NEW – UKG Talk Update
Posted inCompliance Updates Feature Highlight

NEW – UKG Talk Update

We’ve recently announced 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.

UKG Talk is one of those powerful modules that serves as 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.

The UKG May Release introduced a new feature highlighted below to archive important content for compliance measures. Interested in UKG Talk? Visit the UKG Add On’s page within this website, and reach out to the HCM Service Team to learn more.

Content Archive. To support your organization’s compliance, performance, and governance needs, UKG Talk now automatically archives all Talk 1:1 and group chat messages and feed posts older than 6 months. This secure, long-term data retention policy preserves historical data and optimizes storage space for more efficient data management.

Content Retrieval. Talk organizational administrators can retrieve Talk data (including archived content) for 1:1 and group chat messages and Talk feed posts. This functionality is important for situations where archived content must be reviewed, for example, during an audit or for legal reasons.
Note: Organizational administrators have permissions to perform all Talk administrative activities. Administrators create a unique retrieval case to access historical Talk conversations and posts, even for employees no longer with the organization and content from groups deleted within the last 6 months.
The Create Retrieval selections available for Post retrievals

How it works

Each retrieval automatically generates a case ID, supplies case details, and returns all available chat or post history (including chat and post edits and deletions) and any uploaded files for a specified date range.

Example. Say you need to create a content retrieval for a 1:1 chat. You would select the names of the two Talk users who participated in the chat and specify start and end dates and times. The retrieval creates a case ID, generates case details, and returns the contents of the chat history for the specified time range (if any), including all messages between the two users and any files uploaded to the chat.
Example of how a retrieval case for a 1 to 1 chat looks with case details and two chat messages in context

Note the following:

  • Content older than 6 months is no longer visible in the active Talk Feed or Chat history
  • Recent conversations and posts remain accessible to Talk users
  • Archived content is accessible only through retrieval cases, not through standard Talk searches
  • Retrieval cases are saved for future access, although they cannot be edited or rerun

Key benefits

  • Retrieval access is restricted to organizational administrators only, ensuring compliance and governance control
  • Talk environments remain optimized and compliant, with only relevant, recent content
  • Maintains data integrity while optimizing system storage
  • Archived content is encrypted in transit and at rest
  • Review the full content of a retrieved chat or posts in the context it was originally created