How To

A Complete Guide to Creating a UKG Pro to Okta Integration

Use Cases

HR departments are embracing automation more than ever before, and one key way to easily automate HR processes is by integrating the systems that store and process employee data. Two of the most used systems in any HR department are HCMs like UKG Pro and IdPs like Okta Directory. This blog is your complete guide to UKG Pro and Okta integration, where you’ll learn how to create an integration for your organization step by step.

Why Should You Integrate UKG Pro with Okta Directory?

UKG Pro and Okta Directory are two of the most widely used systems in their respective fields. UKG Pro is a Human Capital Management (HCM) suite that automates HR, payroll, and workforce management for organizations. Okta Directory is an Identity Provider (IdP) that manages employee identity profiles and enables single sign-on (SSO) and multi-factor authentication (MFA).

These are some of the key benefits of integrating HCMs and IdPs like UKG Pro and Okta Directory:

Automate Okta Lifecycle Management Workflows

Keeping your employees’ profiles in UKG Pro and Okta Directory consistent and accurate is a repetitive, high-volume process for HR teams to manage. Integrating UKG Pro with Okta Directory automates these workflows and saves HR teams hours of work per week.

Synchronize Okta & UKG Pro User Provisioning

By integrating UKG Pro with Okta Directory, you can standardize access control practices and provision employees’ Okta profiles with role-based system access, enabling MFA and SSO across your entire organization.

Enhance the Onboarding and Employee Experience

When new hires are onboarded and have their profiles created in UKG Pro, an Okta integration automates profile creation, access provisioning, and workspace assignment. This means when employees start work, they have everything they need to hit the ground running.

Integrate UKG Pro with Okta to Synchronize Employee Data

The core of a UKG Pro to Okta Integration lies in the transfer of employee data from HCM to IdP. So, the first step to building an integration is to add a UKG Pro Okta connector. There are two main connectors for this type of integration. UKG Pro’s REST API can facilitate seamless, real-time data transfer but may require additional setup time. Alternatively, you can transfer employee data through file extracts. This process is easier to set up than the API option but does not transfer data in real-time.

Create Automated Okta Lifecycle Management Workflows

With your UKG Pro and Okta Directory connection established and data synchronization enabled, you can focus on building automated Okta lifecycle management workflows that automate HR and IT processes. There are three key steps to achieving this:

Set up Automated HR Workflows

HR automation workflows use UKG Pro as the Source of Truth (SOT) and dictate automated procedures to be followed in Okta Directory when the following lifecycle events occur:

Onboarding (Create Okta profiles)

Terminations (Disable or delete Okta profiles)

Role Changes

Long-Term Leave

Create Group Membership Assignment Rulesets

To automate Okta Directory user provisioning, create custom rulesets that define role-based or attribute-based access control for your organization. When lifecycle events occur, these rulesets will let the integration automatically provision and de-provision system access in Okta.

Add Onboarding Systems and IT Service Desks

To extend the scope and power of your UKG Pro to Okta integration, consider connecting additional systems to your integration. Adding an IT service desk can automate ticket or issue creation and enhance communication. Similarly, integrating onboarding or applicant tracking (ATS) systems enables IT onboarding to happen as soon as a new hire agrees to their contract.

How to Choose the Right UKG Pro to Okta Integrations

It’s important to consider the following factors before starting to create your HCM to IdP integration:

Can the integration securely transfer data between systems?

How much coding and development time is needed to build the integration?

How much will it cost to build the integration?

How scalable is the integration?

How much regular maintenance will the integration need?

Easily Integrate UKG Pro to Okta Directory with Hire2Retire

A common alternative to building the integration from scratch is to use solutions like Hire2Retire, RoboMQ’s flagship employee lifecycle management solution. Hire2Retire can seamlessly integrate your UKG Pro to Okta Directory in near real-time, automating HR workflows and provisioning system access on a “need-to-know” basis.

If you’re ready to see what Hire2Retire’s employee lifecycle automation can do for your organization, book a free discovery call now by clicking the button below:

Cameron Macaulay

Cameron Macaulay is a Marketing Associate with RoboMQ. Cameron graduated from Syracuse University with a major in Broadcast & Digital Journalism, and a minor in Professional & Technical Writing. Cameron combines his skills in technical writing with a passion for storytelling.

A Complete Guide to Creating a UKG Pro to Okta Integration

Why Should You Integrate UKG Pro with Okta Directory?

Automate Okta Lifecycle Management Workflows

Synchronize Okta & UKG Pro User Provisioning

Enhance the Onboarding and Employee Experience

Integrate UKG Pro with Okta to Synchronize Employee Data

Create Automated Okta Lifecycle Management Workflows

Set up Automated HR Workflows

Create Group Membership Assignment Rulesets

Add Onboarding Systems and IT Service Desks

How to Choose the Right UKG Pro to Okta Integrations

Easily Integrate UKG Pro to Okta Directory with Hire2Retire

Cameron Macaulay

Cameron Macaulay

+1 (800) 880-3714

sales@robomq.io

ATS

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