Integrating with UKG Ready

Step-by-step guide to authenticate and connect UKG Ready with Drivetrain.

To authenticate your UKG Ready account, you will need to provide the following information:

  • Domain

  • Company Short Name

  • API Key

  • User ID

  • Password

This guide will walk you through finding or creating those credentials within UKG Ready.

Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

  • You are an Administrator in your company's UKG Ready instance, or someone has shared their access with you.

Instructions

Step 1: Get Your Domain

  1. For example, if you sign in at "acme.com/ta/Default.login", your domain is "acme.com".

  2. Store your domain in a document to be shared with your Drivetrain team.

Step 2: Find your Company Short Name

  • Log into your UKG Ready account and open the menu in the upper left. Then, go to your settings icon and click on Global Setup, followed by Company Setup

  • Open Company Info

  • Scroll down to find Company Short Name under Company Address. Copy your Company Short Name

  • Store your Company Short Name in the document

Step 3: Find your API Key

  • In your Company Setup page, go to Login Config

  • Scroll to find API Keys and click the eye icon to reveal the key. Copy the API Key and store it in a secure place

If there is no key, you can click GENERATE to create one. If there are existing integrations using this key, DO NOT click generate

  • Store your API Key in a secure document.

Step 4: Create a security profile

  • In your menu on the left, go to Settings, Profiles/Policies, and then Security.

  • Click NEW SECURITY PROFILE on the upper right-hand side

  • In this profile, we want to ensure all relevant permissions are enabled for the following endpoints.

These permissions may be different based on your specific use case.

  • In your HR Tab:

    • Find Employee Management, Base Compensation.

      • Select View from the drop-down menu.

    • Find Benefit Management (Plans).

      • Select View.

    • Find Cost Centers.

      • Select View.

    • Find Total Compensation.

      • Select View.

    • Find HR Custom Values.

      • Select View.

  • Under Leave of Absence Management near the bottom, select Manage Requests (if applicable)

  • In your Modules tab (if applicable):

    • Scroll to Rest API Resources.

      • Select Employee Demographics, Employee HR Custom Fields, Employee Profiles, Employee Pay Information, Employees, Employees (Changed), and Employees (me)

  • In your Global tab (if applicable):

    • In Global Setup, find Company EINs, Cost Center Definitions and Leave of Absence Custom Fields Definitions.

      • Select View for them

  • In Object Lists, find Company EINs, Cost Centers, Leave of Absence Categories, and Pay Period Profile

    • Select View for all

  • In your Payroll tab (if applicable):

    • Find the Payroll section. Click Create/Edit Payroll and View/Edit/Add next to payroll adjustment

    • Select Payroll Prep Process

Step 5: Create your service account

  • From Settings > Global Setup > Company Setup, go to Edit Tabs

  • From the Available Windows box on the right side of the screen, scroll down to Service Accounts. Drag it to the Top section in the middle. Click Save

  • Click Add Service Account. To create a new account, enter the following details:

    • Username: Drivetrain Integration.

    • Password: Generate a secure password.

    • Store these 2 details in a secure document.

  • Then, enter the Security Profile you created. Click the magnifying glass for Account Groups and select All Company Employees

Step 6: Share details with your Drivetrain team

Share the following credentials via a secure document with your Drivetrain team:

  • Domain

  • Company Short Name

  • API Key

  • User ID / Username

  • Password

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