The Alchemer Workflow UKG Integration is available for purchase as an add-on. If you are interested in purchasing, please contact us for more information.
Overview
With the UKG Integration for Alchemer Workflow you can:
- Get Person: Pull in information from a UKG person record into your Workflow in Alchemer.
- Get Supervisor Details: Pull UKG supervisor details into your Workflow in Alchemer.
The integration lets you personalize workflow steps in Alchemer using information from UKG.
Integration Setup
1. Create a Workflow in Alchemer and select your initiator.
For more information on building Workflows in Alchemer refer to the following documentation:
2. When you are ready to add the UKG step to your Workflow, drag the UKG step from the Step Library under Connections.
3. Click the pencil icon to configure your UKG integration step.
UKG | Get Person
Before configuring this integration action, you will need:
- Your UKG API information and login
- Fields in this survey that contain information to use to find the person to get (employee id, email, etc.)
1. Select "Get Person" and Click "Next" on the integration overview screen. 
2. Click "Add New Authentication". Then name your authentication and provide your:
- Customer API key
- Basic auth username
- Basic auth password
Click "Create" when done. 
3. Provide your UKG API Base URL
Your base URL should be something like this: https://service2.ultipro.com
4. Select the fields in this survey that contain the values you want to use to find the person record in UKG
5. Click "Save" to complete integration setup.
A status code is available in a merge code:
- 200: A single record was successfully found
- 201: More than one record was found. The first record is used for the values returned to Alchemer.
- 202: Query ran successfully, but no records were found
- 400: The external integration returned an error. This will halt the Workflow. See the message or log for details.
Now what / Where is my data?
All of the information from this integration is now available in this workflow and all surveys in this workflow. You can use them to:
- Add Merge Codes to Email or Survey Invite steps.
- Use with Logic in the workflow.
- Use to personalize the survey in the workflow.
UKG | Get Supervisor Details
Before configuring this integration action, you will need:
- To authenticate with UKG
- Your UKG base URL
- A field in this workflow used to find the supervisor details for the specific employee
1. Select "Get supervisor details" and click next.
2. Authenticate with UKG.
3. From the drop-down list, select the field in your survey that contains the value you want to use to find the supervisor information of the employee.
4. Set up is complete.
FAQs
1. The Integration Manager Permission is required to set-up and use the UKG integration. If you don't have this permission you will see the following message when selecting an initiator:
2. To check if you have this permission or grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the user management tab.
3. Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Alchemer is committed to continuously releasing updates and enhancements to our Workflow initiators. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
