UKG Flow for Slack
How to configure UKG Flow for Slack
UKG Flow for Slack Overview
UKG Flow enables access to the following functions in the Slackâ„¢ collaboration tool without the need to switch applications:
- View and submit punches:
- Simple and attestation-based punches
- Punch history
- View the current accruals balance
- Request time off:
- View the status of requests
- Manager and employee notifications for time-off request approvals
- View daily and weekly schedules
- Swap recommended shifts:
- Requester and recipient notifications for shift-swap approvals
Configure UKG Flow in UKG Pro WFM
-
Gather the following tenant details and credentials:
- Vanity URL (basic vanity URL or SSO URL)
- Client ID
- Client Secret
-
Search for and download the UKG Flow app from the appropriate marketplace.
-
Log in to UKG Pro WFM with an administrator account.
-
Configure the system setting as follows:
a. Click Main Menu > Administration > Application Setup > System Configuration > System Settings > Global Values tab.
b. Define the Flow Service callback URL. Inglobal.oAuth.authCode.redirection.uris
, addhttps://useast1-gateway.ukg.net/flex/flow/callback
to the list of URLs. Separate this URL by a comma from any other URLs in the list.
c. Click Save. -
Configure the FAP as follows:
a. Click Main Menu > Administration > Application Setup > Access Profiles > Function Access Profiles.
b. Select the profile. Click Edit.
c. (Optional) Enter a Description.
d. From Function, select APIs and do the following:- To support attested punches, in Initiate Business Processes API, select Allowed in Access Scope.
- Select Rest API. In Current User Information API, select Allowed in Access Scope.
e. Click Save & Return.
f. Repeat for other people's FAPs.
Configure notifications for UKG Flow
UKG Flow supports notifications for the following request subtypes:
- Time off requests:
- Notification to the manager when an employee submits a time off request
- Notification to the employee when the manager approves or rejects a time off request
- Shift swap requests:
- Notification to the recipient when a requestor submits a shift swap request
- Notification to the requestor when a recipient approves or rejects a shift swap request
These notifications go to the Home page and to the UKG Flow chat window.
Note: To receive the notifications, the recipients must have the UKG Flow application installed and registered.
Configure notifications for the request subtypes
- Log in to UKG Pro WFM with an administrator account.
- Click Main Menu > Administration > Application Setup > Employee Self Service > Request Subtypes.
- Select the time off or shift swap request subtype.
- Select the following:
- For time off requests:
- For Employee Pending Notification, select Request Status Change—Employee.
- For Manager Notification, select Submission Notification—Manager.
- For shift swap requests:
- For Employee (Requester) Notification, select Shift Swap Request for Requester.
- For Employee (Recipient) Notification, select Shift Swap Request for Recipient.
- Note: Manager notification is not needed for auto-approved shift swap requests.
- Click Save.
- Repeat for another request subtype.
Connect the workflow notifications to Flex Flow services
- Click Main Menu > Administration > Application Setup > Event/Notification > Workflow Notifications.
- Select a workflow notification for the request subtype. Click Edit.
- Workflow names are not standardized and can be named as needed. Example workflow names for the request subtypes include the following:
- Request Status Change Employee
- Submission Notification Manager
- Shift Swap Request for Requester
- Shift Swap Request for Recipient
- Workflow names are not standardized and can be named as needed. Example workflow names for the request subtypes include the following:
- Select Trigger Business Process.
- In Template, select the most recent version of the Flex Flow Service Notification template.
- In Business Process will run as, select System User so that the notification is sent from the system account.
- Click Save.
- Repeat for another workflow notification.
Integrate UKG Flow with Slack
- Log in to the Slack app directory.
- Search for and select the UKG Flow for Slack app and click Add to Slack.
- On the Slack landing page, click Add to Slack.
- In the upper right corner of the permissions page:
a. Select the workspace to configure and use Flow.
b. Click Allow. - In This site is trying to open Slack, click Open.
- Register the tenant as follows:
a. In the app chat box, enterupdate registration
.
b. Click Register Tenant.- Note: If you need to re-register the tenant such as with a new URL — for example to change the vanity URL to move from UAT to Production — enter
update registration
and complete the registration process with the updated details.
- Note: If you need to re-register the tenant such as with a new URL — for example to change the vanity URL to move from UAT to Production — enter
- Enter the following credentials for the tenant:
- Vanity URL
- Client ID
- Client Secret
- Note: To confirm that the entries are correct, you can click Show Credentials.
- Click Register Tenant.
- To finish the registration, the UKG Pro Workforce Management or Pro Suite login page opens. Do the following:
a. Enter your Username and Password.
b. Click Log In. - Enter a slash (/) in the chat box and select one of the following commands:
/ukg/login
— Log in./ukg/help
— View definitions of the available commands./ukg/update_registration
— Update registration details./ukg/punch
— Submit and view punches.
- Close the browser.
Test the UKG Flow integration with Slack
- Open the UKG Flow for Slack app.
- Before you select a command, enter
Login
. Otherwise, you are prompted to log in each time that you select a command.
a. Enter your Username and Password.
b. Click Log In.- Note: The log-in is valid for 7 days. During this time, you do not need to log in each time you access the commands.
- Click or enter the command for each of the following:
- Punch — Check that the Punch and View Punches buttons are shown, and that you can clock in or clock out. The available options vary depending on the attestation profile.
- Time Off — Check that the Time Off and Time Off Status buttons are shown, and that you can submit a request.
- My Schedule — Check that your schedule is shown.
- Help — Check that definitions of the commands are shown.
Updated about 2 months ago