SoterHelp Center

Using UKG with SoterAI

Connect UKG to SoterAI and bring workforce data into your safety analysis — for example, to look at incidents alongside shifts and staffing.

Like every SoterAI connector, the UKG connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in UKG.

Assisted setup. UKG is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.

Before you request setup

Have the following ready before you send your request:

  • The UKG products in scope (Pro HCM, Workforce Management, HR Service Delivery)
  • Your tenant URL
  • API credentials
  • A test tenant is preferred for the initial setup

Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.

What SoterAI can access

Once connected, SoterAI has read-only access to:

  • Workforce data from the UKG products in scope, such as employee, scheduling and timekeeping data

Access is always limited to what the credentials you provide are allowed to read.

What SoterAI cannot do

  • Cannot create, edit, or delete records in UKG
  • Cannot submit forms or trigger workflows inside UKG
  • Cannot access data outside the scope of your credentials
  • Cannot change configuration, permissions, or user access

How to request setup

  1. 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
  2. 2Open the Available tab and find UKG under HR & workforce (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
  3. 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
  4. 4Add any details you already have (without credentials) and send it.
  5. 5Our team will reply to arrange the next steps and set up the connection. Once it's live, UKG appears in your Connected tab and you can use it in chat like any other connector.

If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: UKG’.

To remove access at any time, open the Connectors panel and click Disconnect on the UKG card in the Connected tab.

Example queries

Once connected, just ask naturally.

Linking workforce and safety

  • "Did incidents increase during overtime-heavy weeks?"

Reading and analysing

  • "Which sites had the most staffing gaps last month?"
  • "Summarise hours worked by team for the last quarter"

Use cases

Linking fatigue and staffing with incidents

Look at incidents alongside shifts, overtime and staffing levels to see whether workload is contributing to risk.

Workforce planning for safety

Identify the sites and teams with recurring staffing gaps so you can plan cover before safety is affected.

Supporting investigations

Bring in scheduling and timekeeping context when you investigate an incident, without asking HR for a separate export.

Troubleshooting

IssueSolution
My email app didn’t open when I clicked Request setupWrite to help@soteranalytics.com with the subject ‘Connector setup request: UKG’.
SoterAI can’t see certain recordsAccess is limited by the permissions of the credentials you supplied. Ask your UKG administrator to confirm what they can read.
Slow responses on large queriesNarrow your question, for example to a date range, site, or single record type.
Setup is taking longer than expectedProviding a test tenant first usually speeds things up. We’ll move to production once the connection is confirmed.

For more general help, see Troubleshooting external app connections.