detamoov's 360 retirement integration utilizes a saved report that is called through the UKG API. This saved report is the list of Scheduled Deductions for the company the 360 integration is configured for. Follow the three steps below to create, save and share this report with the detamoov API service account.
Step 1: Creating the Saved Report
Navigate to the breadcrumb trail below.
Customize the report with the following fields. Note, all fields are required and the header names must match exactly what is defined below.
- Priority Sequence
- Employee Id
- SS#
- First Name
- Last Name
- Employee Status
- Deduction Code
- Deduction Name
- Parent Deduction
- EE Percent (As Of Today)
- EE Amount (As Of Today)
- ER Percent (As Of Today)
- ER Amount (As Of Today)
- Active
- Begin Date
- End Date
- Memo Id
- Notes
Below are screenshots in UKG of report creation with these columns.
Step 2: Save your report and note the System ID assigned
Once your report is created and saved, navigate to "My Saved Reports" to note the system ID assigned to this report. You'll need this value when configuring this company's 360 retirement integration.
Step 3: Share your report with the detamoov API service account
Last, make sure this report is shared with the service account you utilize with detamoov to hit your UKG API. This step must be completed in order for detamoov to call this report from the UKG API.
Copy the Scheduled Deductions report to another company
If you have multiple companies that you need to configure in detamoov, you can copy the Scheduled Deductions report inside UKG.
To copy the report, go to Settings > Maintenance > Processes > Reports > Report setting maintenance
Search by Report Name = Scheduled Deductions
Check the box to the left of the report
Click the Copy To button
Select the company or companies you want to use the report
Check the Company Level report options
Click Copy
