Aptly + UKG Pro

Overview

Aptly integrates with UKG Pro to ensure that your Delegation of Authority (DoA) and signatory governance model stay fully synchronized with your organization’s workforce data. The integration automatically updates authority structures and role assignments in Aptly whenever changes occur in UKG Pro — such as new hires, terminations, promotions, or reporting-line adjustments.
By bridging HR and governance data, Aptly eliminates manual reconciliation, ensuring that every authority decision is supported by accurate, real-time personnel information.

Key Capabilities

Continuous Employee Data Sync
Aptly continuously synchronizes employee records, including job titles, departments, locations, and reporting relationships, from UKG Pro. This guarantees that authority assignments in Aptly always reflect your most up-to-date HR structure.

Automated Delegation Issuance & Revocation
When HR updates occur in UKG Pro, Aptly automatically evaluates those changes and issues, reassigns, or revokes delegations based on predefined rules. Authorities follow the employee lifecycle — eliminating delays and preventing outdated access or signing rights from persisting.

Dynamic Role & Permission Alignment
Aptly leverages UKG Pro attributes to assign Aptly roles and decision-making permissions dynamically. When an employee’s manager, department, or position changes, Aptly recalibrates their authority to match the new responsibilities and approval thresholds.

Configurable Field Mappings
Default mappings cover standard UKG Pro fields, and Aptly’s configuration tool allows full customization. Organizations can tailor mappings to include custom fields, region-specific attributes, or conditional logic — supporting even the most complex global structures.

Audit & Compliance Visibility
All data synchronization events and delegation updates are fully logged within Aptly’s audit trail. Compliance teams can trace exactly when HR data changed, what authorities were modified, and by whom — ensuring audit readiness and accountability across systems.

Value to Organizations

Integrating UKG Pro with Aptly provides a unified, automated source of truth for both HR and governance data. This connection ensures that decision-making authority is always aligned with active organizational structures, improving compliance and reducing administrative burden.
The result is real-time governance automation that scales with your workforce and supports transparent, policy-driven decision control across the enterprise.

Example Use Cases

• Onboarding: Automatically grant approval or spending authorities when a new manager record is added in UKG Pro.
• Offboarding: Immediately revoke authorities and access when an employee’s status changes to inactive or terminated.
• Role Transitions: Adjust authority limits and delegations automatically when an employee transfers departments or reporting lines.
• Compliance Review: Generate a complete history of changes linking UKG Pro updates to authority adjustments for internal audit validation.