Bring what happens in support conversations into the check-ins and goals your managers already run.
Get more done with Tidio and UltiPro integration
Answer employee questions in Tidio with the UltiPro record, manager and time off in view.
No credit card required
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Integration availability depends on your Tidio plan.
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Category
Human Resources
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and UltiPro
Take the routine HR load off email
Manager, department, start date and leave balance come from UltiPro into the Tidio panel, so the common questions get answered in the chat.
Provisioning that follows the hire
A new record in UltiPro can open a Tidio conversation for the IT and workplace setup, so nothing waits on a spreadsheet being read.
Point leave requests at the form
The UltiPro balance shows in chat next to a link to the request, which stops the back and forth about whether the days exist.
Keep payroll questions in payroll
Anything about pay, tax or benefit elections is answered with a link into UltiPro, where the record sits behind its own permissions.
Overview
UltiPro, now sold as UKG Pro, holds payroll, benefits and the org chart for the whole company. Internal chat gets the questions those records answer. Connect UltiPro and Tidio through Zapier, Make or the Tidio API and the employee's department, manager and time off balance can appear in the conversation, so an agent answers instead of forwarding. Pay and benefits changes stay in UltiPro, where they are approved.
Key features
- Employee record in the panel Department, manager and location come from UltiPro.
- Time off balance shown Leave questions get answered from the UltiPro figure.
- Onboarding chats prepared A new hire in UltiPro starts with their details attached.
- Payroll data left alone Pay and tax detail are read in UltiPro, not in chat.
UltiPro
Human Resources
Tags
Team Collaboration
Workflow Automation
How it works
Connect UltiPro in minutes
1
Connect UltiPro and Tidio through the Tidio API
UltiPro exposes REST and reporting APIs to customers. A service inside your network can read them and post a small set of fields onto the Tidio conversation.
2
Match on the work email or employee id
Both are stable keys. Restrict the lookup to employees who signed in, so no visitor can trigger a fetch against UltiPro.
3
Keep the field list short
Department, manager, start date and leave balance answer most chats. Everything else, especially compensation, is opened in UltiPro by the person it belongs to.
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Answer course, deadline and grade questions in chat, with the Canvas record behind the reply.
Answer shift, timesheet and leave questions in chat with the Deputy record behind them.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the UltiPro integration
Is UltiPro the same product as UKG Pro?
Yes. UltiPro was renamed UKG Pro after the Ultimate Software and Kronos merger. Older documentation and API references still say UltiPro, which is why both names turn up in integration work.
Should payroll data reach a chat tool at all?
Keep it out. Show the org and leave fields that answer questions, and link to UltiPro for anything about money. A support tool is the wrong place to mirror a payroll record.
What if the employee is not in the lookup?
Say so in the panel rather than leaving it blank. Contractors and pre start hires often have no UltiPro record yet, and an empty field looks like a broken connection.
Is the UltiPro integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the UltiPro integration.