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

  1. Sign in to your UKG Pro instance with administrator permissions.
  2. Navigate to Menu > System Configuration > Security > Web Services.
  3. Copy values from the User API Key and Customer API Key fields.
  4. Copy the base URL next to the Business Intelligence web service endpoint.

Step 3: Add UKG Pro App to Okta

  1. In the Okta Admin Console, go to Applications > Applications.
  2. Click “Browse App Catalog” and search for UKG Pro. Select it and click “Add Integration.”
  3. Complete General Settings and proceed to configure sign-on options.
  4. If using SAML 2.0, follow setup instructions or skip to the next step.
  5. Click “Done” and return to the Applications page.
  6. Select UKG Pro and go to the Provisioning tab.

Step 4: Configure API Integration in Okta

  1. Click “Configure API Integration” and select “Enable API Integration.”
  2. 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!