UltiPro Slackbot Integration

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UltiPro Slackbot Integration The Slack App for UltiPro® enables people to meet where they work and facilitate conversations that are already happening by enabling users to view and submit Human Resource actions without leaving Slack.

Install Slack Install Slack to your workspace to perform various Human Resource actions using pre-defined commands.

1. Check Your Pay Details: /ultipro mypay

2. Search for Employees: /ultipro search {Employee Name}

3. View or Request PTO: /ultipro pto

4. Check Your To-Do’s: /ultipro todo

5. Add and Review Notes: /ultpro mynotes {Note Text}

6. Provide Feedback: /ultipro feedback @SlackUsername {Note Text}

7. Log Out of UltiPro: /ultipro logout

To install Slack to your workspace: NAVIGATION: Menu > System Configuration > System Settings > Mobile App

1. From the Mobile App Setting page, select Edit. 2. At the Enable Slack field, move the slider button to On. 3. At the Slack Workspace field, enter the name of the workspace to associate with the integration.

Note: Your Workspace name is your Slack workspace id located in the top left corner of your Slack interface.

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4. Select Save. 5. Select Add to Slack.

Result: You are redirected to the Authorize Access page where you can associate the Slackbot to a channel for integration

6. Select Authorize.

Result: A registration confirmation page appears. This page includes information about all the commands that are enabled in your Slackbot integration.

Note: If you are not a Slack Administrator, request access to install the workspace for UltiPro. To request access, select the Request to Install button on the installation page. 7. Select the UltiPro link on the registration confirmation page and navigate to the Slack app.

Note: You are prompted to sign up if you are communicating with UltiPro for the first time through the Slack App.

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8. Sign up for Slack by logging in to UltiPro with your user name and password. 9. Select Allow to enable Slack to access your information in UltiPro.

Note: For security reasons, the ability to add UltiPro to Slack is enabled only for the Slack Administrator role.

Access UltiPro Slackbot Commands You can view all the available UltiPro Slackbot commands using /Ultipro command.

To access UltiPro Slackbot commands:

1. From the UltiPro Slack App, enter /ultipro

2. View the list of available commands.

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Note: These commands are configured using role-based security for the mobile application and are also relevant for the Slack application.

Check Pay Details You can view your pay check details using /Ultipro mypay command.

To check pay details:

1. From the UltiPro Slack App, enter /ultipro mypay to view Your Pay Statements in Slack.

This command returns your last two paychecks, including earnings, net pay, taxes, and deductions. Your earnings encompass the total calculated amount of income before deductions and taxes, leaving your net pay.

2. Select Show Details to view the associated codes and values for your earnings, deductions, and taxes.

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Search for Employees You can search for employees using /Ultipro search command.

To search for employees:

1. From the UltiPro Slack App, enter /ultipro search {Employee Name}.

This command returns a list of employees matching the name you searched for along with their company photo, title, and Slack ID for easy messaging.

2. Select View Details to view the employee’s company, location, phone numbers, and email, if listed.

Note: Personal details, such as the employee’s phone number and email, respect the privacy settings configured in UltiPro, so they do not appear if they’re set as private.

View or Request Time Off You can view or request Time Off using /Ultipro pto command.

To view or request time off:

From the UltiPro Slack App, enter /ultipro pto to view time off.

This command returns the breakdown of your paid time off balance, sick days, and vacation days in the chat.

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Note: Your PTO details are visible only to you and not to your supervisor in the chat.

1. Select Request Time Off to request specific time off from work. A Request PTO pane appears where you can enter the details of your request, including the type of PTO Plan, Start Date, End Date, and Notes. This initiates the PTO process, and you can select the approver levels before your request is submitted.

Check Your To Do’s You can check your To Do’s using the /ultipro todo command.

To check your to do’s:

1. From the UltiPro Slack App, enter /ultipro todo.

This command returns a list of inbox items on your To Do list along with controls to act on these requests. 2. Select the corresponding buttons to approve or deny a request, as needed. 3. Select the options from the More Options drop-down list to comment on, own, or cancel a request.

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Add and Review Notes You can add and review your notes using the /ultipro mynotes command. This feature is an integration with

UltiPro performance reviews.

To add and review notes:

1. From the UltiPro Slack App, enter /ultpro mynotes {Note text}to add notes.

This command opens an Add Note pane, which enables you to choose from the visibility options, such as the goal, competency, or general notes section, and attach the comment.

2. (Optional) Send your note to an individual or channel via the Post to a Channel drop-down list.

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Provide Feedback As a manager, you can provide feedback to your direct reports using the /ultipro

feedback@slackusername command

To provide feedback:

1. From the UltiPro Slack App, enter /ultipro feedback @SlackUsername {Note text}.

This command opens the Send Feedback window, providing options to enter the feedback. 2. Select the relevant feedback options.

• Whether the note needs to be public or private

• Whether the note needs to be attached to the employee’s review

• Which goal the note will be linked to

• Which channel the note will be listed under Note: This step is optional, but can be utilized to publicly recognize a person with this feedback to all users, a select channel, or an individual person.

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Log Out of UltiPro You can log out of UltiPro using the /ultipro logout command.

To log out of UltiPro:

1. From the UltiPro Slack App, enter /ultipro logout.

This command logs you out of UltiPro for Slack.

2. View the logout message.

UltiPro® is a registered trademark of The Ultimate Software Group, Inc. All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders. No part of this document may be reproduced in any form or by any means or stored in a database or retrieval system without the prior written authorization of The Ultimate Software Group, Inc. Information in this document is subject to change without notice. All company, organization, person, and event references are fictional. Any resemblance to actual companies, organizations, persons, and events is entirely coincidental. Nothing herein constitutes legal advice, tax advice, or any other advice.