How to add or delete activity assignments in UKG

Summary: 

A step-by-step guide on how to assign activities (phase codes) to employees in UKG.

Steps: 21

Step 1. Login to UKG using https://encore.ultipro.com/

Step 2. Using the shortcuts on the left, click on "Workforce Management" (this will open a new tab in your browser)

Step 3. In the top left select the hamburger menu (three horizontal bars)

Step 4. Click "Dataviews & Reports"

Step 5. Click "Dataview Library"

Step 6. Click "Activities Details"

Step 7. Click the hyperfind menu

Step 8. Click the "Search" field and find your hyperfind

Step 9. Click the checkbox next to as many employees as you need to assign.

Step 10. Click the checkbox next to as many employees as you need to assign.

Step 11. Click the activities drop down menu

Step 12. Click "Assign to Activities" to add or "Unassign from Activities" to remove

Step 13. Click "Add Activity" to generate a list to add/delete. If you selected "Unassign from Activities" in the previous screen there is a box that will remove all assignments that you can check. Please be careful if using this option as it will remove all assignments. If you are removing all assignments please move on to step 16.

Step 14. Click the "Search" field and enter the activity you wish to assign. Be sure for jobs to include the /V or /L as needed. As an example enter the 5 digits of the job number followed by the asterisk followed by /L and /V. Example: 12345*/L

Step 15. Search the list and check the boxes next to all the activities you wish to assign.

Step 16. Click "Apply"

Step 17. Click "Submit"

Step 18. If the save button is purple, click it or your changes will not take effect. If it is gray you should be good to go.

Step 19. To confirm these changes navigate back to the hamburger menu.

Step 20. Click "Group Edit Results"

Step 21. Click the drop down triangle and review success/failure counts.