031272029, 24:09 UKG Dimensions integrations - HCM Profiles Home (/s) Learn v Services & Support (/ssupport-and-servicedha! Groups Wsfaroups) Favorites Knowledgebase | Article Detail Get knowledgebase article details, favorite articles, and let us know ifthe information helps you! UKG Dimensions Integrations - HCM Profiles ‘The erticle covers Integration between UKC Dimensions and HCM Profiles. (May 202 onde [Artie Number 00158980 ‘Article Record Type Knowledge Tite LUKG Dimensions Integrations - HEM Profiles URL Name WorkForce-Dimensions-Integratlons-HEM-Profles summaye, ‘The article cavers Integration between UKG Dimensions and HCM Profiles. GoaliQuestion/Pratlem + UKG Pra Workforce Management Integrations -HCM Profiles «+ Felds for HEM Profiles - UKG Pro Workforce Management Environment “+ UKG Pra WorkForce Management™ solution (formerly known as UKG Dimensions) ‘+ UKG Dimensions® HM solution “+ UKG Pro@ solution Root Cause ‘Arswer/Solution UKG Pro Workforce Management Integrations - HCM Profiles EG hips Yeor@uni HEM Profiles provide a way to centrally manage user record assignment values between integrated human capital management (HCM) ang Workforce management (WFM) applications, eliminating the need to use cross-reference tables (CRTs) for user attribute assignment between systems, Under Application Setup > HCM Profiles Setup > Standard Profiles tables defining WFM time and attendance prafiles in the following categories are configurable: = Accruals = Axcendance + Employee = Leave = License = Seneduling + Timekeeping tn s:community.uko,convstanticlerWorkforce-Dimensions-Integrations-HCM-Profles wn041272029, 24-09 UKG Dimensions integrations - HCM Profiles Selecting a row and clicking Manage Profiles will pen the profile editor for that domain, Configured Profiles will be displayed in the gid, Indicating the options available to make assignable in a connected HCM system. When creating a new or editing an existing profile, field assignments are made via drop-down selection. The options presented when ‘making assignments to fields include the relevant building blocks configured in the WEM system, as would be presented when making assignments in a user's Person Record in WEM. Depending on the feld, chere may also be two additonal cholces: + No Change - For new empleyees, use the defaule value (usualy blank, but depends on the specifi eld behavior; for updates to existing employees, does not overwrite the previously assigned field value ‘+ Unassign - Used to remove or end data an existing value (e.g. employee job changes, leave cases, terminations). If selected for a new employee, the employee is assigned default values. Recommendations for Field Assignments The following tables represent recommendations for configuring HCM Profiles, ith additional referenc particular standard personas / entitlements. {elds that are requirements for "Navigate the tables using the links below: Accruals ‘Astendance Employee be License Scheduling Timekeeping Accruals wet | uncon reconmencaters | feed ‘Accrual ‘Assigns an Accrual Profile 5 "No Change! ALL Profile Can use Direct Assignment toovertie tn s:community.uko,convstanticlerWorkforce-Dimensions-Integrations-HCM-Profles ane041272028, 24:09 UKG Dimensions integ jons - HOM Profiles eld Function Recommencatiors feairee Option to add FTE caleulation. A number greater than Oandless | 0 cre should be than or equalto 100 that the apne lene the fleas faltine [apie asein cling acu, | Stree theres no | ALL ‘qulvalency | You cn express FulTime need to select 100 in this Equivalency asa percentage or asa | Meee ratio of Employee Hours to Full- Time Hours. cascode | ASIONSACascAde Profile tobe | 1f pa Cascade Profes are prone | Used withthe selected Accrual defined, leave the field as | ALL rote praia "Ne Change” Attendance Feld Function Recomrrendatiors ae dance | Otiontoselects If no specfc admin should beassigned | Maendance speciic Attendance twill default othe employee's ne ed Administrator manager, leave field as "No Change” | Axtendance | Assignsan Attendance |1f no Attendance Profle shouldbe | 4 Profle | Profile assigned, choase “Empty Profile Employee Feld Function Recommendations fecuired Assigns Logon Profile- gon rote | COMtaiNs password Kyouhave notcreated a unique tegen Profle | information and Logon Profile, choose ‘Defauk” Att session restrictions Select Basic authentication ifyou ‘manage authentication within your tenant. With basic authentication, you also specty and confiem the users username and password Select Federated authentication if futenication | Select Basic or your environment uses an identity | ALL Pe provider, with or without single sign on, to authenticate users. Passwords and authentication are provided by your identity provider ll HCM systems will equred Federated authentication after system unification hntps:ifeommunty.ukg.com/s/articlenWorkfoce-Dimensions-ntegrations-HOMProfles sina041272028, 24:09 jons - HOM Profiles pets rureten Recommeratens Beare signs Manager Preces Profle: Manager enables the use of Only assign to Manager Profiles. Manager| tons actons_|GenerlyAl PecessTempaters | Manager becedonprass, | erestgnto manors templates inuedin tneprote ‘sans Empl na trate the us of Employee | ton or My actions, | Assign all er profes au rofle based on process temples nuded in theprfie Funaton | Asgns Funclon access | Ganeraly Persona based rqued rcessProe_| rote fet ora proftes aw vem | airs apiay rome | Serray Persona based, requre Display Profile | Assigns Display Profle | sig forall profes ae sea pony | ston suchas Locale Policy | janguage, date and Al number format, ‘signs attain | oplons ae Gal On, cone wotiaton | peesindcatesthe | Cntr On Emalandconal |, rrtle | destnatentor gener | enter Molle Ap On, or ratatone Pre ‘signs lear etegane | UIESPEEABC- | ny asgn so Manage Protest no pote Aho eansctinthe | D8@gate Profile shouls be assigned, | Manager wrecanacintte | oot aie themanagerisabsent signs: Required field to be assigned to cenec ata |ASSO"SSOAP~ anager Preles On. 90036 | ap fecesrole | @ownaeE | |e an employee roi leave | NAMM s ‘the field as "No Change” ‘signs the GDAP (ated sore) the Users def @Dae. | Tyouare asgnng a GDAP toa Managersareableto_| Manager Prt ts el shuld Default hold multiple GDAP | read "True". For employee profiles, | Manager tsignmentsatone [lene hs eda Mo Change” time ears Option of rue Fase Assign onto profes who wouabe reed to atest to yourconigured seston | Assigenteaton | Ogu oatesttasourcongured Profile Profile, if applicable testation policies. mo Attestation | ALL Profile should be assigned, choose “Empty Profile” hntps:ifeommunty.ukg.com/s/articlenWorkfoce-Dimensions-ntegrations-HOMProfles ana031272029, 24:09 Leave jons - HOM Profiles Reauired Feld | Furction Recommrercatiors fe Optiontoselecta If no specific admin should be assigned (it specific Leave will default to the employee's managen, ‘Administrator leave field as "No Change” Not required Leave ‘Admin Leave If no Leave Profile should be assigned, leave Prope | AS9NS 2 LEaVEPFOMIE | ne Feld a5 *No Change” on License Feld Funetion Recommendations Required for ‘Assign eense to al profes that will be using/ntracting wth the timekeeping madule «Hourly Timekeeping = Employees who are assigned this can be ALL (Required Traditional employee and | assigned one of the for Personas Timekeeping | manager timekeeping following time-entry needing access functionality methods: (Hourly View, | ge uneir own Project View, Time Stamp, | timeearas) cor Time Stamp & Hourly view Salaried Timekeeping ‘Only permits the Project View time-entry method. “+ Accruals» Accruals tracking “+ Accruals & Leave » Accrual Varying levels of Accruals, | ° tracking and leave of Actendance | Leave, Attendance access | apsence Absence Leave —_| based on purchased ‘+ Absence » Accrual tracking, | Entitlement modules leave of absence, anc attendance, + Scheduling = Manage vllabilty, shit swaps, manval open shits, employee terms, basc 7 schedule mets, and Varying levels Standard €85, ances screduing | Stuatngaces based |. Aaascedung —_|SOn, ‘on purchased modules Manage coverage, staffing, schedule to stl schedule rues, optimizes ‘generation, and Advanced Ess hntps:ifeommunty.ukg.com/s/articlenWorkfoce-Dimensions-ntegrations-HOMProfles sia041272028, 24:09 jons - HOM Profiles reli [Fann reccendtons requestor Py ore ore rmpoing eee matics an tg _|ifnoAnatsticense shold ronnie | Roermssmet™ tensa eee te Builder utility, plus ability a fosee coset in Dates Users assigned hele Canpertormallmaroger functions available in the | Should only be assigned as sroager | odtorvveh they | rue foraWanager peti, | 9 hold a license. Enables | Assign "False" for al employee 9 thevsertomanoge and | ees verses pyaar trteerng Usersassignea ne Employee on se employee | Peformallemplayee | A589 "True'toatuserewho, | mPloyes | functions available in the. | FPF eS co ue Proave mployes products for which they | "Unctionatity pol ene ‘Scheduling Alotie folowing eds require a Schedule ens ted xeon reli | Funcen recommercators requester Canbewsedforired yay sap _|Asi00steompayortsemplyerte Pay om | DEM Group | ascredule group. Senedle. ro Schedule Group | SOU, sagen tebe Shout beassgnedevetne Secu fetta change” Group eaneniyasigned | stony fr epdaterso Override ‘Schedule Group Seneduling HOM Profiles pean [ASOT employe | noScheae mule etsOU | yaa Serecule | Ntnedsuesee | Besssgednveteelzas [M&S applicable "No Change” ne ness te onpapeee minor rule set if If no Minor Rule Set should be winorrute | spteabe Asigntoa —_|$P0Mnar Ru Set SMUDE a aeag os petethewilpe used for | 2589 Scresng employees between the sa soot sasonne Snel croup | NM assante Manager Schesute | Dow AccessPrafie-a | afles na schele G9? | parances Group Profile | group of schedule groups ‘s ‘Scheduling that are available to a user | YOUate making an employee prof) choose "py Poi hntps:ifeommunty.ukg.com/s/articlenWorkfoce-Dimensions-ntegrations-HOMProfles ein041272028, 24:09 UKG Dimensions integ jons - HOM Profiles eka | Fncen recomrerctons reguecer Onis to Manager smn |Asans te sn Template ote tna Shit Tempe Tene [Dm Rest | refiesnousbe stsoned ot Profile that are available to a user | YOU are making an employee prot) choose "empyPreie ‘sgn thePatre | Onvasgnto Manager pacern | Terplate Data acess | Poflstfno St Template Tempite | Poe-a group of pattern Pofe shou be assigned rrola—templtesthat are vl | you ara maling an employee teaver prof) choose "mpy Pie fasion Foecasing Categoy metic, | Onyasdgnto Manager serecaning | 2020 Contos whieh | Pale fn Forecasting Feressing | Frecasteegoess | Catago/Pefleshouibe | ances Category ipanagercanste and | aesgnedtortyouare mating. |shedutng arson This sed ont | an employe prt) chose thetorecsting module as | "may Pale been purchased feta functon aecanandtons fess ithe Engle Tema tar shoul nat be cons Employment | Ags Employment Teme. | SH. eavetefldas. | Terms applicable ‘3 WPM SC. an ue Dac Asgnment tower ‘fay Rul must be sted ithe employees eagned Pay Rule Assigns Pay Rule ‘a Timekeeping License. Other can ve Dec: Asgnent teoverte fra Perce ection secs Here MS | oe Percentage | psigns pacentAlocaton ule, | 39M choose Empty Aleeaton | appeabe rte wesc can se Dect Agent teaver ‘sgn ayo ves roi, oa values rte ents | conse paycode | RIB Apay code vai note agned | wh Values Profile | Profile dictates Now time-of leave the field as "No WEM SC_ requessarehandedtoran | Eee trie hntps:ifeommunty.ukg.com/s/articlenWorkfoce-Dimensions-ntegrations-HOMProfles me041272028, 24:09 UKG Dimensions integ jons - HOM Profiles wea | ncn fecmenctans |S Only assign to Manager suoager [#9 FayodeDatatcess | Pfs tno Payeoce Es woraaet | pfle-leresthegroupet | Pfleshoulsoess8 2 | gee Pryeades | | pay codesthar te manager can | or you arectestng an cat employe poi choose “empty signs Payee Data access Profle denies the group of paycodesthatamanager can | Chiasignto Manager See,butot ed. Notetnatthe | Profs tno Paycde View paycade | aycodesvew Pole doesnot. Pra shoube assigned | View" Profile | imit the pay codes that a rif you are creating an fanager rnager can view ater | ernployee pf, chooee Tims the vewin areas etsise | Emp) ofthe imecad suchas, Datavews and reports, ‘Assigns Work Rule Data Access | Only assign to Manager Proes,Itno Work Rue Manager| profes he works | roms fe Work Rue workfule | thatthemanagercanselec | Profle Meuse ws1EF | anyguy Profile within timecards, schedule, or x ‘a vn ne trmpoye rofieeave the group field as "No Change" Cxlyasign to Monager Profle, tno Reports Profle Assigns Report Data Access repors | ASansRenon Daw Aces | alesse HU | ange Prone, | Preteens he reports | °C sing an employee * * profile, choose "Empty roe Only assign to Manager anager [A889 Labor Category Potie- | Poles. Ine Labor ee Identifies the labor categorie Category Profile should be Labor Jentestnatthemanagercan | assigned you are | Manager Category | Sct tin tinea creating an empoyee Senedule or groupes pra eave te elas ‘he Chang Only assign to Manager ‘Assign True or False to allow a _| Profiles. This field is only can approve | MBN Trueor Fase 0 alow a | ee re ilng Orie ger to aprovecvenine | Orme Approval tat, | Manager Request [EQUA econ ere contr iis enter feature is required before assigning) Cniyassign to Menacer Profle Ino Employee Assigns neManagerEmpiyee | Soup stoubeassones tmployee | Group-Detnestne employees [rifyouarecreatrgan | Group ‘that are eligible to work for a ployee profile, ch Manage manager “Emply’ Can use Direct Assignment to override. hntps:ifeommunty.ukg.com/s/articlenWorkfoce-Dimensions-ntegrations-HOMProfles ana041272028, 24:09 UKG Dimensions integ jons - HOM Profiles wea | rancon fecmenctns | Sr Only assign to Manager Cayeay ee "No Change" hntps:ifeommunty.ukg.com/s/articlenWorkfoce-Dimensions-ntegrations-HOMProfles ona041272028, 24:09 UKG Dimensions integ jons - HOM Profiles Fels | uncon Reconmendators | eae Shou be plied obo nstnetmpyeeson | Elen sna Manson ‘Transfer Set - Indicates the jobs Profiles. Ifniojob Transfer Employee ob Setshoua be assgre, Empioyesio® | man organza ste | Sesto bea aw wth an empayecan aster Can use Direct Assignment teoveride Assigns Defeeroup- | uno Dec Group shoud Devce croup |eorsensattinesespng | pevesgneg ime thees| AL ‘access vere as "No Chang Ife Adsiment guste | asians an Adusment Rule | shouldbe sete, eve | ALL ue ‘the field as "No Change" ‘signa Naraper Aone cue Hyper edo seanayer | nbandthe ealshsthata_| fro ManagerAdtios Manager | ranagercancansterthe | shouldbe argne, eve | ALL Croployeeco Tew hae an | the ld No Change” eect ete th ne signed Emplye ob raster Se canoe [ssa labor ctegary Poe tater [Extanageradatensvae, a | ino Labor category rote Category | [anor caegor rofleusedto | -Manager Aeétors should | Profle, | pandineavtoleabor | besnignes eave tel Manager | ego Enis that armaroger | "No Chang can transfer the employee to. Import HCM Profiles [R8 Update 1] HM Profiles willbe available te import into UKG Pro Workforce Management. * Validation errors in the import content will be displayed, ‘+ Upto 1000 records can be imported at once. ‘+ Must be opened in plaintext and import assy UKG Pro Pro Classic WEM isropicioTOBYO00000V. sitopic/oTO8yon9000¥.. UKG Pre Workforce Man, Pro WFM snopisoTo8voo0000% sftopic/oTO8v000000%. hntps:ifeommunty.ukg.com/s/articlenWorkfoce-Dimensions-ntegrations-HOMProfles UKG Dimensions HEM isntopic0T08¥000000%.. sorte41272023, 24:09 UKG Dimensions integrations - HCM Profiles Files (0), (/s/relatedlist/ka08Y¥000000tny2QAA/AttachedContentDocuments) ¢ Post © Don't see what you're looking for? 106,231 amazing members are here to help your issue? 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UKG and the UKG logo are reaistered trademarks (nitps:J/wunv.uka,com/trademarks) of UKG or a related company. All other product and company names are used for identification purposes only and may be the trademarks of their respective owners. ll rights reserved, tn s:community.uko,convstanticlerWorkforce-Dimensions-Integrations-HCM-Profles we031272029, 24:09 UKG Dimensions integrations - HCM Profiles UKG IMooxpsomevintedincomcompanyuks) W intpsitwiteccomuccinn €F (tees ukg com) https vimuufacebook comuxcine (O)/hitos/mwuinstagram.comiuKcine CB (hiips//ummy youtube com/efUKGiIne) caneams Wc mah ment conmenuiiees mucmmrteouinestersfise Werrctseen fay fal, tn s:community.uko,convstanticlerWorkforce-Dimensions-Integrations-HCM-Profles rane