Employers In UKG

Overview

Employer accounts have 2 sides: 

1. Admin Side: here you can log notes, review contracts, see company contacts, and update the employer's account info.
2. Employer Side: here employers can view company contacts, active employees, timesheets, and support articles. 

Admin Portal Details

Access the admin portal for employers by searching for the employer in UKG, then select the Employer Info Tab. Everything you need for the employer is here. No need to navigate to other tabs.

• Make contact notes with an employer: Incidents>Add>Employer Note From The Drop Down>Save. You can document notes, add follow up actions, and more. Unclosed Employer notes will be sorted in order by target resolution date on your CDC Hub. Submit when done.
• Edit last contract or last contact date: Dates>Add Date>Save
• Edit Internal Account Contacts: Account Contacts>Add>Don't Select Contact Type>Relationship (select one of the three options that start with Employer:)>Add Other Details>Save
• Edit Company Contacts As Seen On Employer's Portal: Managers>Edit Supervisor, Reviewer, or Indirect Supervisor 1
• Add Job Openings: Job Opening>Add>Save
• Add Employer Required Skills: Skills>Add>Save
• Review & Add Contracts: Employee Documents>Click The Magnifier Glass Over A Paper Icon to View or Add to Add

To change the primary CDC assigned to the employer (case load): Employers Profile>Demographics Tab (not Employer Info)>Career Development Coordinator>Save

Using The CDC Hub For Employers 

The CDC hub is a great place to review your employer case load and upcoming action items. Form the UKG home page, select the CDC Hub, then scroll down to the two employer tabs. You can expand the reports by clicking the bolded name of the report. 

The Employer Case Load report is already sorted to filter only your case load. The Employer Action Items report displays all action items by default. You can filter this report to display only your action items by:

1. Open the report in full-screen mode by clicking the bolded name of the report. 
2. Scrolling to the right of the report and finding the Career Development Coordinator filed and selecting the drop-down arrow. 
3. In the menu that opens, change the first box to like, type your name in the second, select apply.
4. The report is now displaying only your action items, however, it may not stay this way when you refresh the page. To save the view as a permanent option select the three dots in the upper right, then save view as.