the Payroll Group. Repeat for Each Pay Group that needs to be imported. You are able to review the items that will be available to the Payroll under the View Pay Data.
Records will show by User by Pay Item Category
Here is an example of the test user upload that was performed: