Managers synchronization

Description

Managers in UKG HR Service Delivery are users with specific access rights. Synchronizing managers ensures they are provisioned with the correct permissions and organizational perimeters. Manager profiles can be automatically updated to reflect changes in the HRIS.

Import file

Format

Managers are synchronized via a UTF‑8 encoded CSV file. This file can be imported manually through the admin interface or automatically via SFTP. The import can be incremental (new/updated managers only) or complete (all managers listed; updates applied as needed).

Structure

The CSV file must contain the following mandatory attributes:

• login — Unique login identifier.
• email — Manager’s email.
• firstname — Manager’s first name.
• lastname — Manager’s last name.
• profile_code — Code referencing the manager’s profile (e.g., role).
• organization_code — Code of the organization for which the manager has access.

Optional attributes:

• phone_number, mobile_phone_number.
• language — IETF BCP-47 code (e.g., en-us).
• saml_token — Identifier for SAML SSO.

Example (simplified)

login;email;firstname;lastname;profile_code;organization_code
mgr001;[email protected];Alice;Smith;HR_Manager;ORG001

Report file

An XML report is generated for each import and placed in the SFTP out/usr directory. It includes:

• JOB_REFERENCE, JOB_REPORT_TIMESTAMP, JOB_DESCRIPTION, JOB_TYPE (always usr), COUNT_ROWS.
• MESSAGE elements for each manager processed, with ENTITY_ID, ENTITY_TYPE, RESULT_CODE, and RESULT_MESSAGE.