UKG Wallet and UKG Pro Integration

Complete the steps to create a service account.

1. From the Service Account Administration page, select Add.
2. From the Add/Change Service Account page, enter a user name for the account, using your ARNumber as a prefix.
   Note The user name must be unique and cannot be an existing user account name used to access the portal.
3. Enter an email address for the service account.
   Important The Generate New Password checkbox is selected automatically when adding a new service account. After entering the remaining required information and selecting Save, a New Password dialog box displays with the randomly generated password. Copy the password and save it in a secure location. You will not be able to see this password again after closing the New Password page. If the password is lost or forgotten, a new one will need to be generated.
4. Select Save.
5. From the New Password dialog box, copy the password and save it to a secure location. Select OK.
   Important Share the generated password and service account user name with Payactiv.

Assign the required permissions to access the data for the service account you created.

1. From the Service Account Administration page, select the service account you created for UKG Wallet.
2. Select the View checkbox for the following web services:
   • Company Configuration Integration
   • Benefit Administration System Service
   • Employee Pay Statement
   • Employee Direct Deposit
3. Select the View, Add, and Delete checkboxes for Payroll Integration. These permissions will accommodate an upcoming integration enhancement that involves Payactiv's use of the Pending Pay API.
4. Select the View and Add checkboxes for Personnel Integration.
   Note If the Benefit Administration System Service is not available, log a support case for UKG support and include knowledge article IDs 000160051 and 000182208 along with other necessary information for quick resolution.

Complete the following steps to retrieve the API Key and Client Key.

1. From the Service Account Administration page, note the Customer API Key shown at the top of the page.
2. Find the service account in the list and note the User API Key.
   
3. Share the Customer (Client) API Key and User API Keys with Payactiv.

Complete the following steps to Retrieve the Base URL to provide to Payactiv.

1. From the Web Services page, make note of the URL through ".com."
   
2. Share the Base URL with Payactiv.

Create a deduction code and add the code to an employee benefits group for UKG Wallet integration.

1. From the Business Rules page, select Deduction/Benefits Plans.
2. From the Deduction/Benefits plan page, select Add Deductions/Benefits Plan to create a new deduction code.
3. In the Add Deduction/Benefit Plan dialog, enter an Effective Date, as needed.
4. Select Next.
5. From the Deduction Setup work event, in the Main tab, enter the required information. In addition, under General Information pane, ensure the following values are selected:
   • In the Deduction Type list, as a best practice, select either Additional or Miscellaneous.
     Note Selecting the Additional for Deduction type requires additional configuration after you save the new deduction code.
   • You must ensure the Benefit Plan checkbox is selected. If the Additional or Miscellaneous deduction types do not have the Benefit Plan checkbox selected, choose a different type that is configured as a Benefit Plan.
6. Select Next.
7. On the Calculations tab, ensure the following settings are selected under Employee and Employer:
   • Select the Use rate at employee level checkbox.
   • In the Amount field, select Flat amount.
   • Ensure the values are 0.
8. Select Next.
9. From the Payroll tab, select all checkboxes in the Scheduled Pay Periods by Default section.
10. Select Save.