UKG Pro WFM Implementation Readiness Guide

Outcome

Prepare governance, data, security, configuration, testing, and adoption before implementation begins.

1. Establish decision ownership

• Name executive sponsor, product owner, payroll owner, scheduling owner, security owner, integration owner, and support owner.
• Define which decisions are enterprise standards and which can vary by location.
• Create a decision log with owner, deadline, evidence, and downstream impact.

2. Stabilize foundational data

• Approve business structure, jobs, locations, labor categories, and employee identifiers.
• Identify system of record for employee, organization, schedule, and pay-rule data.
• Profile missing, duplicate, inactive, and future-dated records before migration.

3. Design access intentionally

• Define employee, manager, scheduler, payroll, HR, leave, and administrator personas.
• Map Function, Display, People, and Data Access Profiles for each persona.
• Build test users for every standard persona and exceptional role.

4. Convert policy into testable rules

• Document rounding, grace, deductions, overtime, breaks, attendance, accruals, and leave behavior using examples.
• Resolve policy conflicts before configuration.
• Define expected totals for boundary cases.

5. Build end-to-end testing

• Test hire, transfer, termination, punch, schedule, paycode, request, approval, sign-off, correction, and reporting workflows.
• Include mobile, web, clock, and integration channels.
• Require payroll parallel validation and manager usability testing.

6. Prepare adoption and support

• Create role-based quick guides and escalation paths.
• Measure readiness by completion and demonstrated ability, not attendance alone.
• Set launch support hours, triage categories, severity levels, and defect ownership.

Go/no-go standard

Do not proceed when payroll-critical rules, security, employee population, or integration reconciliation remain unvalidated. Every open item needs a named risk owner, workaround, and closure date.