How to Connect & Use UKG Pro / Ready with YourMedSoft
Complete step-by-step guide to integrate UKG Pro / Ready with YourMedSoft. Learn how to connect UKG Pro / Ready, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
To connect UKG Pro / Ready to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate UKG Pro / Ready, and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull clinician profiles, specialties & hourly pay rates into Payroll & Earnings (/portal/payroll), push approved timesheets, regular/ot hours & gross pay out to UKG Pro / Ready, or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on UKG Pro / Ready (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and UKG Pro / Ready are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- FLSA & Department of Labor Compliance: Overtime thresholds (daily >8 hrs in CA/NV/AK and weekly >40 hrs federal) and shift differentials are validated prior to payroll batch transmission to prevent wage and hour violations.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate UKG Pro / Ready
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "UKG Pro / Ready" or filter by the "Payroll & HR" category pill.
Connect UKG Pro / Ready (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your UKG Pro / Ready admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your UKG Pro / Ready token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom UKG Pro / Ready subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
Automate Bidirectional Sync with 60+ Healthcare Platforms
Connect YourMedSoft directly to Gusto, ADP, Epic, PointClickCare, QuickBooks, and Bullhorn. Eliminate double entry with 1-click two-way sync.
Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "UKG Pro / Ready Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from UKG Pro / Ready" to pull clinician profiles, specialties & hourly pay rates via API, or use "Upload CSV / JSON File into Clinician Staff Roster" to batch-import records directly into Payroll & Earnings (/portal/payroll).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the UKG Pro / Ready Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Payroll & Earnings). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to UKG Pro / Ready.
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Payroll & Earnings at /portal/payroll). Select your active billing cycle or pay period, review the live record counts (Approved Timesheets & Payroll Runs), and click "Export to UKG Pro / Ready" for direct API transmission or "Download CSV Batch" for manual upload into UKG Pro / Ready.
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Payroll & Earnings (/portal/payroll) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your UKG Pro / Ready plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: UKG Pro / Ready shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means UKG Pro / Ready was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open UKG Pro / Ready > "Manage Data & Sync" > "API Key" tab, paste your UKG Pro / Ready token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by UKG Pro / Ready
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in UKG Pro / Ready, or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into UKG Pro / Ready.
Issue: Where do my imported records from UKG Pro / Ready appear?
Operational Resolution: Imported records from UKG Pro / Ready are saved directly into Clinician Staff Roster. Click the "Payroll & Earnings" link inside the "Import (Data In)" tab or navigate to /portal/payroll in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect UKG Pro / Ready?
As soon as you click Connect, YourMedSoft pins UKG Pro / Ready to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Payroll & Earnings (/portal/payroll), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for UKG Pro / Ready?
In the UKG Pro / Ready Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Payroll & Earnings): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push approved timesheets & payroll runs or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and UKG Pro / Ready?
The two-way integration handles: (1) Inbound (Data In): Import job codes, clinical specialties, and worker certifications -> routed to Payroll & Earnings (/portal/payroll). (2) Outbound (Data Out): Export verified electronic timecards and facility billing codes -> sourced from Approved Timesheets & Payroll Runs.
Does connecting UKG Pro / Ready incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your UKG Pro / Ready API key or use free CSV Batch / Sandbox Mode.
Was this guide helpful?
Your feedback helps us continuously improve our documentation.
Recommended for App Integrations
Free Operational Staffing Templates Hub
Attorney-reviewed contracts, checklists, and meal waivers for healthcare staffing agencies.
Healthcare Staffing Gross Margin Calculator
Interactive tool to model bill-to-pay spreads, statutory burden, and agency profits.
41+ State eNLC Compact License Map
Check multi-state compact nurse licensing rules and reciprocity across all states.