A step-by-step guide on how to assign activities (phase codes) to employees in UKG.
How to Add an Activity Assignment in UKG
Step 1. Navigate to https://encore.ultipro.com
Step 2. Click "Reporting"
Step 3. Click "Reporting" again
Step 4. Click "Dataviews library"
Step 5. Click "Activities Details"
Step 6. Click the Hyperfind Menu
Step 7. Click the "Search" field and find your hyperfind
Step 8. Click the checkbox next to as many employees as you need to assign.
Step 9. Click the checkbox next to as many employees as you need to assign.
Step 10. Click the activities drop down menu
Step 11. Click "Assign to Activities" to add or "Unassign from Activities" to remove
Step 12. Click "Add activity"
Step 13. 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 14. Search the list and check the boxes next to all the activities you wish to assign.
Step 15. Click "Apply"
If you added an activity you did not intend to select and need it removed:
Step 1. Find the activity you would like to remove and click the "trash can" icon *Can do this for multiple activities
Step 2. Once all unwanted activities have been removed, Click "Add activity" to add a new activity
Step 3. Click "Submit" once the wanted activities have been added to finish
Make certain the save was completed by checking if the save button in the top right hand corner is grayed out. If still Blue, click the save button to Save your changes.
Step 16. Click "Save"
To confirm these changes
Step 1. Click "Activities Details"
Step 2. Click "Group Edit Results"
Step 3. Review success/failure counts.
To Delete an Activity Assignment in UKG
Step 1. Click "Activities".
Step 2. Click "Unassign from activities"
Step 3. Click "Add activity"
Step 4. Click the "Search" field.
Step 5. Click "Search"
Step 6. Choose the activity/activities you wish to un assign from the selected user/users
Step 7. Click "Apply"
Step 8. Click "Submit"
To Delete all activity assignments for an employee
Step 1. Click the "Unassign from all activities" field.
Step 2. Click "Submit"
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