UKG Pro - Add an administrator

Last updated: November 19, 2025

Overview

Before you begin, make sure you are using the UKG Pro product with the benefits scope. For UKG Ready users, see the instructions HERE.

To connect your UKG Pro account to this application you must set up a new admin user. Please follow the instructions below.

Step-by-Step Instructions

1. Log in to UKG

2. Navigate to the Administration tab

3. Click on Employee Admin > My Employees

4. Click on the + icon to add a new employee - a new window will open

Screenshot 2024-05-06 at 12.45.53 PM.png

5. Complete the required fields in the sections below. To navigate to the next section once all required information is completed, click Next →

  • Start

    • First Name: (Please use the First Name provided in Finch Connect)

    • Last Name: Admin

    • SSN: 123456789

  • Personal

    • Address: 2412 Harrison Street, San Francisco, CA 94110

    • Email: (Please use the email provided in Finch Connect)

    • Ethnic Origin: Not specified

    • I-9 verification: No

    • DOB: 11/11/1990

    • Gender: Male

    • Marital Status: None

  • Dates

    • Original Hire Date: Date of creation

  • Jobs/Payroll

    • Job: BENADM - Benefits Administrator

    • Location: SANF - San Francisco, CA

    • Pay Rate: $0 per Hour

    • Pay Group: CORPBI - Corporate Bi-weekly

    • Scheduled Hours: 0

    • Earnings Group: Admin Earnings Group

    • Deduction/Benefit Group: Administrative

    • Employee Type: CON - Contractor/Consultant

    • Hourly/Salaried: Hourly

    • Full/Part-Time: Full-Time

  • Workforce

    • Employee Access: Yes

      • If other options are unable to be selected, you can edit these after creation by going to the Employee Profile within the Workforce Management page.

  • Time off and Allowances

    • Security Roles: Admin

  • Direct Deposit

    • Leave blank

  • Federal Income Tax

    • Filing Status: Single/Married filing Separately

  • State Taxes

    • State Taxes: Single/Married 2 or More Incomes

    • Select the correct State Plan: Personal Income Tax Only

    • Disability Plan Type: Elective

    • Filing Status: Single

  • Local Taxes - N/A

  • PTO/Leave Balances

    • Leave blank

  • Summary

    • Click the Save icon located on the top right

Screenshot 2024-05-06 at 12.46.46 PM.png

6. Admin has been successfully added to the system.

7. Send an email to payroll@tryfinch.com with all of the following items:

 

Subject: New Connection - UKG PRO - [COMPANY NAME]

  1. Username 

  2. Password 

  3. Company Name

  4. Login URL

FAQs

💡 Why do I need to provide admin permissions to Finch?