Implementing software is like meeting someone IRL after swiping right on their profile.

You don’t always get what you expect

I’m helping a customer plan their implementations of UKG Onboarding and UKG Document Manager. Document Manager is straightforward and does what’s expected. Onboarding is a fine solution for many customers. But is not as flexible as they expected. Or as the sales team may have implied.*

While we went into a great deal of detail, here are some basic impressions for what it does/doesn’t do well.

The good:

1) It’s covers the basics The system can collect the data you need to get the data you need for compliance. It doesn’t matter whether your employees flip burgers or provide therapy. The system will collect all the basics– from bank accounts to i-9s.

2) You can add an almost limitless number of documents I’ve worked for myself for decades. But I am aware how many documents people sign when they work for a company. If you have a document, you can add it. And you can interface it into document manager.

The other:

1) You can’t collect custom data. Or you can, but the data stays in the pdf documents you create. So, if you create a customer field for the new hire to fill in, they can do it. But you can’t extract that data into a report.

2) Provisioning is rudimentary If the new hire needs a laptop or a card key, you can send an email to the appropriate department. But that’s about it. Sending emails was exciting the first time we used workflow years ago. It’s not exciting now.

3) If you have other key systems, you’ll need to find a way to bring them together. The system has basic integration to applicant tracking systems (like Greenhouse and iCims). But it’s not early as open as the other parts of HRSD. This is where things aren’t the same for the burger flipper and the physical therapist. Onboarding health care professsionals takes quite a bit of information. And having that data in PDFs doesn’t really work.

What’s your experience with onboarding?

If you’d like it to work better, let’s talk.

*They recorded their kickoff meeting with UKG. It helped me understand where they got certain ideas. I did sales once too.

Adam Jacobson

Adam focuses on making enterprise software work for my clients. He’s consulted on financials, procurement and HR/Payroll. Currently, he and his small team focus on UKG Pro, especially Workforce Management (WFM). For more, check out his profile on LinkedIn https://www.linkedin.com/in/ajredthree/

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