UKG Pro Workforce Management setup
UKG Pro Workforce Management connects through the unified HRIS connector. This page covers the UKG-side configuration you complete first. Once it's done, add the connector in Mesh by following Connect your HR system.
This is a different product from UKG Pro and takes different credentials. If you're not sure which you have, check with your UKG administrator before starting.
You finish with four values:
| Value | Where it comes from |
|---|---|
| Client ID | Issued when your tenant was provisioned |
| Client secret | Issued at the same time |
| Username | The API user you create |
| Password | Set on that user |
Before you start
You need administrator access to your company's UKG Pro instance, or a colleague who has it.
They are normally handed over when the tenant is provisioned, so they may be held by whoever set UKG up rather than being discoverable in the interface. If you cannot find them, UKG Global Support can reissue them.
These steps reflect Axiad's current understanding of UKG Pro Workforce Management's configuration. Because it is a third-party product, there may be variations between your experience and what this guide describes, depending on the version in use and recent updates.
If you find a significant difference, or anything that doesn't make sense, let us know through Axiad support.
Step 1 — Create an API user
The quickest route is to duplicate an existing administrator who can already see every employee and location, then convert the copy into a dedicated API account.
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Go to Menu → Maintenance → People Information.
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Select an administrator whose access covers all employees and locations, then choose Person → Duplicate.
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In the new profile, select Edit Licenses and confirm at least a Manager license is selected. Broader access may need more.
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Under Information, set:
Field Value Last name APIUserID APIUser, or another unused user IDUsername APIUser -
Set the authentication details and save.
Using a dedicated account rather than a person's login means the connection keeps working when individuals change role or leave.
Step 2 — Assign a function access profile
The API user needs a function access profile granting the permissions the connector reads through. Assign one that covers employee, location, and organizational data.
The connection authenticates on the account's credentials, so a missing or too-narrow function access profile shows up as a healthy connector returning few or no records rather than as an authentication error.
Step 3 — Connect in Mesh
Follow Connect your HR system, choose UKG Pro Workforce Management in the connection window, and supply the client ID, client secret, and the API user's username and password.
After connecting
The connector appears in your connectors list with Health: Initializing while the first collection runs, then moves to Good. Access is read-only: Mesh does not write back to UKG.
If it doesn't come online, see Troubleshoot HR connectors.
Troubleshooting
| What you see | Likely cause | Fix |
|---|---|---|
| You cannot find the client ID or secret | They were issued at tenant provisioning rather than through the interface | Ask UKG Global Support to reissue them |
| The connector authorizes but returns few records | The API user's function access profile is too narrow | Widen the profile in Step 2, then re-run the collection |
| Authentication fails | The credentials are for UKG Pro rather than UKG Pro Workforce Management | Confirm which product you have, and use UKG Pro setup if appropriate |