👋 Overview
Fleet uses a secure connection to your UKG Pro HRIS — powered by Finch, an industry-leading HRIS integration platform — to automatically sync your employee roster. This streamlines eligibility tracking, onboarding, and ongoing program management, saving your internal team an estimated 20–40 hours per month.
This guide walks your team through the exact steps required to create a UKG Pro administrator user with the appropriate permissions for Fleet's integration.
Important: This guide applies to UKG Pro with benefits scope. If you're using UKG Ready, please contact your Fleet onboarding specialist for the appropriate setup instructions.
⏱ Estimated Time to Complete
Typically 15–20 minutes if your team has UKG Pro admin access and the necessary permissions.
If internal reviews are required (e.g., for new employee approval or security policy setup), expect longer cycles — up to a few hours or one business day depending on your internal approval processes.
🔐 Security & Compliance
Fleet's connection to UKG Pro is:
Scoped and permissioned — access is limited to the minimum data required for your program setup
Session-restricted — only secure API sessions are used for data transfer
Credentials never stored — Fleet (via Finch) uses authorized sessions without storing sensitive credentials
We partner with Finch, a trusted HRIS integration platform that is:
SOC 2 Type II and CCPA compliant
Backed by end-to-end encryption and daily backups
Built with strict data retention and access controls
Automatically purges data upon connection deactivation
Learn more about our HRIS integration partner's security: Finch Trust Center
🔧 UKG Pro Integration Setup
To connect your UKG Pro account to Fleet, you must create an administrator user with specific permissions and provide the credentials through Fleet's secure connection process.
Before you start
Please ensure that you have Administrator privileges in UKG Pro before continuing
Verify that you're using UKG Pro with benefits scope (not UKG Ready)
Have access to create new employees and assign administrative roles
Instructions
Step 1: Create a New Administrator Employee
Log in to your UKG Pro account
Navigate to the Administration tab
Click on Manage Employees > My Employees
Click on the + icon to add a new employee (a new window will open)
Fill out the required fields in each section. Click Next → to navigate between sections:
Start Section
First Name: Fleet
Last Name: Integration Admin
SSN: 123456789
Personal Section
Address: 2412 Harrison Street, San Francisco, CA 94110
Email: Create a dedicated email address for this integration (e.g., fleet-integration@yourcompany.com)
Ethnic Origin: Not specified
I-9 verification: No
DOB: 11/11/1990
Gender: Male
Marital Status: None
Dates Section
Original Hire Date: Today's date
Jobs/Payroll Section
Job: BENADM - Benefits Administrator (or equivalent administrative role)
Location: Select your primary location
Pay Rate: $0 per Hour
Pay Group: Select an appropriate pay group for contractors
Scheduled Hours: 0
Earnings Group: Admin Earnings Group
Deduction/Benefit Group: Administrative
Employee Type: CON - Contractor/Consultant
Hourly/Salaried: Hourly
Full/Part-Time: Full-Time
Workforce Section
Employee Access: Yes
Continue through the remaining sections:
Time off and Allowances: Use default settings
Direct Deposit: Leave blank
Federal Income Tax: Filing Status: Single/Married filing Separately
State Taxes: Single/Married 2 or More Incomes, Personal Income Tax Only
Disability Plan Type: Elective, Filing Status: Single
Local Taxes: N/A
PTO/Leave Balances: Use defaults
Summary: Review all information
Click the Save icon located on the top right
Confirm that the administrator employee has been successfully created
Step 2: Configure Administrative Permissions
After creating the employee, you need to assign the appropriate administrative roles and permissions:
Navigate to System Configuration > Role Administration
Select an appropriate Administrator Role or create a new role specifically for integrations
Configure Web Access Rights to include the following permissions:
Required Permissions for Fleet Integration:
Employee Data Access:
✅ View Employee Information - Basic employee details
✅ View Compensation Information - Salary and pay data
✅ View Benefits Information - Benefits enrollment and details
✅ View Employment Information - Job details and employment status
Company Data Access:
✅ View Company Information - Organization details
✅ View Organizational Structure - Department and reporting structure
Payroll Data Access:
✅ View Payroll Information - Payroll data and pay statements
✅ View Pay History - Historical payroll information
Benefits Administration:
✅ Benefits Administration - Access to benefits data (if syncing benefits)
✅ View Benefits Enrollment - Employee benefits selections
Save the role configuration
Assign this role to the Fleet integration administrator user created in Step 1
Step 3: Generate Secure Credentials
For security purposes, you'll need to provide the login credentials through Fleet's secure connection process:
Note the username you created for the Fleet integration administrator
Set a secure temporary password for this account
Ensure the account has active status and login permissions
⚠️ Important Security Note: These credentials will be used only for the initial secure connection setup and will be immediately rotated and secured by Fleet's integration partner, Finch.
Step 4: Connect Using Fleet's HRIS Connection Widget
Navigate to your Fleet Dashboard
If you're not automatically redirected to the HRIS connection step, go to: My Commuters → Add Commuters → Connect HRIS
This will launch Fleet's HRIS Connection Widget (powered by our secure HRIS partner, Finch)
In the widget's search bar, search for "UKG Pro" in the provider list
Select UKG Pro to begin the setup flow
You'll be prompted to securely provide the following information:
Username: The username of the administrator you created in Step 1
Password: The temporary password you assigned
Company Name: Your organization name as it appears in UKG Pro
The system will verify the connection and permissions
Click Connect to complete the integration
Step 5: Verify Connection and Data Sync
After successful connection, Fleet will begin syncing your employee data from UKG Pro:
The initial sync typically completes within 10-15 minutes
Ongoing updates happen automatically every 24 hours
You can verify the connection by:
Checking your Fleet dashboard for imported employee data
Confirming that employee count matches your expectations
Reviewing any sync status messages or notifications
🔄 Managing the Integration
Security Best Practices
Monitor Access: Regularly review the Fleet integration user's activity in UKG Pro audit logs
Update Credentials: If needed, you can update the integration user's password through UKG Pro
Permission Reviews: Periodically review and confirm that permissions remain appropriate
Troubleshooting Common Issues
Connection Errors: Verify that the integration user account is active and has all required permissions
Data Sync Issues: Check that employee records are properly configured in UKG Pro
Permission Issues: Ensure the integration user has access to all necessary modules and data types
Revoking Access
If you need to disconnect Fleet's access to UKG Pro:
Navigate to Manage Employees in UKG Pro
Locate the Fleet integration user
Deactivate or terminate the user account
Contact Fleet support to confirm the disconnection
💬 Need Help?
If you run into any issues during the setup process, contact your Fleet onboarding specialist or message us directly using the chat bubble in the bottom-right corner of the screen.
Common support scenarios:
UKG Pro Role Questions: Our team can help identify the appropriate administrative roles and permissions
Connection Issues: We can troubleshoot integration connectivity and data sync problems
Security Concerns: We can work with your IT team to address any security requirements or approvals
Our team has extensive experience with UKG Pro integrations and can help guide you through any complex configuration requirements specific to your organization.