General Overview
How to View Company Directory
Navigate to My Info > My Company > Company Directory You will see a report that lists all employees and any information you are allowed to view.
Workflow Delegation By Admin
As an Admin you can delegate one managers people to another manager while that manager will not be there. The first thing that you want to do is login and search for the employee who needs to be delegated. You do this by going to the Team > My Team > ...
How to Download the Mobile App
The Mobile Application allows users to access the application with a mobile device such as a mobile phone or tablet. Access the application 1. On your mobile device, open Google Play or the Apple App Store. 2. Search for HCM To Go. 3. Install the ...
2024 CPS Year End Guide
As we close in on the end of 2024, we want to thank all of our clients for their continued trust in CPS to handle all of your Payroll, Time & Labor Management, and Human Resource needs. The end of the year can be stressful for all businesses, and it ...
View Company Organizational Chart
Navigate to My Info > My Company > Organization Chart Within this screen, you will see the organizational chart. You can either select a name from the chart OR you can type in a name in the top left search bar to see a person's individual chart
Company Announcements and How to Create
You can use Announcements to communicate with either the entire company, or just a specific group of people. They can be used as a reminder to your office for Open Enrollment deadlines, Office Functions, any company changes, etc. They can also be ...
Add a Company Document
Navigate to Settings > Our Company > Document Upload. Select Upload Document at the top right corner of the screen. Click on the Choose File option at the top. Name the document you are wanting to upload in the Display Name field. Click the dropdown ...
Search Shortcuts
Navigate directly to an employee’s timesheet Current Timesheet: Type # in front of the employee's name to return the employee's current timesheet. Example: # Jennifer Anniston Date-Specific Timesheet: Type the desired date in fron of the employee's ...
Adding Notifications
To add a notification in UKG, navigate to Settings > Global Setup > Notifications. From there click New Notification in the top right corner. You'll find a list of different items you can select. Scroll down and choose, there are different ...
Assigning Broadcast Messages to Employees
Assigning employees to a Broadcast Message is done from the Employee Information Screen. To use this feature, you must select one or multiple employees using the checkboxes provided and then select the Communicate button. If sending an Email, toggle ...
Creating Broadcast Message Templates
Navigate to Settings > Global Setup > Broadcast Message Templates. Within the notification templates, messages can be defined in either the Email/Mailbox Message or SMS Message box. The Email/Mailbox Message text box doesn't have a character limit ...
Adding Manager Access
There are two separate ways to give a Manager access to Employees: 1. To make a Manager the Reports To of certain employees, you must assign that Employee as the Manager in the Employee Profile. Navigate to Team > My Team > Employee Information Go to ...
Adding a New Cost Center
To set up a new project you will need to login and add a new cost center. To get to your cost centers you will log in and go to the upper left hand corner and click the . Then navigate to Settings > Global Setup > Cost Centers This will bring up all ...
Profiles Overview
Profiles are settings that are configured and assigned to employees to allow any functionality set up to apply to the individual employee record. It's very important to understand the profiles related to Payroll and Time Keeping in order to ensure ...
Where to Find/Read Import Specs
To manually import data into the system, you must format the data correctly. The system houses various Excel templates with Instructions worksheets under Settings > Imports > Overview. Each template section is broken down by the following categories ...