Field mapping between Lever and UKG Pro Onboarding

Follow
Available for User roles Super Admins
Packages LeverTRM for Enterprise, Pro or Enterprise (legacy), or Advanced HR add-on

This article provides a breakdown of how fields are mapped between Lever and UKG Pro Onboarding (formerly known as UltiPro Onboarding) when new hire data is transferred. Readers of this article will learn about...

Before proceeding, we recommend reading our help article on how to set up and use the UKG integration. Also note that the UKG integration requires a Lever package that includes requisition management (applicable packages are listed at the top of this article).

Opportunity profile field mapping

Here is a breakdown of how fields are passed from the opportunity profile in Lever to the new hire record in the UKG Pro Onboarding module:

Lever Field UKG Field Notes
Name First Name Full name is split by a space, and then the first value is returned and captured.
Name Last Name Full name is split by a space, and then the last value is returned and captured.
Email Email If more than one email is listed in Lever, the top-listed email will be passed.
Phone Primary Phone Mobile phone number is extracted first. If no mobile phone number is present, the top-listed phone number is passed.
Phone Secondary Phone Home phone number is extracted first. If no home phone number is present, the phone number following the mobile or top-listed listed phone number is passed. The Primary Phone value will not be duplicated.
Required value

In the image below, you can see where these fields are located on the opportunity profile in Lever.

Close up of opportunity profile with first name, last name, email address, and phone number circled.

Requisition field mapping

The UKG integration allows you to create the following custom requisition fields in your Lever environment:

  • UltiPro Onboarding Owner
  • UltiPro Component Company Code
  • UltiPro Job Code
  • UltiPro Employee Type
  • UltiPro Work Location
  • UltiPro <ORG 1 NAME>
  • UltiPro <ORG 2 NAME>
  • UltiPro <ORG 3 NAME>
  • UltiPro <ORG 4 NAME>

In the image below, you can see where the custom fields are located in your Requisition settings:

Requisitions Settings page in Lever showing custom fields list.

 

The use of "UltiPro" in the fields listed above (and throughout this article) refers to the previous name of UKG's onboarding product. Although you will still see the name "UltiPro" when using these fields in Lever, note that there has been no functional change to how these fields work with the UKG integration.

Not only will the integration generate these custom fields, it will also manage the drop-down options for each field, syncing values directly from your UKG environment on a daily basis. During integration setup, you can specify on the setup form which fields you would like to sync. For more details on the setup process, refer to our help article on setting up and using the UKG Pro Onboarding integration.

An example of drop-down options for a custom requisition field synced from UKG.

Here is a breakdown of how fields are passed from the requisition in Lever to the new hire record in the UKG Pro Onboarding module:

Lever Field UKG Field Notes
UltiPro Component Company Code Component Company Code Code is parsed from dropdown value (e.g. “Eastwood Industries - HQ(005) - HDLBX” becomes “HDLBX”)
UltiPro Job Code Job Code Code is parsed from dropdown value (e.g. “Accountant - ACCOUNT” becomes “ACCOUNT”)
UltiPro Onboarding Owner Onboarding Owner Code ID is parsed from dropdown value (e.g. “Jeanne Foster - a0d3f080-fd69-4a46-8614-86202fd70dbf” becomes “a0d3f080-fd69-4a46-8614-86202fd70dbf”)
UltiPro Employee Type Employee Type Code Code is parsed from dropdown value (e.g. “Regular - REG” becomes “REG”)
UltiPro Work Location Work Location Code Code is parsed from dropdown value (e.g. “San Francisco, CA - SANF” becomes “SANF”)
UltiPro <ORG 1 NAME> Organization 1 Code Code is parsed from dropdown value (e.g. “Software - SOFT” becomes “SOFT”)
UltiPro <ORG 2 NAME> Organization 2 Code

Code is parsed from dropdown value (e.g. “Corporate - CORP” becomes “CORP”)

UltiPro <ORG 3 NAME> Organization 3 Code Code is parsed from dropdown value (e.g. “West - WE” becomes “WE”)
UltiPro <ORG 4 NAME> Organization 4 Code Code is parsed from dropdown value (e.g. “Isaacs, Victor - 02008” becomes “02008”)
Work Type isFullTime TRUE if solution locates “full time” or “full-time” in the Work Type value (case sensitivity is ignored)
Required value

In the image below, you can see where the fields are located on the requisition in Lever:

Close up of a requistion with custom fields populated.

Profile form field mapping

Once the integration has been setup, a new profile form template titled "UltiPro Onboarding New Hire Form" will be added to your Lever instance. This is an optional form that recruiters can fill out to provide more detailed name and address information about a candidate (beyond what is captured on the opportunity profile).

Here is a breakdown of how fields are passed from the profile form (if it has been filled out) in Lever to the new hire record in the UKG Pro Onboarding module:

Lever Field UKG Field Notes
First Name First Name If the profile form has not been filled out, the first name on the opportunity profile will be passed.
Preferred Name Preferred Name  
Middle Name Middle Name  
Last Name Last Name If the profile form has not been filled out, the last name on the opportunity profile will be passed.
Prefix Code Prefix Code  
Suffix Code Suffix Code  
Address Line 1 Address Line 1  
Address Line 2 Address Line 2

 

City City  
State State  
Zip Zip  
Country Country  
Personal Message Personal Message  
Required value

In the image below, you can see where the fields are located on the profile form in Lever:

A filled out UltiPro Profile Form in Lever.

Offer form field mapping

Here is a breakdown of how fields are passed from the offer form in Lever to the new hire record in the UKG Pro Onboarding module:

Lever Field UKG Field Notes
Offered compensation amount Pay Rate  
Type of earnings Per Rate  
Type of earnings Is Salaried TRUE if Type of earnings is “Year (Salary)” or “Month (Salary)”
Anticipated Start Date Start Date  
Anticipated Start Date Hire Date  
     

In the image below, you can see where the fields are located on the offer form in Lever:

Close up of offer form fields in Lever.

Custom field mapping

If you capture new hire information in your Lever environment outside of the areas listed above and you would like that information passed to your UKG Pro Onboarding module, be sure to mention it on the setup form when setting up the integration. The Lever team can investigate the potential to adjust the mapping configuration to accommodate those fields. Note that UKG limits the ability to populate standard fields for an onboarding record and information cannot be passed from Lever to custom fields in UKG. 

Was this article helpful?
0 out of 0 found this helpful