Demographic and Health and Wellness Integrations

Discusses how to run integration files for Demographic, Health and Wellness.

You can run your Demographic and Health and Wellness Integration files from within the Integrations dashboard.

Note The instructions for these integrations are not to be used for Open Enrollment Integrations. Refer to the Run Open Enrollment Integrations in the Integrations Dashboard job aid in the UKG Community Library for instructions on running Open Enrollment integrations.

The Integrations Dashboard enables you to run and view the results of integrations between UKG Pro products and other business partners. The Integrations Dashboard is the first page that appears when you log in to the Integration Platform. There are two main components to the Integrations Dashboard: The Integrations and Events pages.

Displays the Integrations Dashboard with example information

Access the Integrations Dashboard

From within Role Administration, you must first assign web access rights to the appropriate user roles in UKG Pro (Menu > System Configuration > Security > Role Administration > Select a Role > Web Access Rights > Integration Platform). Check the View ad Edit access boxes so that users assigned to the role can access the integration.

Displays Web Access Rights for Integrations Platform

To access the Integrations Dashboard:

https://integrations.ultipro.com/

At the Sign In page, enter your Company Access Code or Customer API Key. You can locate this information in UKG Pro > System Configuration > Security > Service Account Administration.
Check the I Agree to Terms and Conditions (Required) box.
Select Continue.
Note Multi-factor authentication (MFA) is required the first time you log in.
Complete the multi-factor authentication steps, as applicable.
Enter your UKG Pro credentials.
Select Sign In. The Integrations Dashboard displays.

Run a Demographic or Health and Wellness Integration

Steps for running an Integration for Demographic or Health and Wellness.

The integrations Dashboard allows you to run an integration manually, monitor the status of the integration, and view the integration status. Integrations Dashboard Run

From the Integrations page, locate your carrier's integration.
Hover your mouse over the integration to display additional action item icons.
Select the Run icon. The Integration Run page displays.
At the Date Range section, select the Start Date and End Date during which you want to capture benefit terminations or demographic changes. For example, for
- Demographic integrations - if 09/14/2020 is entered as the Start Date and 09/21/2020 as the End Date, all active records are reported, and any terminations keyed in that date range are included.
- Health and Wellness integrations - if 09/14/2020 is entered as the Start Date and 09/21/2020 as the End Date, all active records are reported, and any coverage terminations keyed in that date range are included.
At the Notifications section, to receive a notification email, you can enter one or more email addresses and select from these notification options: Start, Success, or Failure. Multiple email addresses must be separate by a comma.
Do NOT check the Open Enrollment box for this integration.
At the Options section, select either Test or Production based on the file type the carrier is expecting for this integration. This indicator may be used in the file name and/or in the file header.
At the File Output section, check the Send to Carrier box to enable the Location selection options. These options vary by carrier. You may see either:
- One server listed that receives both Test and Production files.
- Two servers listed - a Test server and a separate Production server.
  Important Always confirm that the correct file type Option and Location are selected before moving on. Otherwise, if the Test file type is selected and a Production server is selected, then a Test file could be processed through a Production environment.
Select the Filtering link to include only specific groups of employees and their dependents, as applicable.
Select Run. The Integrations page displays.
Select the Events page link to view the integration.
- Select the link in the Event Date/Time column to view the event details.
- Select the link in the Event Status column to view the file details.

Re-Run an Integration

You may need to re-run an integration in the event that an integration failed or was not received by the vendor.

From the Events tab, search for the integration that you need to re-run.
Select the Event Date/Time link for that integration. The Event Details page displays.
Select the Actions drop-down menu and then select the Re-Run Integration option.
Note We recommend that you enter a Support Case if you attempted to re-run the integration twice and it continues to fail.

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