Using the UKG Pro Workforce Management for Zoom Admin app

Account owners and admins can add and configure the UKG Pro Workforce Management for Zoom - Admin connector app to integrate UKG with their Zoom Workplace for Frontline experience, utilizing advanced shift management features, and enhance the user experience supported by the UKG Pro Workforce Management for Zoom app.

The UKG Admin app is not a standalone solution. Instead, it enhances the user-level app UKG Pro Workforce Management for Zoom. After installing the Admin app, you must also install the UKG Pro Workforce Management for Zoom app to fully enable the Zoom Workplace for Frontline functionality.

Requirements for using the UKG Pro Workforce Management for Zoom - Admin

• A Zoom account owner or Zoom admin
• A UKG account admin
• Configured UKG Pro Workforce Management for Zoom app
• Zoom Workplace for Frontline subscription

How to configure using the UKG OAuth system

Configuring UKG using UKG Oauth system

1. Log in to UKG.
2. In the main menu, click Administration, then Application Setup.
3. Click Common Setup, then click Client Management. 
4. In the top left, click Create. 
5. Enter the name of the credentials.
6. Select Non-Interactive.
7. Click Save.

Configuring the Zoom app using the UKG OAuth system 

Prior to configuring, you will need to retrieve the tenant host, client ID, and client secret from your UKG account.

1. Sign in to the Zoom App Marketplace.
   In the top right of your screen, search for UKG Pro Workforce Management for Zoom - Admin.
   Click Add.
2. Enter the following information:
   • Authentication Type: Select OAuth2 Client Credentials. 
   • Base URL: Enter the UKG tenant host URL.
   • Client ID: Enter the UKG tenant client ID.
   • Client Secret: Enter the UKG tenant client secret.
   • Access Token URL: Enter {{Base URL}}/api/authentication/access_token.
     Note: By default, the URL is https://welcome-eval.ukg.net/oauth/token.
   • Audience: Enter the UKG tenant audience for the app. 
     Note: By default, the URL is https://wfm.ukg.net/api.
   • Organization: Enter the UKG tenant organization for the app.
   • Scope (optional): Enter the scope for the app. 
     Note: By default, the scope is defined as access:wfm.
3. Click Save.

How to configure using the UKG Legacy Auth system

Due to the 7-day authorization expiration limitation, which requires users to reconnect after the authorization expires, it is recommended to use UKG Oauth.

Configuring UKG using the UKG Legacy Auth system

1. Log in to UKG.
2. In the main menu, click Administration, then Application Setup, then System Configuration.
3. In the System Configuration menu, click System Settings, then Global Values.
4. Click global.oAuth.authCode.redirection.uris.
5. Enter the Redirect URL.
6. Click Save.

In addition to adding the redirect URL, UKG administrators will need to set up a API Only user with full access permission. This user will be used as a service account to set up the UKG Pro Workforce Management for Zoom - Admin Connector app.

Configuring the Zoom app using the UKG Legacy Auth system

Prior to configuring, you will need to retrieve the tenant host, client ID, and client secret from your UKG account.

1. Sign in to the Zoom App Marketplace.
   In the top right of your screen, search for UKG Pro Workforce Management for Zoom - Admin.
2. Click Add.
3. Enter the following information:
   • Authentication Type: Select OAuth2 Client Credentials. 
   • Base URL: Enter the UKG tenant host URL.
   • Client ID: Enter the UKG tenant client ID.
   • Client Secret: Enter the UKG tenant client secret.
   • Access Token URL: Enter {{Base URL}}/api/authentication/access_token.
   • Username: Enter the username of the dedicated UKG administration user.
   • Password: Enter the password of the dedicated UKG administration user.
4. Click Save.

How to use the UKG Pro Workforce Management for Zoom - Admin app

Once the UKG Pro Workforce Management for Zoom - Admin connector app has been added and configured, users can connect their UKG account with Zoom and utilize the advanced capabilities, including punching in/out for shifts and requesting shift cover/swaps for shifts managed within UKG.

How to remove UKG Pro Workforce Management for Zoom - Admin app

1. Sign in to the Zoom App Marketplace as the account administrator.
2. In the top right of the page, click Manage.
3. In the navigation menu, click Added Apps.
4. Next to the UKG Pro Workforce Management for Zoom - Admin app, click Disconnect.

How your data is used

Zoom's UKG integration for Zoom Workplace Frontline allows Zoom Communications Inc. access to shift schedules, shift cover/swap requests, and UKG user profile information. To enable this, you’ll need to share certain permissions. The permissions you’ll share with Zoom Communications Inc. include:

• Shift schedules: Zoom Communications Inc. will have permission to access shift schedules to detect shift changes and send shift notifications within Zoom Workplace for Frontline.
• Cover/swap shift requests: Zoom Communications Inc. will have permission to access cover and swap shift requests to detect changes and send notifications within Zoom Workplace for Frontline.
• UKG user profile information: Zoom Communications Inc. will have permission to fetch user profile information from UKG, including usernames, preferred names, and user time zones. This information is used within Zoom Workplace for Frontline to support shift cover/swap requests, as well as notifications.

By authorizing this connection, the UKG integration maintains ongoing access to your information.