Peak Season Solutions

Seasonal Payroll Analysis People Analytics report – This report provides a comparative view of payroll costs for a user-defined summer season over selected years. It displays a chart of total and per-head earnings, headcount, and average hourly rate for each season, highlighting trends.

This People Analytics report lives in the BI Exchange. To access the report, you will go to the BI Exchange and search Seasonal Payroll Analysis.

Note: All User Guides referenced below can be found in the UKG Ready solution under My Info > Help > Online Documentation. All Learning Center courses referenced below can be accessed from My Info > Help > Learning Center.

Time Off Planning – From the request process to automating approvals, you can effectively manage and plan employee time off. This ensures that there are not too many simultaneous time-off requests and that employees with specific skills aren’t all absent at the same time.

User Guide: TLM Manager

Accrual Donations – This feature allows employees to donate their accrued time off to others in need of time off. This can be done through two donation methods — donating to a company bank or peer-to-peer donations.

User Guide: Accrual Donation Bank
Learning Center course: Configure Accrual Donations and Manage Accrual Donations

Holiday Eligibility Requirements – Holidays fall at various times throughout the year, especially during those peak hiring seasons. If your organization requires employees to work certain days around a holiday to qualify for holiday pay, you can use the Holiday Eligibility Pay Calc rule to set parameters around holiday pay. This will check if the employee worked the day before, the day after, or both the day before and after the holiday to allow for the holiday pay to be calculated into payroll.

Learn more about Holidays Worked   

Learn more about Non-Worked Holidays

User Guide: Pay Calculations User Guide

My Absence Calendar – The My Absence Calendar gives your employees a dedicated space to view and print their absences. Using this yearly calendar, employees can view, manage, and print their absence-related information, including team absences, time-off requests, and availability. Learn more

Edit Emails and Merge Candidates (UKG Pro Recruiting) – UKG Pro Recruiting empowers you to streamline your hiring process by reducing duplicate candidate records. With the Candidate Merge feature, recruiting administrators can merge duplicate candidate records. Recruiters and recruiting administrators have the ability to edit candidate email addresses and fix any inaccuracies for external candidates whose status does not yet show as hired. This applies specifically to candidates not already existing in any other UKG Pro solution. This feature prevents candidates from needing to create a second candidate profile with their correct email address if they previously entered an incorrect one. Both features collectively ensure data precision and minimize redundancy in your solution.

For more information, review the Merge Candidates help topic and the January 2024 What’s New update for additional details on how to the Edit Candidate Email Address feature.

Candidate Self-Scheduling (UKG Pro Recruiting) – Recruiters and hiring managers can give candidates a choice of interview times and allow them to select the time that works best for them. This feature helps reduce email volume and gives recruiters, hiring managers, and candidates an easier way to find an interview time that works for everyone involved.

If your organization is not already using the Calendar Integration feature to schedule interviews, a recruiting administrator needs to follow the steps in our Interviews help topic to set up the integration before you can use Candidate Self-Scheduling with Video Conferencing (see the Video Conferencing What’s New item on this page for more information on this feature).

When the Calendar Integration is active, follow the steps in the Schedule an Interview help topic. While much of the process remains the same for those already using the Calendar Integration, there are some differences when using the new Candidate Self-Scheduling.

For more information on Candidate Interview Self-Scheduling, you can also visit the August 2023 What’s New update.

Edit New Hire (UKG Pro Onboarding) – Onboarding owners can change information for new hires that are assigned to them, including editing a new hire’s start date without sending them back to Initial Review status. All information can be changed except for email and country, and the new hire must have a status of Launched, Final Review, or Pending Updates. A new hire’s information cannot be edited if their record has been sent to process hire in UKG Pro or if a case has been created in E-Verify. Learn more

New Hire Uploads (UKG Pro Onboarding) – Save time by allowing new hires to upload their own documents with the New Hire Uploads feature in UKG Pro Onboarding. This feature will allow new hires to upload documents into UKG Pro Onboarding, and the files will flow directly to the designated document category in UKG Pro: General, Employment Eligibility, Pay & Taxes, or Policies & Documents. When administrators configure the documents that new hires can upload, they can designate if a file is required and if it is visible to the onboarding owner.

Add New Hire Upload Documents Help Topic – Onboarding Help (ukg.com)

September 2023 What’s New Update – Onboarding Help (ukg.com)

Position Automation (UKG Pro Recruiting) – With Position Automation, administrators can manage positions, employees, and associated jobs to facilitate vacancy and headcount management within organizations. This feature also allows recruiters and hiring managers to assign positions to opportunities to enhance vacancy and headcount management. Read more

Preferred Name Field (UKG Pro Recruiting) – A Preferred Name field in the candidate’s “My Presence,” allows candidates to input their preferred first name, providing them with a more inclusive experience during the recruiting process. Read more

Rehire Indicator (UKG Pro Recruiting) – A rehire indicator is available throughout Recruiting, enabling recruiters and hiring managers to quickly and easily identify whether a candidate is eligible for rehire. Read more

Set and Post Pay Range for Job Postings (UKG Pro Recruiting) – Recruiters and Hiring Managers can manually set a pay range for job postings and display it on their job boards, along with a default or custom Pay Transparency or Equity Job Board Statement. This helps ensure compliance with various state regulations. Read more – need direct link when it comes in October

Purge Forms I-9 (UKG Pro Onboarding) – System administrators can permanently purge Forms I-9 for both terminated employees and canceled new hires, saving time and helping to maintain compliance. Read more

Assign Multiple New Hires to an Onboarding Owner (UKG Pro Onboarding) – On the New Hires In Progress page, administrators can bulk assign or reassign up to 1,000 new hires to an Onboarding owner, which saves administrators critical time. This feature is delivered On; it is only available in the UKG Pro portal, not in the UKG Pro mobile app. After the new hires are selected on the page, an Assign Owner pop-up window appears where administrators select themselves or someone else as the owner for the selected new hires. Onboarding owner changes are reflected throughout Onboarding, including the 3-Day Deadline page and the new hire's detail profile. For details, refer to the Assign New Hires to an Onboarding Owner help topic.

Sync Supervisor Field (UKG Pro Onboarding) – Your solution allows the Supervisor field from UKG Pro to sync directly with Onboarding, allowing administrators to assign and reassign new hires in bulk. Read more 

Exit Surveys (UKG Pro Employee Voice) – If you’re utilizing future dating in your solution, you can send exit surveys to employees before their termination date. Guide | Release Notes

Note: All User Guides referenced below can be found in the UKG Ready solution under My Info > Help > Online Documentation. All Learning Center courses referenced below can be accessed from My Info > Help > Learning Center.

Leveraging Job Boards – UKG Ready integrates with two job boards, eQuest and Indeed, to help provide more visibility into job openings.

eQuest includes three different offerings: eQuest Blast, eQuest Premium, and eQuest Xpress. The cloud service provides you with options to expand your search by posting your job requisitions to job boards, increasing the visibility of your open positions. Depending on which eQuest option you choose, different job boards are available.

Indeed and UKG Ready work together to streamline your recruiting efforts to get better results in the talent attraction process. Once the Indeed integration is turned on, when a Job Requisition is created, it is automatically sent directly to Indeed and applicants can apply directly with their Indeed Resume. Learn more about eQuest | Learn more about Indeed

Learn how to configure eQuest and Indeed in the Job Boards User Guide.

Electronic Offer Letters – Create and distribute offer letters to candidates electronically using UKG Ready. The Offer Letters feature allows you to create templates using an HTML text editor for custom text and predefined system tags that auto-fill with account and system data. Offer Letters can be distributed during the recruitment process and signed by the candidate using multiple methods. The feature allows you as administrators, hiring managers, recruiters, or other applicable roles to track and maintain the process directly in the UKG Ready solution.

Learn more about how to deliver offer letters

Learn more about maximizing recruiting in UKG Ready

User Guide: Recruitment and Talent Management User Guide – Offer Letters
Learning Center courses: Offer Letters in Recruiting

Quick Apply – Get applicants in the application process quicker by providing an option to enter minimal information for review. Once the Quick Apply feature is activated on the Job Requisition, candidates can apply for the job without the need to create an applicant account. You can grab minimal information such as name, email address, and their resume. An additional setting that can be configured is Areas of Interest to help gauge other areas that a candidate might be interested in and align to other open positions. Once you’re ready to move forward with the candidate, then they can be asked to create an account to continue the application and hiring processes. Learn more about Quick Apply

User Guide: Recruitment and Talent Management User Guide – Quick Apply

Preboarding Portal – Onboarding is a critical part of the new employee experience. The Preboarding Portal helps reduce the number of candidates that slip through the cracks by keeping employees engaged between the time the employee signs their offer letter and the time they walk through the door on their first day. Learn more about the Preboarding Portal

User Guide: Onboarding User Guide
Learning Center course: Onboarding Configuration

Onboarding Checklists – Specific onboarding checklists can be created to help new employees navigate and complete all onboarding items and tasks. These checklists can help your new employee stay on track as well as guide them through the crucial onboarding period. Checklists can be added to your employee’s Onboarding Dashboard, where they can easily see their progress and how many tasks need completion. Learn more about Onboarding Checklists

User Guide: Onboarding User Guide and HR Setup User Guide – Checklists
Learning Center course: Checklists

Background Screening – Seamlessly initiate background screens for your candidates using UKG Screen by HireRight. Run your background screenings from the candidate's job application and select from one of your designated packages. Once the background check is complete, you'll be able to review the results within UKG Ready. 

User Guide: UKG Screen by HireRight User Guide

Remote Work Location Support – Many organizations are offering remote work options these days. To align with your recruiting processes, set your Job Requisitions to allow for remote work positions. Easily select how you want the remote position to appear based on location. Remote jobs will be reflected on the Careers Portal and Show Job Page and will integrate with Indeed, UKG Screen by HireRight, and eQuest for a seamless experience.

User Guide: Recruitment and Talent Management User Guide – Team Recruitment Menu: Job Requisitions

Learning Center course: Job Requisitions in Recruiting Instructor-led course

Note: All User Guides referenced below can be found in the UKG Ready solution under My Info > Help > Online Documentation. All Learning Center courses referenced below can be accessed from My Info > Help > Learning Center.

Shift Swap and Request for Coverage – As part of the many Employee Self-Service (ESS) options within UKG Ready, employees can take advantage of shift swap capabilities with other employees who meet the requirements for the shift. Additionally, employees and managers can submit shifts to be covered. Available employees can then pick up the shift that is open to fill the gap in the schedule. Shift swapping helps ease the burden on employees and managers when adjustments to schedule coverage are needed.

User Guide: Scheduler Employee Self-Service User Guide
Learning Center course: Employee Self-Service in Scheduler

Employee Availability and Preferences – Allow your employees the flexibility they need by setting their availability and preferred schedule during a specified time frame. Employees may be available on a certain day of the week but would prefer to work the early shift. Providing those options and sticking to them as often as possible can help increase overall satisfaction and meet your employees’ needs. Learn more

User Guide: Scheduler Employee Self-Service User Guide
Learning Center course: Employee Self-Service in Scheduler

Multi-Schedule View – Managers play a key role in providing flexible scheduling, and it’s important for them to see a holistic view of their teams’ schedules. This especially comes in handy when an employee may work in more than one role or department at your organization. Managers can select multiple schedules to view and maintain at a single time, helping avoid any overscheduling errors.

Learning Center course: Schedule Views and Reports in Scheduler

Employee Self-Service (ESS) – Empower and give your employees the ability to take control of their schedules with ESS. Configuring ESS in your UKG Pro WFM solution will support a range of requests employees can utilize, providing them the opportunity to have some control over their schedules. Learn more

Multiple Locations with Scheduling Contexts – Defining “waves” of Visibility Periods, when the number of employees eligible for open shifts gradually increases, is now simpler. This enhances the efficiency of filling shifts by offering finer control, particularly across various locations. Learn more

Shift Swap – Allow employees to request shift swaps with others in compliance with schedule rules. Administrators can define many of the parameters for employee schedules, which helps organizations align shift swap requests with scheduling policies. Learn more about configuring Shift Swap | Learn more about Shift Swap from the employee perspective

Employee Preferences – Give your employees the option to select their preferred location, job, and work preferences to influence their schedules, helping better meet their work-life balance needs. Learn more

Employee Self-Schedule – The Self-Schedule feature allows employees to choose the shifts they want to work in the upcoming schedule period in a single request. Employees can continue to build their schedules for the period until the request period closes. Learn more

Configure a Default Time Period for Employee Search (WFM Timekeeping) – Quickly search for an employee by name or identification number. From here, you can navigate to the person’s record, timecard, or schedule to review or edit information. Read more

UKG Flow for Microsoft Teams (WFM) – Employees and managers can get instant notifications on submitted time-off and shift-swap requests, making the request process more efficient. Learn more

UKG Flow – UKG Flow for Slack and Google Chat is now available. Find the configuration guides on the UKG Developer Hub. Slack configuration guide | Google Chat configuration guide

Create an Advanced Course Assignment (UKG Pro Learning) – Administrators can create assignment rules for a particular course. They can assign a course to one or more groups of people based on their Job, Unit, or Above Unit. They can also combine criteria to create more advanced assignment rules to meet training needs. This will automatically assign courses to new hires without an admin having to add individuals one by one, helping the admin save time if they need to assign courses to a large number of employees. You can preassign courses to summer workers before their start date by using the automatic assignments. Learn more

Academy Leaderboards (UKG Pro Learning) – Who doesn’t enjoy a little healthy competition? In UKG Pro Learning, employees can view their Academy Leaderboards to see where they stand within the community or an academy. The more active they are, the more points they earn, increasing their score. Employees can gather points by attending courses on topics within and outside their focus. The administrator of an academy can set how many points will be earned after specific activities (when a learner enrolls in a course, completes a course, passes an exam, etc.). Admins can also set up content that’s more digestible for summertime employees, like quick YouTube videos, infographics, slideshows, and quick instructional videos. Employees can then be effectively assessed with quizzes for self-evaluation and formal learning assessments. Learn more

Employee Engagement Pulse Survey (Employee Voice) – The questions in this survey are leading indicators of the employee engagement experience, per the latest in psychological research. These results can give you a quick snapshot of how employees rate their experience so you can decide if you want to take a closer look.

Employee Well-Being Survey (Employee Voice) – This survey will measure how well balanced employees feel as compared to their potential for burnout.

Employee Onboarding Survey (Employee Voice) – Engage with your new employees with the Employee Voice Onboarding Survey and the 30-, 60-, or 90-day check-ins after an employee has been hired. This particular report has automatic triggering capabilities so that administrators can set the survey once and it will automatically send based on an employee’s hiring date. Trend reporting then allows you to see how employees feel about their onboarding experience and how this trends over time. The trend reporting can also inform future onboarding procedures for future seasonality cycles. Learn more about the trend reporting.

Learn more about these survey templates

Learn how to launch the surveys

Note: All User Guides referenced below can be found in the UKG Ready solution under My Info > Help > Online Documentation. All Learning Center courses referenced below can be accessed from My Info > Help > Learning Center.

Course Creation in UKG Ready Learning – Create courses aligned to your organization to empower your employees to learn new skills and take on more knowledge. Courses can be created using videos, documents, and presentations using several different formats, including SCORM packages. Learn more

Configure On-the-Job Training Evaluation (UKG Ready Learning) – Offer in-person on-the-job training opportunities for your employees to receive on-the-job training and track their progress within UKG Ready. Once the On-the-Job Training event has been created, you can add tasks that must be completed and monitored by the trainer. Learn more

Employee Surveys – You can build and deploy different types of surveys to gather your employees’ feedback directly in UKG Ready. This leaves you feeling less stress in finding a single place for your employees to submit their feedback and reduces the worry about making sure you have an email address to send the survey to. Employees can also complete the survey at the touch of a finger using the mobile app. You can build surveys from scratch by entering your own survey questions or by using three predefined survey templates to choose from: a pulse survey, a standard engagement survey, and a Manager Effectiveness Index survey. If the template doesn’t quite match what you’re looking for, it can be edited to fit your needs.

User Guide: Surveys User Guide
Learning Center Course: Employee Surveys