Implementation & Configuration Support

Implementing a workforce management system is a significant undertaking. Whether you are deploying UKG for the first time, upgrading an existing system, or expanding to new locations or employee groups, our implementation support helps you plan, prepare, and execute with confidence.

Requirement Gathering

A successful implementation starts with a clear understanding of what your organisation needs. We facilitate requirement gathering workshops with key stakeholders across HR, payroll, operations, and IT to document current processes, identify pain points, and define what success looks like. Our structured approach ensures that all requirements are captured, prioritised, and documented in a format that translates directly into system configuration decisions.

We cover time and attendance rules, scheduling requirements, absence policies, holiday entitlement calculations, pay rules, reporting needs, integration points, and user access requirements. Every requirement is traced through to configuration and testing, giving you a clear line of sight from business need to system delivery.

Process Mapping

Understanding your current-state processes is essential before configuring any system. We map your existing workflows — from shift creation and time capture through to payroll processing — identifying where the new system will introduce changes and where existing processes can be improved. Our process maps serve as a shared reference point for the project team, helping everyone understand how the system will support day-to-day operations.

Configuration Planning

Translating business requirements into system configuration requires careful planning. We work with your project team to develop a configuration plan that covers pay rules, accrual policies, schedule groups, approval workflows, notifications, and user roles. We help you make informed decisions about configuration options, explaining the implications of each choice so you understand the trade-offs involved.

Our configuration planning also covers data migration approach, integration design, testing strategy, and cutover planning — ensuring that all workstreams are aligned and dependencies are understood.

System Setup Support

During the build phase, we provide hands-on support to help configure the system according to the agreed plan. This includes setting up organisational structures, pay rules, accrual policies, schedule groups, user roles, and notifications. We also assist with data migration — mapping data from legacy systems, cleansing and validating data, and loading it into the new environment. Our support is designed to accelerate your build while ensuring quality and consistency throughout.

User Acceptance Testing

Testing is critical to a successful implementation. We help you develop test scenarios that cover your key business processes, from routine timecard submission through to complex exception handling and period-end processing. We support your testers during UAT, helping them understand what to test, how to document issues, and how to confirm that fixes have been applied correctly. Our testing support gives you confidence that the system will perform as expected when you go live.

Go-Live Preparation

The weeks leading up to go-live are often the most intense. We help you prepare with cutover planning, go-live checklists, communication templates for employees and managers, and contingency planning. We also support dry-run activities — processing a representative payroll period in the new system to validate configuration, data, and integrations before the real thing. Our structured go-live preparation reduces the risk of surprises on launch day.

Issue Tracking

During implementation and testing, issues inevitably arise. We help you establish a structured issue tracking process — logging issues, categorising them by severity, assigning ownership, and tracking through to resolution. Clear issue management keeps the project on track and ensures that nothing falls through the cracks as go-live approaches.

Post-Implementation Support

Go-live is not the end of the journey. We provide post-implementation support during the critical weeks following launch — helping with user queries, configuration tweaks, data corrections, and process stabilisation. Our support ensures that your teams have the help they need as they adjust to the new system, and that any issues are resolved quickly before they become entrenched problems. We also conduct a post-implementation review to capture lessons learned and identify opportunities for further optimisation.