The UKG Customer Success Portal is a one-stop resource for managing critical HR and payroll needs. This portal offers essential features like case management, knowledgebase access, and support ticket tracking. You’ll find easy navigation, extensive support resources, and direct access to UKG experts, all designed to optimize your experience with UKG products.
Key Takeaways
- Creating an account on the UKG Customer Success Portal is essential for accessing HR and payroll optimization tools, with streamlined login options available for SSO users.
- The portal features user-friendly navigation, efficient case management, and extensive support resources, enabling users to find solutions and track support tickets easily.
- Engaging with community features enhances user experience and collaboration, offering a platform for knowledge sharing, networking, and obtaining insights from peers and UKG support experts.
Getting Started with the UKG Customer Success Portal
The first step towards optimizing your organization’s HR and payroll processes is creating an account linked to your organization’s UKG Pro system. Set a password during the account creation process to secure your account.
Verify that the appropriate permissions are granted during the setup process to ensure effective utilization of the portal’s features. For organizations using Single Sign-On (SSO), the login process is even more streamlined, allowing users to log in without creating a new password.
The UKG Customer Success Portal is intuitive and user-friendly, providing a seamless onboarding experience for both new and existing users.
Navigating the Portal
The UKG Customer Success Portal offers a user-friendly dashboard with a personalized view, providing easy access to all necessary information and resources. Direct links to knowledgebase articles and product documentation on the dashboard offer quick answers to your questions.
The portal’s case management tools enable efficient management and tracking of your support cases. With these tools, logging new issues or following up on existing ones becomes straightforward and hassle-free. The portal’s robust search functionality helps you quickly find information using relevant keywords.
User permissions and credentials significantly impact your navigation experience, so appropriate access levels are crucial for utilizing the portal’s features and connecting with necessary resources. These tools make navigating the UKG Customer Success Portal second nature.
Setting Up Your Service Account
Log into your UKG Pro account and navigate to the Service Account Administration section to set up your service account and access advanced features and integrations. You’ll create a new service account here by providing a username and email address.
Enable specific permissions like ‘View Employee Person Details’ and ‘View for Company Configuration Integration’ to ensure proper functionality and facilitate accurate authentication. After adding these permissions, secure the newly generated password.
Additionally, you’ll need to copy the Customer API Key and share it with your representative to complete the authentication process. Search for ‘Web Services’ in your account to determine your UKG Web Service Domain as the final step. This setup process ensures your service account is fully functional and ready to support your organization’s needs.
Accessing Support Resources
The UKG Customer Success Portal makes accessing support resources straightforward and efficient. The UKG Support Quick Reference Guide offers an overview of navigating the various available support resources. Whether you’re looking for troubleshooting tips or detailed guides, the knowledge base within the portal is a treasure trove of information.
Helpful articles, FAQs, documents, videos, and tutorials on a wide range of UKG-related topics cater to different learning preferences within the comprehensive resource library. Leverage these resources to quickly find solutions to common issues and deepen your understanding of UKG products.
Easy access to support resources saves time and empowers users to resolve issues independently. This self-service approach boosts productivity and keeps your team working without unnecessary interruptions.
Submitting and Tracking Support Tickets
The UKG Customer Success Portal is designed for user-friendly and efficient support ticket submission and tracking. Through the portal, you can track your support tickets and receive real-time updates on request status. This transparency keeps you informed about your case’s progress.
The UKG Community streamlines managing and searching for support cases with filters by number or date range to find specific tickets. Reproducing the issue and gathering detailed information before submitting a case reduces follow-up questions and expedites troubleshooting.
When submitting a case, a clear and specific title format aids in quick routing to the appropriate support team. Detailed descriptions, specific environments, timestamps, and user roles help the support team understand the problem and provide faster resolutions.
Connecting with UKG Support Experts
Connecting with UKG support experts is vital for prompt and efficient issue resolution. Reach out to connect for help through phone, online chat, or email via the portal. These options let you choose the most convenient method based on your issue’s urgency and nature.
UKG support stands out due to its tenured solution experts, who offer extensive knowledge and valuable experience, helping you navigate complex problems with ease.
Direct access to UKG support experts aids in quick issue resolution and provides valuable insights into best practices and optimal use of UKG products. This fosters a collaborative environment for mutual learning and growth with your support team.
Utilizing Community Features
The community features within the UKG Customer Success Portal can significantly enhance your experience. The UKG Community fosters collaboration by allowing users to ask questions and receive answers. With over 242,000 registered members, the community offers rich insights and experiences related to UKG products.
Browse community forums to discuss issues and share solutions, joining discussions across over 100 organized groups. These forums offer a platform for tackling challenges and sharing innovations, facilitating learning from others’ experiences. Peer calls hosted within the community provide insights from real-world customer case studies, offering practical examples of leveraging UKG products effectively.
Registering as an authorized user grants access to exclusive resources and content, enhancing your overall experience. Engaging with the UKG Community lets you network with peers, obtain valuable product update insights, and contribute to the collective knowledge base.
Enhancing Employee Experience
UKG Pro Onboarding focuses on enhancing the employee experience. The platform delivers a personalized onboarding experience, positively influencing new hires’ connections with the organization. Personalized welcome messages and dynamic content create a welcoming and engaging environment for new employees.
UKG Pro Onboarding promotes immediate integration into company culture from day one, helping new hires feel connected and motivated. Integrated HR and payroll systems centralize employee information, automating manual processes and enhancing efficiency.
Unified HR and payroll software provides businesses with real-time data access to inform workforce management decisions. Employee self-service features let staff manage personal information and requests, reducing HR teams’ workload. Cloud-based systems enhance data security, protecting sensitive employee information.
Managing Payroll and HR Data
Effective payroll and HR data management is essential for accurate and timely processing. Integrating various employee data sources into the payroll process significantly reduces payroll errors. Integrated time-tracking systems with payroll software allow automatic payroll calculations based on recorded hours worked.
Tax-compliant payroll solutions help avoid costly compliance mistakes by accurately submitting required payroll taxes. Efficient payroll and HR data management is crucial for smooth operations and avoiding payroll processing delays.
Leveraging these integrated systems enhances accuracy, compliance, and overall payroll and HR data management efficiency. This improves the employee experience and frees up valuable time for HR teams to focus on strategic initiatives.
Best Practices for Using the Portal
Initiatives like the Product Badging Program help users track their training achievements, ensuring continuous learning and development. Robust reporting dashboards in HR and payroll systems enable easy tracking of expenses and workforce metrics, offering better operational insights.
Use the ‘My Products’ tab to identify all products your organization employs and access the appropriate documentation. The search feature within the UKG Community improves with usage, providing better and more relevant results over time. Bookmark important knowledge articles and subscribe to updates to stay informed about the latest information and best practices.
Incorporating these best practices helps users maximize the portal’s potential for more efficient and effective use of UKG products and resources.
How Can We Help?
Whether you’ve been running UKG applications for a while now or you’re just getting started on your journey with the UKG Pro suite, Surety Systems has you covered.
Our senior-level UKG consultants have the skills and experience to understand your critical project needs and ensure your internal teams are prepared for long-term success.
Contact us today for more information about our UKG consulting services or to get started on a project with our team of expert consultants.
Frequently Asked Questions
What are the key features of the UKG Customer Success Portal's dashboard?
The UKG Customer Success Portal’s dashboard features personalized information, knowledgebase articles, product documentation, and case management tools, ensuring users have comprehensive access to essential support resources.
How can I set up a UKG Customer Success Portal service account?
To set up a service account in the UKG Customer Success Portal, log into your UKG Pro account, go to the Service Account Administration section, create a new service account, and ensure you enable the required permissions.
What support resources are available in the UKG Customer Success Portal?
The UKG Customer Success Portal offers a knowledge base, resource library, quick reference guides, and FAQs, providing essential support for troubleshooting and understanding UKG solutions. These resources are designed to enhance user experience and help resolve queries effectively.
