Source: https://joinfinn.com/integrations/ukg-pro-hcm

# UKG Pro HCM

## UKG Pro HCM + Finn.

UKG Pro HCM integration with Finn. UKG Pro HCM manages employee records, payroll, benefits, and talent processes.

Business function: HR and people.

## What you can do with UKG Pro HCM.

UKG Pro HCM manages employee records, payroll, benefits, and talent processes.

### Get a new hire through employee onboarding

Finn completes the people-record and setup coordination around a confirmed hire.

**Typically handled by:** HR onboarding coordinator

**Starts when:** The employer confirms a new employee and start date.

#### What Finn handles

1. Read the accepted role and employee information and complete the UKG Pro onboarding record.
2. Collect the required documents and coordinate the employer's signature process through Docusign.
3. Arrange equipment in ServiceNow, approved account setup in Okta and first-day meetings in Outlook.
4. Confirm the completed setup and send the employee and manager their final arrival instructions.

**The result:** The employee has completed onboarding records and recorded first-day arrangements.

### Resolve an employee information correction

Finn carries a routine employee request through the records that use it.

**Typically handled by:** HR data administrator

**Starts when:** An employee reports an incorrect personal or contact detail.

#### What Finn handles

1. Identify the UKG Pro employee record and collect the specific replacement information and required evidence.
2. Obtain the HR decision for any field that requires one and record the accepted correction.
3. Carry the relevant change to the payroll or connected directory process that consumes it.
4. Confirm the result to the employee and close the request with its supporting record.

**The result:** The employee information and affected connected records reflect the correction.

### Complete the administration of a benefits change

Finn handles the documents and follow-up around an employee's benefits election.

**Typically handled by:** Benefits operations coordinator

**Starts when:** An employee reports a life event or submits a benefits selection.

#### What Finn handles

1. Read the employee's request and collect the information required by the employer's benefits program.
2. Bring eligibility questions to the benefits owner and help the employee complete their selected election.
3. Record the accepted information in UKG Pro and coordinate the benefits-provider handoff.
4. Read the returned enrollment status and confirm the result or specific remaining provider action with the employee.

**The result:** The benefits request has a documented enrollment outcome and completed employee communication.

### Execute an approved role or compensation change

Finn completes the record and coordination work following an employer's personnel decision.

**Typically handled by:** People operations specialist

**Starts when:** HR approves a promotion, transfer or pay change.

#### What Finn handles

1. Read the employer's selected role, manager, compensation and effective date.
2. Update the UKG Pro employee record and prepare the required change document for signature.
3. Coordinate the resulting payroll input, approved access changes in Okta and work handover in Asana.
4. File the final documents and confirm the completed administrative handoffs.

**The result:** The personnel decision is reflected consistently in the people record and connected work.

### Run the payroll input and exception cycle

Finn completes the collection and reconciliation work around payroll processing.

**Typically handled by:** Payroll operations coordinator

**Starts when:** The payroll cutoff approaches.

#### What Finn handles

1. Gather UKG Pro employee and pay changes plus the accepted time inputs from UKG Pro Workforce Management.
2. Resolve actual missing records with HR and managers and prepare the completed payroll inputs.
3. Bring calculation treatment and payment-release decisions to the payroll owner and perform the corrections that owner selects.
4. Read the processing results and record completed items and specifically owned remaining payment questions.

**The result:** Payroll has complete inputs and a documented processing result.

### Complete a role-based learning program

Finn handles the enrollment and follow-up administration behind employee training.

**Typically handled by:** Learning operations coordinator

**Starts when:** A role or development plan requires a learning program.

#### What Finn handles

1. Read the employee's UKG Pro role and the training requirements selected by the learning owner.
2. Arrange the relevant learning assignments and schedule live sessions through Outlook.
3. Collect completed coursework and the designated evaluator's results and resolve routine enrollment issues.
4. Update the learning record and coordinate any additional work the learning owner selects.

**The result:** The training program has recorded completion and a specific owner for remaining work.

### Run the employee review administration

Finn coordinates the submissions and follow-through behind a performance cycle.

**Typically handled by:** Performance program coordinator

**Starts when:** HR starts an employee review cycle.

#### What Finn handles

1. Read the UKG Pro review population, assignments and timetable chosen by HR.
2. Send participants their instructions and resolve administrative manager or form-assignment issues.
3. Collect the submitted feedback and record the assessments made by managers and HR.
4. Coordinate feedback meetings and development tasks and close the cycle's completed administrative work.

**The result:** The review cycle has recorded feedback and tracked development follow-through.

### Complete an employee document request

Finn delivers the routine HR document an employee needs and closes the service record.

**Typically handled by:** HR service desk coordinator

**Starts when:** An employee requests an employment letter or an existing HR document.

#### What Finn handles

1. Read the request and locate the relevant UKG Pro employee information or file.
2. Prepare the employer's standard document from the current record and obtain a signature or HR decision where required.
3. Deliver the final document through the employee's permitted channel and file it in the appropriate employee record.
4. Confirm receipt and close the HR request with the document provided.

**The result:** The employee receives the correct document and the service request is complete.

### Coordinate the employee exit process

Finn runs the administrative work around an HR-confirmed departure.

**Typically handled by:** People operations offboarding coordinator

**Starts when:** HR confirms the employee's final working date.

#### What Finn handles

1. Read the departure instructions and start the relevant UKG Pro offboarding tasks.
2. Collect the work handover, outstanding documents and final payroll information.
3. Schedule HR-directed account changes in Okta and equipment return in ServiceNow and track their completion.
4. File the exit record and report completed outcomes and actual remaining obligations to HR.

**The result:** The departure has a complete administrative record and specifically owned final work.

### Turn the HR operating review into corrected records

Finn completes the reporting and follow-up behind the people operations meeting.

**Typically handled by:** People operations reporting analyst

**Starts when:** HR reaches its recurring workforce review.

#### What Finn handles

1. Gather the UKG Pro employee, onboarding, payroll and talent-program information selected for the review.
2. Identify actual missing records, unfinished administrative tasks and information requiring an owner response.
3. Prepare the report and record HR's selected corrections and program actions.
4. Complete the people-record corrections and coordination work and publish the recorded outcomes.

**The result:** HR has a current operating report and completed administrative follow-up.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from UKG Pro HCM.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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