All things UKG
UKG was a merger of what two companies?
Kronos & Ultimate Software
Custom workflows and checklists, Standard and custom forms, HR document storage and retrieval tracking, Customizable onboarding, preboarding, and offboarding, Skills and certifications tracking, Position management and budgeting, Automated step and grade pay schedules, Mass editing tools, Incident tracking and management, Asset management, Organizational charts and employee directory, Organization news, announcements, and events, Auto-populated EEO, VETS, OSHA, and new hire reporting, Workers’ compensation tracking and management, Engagement surveys with sentiment analysis, SMS, email, and in-application push notifications, Employee self-service on any device
Ready HR
Preferred Background Checks
UKG Screen
Finding the right path...legal questions/verbiage
Chelsea Donahue
Create a question for each section of a BANDT
Budget...
Authority...
Need...
Decision Making Process...
Timeline...
What type of solutions does UKG provide to their clients?
Payroll, Workforce Management, HR, Recruiting, Onboarding, Benefits Administration, Performance Management, Compensation Management, COBRA, Analytics, Reporting, Expense Management, Great Place to Work, etc.
Social recognition feed for wins and milestones, AI-driven reminders for consistent recognition, Configurable rewards and budgets to support values-based recognition programs, Real-time analytics and reporting dashboards to monitor participation and culture impact, Embedded experience within UKG Ready workflows (seamless in-product recognition), Integrations with collaboration tools (Microsoft Teamsand Slack), Automated celebrations for birthdays, anniversaries, and key moments
Earned Wage Access (On-Demand Pay)
UKG Wallet
An important step in between the steps to address concerns and plug any holes...
Half Calls
In a Discovery meeting the goal of an AE is to uncover...
The business impacts and their strategic goals
Why is UKG especially strong in serving frontline workers compared to many traditional HCM providers?
Frontline workers make up ~80% of the global workforce, and this is where we really shine. Our industry-leading WFM solutions help companies manage, schedule, engage, retain, and optimize frontline workers while providing flexibility that these workers crave today.
Auto-populated IRS forms (1094-C & 1095-C), IRS AIR & state-specific filing formats, Direct e-filing∆ or self-filing options, Year-end processing checklist, Automated ACA tracking (employee hours, eligibility, measurement periods), Robust rules engine with automatic ACA updates, Benefit premium cost tracking per employee, Proactive alerts & notifications for compliance risks, Centralized platform for all ACA filing & document submission, 1095-C access, download, print, and e-delivery options
Ready ACA Manager
Valuable culture data that can help clients set targets and focus on key areas that drive meaningful change and powerful results.
Great Place to Work
Top 3 Industries by Win Rate (%)
1. Non-Acute (37%)
2. Construction (34%)
3. Non-Profit and/or Industrial (33%)
What two areas should we always re-BANDT?
Timeline & Budget
What are the four anchors of the UKG Story?
1. Frontline first
2. In the flow of work
3. Operating at a scale that creates insight
4. Bringing AI to where work happens
Tax deposits and filing, Employee check printing and direct deposit, or pre-authorized debit, Garnishment and vendor payments/check printing, W2 and 1099 Filing, New-hire reporting, Issuance of employee checks from UKG Payroll Services bank account, Reconciliation and tracking of checks issued on UKG, Payroll Services bank account
Ready Payroll Services w/ SmartCheck
Our 2 Learning Partners
Schoox & Open Sesame
Guidelines for effective outreach (A & B Accounts)
1. Personalized & Tailored
2. Consistent (12 Outreaches to book a BANDT)
3. Multi-Channel (LinkedIn, Phone, E-Mail, Drops, etc.)
4. Multi-Threaded (3+ Contacts)
5. Hit a "Home Run" (Focus on 1 targeted specific business challenge)
Why is UKG a system of impact and not just a system of record?
Workforce Understanding
Using UKG’s company messaging, construct an argument for why UKG can position itself as a “workforce operating platform” rather than only an HR/payroll software vendor.
We serve over 80,000 customers, and tens of millions of frontline workers from all industries and all walks of life start and end their day using our software. Because of our depth and scale, we have an enormous data moat that shows what’s happening in the labor force with an ability to use AI to bring actionable insights to leaders who need them before a challenge occurs.
Plan management...Maintaining your benefit plans, Configure/setup plan eligibility, Configuring enrollment events, Scheduling and holding recurring meetings during the project engagement
Annual open enrollment...Assisting with annual enrollment testing and verification, Configuring system for Open Enrollment sessions based on customer provided plan documentation
System management...Assist Electronic Data Interchange (EDI) teams with file management, Remain compliant with enhanced accuracy by ensuring the system configuration is aligned with carrier and plan rules
Ready Benefits Premium Services
A Group Purchasing Organization (GPO) that helps businesses, private equity firms, and suppliers save money and buy smarter through pre-negotiated contracts and spend management solutions.
CoreTrust
Finding the right path...billing issues?
SF --> Account Insights Dashboard --> AR Contact
"From a technology and service perspective is UKG your partner of choice?"