UKG Ready Checklist Walkthrough

UKG Ready Checklist Walkthrough

This document provides a comprehensive overview of the steps required to successfully complete the checklist in the UKG system. It guides the user through each section of the checklist, ensuring all necessary information is reviewed, updated, and submitted accurately.

Step 1

Upon logging into UKG, either via the link provided in the checklist email or through the standard login procedure, navigate to the Home tab. Within this tab, locate the Checklist section where you will find the "Welcome to UKG Ready Checklist". Click on "Start" to initiate the checklist.

Step 2

The checklist is divided into multiple sections. Please select "Validation of Information" to access the first section.

Step 3

Review the information in this section. Once satisfied with the review, mark it as complete.

Step 4

Proceed to the "Review/Update Your Information" section. Click on this section to review and make any necessary changes to the information displayed.

Step 5

Update any information needing updating.

Step 6

Once all information has been reviewed and adjusted, click on "Continue".

Step 7

This action will lead you to the next section, which involves reviewing the voluntary self-identification information. Please review this section thoroughly and mark it appropriately.

Step 8

After completing this section, click "Submit". A prompt will appear asking for confirmation of submission.

Step 9

Confirm your submission by clicking "Submit" once more.

Step 10

Click "OK" to proceed.

Step 11

Note that you may need to perform this action twice, depending on the system's response.

Step 12

This will direct you to the final section, "Add/Update Contacts".

Step 13

Click on this section. Please click "Show More" to read the detailed instructions on updating your contacts.

Step 14

It is mandatory to have at least one emergency contact with a phone number on file. Review any details concerning your dependents or beneficiaries. Verify the accuracy of Social Security numbers and dates of birth, as this data will be communicated to the benefits administrator. Scroll to the bottom of the section.

Step 15

To review a contact, click on their name.

Step 16

Review the contact's information. To display the Social Security number, click on the eye icon.

Step 17

Make any necessary adjustments. If changes are made, click "Save".

Step 18

If no changes are necessary, click "Cancel". To add a new contact, click the "Add" button located on the right side and complete the required fields.

Step 19

At least one emergency contact type is required.

Step 20

For this example, we will add an emergency contact.

Step 21

In this case, both a home phone and a cell phone will be added for the contact.

Step 22

Select which phone number should be designated as primary.

Step 23

Additionally, mark this contact as your primary contact in the upper right. After all necessary information is completed, click "Save".

Step 24

This action will add the contact to your list.

Step 25

Once all contacts have been reviewed, updated, and/or added, click the "Submit" button.

Step 26

This action will finalize the submission process.

Step 27

A confirmation will indicate that the checklist has been completed.

Step 28

Click "OK" and the system will confirm that your UKG Ready Checklist is fully complete once all sections are finalized. Please click "OK" to conclude the process.

Step 29

Thank you for completing the checklist process.