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🧩 UKG Ready Step 1: Gather Required Info from Consultant

Sydney Harper avatar
Written by Sydney Harper
Updated over 6 months ago

Step 1 of a UKG Ready setup involves obtaining all of the necessary credentials from the UKG consultant.

Ask the UKG Ready consultant to provide:

  • API Username (Account ID)

  • Company Short Name (Company ID)

  • API Password

  • System ID (Report ID)

  • Base Link (e.g., secure4.saashr.com)

  • Module: “Applicant” or “Employee”

  • API Key

  • Custom Field Indexes: Report, Status, Message, Package

Understanding Custom Field Indexes

The consultant should provide the Custom Field system index (e.g., "Extra Field 1"), but please note:

  • UKG system indexes start at 1

  • API indexes start at 0

(e.g.) If the consultant says "Custom Field Value 1," you will enter 0 into Integration Manager. If you prefer to confirm values directly, see the API method below.

Optional: Use API to Retrieve Field Indexes You can retrieve the correct API indexes by running the following API calls in Postman or your preferred API tool:

Step 1: Get Bearer Token

curl --location 'https://secure4.saashr.com/ta/rest/v1/login' \
--header 'Content-Type: application/json' \
--header 'Api-Key: [API_KEY]' \
--data-raw '{
"credentials": {
"username": "[API_USERNAME]",
"password": "[API_PASSWORD]",
"company": "[COMPANY_ID]"
}
}'

This returns a Bearer Token in the response, which you will use to authenticate your next two GET requests.

A. If Using Applicant Module

Step 2: Pull the Saved Report

curl --location 'https://secure3.saashr.com/ta/rest/v1/report/saved/[REPORT_ID]' \
--header 'Authentication: Bearer [BEARER_TOKEN]' \
--header 'Accept: application/xml'

This lists applicants tied to the saved report. Use an Applicant ID from the response for the next step.

Step 3: Get the Applicant’s Custom Fields

curl --location 'https://secure3.saashr.com/ta/rest/v2/companies/[COMPANY_ID]/applicants/[APPLICANT_ID]' \
--header 'Authentication: Bearer [BEARER_TOKEN]' \
--header 'Accept: application/json'

Look for the "applicant_custom_fields" section in the response.

Plug these values into IM as the Report/Status/Message/Package Custom Field Index values.

B. If Using Employee Module

Step 2: Pull the Saved Report

curl --location 'https://secure3.saashr.com/ta/rest/v1/report/saved/[REPORT_ID]' \
--header 'Authentication: Bearer [BEARER_TOKEN]' \
--header 'Accept: application/xml'

Step 3: Get the Employee’s Custom Fields

curl --location 'https://secure4.saashr.com/ta/rest/v2/companies/[COMPANY_ID]/employees/[EMPLOYEE_ID]' \
--header 'Authentication: Bearer [BEARER_TOKEN]' \
--header 'Accept: application/json'

Look for the "account_extra_fields" section in the response.

Plug these values into IM as the Report/Status/Message/Package Custom Field Index values.

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