We’re excited to announce that PlanSource, in partnership with UKG Pro, is now offering powerful new modules designed to help you elevate your HR strategy. These modules can be implemented to connect with your existing HRIS environment provided by PlanSource.

To help you get familiar with these modules, we hosted and recorded four sessions so you can learn more about these capabilities and how they can benefit your organization. Recordings have been posted below including highlights of each module. Simply click on the tabs in orange to toggle between each of the features/webinars.

If you have any additional questions or want to schedule a demonstration specific to your organization’s needs – please reach out to the HCM Service Team for next steps.

UKG Performance, Coaching & Succession

Performance, Coaching & Succession: Provides a modern framework for continuous feedback, goal alignment, and real-time coaching conversations. Approaching talent management should occur more than once a year during annual reviews – and this solution does just that. UKG Talent Management helps managers with their employees collaborate on development plans, track progress, and foster a culture of growth. Through coaching/development, performance reviews, succession planning, and the talent marketplace you’ll have an all-in-one performance solution.

Webinar Highlights

Please see the link to the recorded webinar here.

Talent Management Overview (2:51): UKG’s discusses their approach to talent management, emphasizing the importance of creating an employee experience that connects people to purpose and empowers growth.

Performance and Coaching (4:08): UKG highlights the shift from traditional performance management to a more ongoing, collaborative experience with continuous feedback, meaningful conversations, and AI insights.
Goals and Competencies (8:05): A demonstration on how managers and employees can add and track goals and competencies throughout the year. The flexibility in adding goals, tracking progress, and using notes for performance appraisals is reviewed live in the module.
Talent Factors and Predictive Analytics (14:58): UKG discusses the use of talent factors and predictive analytics to track subjective data, such as performance levels, potential, and flight risk to proactively address potential issues.
Performance Reviews (31:21): Demonstration of the process of creating and completing performance reviews, including the flexibility in review templates and the ability to track goals, competencies, and feedback. The importance of continuous feedback and simplifying the performance appraisal process is discussed while reviewing the modules.
Succession Planning (41:59): Demonstration of succession planning and how UKG’s solution allows organizations to track and compare potential successors. Succession includes the use of talent cards, bench strength, and analytics to make informed decisions about future leaders.
Talent Marketplace (48:50): The first introduction of the talent marketplace, that emphasizes the importance of self-reflection and employee-driven development. The Talent Marketplace is an AI-driven solution that helps employees plan their career paths, identify skills and goals, and find relevant courses, assignments, and job opportunities. This module can be synced with UKG Pro Recruiting.

UKG Work Force Management

Work Force Management (Time keeping, scheduling, leave management): Automates time tracking, scheduling, and leave management to improve compliance and reduce errors. Real-time visibility and AI-driven recommendations help managers optimize labor costs, prevent burnout, and ensure coverage while giving employees flexibility and self-service tools.

Webinar Highlights

Please see the link to the recorded webinar here

Platform Overview and Global Reach: UKG Pro WFM is a global workforce management solution supporting over 150 countries and 17 languages, designed to accommodate various industries such as healthcare, transportation, and hospitality, and to provide a consistent, mobile-first experience for employees and managers regardless of location.

Employee Mobile Experience: WFM contains mobile app capabilities, including punching in/out with geofencing, viewing schedules, requesting time off, shift swapping, and accessing notifications. UKG emphasized configurable access and compliance features, such as restricting punch locations and automating leave and vacation requests.

Manager and Leader Tools: See manager dashboards with customizable tiles for time card management, exception tracking, scheduling, compliance warnings, and real-time reporting, including tools for identifying overtime, managing attendance policies, and ensuring fair scheduling and compliance with organizational rules.

Admin and Payroll Processing: The admin perspective within WFM includes streamlined employee record management, payroll processing directly within the platform, and integration with the UKG Payroll Gateway, eliminating the need for separate exports and enabling efficient payroll sign-off and synchronization.

Leave Management and Integration: The leave administration module, supports tracking leave balances, eligibility, documentation, and integration with third-party administrators; the module enables employees to initiate leave requests and allows leave admins to manage cases, documentation, and compliance within the UKG platform.

UKG Document Manager & People Assist

People Assist & Document Manager

People Assist: Acts as an HR service delivery hub, giving employees a self-service knowledge portal and enabling HR to manage requests efficiently. It automates workflows, tracks service metrics, and improves HR responsiveness.

Document Manager: Centralizes and digitizes employee files for secure storage and easy access. It streamlines compliance through audit trails, retention schedules, and role-based permissions, reducing manual effort and risk.

Webinar Highlights

Please see the link to the recorded webinar here

People Assist Functionality and Demonstration

Employee Self-Service Experience: Employees can use People Assist via desktop or mobile to search for HR information, access personalized articles based on their profile, and submit requests such as payroll issues or tuition reimbursement, with the system routing requests to the appropriate HR or payroll team.

Request Form Creation and Routing: HR teams can create custom request forms by dragging and dropping fields, setting requirements, and configuring routing rules so that requests are automatically directed to the correct team or individual based on the request type.

Administrator Case Management: The admin interface allows HR or payroll administrators to view, manage, and respond to requests, track SLAs, communicate with employees, use answer templates for consistent responses, and triage or close cases, with all interactions and status changes logged within the case.

Digital Processes and Task Automation: The session detailed how digital processes can be built for scenarios like terminations, grievances, or onboarding, assigning tasks to relevant parties (e.g., IT, HR, accounting), tracking completion, and allowing for dynamic task addition during process execution.

Analytics and Reporting: Enables HR to monitor request volumes, categories, closure rates, employee satisfaction, and article usage, helping teams identify trends, optimize self-service content, and ensure timely case resolution.

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Document Manager Functionality & Demonstration

Webinar Highlights

Security and Access Controls: Document Manager enforces security at the document type level, allowing organizations to define who can view, upload, update, or delete specific document types, and to customize folder structures and permissions for employees, managers, and departments.

Document Retrieval and Sharing: Search for employee documents, using thumbnail views, sharing documents securely via shared folders with internal or external users, and setting time-limited access without requiring downloads.

Compliance and Auditing: Document Manager simplifies compliance tasks, such as responding to auditor or legal requests for documents like I-9s, by enabling bulk selection, secure sharing, and advanced search and filtering by date or employee population.

Document Generation and E-Signature Integration: The platform supports generating documents from templates (e.g., employment verification letters), pre-populating data, and integrating with DocuSign or Adobe Sign for electronic signatures, with signed documents automatically saved to the employee’s record.

Document Ingestion and Migration: There are multiple methods for importing documents, including email ingestion, drag-and-drop, API, SFTP, and migration from UKG Pro’s core repository, as well as tracking document metadata and supporting legal holds for litigation.

    • Advanced Analytics and Reporting: There advanced analytics capabilities available for both People Assist and Document Manager, allowing HR teams to build custom reports and visualizations to monitor document and request trends, compliance, and employee engagement.
    • Custom Analytics Creation: Advanced analytics enable users to go beyond standard statistics by building custom reports and visualizations, such as tracking vaccination documents and associated metadata, to meet specific organizational needs.

UKG Talk & Voice

UKG Employee Voice is an AI-powered survey platform that helps organizations gather, analyze, and act on employee feedback to boost engagement, improve culture, and increase retention
UKG Talk is a mobile-first communication and collaboration platform , designed to connect frontline and remote workers with managers and colleagues through an activity feed, direct messages, group chats, and interactive tools like polls and surveys.

Webinar Highlights

Please see the link to the recorded webinar here

Introduction of UKG Talk and Employee Voice (1:58)

Demonstration and Features of UKG Talk (6:52): UKG leads a demonstration of UKG Talk, detailing its integration within the UKG Pro environment and its capabilities for employee communication, group management, engagement apps, and analytics

Employee Voice Survey Platform and Analytics (16:01): UKG Employee Voice platform is introduced, explaining its role in capturing employee feedback through scientifically designed surveys, advanced analytics, and benchmarking. The demonstration explains how organizations can use these insights to drive engagement and organizational improvement.