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Competitive Intelligence Analysis

Analysis of UKG

November 2023

CONFIDENTIAL – NOT FOR DISTRIBUTION

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UKG
UKG
Summary and Overview
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 Founded in 2020; HQ in Weston, Florida, and Lowell, Massachusetts.

o 50,000 customers worldwide
o Revenue for fiscal 2023 was $3.656 billion. This was a 15% increase from the previous
year

Revenue Employees Customers

$3.656 15,000 50,000

“UKG is in it with us for the long haul. Healthcare is a rapidly changing industry, and we must be prepared to meet those changes and challenges head-on. UKG is
partnering with us to transform our workforce and continue on our evolution track, so we are always in the best position to serve our patients.”
MICKEY DEANGELO
Director of HR workforce technology
UKG 4

Summary and Overview

 UKG is a leading provider of workforce management
solutions, helping organizations of all sizes improve
workforce productivity and employee satisfaction. UKG's
solutions include time and attendance, scheduling, human
resources, talent management, and payroll.
 According to the UKG website, the company plans to
increase its revenue to $5 billion and cash operating
earnings to $1.5 billion by FY 2025:
 Continued innovation: UKG must continue to innovate
and develop new products and services that meet the
needs of its customers.
 Expansion into new markets: UKG can expand its revenue
by expanding into new markets, both domestically and
internationally.
 Acquisitions: UKG can also acquire other companies in the
workforce management industry to increase its market
share and revenue.
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UKG
Overview of UKG Offerings
 Two (2) Products:

UKG Pro UKG Ready

 From HR to payroll and workforce management, • UKG Ready provides the features you
our solution features go beyond work to elevate the need for powerful HR, talent, payroll, and
moments that matter and help you become a great time functionality — to help you meet
place to work. compliance needs and increase
efficiencies for your people.
 HR Service Delivery
 Human Resources  Talent
 Talent  HR
 Compliance  Time & Attendance
 Communication & collaboration  Compliance
 Payroll  Scheduling
 Scheduling  Analytics
 Time & Attendance  Ready Boost
 Great Place to work HUB  Plat Form & Security
 Scheduling
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UKG
HUMAN RESOURCES
 HR Features
o Drive people-centered business strategies with HR
technology that sees the whole person, beyond just
work.
o Connect to the life-work journey
o Adapt & Improve
o Craft Powerful People Experiences

 Employee self-service
 Time and attendance tracking
 Scheduling
 Performance management
 Compensation and benefits management
 Reporting and analytics
 Compliance
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UKG
HUMAN RESOURCES
 Streamline complex people processes in one place
o Get instant, anytime access to the insights and tools needed to elevate your people's journey through work
and life — all on a streamlined platform.
 Centralized People Data
 Intuitive Dashboard
 Anytime, Anywhere Access
 Timely Compliance Updates
 Organizational Visibility
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UKG
Centralized People Data
 Key Benefits for HR Professionals
 Instant, anytime access to the insight and tools needed
to proactively manage your people.
 Easily communicate important company information
to all employees.
 Eliminate duplicate data entry and reduce paperwork
and manual processes.
 Configure Pro to meet your unique business needs and
processes.
 Make strategic, data-driven decisions about your
people and your business.
 Manage data erasure and portability requests to
maintain an ethical and compliant approach to
protecting employees’ personal data.
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UKG
Intuitive Dashboard
 Today, more than ever, it’s imperative to provide
your people with solutions that are convenient and
help improve their overall work experience. UKG
Pro™ delivers HR, payroll, and talent management
capabilities in one, unified cloud solution backed by
powerful analytics. The smart dashboard within UKG
Pro offers a centralized portal that makes it easy to
access the information and tools your people need
to work more efficiently.
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UKG
Timely Compliance Updates
 Rapid Delivery of Enhancements
Using an agile architecture and development strategy that
can adjust to regulation changes quickly, Pro delivers the
technology and services necessary to make meeting
compliance requirements an efficient and stress-free
experience.
 Empowering Compliance Tools
UKG is 100% dedicated to HCM technology, which means
support for compliance issues is a top priority. Pro delivers
the right technology and reporting for complying with
changing rules and providing a great employee experience.
 Dedicated Compliance Experts
UKG’s team of experienced compliance specialists monitor
legal developments and work with our development team
on enhancements to Pro that are needed to meet
constantly changing requirements.
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UKG
HR Service Delivery
 Empower employees and spend more valuable time on
strategic HR. UKG Pro People Assist (formerly UltiPro
Employee Case Management) gives your HR team the
solutions required to understand and support people in a
meaningful way and provide the consumer level of service
employees expect today. Empower employees to find
answers to their HR-related questions through an on-
demand, user-friendly, personalized knowledge base. They
can also initiate more complex requests to HR, and have
the request automatically routed to the right person or
group to help resolve it.
 Employee Self Service
 Document Manager
 Automated Workflow
 Global Compliance
 Insight Driven HR

“Document Manager is the easiest HR solution I've launched. The UKG launch team needs about a week to configure the environment for a new customer. From
there, it's easy to set up and easy to use. Minimal training was required on my part for my team to be successful with the solution”. JEFF CUNNINGHAM Director of
Information Systems | UHY Advisors
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UKG
Employee Self Service
Key Benefits
 For HR Professionals  For Employees
 Centrally manage and automate manual tasks  Give employees access to HR information via a
and tasks that span multiple HR systems and
stakeholders user-friendly, contextualized knowledge portal,
accessible via any device
 Update articles, forms, and processes when  Ensure the only content employees access is
regulations or company policies change
relevant to them, based on employee attributes in
 Automate request escalations and notifications UKG Pro
based on employee attributes and workflows,
without IT skills  Provide the ability to submit a more complex
request to HR or to fill out a form to kick off an HR
 Assign employee requests to the appropriate HR process, such as tuition reimbursement
team based on employee attributes and request
category  Notify employees when they have a new task and
guide them through processes with an intuitive
 Create forms in seconds that streamline
user interface
employee and manager requests, populate data
onto PDFs, or trigger a new process  Provide transparency into request or process
status via email notifications and through the Pro
 Ensure security with role-based access to cases
and audit trails for case history People Assist Knowledge Base
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UKG
Document Manager
 Automate Document Processes
 Digitally create, access, and send documents with
ease–no more download, print, mail
 Automatically generate simple or complex documents
that require logic-based templates
 Easily send documents for electronic signature and
store completed documents in the employee file
 Send employee documents, like payslips or other
critical files, to an employee electronic vault
 Gain deeper insight into KPIs like time to complete a
contract, number of documents expiring in a
timeframe, or total number of archived documents by
user, type, location, and more

 Proactively Address Compliance

 Ensure employees and HR teams are only able to see documents which they have viewing permissions for, based on document type
or user role
 Easily view missing documents or documents that are about to expire so HR can request employee files and stay ahead of an audit
 Maintain an audit trail that tracks actions performed on a document, such as sharing, downloading, and deleting
 Securely share documents with a third party, such as your legal team, compliance officers, or a third-party auditor
 Define retention schedules for each document type, managing global compliance with laws and regulations
 Actively manage the entire document lifecycle for employee files–from creation to disposition without involving IT resources
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UKG
Automated Workflow
 Effectively Support Work-Life
Events
Events With UKG HR Service Delivery Digital
Process Manager, HR can create workflows and
forms to address various work-life events, and
quickly change them as needed.
 Build global and local digital processes, no
coding required
 Remotely manage processes with centralized
task lists and automated notifications
 Gain greater visibility into processes
 Quickly adapt workflows to support any
changes
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UKG
Payroll
It’s more than just a paycheck. Gain the confidence,
flexibility, and control to run payroll in a way that meets
the needs of your people and your organization.
 Robust Payroll Processing
 Deeper Pay insights
 Empowered Compliance
 Real-time Analytics
 Financial Wellbeing
 Expert Tax Filing Support

"Because Pro simplified our payroll, we can focus on providing quality service to our company and to our employees rather than dedicating our efforts to
managing the payroll service bureau."

TAMMY JOHANNES
Payroll Manager ǀ Delta Sonic Car Wash Systems
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UKG
Compensation Management
 Compensation planning: UKG's compensation planning tools help managers create and manage compensation budgets, set pay ranges,
and benchmark salaries against market data.
 Bonus management: UKG's bonus management tools help managers create and manage bonus plans, calculate bonuses, and make
payouts.
 Benefits administration: UKG's benefits administration tools help managers manage employee enrollment in benefits plans, track
benefits costs, and generate compliance reports.
 UKG's compensation and benefits management solution is integrated with its other HR solutions, such as time and attendance,
scheduling, and performance management. This integration helps to streamline HR processes and ensure that employee data is
accurate and up-to-date.
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UKG
Recruitment and onboarding
 Institutive Preboarding Portal
 Design and serve up packages with
targeted resources for different roles
 Connect new employees with mentors,
managers, and teammates
 Introduce your culture through videos,
links, and key documents
 Deliver logistical information and forms
ahead of day one

 Adaptable Onboarding Checklist

 Create multiple onboarding tracks relevant  Manager and Mentor Visibility
to different positions
 Enable employees to easily link to
 Real-time visibility into checklist completion
resources, videos, training, forms, and more
 Alerts and notifications around new hire milestones
from one location and mark tasks complete
 Regular communication with new hires around progress and
as they go
 Automatically notify employees and expectations
 Quick assignment of actions
managers as different onboarding stages
are completed
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UKG
Employee Engagement
 Three key elements to an effective employee
engagement strategy
 Onboarding
 Flexibility and autonomy
 Communication

 DHL uses UKG's employee engagement solution to collect and

analyze feedback from its 350,000 employees worldwide.
 A global manufacturing company used UKG's employee
engagement solution to identify and address the top concerns
of its employees. As a result, the company was able to reduce
employee turnover by 15%.
 A retail company used UKG's employee engagement solution to
develop a new employee onboarding program. As a result, the
company was able to increase employee satisfaction by 10%.
 A healthcare company used UKG's employee engagement
solution to develop a new wellness program. As a result, the
company was able to reduce employee absenteeism by 5%.

“Taking steps to boost employee engagement is not just good for retaining talent; it’s also good for business”
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UKG
Learning Management System
 Shift From Training Employees To
Developing Talent
 Provide development tools and learning content at
any time online or via the mobile app
 Release learning content in easily consumable
segments and assign courses and curricula in a
person’s preferred language
 Set up live, in-person training sessions and provide
a map of the location
 Facilitate knowledge sharing among team
members
 Build learning communities through which tailored
content can be delivered to certain groups
 Promote training rewards such as online badges
and certifications
 Learn how UKG Learning helps your organization:
 Connect compliance, training, and development efforts in one place
 Engage employees with built-in collaboration tools
 Gain real-time insights into where employees stand with their
development
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Ceridian
Dayforce Payroll
 Dayforce Premium
(formerly Ascender Premium)
o Self-service: payroll & banking details
o Withholdings: ability to configure individual and
bulk adjustments or compliance processing
o Compliance: full compliance with Single Touch
Payroll, ABA bank files and STP Phase 2 reporting
needs
o Audit: real-time automated audit reports
o ATO integration: direct reporting to the Australian
Tax Office in accordance with STP requirements
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UKG
Performance Management
 UKG is a leading provider of solutions for cloud-based human
capital management, including modules for payroll, talent
management, workforce management, human resources,
performance management, and more.
 UKG Performance Management is a comprehensive solution that
helps companies track, measure, and improve employee
performance across teams and departments.
 With its user-friendly interface and intelligent management
features, the platform allows users to track time, provide
feedback, create goals, and manage performance reviews,
ultimately improving company culture and employee experiences
across the board.

 Features of UKG Performance Management

 Goal and Objective Setting
 Recognition and Feedback
 Reporting and Analytics
 Competency Assessment and Development
 Talent Management and Succession Planning
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UKG
Anytime, Anywhere Access
 The UKG mobile app, available in the Apple and Android
app stores, delivers instant access to relevant employee
information and tools via a simple and intuitive design.
Providing convenient experiences for managers and
employees alike, the mobile app helps people stay
productive at work, in the field, and on the
 Single app includes:
 Checking employee information
 Reviewing benefits and pay
 Clocking in and out
 Confirming schedules for upcoming shifts
 Managing time off requests or shifts with
teammates
 Approving timecard for payroll
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UKG Voice of the Customer

 Voice of the Customer
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Customer Perceptions – Strengths [1 of 2]

UKG Strengths Description

“I love the system. What I get out of UKG Pro Workforce Management is everything I was looking for, and our entire
executive team for the first time has access to real-time information.” JULIA PRONITCHEVA, VP Human Resources, John B. Sanfilippo &
Sons
Real-time executive
access “We take great pride in our brand and believe that if you’re looking to grow, you need to have the technology and a
partner that can evolve with you. UKG is that partner for us and has helped us keep our people informed and engaged
which has fueled our business growth.”, HOA LUONG, Chief Operating Officer at Boba Tea Company

“ The level of service we received then, and continue to receive now, is amazing and a big part of why I love UKG. Their
support team is very hands-on, detailed, organized, responsive, and professional. This is a company that sticks with you
A strong and and truly cares about its customers. It gives us tremendous confidence knowing UKG and the Ready suite will continue to
trusting partnership guide us and grow with us, as we bring Yoga Joint to new markets across the country.”, CHRISTINE CARR, Vice President of
Human Resources

High Capacity “I am very confident that UKG Pro can handle more than 170,000 people, and my vision is for every one of our clients to
Assurance leverage the full power of UKG technology.”JOANNE MESSINGER, Senior vice president of human resources outsourcing at InfoSync
Voice of the Customer
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Customer Perceptions – Strengths [2 of 2]

UKG Strengths Description

“We saw the return on our investment almost immediately. Processing paper onboarding forms used to take one to two
Employee Self- hours per employee. With UKG, we’ve been able to reduce that time by 40% due to employee self-service. Most
Service Success importantly, our people find Ready easy to use — a great affirmation of the solution’s appeal to our organization .”, RENECIA
LOWERY-JETER, chief people and diversity officer
Voice of the Customer
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Customer Perceptions – Weaknesses [1 fo 1]

UKG Weaknesses Description

 “Don't Believe The Sales Pitch - This Is Terrible Payroll Software”. –Payroll Manager, Gartner
Limited ability to handle “Default views never show the data I'm looking for, not easy or intuitive to create and save new default
views”.-Charles Fashana, MBA, Director of Marketing
complex payroll
scenarios

 “It was very frustrating with little to no help. Once I was actually logged in, everything was incorrect, hours
were missing, it was very difficult to use."
Missing Features, No  "You can not configure the application for candidate experience. Terrible implementation and testing and
deployment process."
Guidance  "It told you to search for a tab when there were no tabs or to click on a box and there were no boxes. There is
no PTO calendar, which means I have to figure it out myself."
 "Terrible interface, bad customer service, never could get used to the software functionality."

“Some systems require lengthy builds and troubleshooting to integrate with. There is room for improvement in
Lengthy Integration how healthcare EMR systems and time management are integrated. There may be a delay in page refresh rates
as a result of increased personalization of employee landing pages ”. – Katrina V., Human Resources Generalist

“Payment Services is the only area where UKG Pro can improve. Especially in the timeliness of tax code set up,
Payment Services agency notice research and resolution, and amendment processing”. –Victoria J., Manager, Payroll & Benefits,
Information Technology and Services
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Summary of Strengths and Weaknesses

UKG Strengths UKG Weaknesses
 Real-Time Information Access: UKG Pro provides real-time  Lack of Support and Frustration: Users experienced frustration with little to no
information access to the entire executive team, enhancing help when facing issues.
decision-making and transparency.  Inaccurate Data and Difficulty in Use: Users encountered incorrect data,
 Technology Partnership: UKG is viewed as a long-term partner missing hours, and found the software difficult to use.
that evolves with the organization, helping to keep employees  Poor Configuration and Testing: The application's configuration for candidate
informed and engaged, contributing to business growth. experience was not possible, and there were issues with the implementation,
 Fulfillment of HR Needs: UKG Pro meets the specific needs testing, and deployment processes.
and expectations of HR professionals, providing everything  Usability Issues: Users faced usability problems, including misleading
they were looking for in a workforce management system. instructions about tabs and boxes, the absence of a PTO calendar, and the need
 Exceptional Customer Service: UKG's support team is hands- to figure things out independently.
on, detailed, organized, responsive, and professional,  Interface and Customer Service Complaints: Users mentioned a terrible
contributing to an amazing customer service experience. interface, dissatisfaction with customer service, and a struggle to adapt to the
 Strong Customer Commitment: The company is dedicated to software's functionality.
its customers, demonstrating a willingness to stick with them  Complex Integration Process: Some systems necessitate lengthy build and
and genuinely care about their success. troubleshooting processes for integration, which can be time-consuming and
 Scalability and Growth Support: UKG and the Ready suite offer challenging.
confidence in guiding and growing with the organization as it  Integration Challenges in Healthcare EMR: There is room for improvement in
expands into new markets, indicating scalability and the integration of healthcare EMR systems and time management, indicating
adaptability. potential issues in achieving seamless interoperability between these systems.