Integrate Time Off with Exchange

Administrators can configure the Time Off feature to integrate with Exchange (Microsoft Outlook only, version 2010 or later). This setting is at the company level, which applies to all employees.

When this setting is enabled and an employee has a valid email address, approved time off requests are integrated with the employee's Exchange calendar. These requests automatically appear as all-day appointments titled "PTO - Blocked." (This appointment entry name cannot be edited.) If the requests are canceled, they no longer appear in the employee's calendar.

Important:

Several prerequisites must be followed:

Create a service account in Exchange Web Services that has Author permission to the accounts which should have time off integrated.
Ensure the Exchange servers have the Auto Discover option enabled.
Ensure that firewalls on your side will accept a connection from UKG’s IP addresses.

Navigation: Menu > Administration > Employee Admin > Time Off

From the navigation pane, select Settings and then select Company Preferences.
Select Yes to enable calendar integration.

If you are setting this up for the first time, be sure to keep the default of Modern Authentication.

Basic Authentication	Modern Authentication
a. Optional: Enter the Exchange Server URL.	a. Enter the Azure AD tenant ID.
b. Enter the service account email address.	b. Enter the Azure AD client ID.
c. Enter the service account username and service account password.	c. Enter the Azure AD client secret.
d. Enter the service account domain, if necessary.	d. Select `Test`, and then select `Save`.
e. Select `Test`, and then select `Save`.

Note:

If you are using Basic Authentication, you are encouraged to update to Modern Authentication which is more secure.