Efficient HR solutions and identity management platforms rely on seamless integration in today’s fast-paced business environment. You are fortunate if you are using Okta and UKG Pro! Your organization will enjoy a seamless and secure integration process thanks to the guidance provided in this blog on UKG Pro and Okta. Come with me as we explore how to optimize your processes.
Step 1: Set Up UKG Pro Report and Report ID
Before diving into the integration process, ensure you have a UKG Pro report and its corresponding report ID ready. If you need assistance with this step, refer to the guidelines on creating a UKG Pro report and report ID.
Step 2: Obtain UKG Pro Web Services URL and API Keys
- Sign in to your UKG Pro instance with administrator permissions.
- Navigate to Menu > System Configuration > Security > Web Services.
- Copy values from the User API Key and Customer API Key fields.
- Copy the base URL next to the Business Intelligence web service endpoint.
Step 3: Add UKG Pro App to Okta
- In the Okta Admin Console, go to Applications > Applications.
- Click “Browse App Catalog” and search for UKG Pro. Select it and click “Add Integration.”
- Complete General Settings and proceed to configure sign-on options.
- If using SAML 2.0, follow setup instructions or skip to the next step.
- Click “Done” and return to the Applications page.
- Select UKG Pro and go to the Provisioning tab.
Step 4: Configure API Integration in Okta
- Click “Configure API Integration” and select “Enable API Integration.”
- Complete the required fields:
- Web Services Base URL: Paste the value from Step 2d, changing the protocol to https.
- Admin User Name and Password: Enter UKG Pro administrator credentials.
- User and Customer API Keys: Paste values from Step 2c.
- Okta Report Path: Paste the UKG Pro report ID using the format storeID(“report ID”).
- Create Groups Based on User Attribute: Choose an attribute value or set it to “Custom” for a custom attribute.
- Custom User Attribute For Group: Enter a custom group attribute if applicable.
- Additional optional settings are available.
- Click “Test API Credentials” to ensure a successful integration.
- Click “Save” to complete the configuration.
By following these steps, you’ve successfully integrated UKG Pro with Okta, paving the way for a more streamlined and efficient workflow. This integration not only enhances security but also provides a user-friendly experience for administrators, managers, and employees. For more detailed information, access user guides and release notes in the Online Documentation portal under My Info > Help > Online Documentation. Empower your organization with the power of seamless integration between UKG Pro and Okta!