Connecting to UKG WFM

UKG WFM offers a workforce optimization platform. This platform helps teams improve compliance, scheduling, HR service delivery, reporting and analytics, time and attendance.

You can connect UKG WFM to Skypoint AI Studio to perform tasks like data ingestion, unification, transformation, and enrichment to gain insights from the data. Leverage Skypoint AI's built-in connector for importing data from UKG WFM, which supports incremental loads and multiple parallel calls to enable faster data updates, significantly reduce load times, and provide users with quicker access to up-to-date information for a more efficient workflow.

This document will guide you through the process of connecting UKG WFM to the Skypoint AI.

Prerequisite

You need the following details to configure and import data using the UKG⇗ connector:

• Username
• Password
• Client Id
• Client Secret
• UKG url
• Default activity start date
• Reload records from (days)

To import data using the UKG WFM connector

Follow the below steps to create and configure a new dataflow for the UKG WFM import connector:

1. Navigate to Dataflow > Imports.

2. Click New dataflow as indicated by an arrow.

The Set dataflow name page appears.

3. Enter the desired name for the dataflow in the Name text field.
4. Click Next to proceed.

The Choose connector page appears.

Add UKG WFM connector

1. On the Choose Connector page, use the Search feature to locate and select the UKG WFM Connector.
2. Enter the Display Name for your dataflow in the provided text field.
3. Optionally, add a Description in the designated text area.

4. Click Next to proceed.

The Configuration page appears.

Connect to the UKG account

1. Fill in the required details on the Configuration page.
2. Click Connect.

Once the connection is established, the connector can be used to import data from UKG WFM tables.

3. Scroll down to the Table Details section, select the checkboxes for the tables you wish to import, and use the dropdown menu to label them as either Data or Metadata.

note

By default, all tables in the Table Details section are selected. You can choose to import only specific tables that are relevant to your data processing needs. For example, to import customer data, select tables containing details like name, email, address, and contact information.

Item	Description
Purpose	Option to assign a purpose (Data or Metadata) for each table.
Data	Loads customer data
Metadata	Loads Metadata
File name	Displays the name of the file that you imported.
Entity name	Displays the imported table name by default. You can rename it if required.

4. Click Save to apply the changes.

Congratulations ! for saving the UKG WFM connector dataflow, which appears on the Dataflow > Imports page.

Run, Edit, and Delete the imported data

Once the table is imported, you can execute, modify, and remove the imported table from the Dataflow. Follow the below steps:

1. Go to the Dataflow > Imports page.

Item	Description
Name	Displays the name of the imported Dataflow.
Type	Displays connector type symbol.
Connector Name	Displays connector name.
Status	Indicates whether the data is imported successfully.
Tables Count	Displays the number of tables imported.
Created Date	Displays date of creation.
Last Refresh Type	Displays the refresh value: Full or Incremental.
Updated Date	Displays last modified date.
Last Refresh	Displays the latest refresh date, which updates each time you refresh the data.
Actions	Provides multiple options for managing dataflows.

2. Select the horizontal ellipsis under the Actions column and do the following:

If you want to	Then
Modify the Dataflow	Select Edit and modify the Dataflow. Click Save to apply your changes.
Execute the Dataflow	Select Run.
Bring the data to its previous state	Select Rollback.
Delete the Dataflow	Select Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the dataflow	Select Run history.

3. Click Run to execute the dataflow. Once the execution is successful, the data pipeline status will update to Completed, as illustrated in the figure below.

note

In the Dataflow's Run History Description, you can view error messages related to data import failures from a data source. Additionally, you can check the status, start time, and end time of the data pipeline execution.

Next step

After completing the data import, start the Master Data Management (MDM) - Resolve process to create a single, unified view of the data. With Skypoint MDM, you can ensure that your data is accurate, consistent, and reliable, making it easier to use for business processes, analytics, and reporting.