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Integrate UKG with Kept
Integrate a UKG account so we can automate off-boarding.
To integrate your UKG (SaaShr) account with Kept, follow the instructions below to create an admin account for us.
Step 1: Create the Cobra Admin security profile
Log in to your admin account in UKG. You'll need to create a security profile specifically for COBRA with only the permissions that are required. To create this security profile, go to: Settings > Profiles/Policies > Security, and click the “NEW SECURITY PROFILE” button.
Name the new profile "COBRA Admin" and select the following permissions in the security profile:
In the "Global" tab, select "View" next to Benefit Plan Parents.
In the "HR" tab, go to the section for "Employee Management" and select "View" next to the following sections: Employee Information (My Team), Account Benefit Open Enrollment Extra Settings, Account/Personal Information (Manager Access), Base Compensation, Benefit Children Premium Calculation, Benefit Enrollment Questionnaire, Benefit Management (Plans), Benefit Salary, Dates, and Social Security.
In the "Profiles" tab, select "View" next to the following sections: Benefit: Life Change Event Types, Benefit: Plans, Benefit: Profiles, Benefit: Types, Benefit: Waived Reason.
In the "Reports" tab, check the following boxes: Export Reports, CSV/Text.
Step 2: Hire the Kept COBRA user account
Adding the COBRA user account is similar to adding a regular user/employee to UKG.
Navigate to: Team > My Team > Employee Information and click “HIRE.”
Enter "Kept" as the first name, "COBRA" as the last name, and cobra+[EmployerName]@kept.io for the email. Example: if the employer's name is ABC Corp, the email would be "cobra+abccorp@kept.io." Make the username "Kept.Cobra."
Step 3: Set the account as a manager
Navigate to Settings > Global Setup > Groups > Edit, and select the icon next to the group “All Company Employees.”
In the "Manager" field, click the icon and search for the user we made, "Kept COBRA." The permissions should match the image below.
Step 4: Add the security profile to the Kept COBRA user
Navigate to Team > My Team > Employee Information and select the icon next to the Kept COBRA user account. Select “Manage Profiles” from the “Profiles” widget.
Select the magnifying glass icon next to “Security.” Select the newly created "COBRA Admin" security profile, then click “SAVE.”
That's it! If you completed these steps we'll be following up and you'll see the progress of your integration in Kept.
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