To connect your UKG Pro account to this application you must set up a new admin user. Please follow the instructions below.
Before you Start
Before you begin, make sure you are using the UKG Pro product with the benefits scope. For UKG Ready users, see the instructions HERE.
Instructions
1. Log in to UKG
2. Navigate to the Administration tab
3. Click on Manage Employees > My Employees
4. Click on the +
icon to add a new employee - a new window will open
5. Please fill out the required fields 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.
-
Employee Access: Yes
- 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
6. Admin has been successfully added to the system.