UKG Pro: Business Intelligence (BI) Alerts

Helpful Formulas for Custom Alerts

New Hire Alert for a New Hire in the Last Week:

  • [Employment Status Code] = 'A' and [Employment Type Code] <> 'TES' and [Seniority Date] between _add_days(current_date,-7) and current_date

New State Alert (to remind the employee to update taxes):

  • [Action Taken] = 'Update' and [Field Updated] = 'EepAddressState' and [Action Taken Date/Time]>= _add_days(current_date,-30)

Termination Alert (for a term in the last week):

  • [Employment Status Code]='T' and [Termination Date] between _add_days(current_date,-7) and (current_date)

Employee Approaching 60 Days Alert:

  • [Employment Status Code] = 'A' and [Seniority] between _add_days(current_date,-60) and _add_days(current_date,-50)

When a Visible Employee Note is Added:

  • [Visibility Code (Employee Observations)]='Public' and [Employment Status Code] = 'A' and [Date Created (Employee Observations)] = current_date

When an annual goal is added:

  • [Goal Type] contains 'Annual Goals'

Reminder to Approve Inbox Items:

  • [Approval Status]='Pending' (then you will send the email to [Current Approver])

New Manager Assignment Alert:

  • [Employment Status Code] <> 'T' and [Reason Code] in ('502','TRMSUP') and [Employee Name (Preferred, MI Last Suffix)] is not null and [Effective Date] between _add_days(current_date,-12) and _add_days(current_date,+7)

FLSA Change Alert:

  • [Action Taken] <> 'Insert' and [Field Updated] in ('EecSalaryOrHourly','EjhFullTimeOrPartTime') and [Action Taken Date/Time] >= _add_days(current_date,-20)

Disciplinary Action Added Alert:

  • [Discussion Date] between _add_days(current_date,-7) and current_date

Disciplinary Action Follow Up Approaching Alert:

  • [Follow Up Date] between _add_days(current_date,-5) and current_date

Active License Expiring Alert:

  • [Renewal Date] between _add_days(current_date,-60) and _add_days(current_date,30) and [Employment Status Code] = 'A'

Direct Deposit Updated Alert:

  • [Table Name] = 'Empdirdp' and [Action Taken Date/Time] between _add_days (current_date, -7) and _add_days(current_date, +1)

Anniversary Alert:

  • [Employment Status Code] <> 'T' AND (month([Seniority]) = month(current_date))

401k Secure Act Alert for LTPT:

  • [Age (Years)] >= '21' and [Seniority Years] >= '3' and [Scheduled Work Hours] <> ’80.00’ and [Employment Status Code] <> 'T'

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