Effective integration between identity management platforms and HR solutions can be a game-changer for companies looking to streamline processes. If you’re planning to integrate UKG Pro with Okta, this blog will walk you through the crucial processes of generating a UKG Pro report and getting a report ID, which is necessary for the integration to be successful. Let’s get started and give your company smooth connectivity.
Step 1: Accessing UKG Pro as an Administrator
Logging into your UKG Pro instance with administrator permissions is the first step. By doing this, you can be confident that you have the authority to set up and produce reports for integration.
Step 2: Navigating to Business Intelligence
- Click on Menu > Administration.
- Select Business Intelligence from the options available.
Step 3: Creating a New Report
- In the Business Intelligence menu, click on Explore Analytics.
- Select New and then choose Report.
- Opt for the Blank template and click OK to start your new report.
Step 4: Importing Okta UKG Pro Report Template
- Click the Pages icon on the toolbar, right-click Report, and select Open Report from the clipboard.
- Access the Okta UKG Pro report template provided for seamless integration.
- Copy the template contents into the report window and click OK.
- Confirm the report validation by clicking OK when prompted.
Step 5: Saving the Report
- Select Save as, choose Collapsed items, and opt for Team content.
- Create a new folder named Okta, enter a name for the report in the Save as field, and click Save.
Step 6: Retrieving the Report ID
- Navigate back to the Home section and locate the report you created.
- Click on the Action menu (…) and select Properties.
- Expand Advanced, and copy the value in the ID field to a text editor for future reference.
Well done! You’ve finished producing a UKG Pro report and have acquired the report ID required to continue with your Okta integration process. These crucial actions set the stage for a smooth interaction between UKG Pro and Okta, improving the effectiveness of the workflows inside your company. For more in-depth information and insights, explore the user manuals and extra resources in the Online Documentation portal located under My Info > Help > Online Documentation. With the help of UKG Pro and Okta’s integration capabilities, you can empower your company and lay the groundwork for an agile and connected workforce.