Overview
The UKG - Firstbase integration allows you to integrate UKG with Firstbase to handle onboarding, updating and offboarding employee use cases.
For all workflows, we poll UKG every 3 hours. It may take up to 3 hours for any of the integrations to run, and for changes to be reflected in the Firstbase app.
Use Cases Supported
1. Onboarding with automated package assignment
This workflow focuses on creating new users in Firstbase once they are created as new hires in UKG and automatically assigns each user the right equipment package for them.
The workflow triggers based on the following criteria being met:
- The user has all the necessary details for Firstbase to create the user and assign a package. This includes first and last name, primary email address, country, employment type, and department or division.
To assign the right equipment package, we automatically assign a package via a package assignment mapping table, which considers a user's department or division to map them to the corresponding package they need.
Ready to get started? Visit the onboarding setup instructions page here.
2. Onboarding with no package assignment
This workflow focuses on creating new users in Firstbase once they are created as new hires in UKG but does not assign a package to the user.
This must be done manually in the Firstbase app.
The workflow triggers based on the following criteria being met:
- The user has all the necessary details for Firstbase to create the user and assign a package. This includes first and last name, primary email address and country.
The instructions for this are the same as with automatic package assignment (captured here), except that the package mapping steps can be skipped.
3. Offboarding Users
This workflow focuses on offboarding users in Firstbase once they are offboarded in UKG.
The offboarding workflow triggers based on the following criteria being met:
- A user is terminated in UKG.
- A user is not yet inactive in Firstbase.
Ready to get started? Visit the offboarding setup instructions page here.
4. Updating Users
This workflow focuses on updating users in Firstbase once they are updated in UKG.
The update workflow triggers based on the following criteria being met:
- A user's details (name, last name, country, address, email, etc.) are updated in UKG.
Ready to get started? Visit the update setup instructions page here.