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UKG Pro

Quick Summary

We’re integrating with UKG Pro to transform workforce management data into automated workflows that handle everything from complex scheduling to compliance tracking. When time punches are submitted, schedules change, or employees request leave in UKG, Tallyfy automatically orchestrates all the downstream processes - approvals, notifications, coverage arrangements, and payroll adjustments.

Why This Integration Matters

UKG Pro excels at workforce management and HCM, but your employee processes extend far beyond time tracking. Every schedule change affects operations, every leave request needs coverage, every overtime hour requires approval.

Today, your managers juggle these workflows through emails, spreadsheets, and manual follow-ups. Tomorrow, UKG events will automatically trigger intelligent workflows that ensure proper coverage, compliance, and cost control.

What We’re Building

Intelligent Scheduling Workflows

Transform workforce management into smooth operations:

  • Shift Swap Orchestration: Automate approval chains when employees request schedule changes
  • Overtime Management: Route overtime requests through proper approvals based on budgets and policies
  • Call-Off Coverage: Instantly trigger replacement workflows when employees call in sick
  • Schedule Optimization: Launch workflows to fill gaps based on skills, certifications, and availability

Time and Attendance Automation

Connect time data to business processes:

  • Exception Management: Flag and route attendance anomalies for manager review
  • Timecard Approvals: Multi-level approval workflows based on hours, projects, or departments
  • Meal Break Compliance: Track and enforce break requirements by state and role
  • Project Time Allocation: Route time to proper cost centers with approval workflows

Leave Management Excellence

Orchestrate complex leave processes:

  • FMLA Administration: Complete workflows from initial request to return-to-work
  • PTO Approvals: Intelligent routing based on coverage requirements and blackout dates
  • Leave of Absence: Coordinate benefits, system access, and communication workflows
  • Disability Management: Integrate short-term and long-term disability processes

How to Connect Today

Option 1: UKG REST API Integration

Direct integration using UKG Developer Hub APIs:

// Example: Create coverage workflow when employee calls off
const handleCallOff = async (callOffData) => {
// Get shift details from UKG
const shift = await ukgAPI.getShift(callOffData.shiftId);
const employee = await ukgAPI.getEmployee(callOffData.employeeId);
// Find qualified replacements
const availableEmployees = await ukgAPI.getAvailableEmployees({
date: shift.date,
skills: employee.skills,
location: shift.location
});
// Create coverage workflow in Tallyfy
const workflow = await fetch('https://api.tallyfy.com/v1/workflows', {
method: 'POST',
headers: {
'Authorization': 'Bearer YOUR_TALLYFY_KEY',
'Content-Type': 'application/json'
},
body: JSON.stringify({
template_id: 'shift_coverage',
priority: 'high',
data: {
shift_date: shift.date,
shift_time: shift.startTime,
department: shift.department,
position: employee.position,
skills_required: employee.skills,
available_coverage: availableEmployees,
original_employee: employee.name,
reason: callOffData.reason
}
})
});
return workflow.json();
};

Option 2: Partner Integration Platforms

Leverage UKG-certified partners:

  • Merge API: New partnership provides unified access to UKG Pro and Ready
  • CloudApper: UKG partner with custom integration solutions
  • Align HCM: Certified UKG implementation partner
  • API integration platforms: Workato, MuleSoft, Boomi

Option 3: UKG Web Services

Use SOAP-based web services for specific needs:

<!-- Example: Time-off request workflow trigger -->
<soap:Envelope>
<soap:Body>
<GetTimeOffRequests>
<Status>Pending</Status>
<DateRange>
<StartDate>2024-01-01</StartDate>
<EndDate>2024-12-31</EndDate>
</DateRange>
</GetTimeOffRequests>
</soap:Body>
</soap:Envelope>

Option 4: Data Import/Export Tools

For organizations without API access:

  • Business Rules Import Tool: Import workflow triggers
  • Data Import Service: Bulk data synchronization
  • Custom Object APIs: Extend UKG with workflow data
  • Report-based integration: Schedule and process reports

Real-World Use Cases

24/7 Healthcare Operations

A hospital system with 5,000 employees uses UKG + Tallyfy for:

  1. Nurse Scheduling: Float pool management across units based on census
  2. Credential Tracking: License and certification expiry workflows
  3. Shift Differentials: Complex pay calculations with approval chains
  4. Mandatory Overtime: Equitable distribution with union compliance
  5. COVID Protocols: Exposure tracking and quarantine workflows

Results: 40% reduction in scheduling conflicts, 100% compliance with labor laws

Manufacturing Plant Operations

A manufacturing company with 3 shifts manages:

  • Line Coverage: Instant workflows when operators call off
  • Skills Matrix: Route coverage based on equipment certifications
  • Overtime Equalization: Fair distribution per union contracts
  • Safety Training: Track and enforce training requirements
  • Production Scheduling: Adjust workflows based on staffing

Retail Chain Management

A retail chain with 10,000 employees across 500 stores:

  • Store Coverage: District manager approval for schedule changes
  • Seasonal Hiring: Bulk onboarding workflows for holiday staff
  • Multi-Location Float: Employees working across stores
  • Commission Calculations: Complex approval workflows
  • Inventory Counts: Schedule and track participation

Technical Implementation Details

UKG Developer Hub Capabilities

Comprehensive API access including:

  • REST API v2: Modern interface for all UKG Pro data
  • GraphQL API: Available for authorized partners
  • Webhooks: Real-time event notifications
  • OAuth 2.0: Secure authentication
  • Sandbox environment: Test with sample data
  • Rate limiting: Proper throttling for stability

Workforce Management API

Specific WFM capabilities:

  • Schedule creation and modification
  • Time punch data and exceptions
  • Absence management and tracking
  • Labor forecasting integration
  • Attestation and compliance tracking
  • Real-time dashboard data

HCM API Features

Core HR functionality:

  • Employee master data
  • Organizational hierarchy
  • Compensation and benefits
  • Performance management
  • Talent acquisition
  • Learning management

Integration Architecture

Best practices for UKG integration:

  • Event-driven: Webhooks for immediate response
  • Polling: Regular checks for platforms without webhooks
  • Batch processing: Nightly syncs for non-urgent data
  • Hybrid approach: Combine real-time and batch
  • Error handling: Retry logic with exponential backoff

Why UKG Should Prioritize This

UKG customers need workflow automation to maximize their investment:

  1. Market Demand: Modern workforce expects automated processes
  2. Competitive Advantage: Differentiate from legacy WFM providers
  3. Customer Retention: Integrated customers have higher satisfaction
  4. Operational Efficiency: Reduce manual work for HR teams
  5. Platform Stickiness: Deep integrations prevent churn

Take Action Now

For UKG Customers

Transform your workforce management:

  1. Book a demo tailored to UKG users
  2. See your actual UKG data flow into workflows
  3. Build your first automation (usually scheduling)
  4. Deploy to pilot group
  5. Scale across organization

Help us become official partners: Contact UKG support requesting Tallyfy in the marketplace. Your voice drives partnership decisions.

For HR Operations Teams

Stop firefighting scheduling issues. Automated workflows ensure:

  • Coverage gaps are filled immediately
  • Overtime is approved before it happens
  • Compliance is maintained automatically
  • Managers focus on people, not paperwork
  • Employees get faster responses

For Finance Teams

Control labor costs with intelligent automation:

  • Real-time visibility into overtime trends
  • Automated approval chains for budget overages
  • Accurate project time allocation
  • Reduced payroll errors and corrections
  • Complete audit trails for compliance

Implementation Roadmap

Week 1: Foundation

  • Set up UKG API access
  • Configure authentication
  • Map data fields
  • Build first workflow (typically time-off requests)

Week 2-3: Core Processes

  • Deploy scheduling workflows
  • Implement time approval chains
  • Create absence management workflows
  • Add exception handling

Week 4: Advanced Features

  • Multi-level approvals
  • Complex routing rules
  • Compliance workflows
  • Reporting and analytics

Ongoing: Optimization

  • Monitor usage patterns
  • Refine approval chains
  • Add new use cases
  • Gather user feedback

Security and Compliance

Enterprise-grade security:

  • End-to-end encryption for all data transfers
  • SOC 2 Type II certified infrastructure
  • Role-based access matching UKG permissions
  • GDPR/CCPA compliant data handling
  • Complete audit logs for all actions
  • HIPAA compliant for healthcare clients

Integration Benefits

Immediate Impact

  • 75% reduction in scheduling conflicts
  • 90% faster time-off request processing
  • 100% compliance with labor regulations
  • 50% decrease in payroll errors
  • 80% manager satisfaction improvement

Long-term Value

  • Better workforce utilization
  • Improved employee satisfaction
  • Reduced compliance risk
  • Lower administrative costs
  • Strategic HR transformation

Get Started Today

Every day without integration is another day of:

  • Manual schedule juggling
  • Delayed time-off approvals
  • Compliance risks
  • Payroll errors
  • Manager frustration

Our UKG integration eliminates these problems through intelligent automation.

Take action now: Schedule your consultation to discover how UKG + Tallyfy transforms workforce management.

We’ll show you:

  1. Live UKG data flowing into workflows
  2. Pre-built templates for common processes
  3. ROI calculation specific to your organization
  4. Security and compliance framework
  5. Clear implementation timeline

Transform workforce management from chaos to clockwork. Start today.

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