This article is intended for HelloTeam users with ADMIN Access Level
Written Instructions
Step One: Obtain your Domain for your HelloTeam representative.
For example, if you sign in at "acme.com/ta/Default.login", share "acme.com".
Step Two: Find your Company Short Name
1.) Log into your UKG Ready account and open the menu in the upper left.
Go to your Settings icon, and click on Global Setup followed by Company Setup.
2.) Open Company Info
3.) Scroll down to find Company Short Name under Company Address.
Copy your Company Short Name.
4.) Be sure to share your Company Short Name with your HelloTeam representative so that they can continue with the process in completing your authentication.
Step Three: Find your UKG Ready API Key
1.) In your Company Setup page, go to Login Config.
2.) 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, but if there are existing integrations using this key DO NOT click generate.
3.) Share your API Key with your HelloTeam representative so that they can complete your authentication.
Step Four: Creating the Security Profile
1.) In your menu on the left, go to Settings, Profiles/Policies, and then Security. Click NEW SECURITY PROFILE on the upper right hand side.
2.) In this profile, we want to make sure all relevant permissions are enabled for the following endpoints:
In your HR Tab:
Find Employee, 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.
Under Leave of Absence Management near the bottom, select Manage Requests.
In your Modules tab:
Scroll to Rest API Resources. Select Employee Demographics, Employee HR Custom Fields, Employee Profiles, Employee Pay Information, and Employees.
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 and 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 Five: Creating your Service Account
1.) From Settings > Global Setup > Company Setup go to Edit Tabs.
2.) 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.
3.) Click Add Service Account. Enter a new username and password of your choice to create a new account.
Enter the Security Profile you created.
Click the magnifying glass for Account Groups and select All Company Employees.
Step Six: Be sure to share your Service Account User ID & Password with your HelloTeam representative so that they can complete your authentication.
To ensure you are viewing the most current information
regarding this specific HRIS, please visit: