Types of HR Profiles and Policies

Profiles are a collection of settings that you apply to user accounts and other areas of the system to establish security permissions, pay frequency, holiday schedule, and more. Profiles provide a convenient way to apply multiple settings to user accounts at the same time. You can add profiles to employee accounts individually or as a mass addition. You create profiles under Administration > HCM Setup > Company Settings > Profiles/Policies.

The following profiles are available to system administrators in an HR only company:

ACA (Affordable Care Act)

This module requires you to have the ACA Manager Marketplace product enabled at the company level. This product includes all the tools you need to track, manage, and create required government forms for your employees. You add this profile to the ACA Timeline widget in employee accounts and not in the Profiles widget.

Note: ACA is not covered in the HR Setup Users Guide. It is fully covered in the ACA Manager User Guide.

Access

Access profiles specify a range of IP addresses (or a single one) from which a user can login or clock in.

Note: Because Access profiles can be used among multiple combinations of product modules, they are not covered in this guide. They are fully covered in the Access Control User Guide.

Benefits

The Benefits menu contains all the elements you need to configure your employee's benefits plans and profiles.

Note: Benefits are not covered in the HR Setup User Guide. It is fully covered in the UKG Ready™ Benefits User Guide.

Competency

Competency profiles contain user-defined competencies used in employee performance.

Dashboard Layout

Because the Dashboard Layout profile can be used among multiple combinations of product modules, it is not covered in this guide. It is fully covered in the Dashboards User Guide.

Data Retention

Demographic

In Dempgraphic profiles, you can configure the profile and demographic custom fields.

Employee Perspectives

Enable Employee Perspectives profiles at the company level to control the metrics Measures and tracks workforce performance by comparing planned with actual workload or coverage, or by showing variances at any organizational level. for measuring employee status.

Note: Employee Perspectives is not covered in this guide. It is fully covered in the Employee Perspectives User Guide.

Employee Sync

The Employee Sync profile does not appear in your menus unless your company has Multi-EIN functionality enabled. The purpose of this profile is to sync certain employee information from one EIN to another when you hire an employee into one of your other EINs and they already have a record in the Default EIN. For more details on how to use and configure this profile, see the Multi-EIN User Guide

Note: This profile is available in HR, and Payroll modules, or any combination of those modules.

Leave of Absence

Leave of Absence enables you to configure an approval workflow, qualifier questionnaire, schedule type, and categories. If Leave of Absence is enabled in your company, it appears under the Profiles/Policies menu. Leave of Absence is fully documented in the Leave of Absence User Guide.

Onboarding

The UKG Ready Preboarding Portal and Onboarding Dashboard tab can be utilized to increase engagement and promote company culture for new hires from the time their offer letter is signed through their first year of employment and beyond. This profile can be configured and assigned to new employees as they are onboarded and can be used to give the new hires account information and instructions.

Note: This topic is covered in the Onboarding User Guide.

Pay Periods

Pay periods determine the user's compensation schedule (such as weekly, bi-weekly, monthly, and so on).

Roles

These profiles allow you to define an employee's role in the company and then personalize the content served up when the employee accesses the links in the Help menu.

Security

Use Security profiles to establish the user's access privileges to system functions (such as configuration options and running reports).

See the Security Profiles User Guide for full details. Note that the information in the Security Profiles User Guide includes information that is common among all security profiles. For the individual security items, some information is specific and other information is presented in an overview format.

Training

The Training profile contains courses/certifications for assigned employees.