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Welcome!
051f Introduction to UltiPro
Presenter: L’Tanya ‘Tanya” Shields-Turner, CPP
To play the recording for this
presentation, click here.
 DOWNLOAD CLASS FILES
• Download class handouts by selecting File > Transfer
• Select the file from the File Transfer window and then select
Download
• Enter the site where you want to save the file and select
Save

2
 USE Q&A
• Q&A feature enables you to ask questions and view
answers if feature is activated
• Select from Ask drop-down list to send a question or
message to all or specific individuals and then select Send

3
 USE POLLING OPTION
Polling enables you to participate in Knowledge Checks and
poll questions

4
 OBJECTIVES
• Log in to UltiPro with the appropriate credentials.
• Navigate within UltiPro to obtain requested information.
• Describe the function of roles security, business rules, and
dates in UltiPro.
• Create a standard report.
• Create a report template.
• Transfer a completed report to another person.

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 • Complete the UltiPro
login process
• Explore role-based
security
• Access employee
records as a
manager and an AGENDA
employee
administrator
• Review function of
role security,
business rules, and Ultimate Software, in its sole discretion, may video and/or record this conference or portions of it, including but not limited to, the
Question and Answer sessions and play said videos and recordings at various times in the future. Any individuals attending or
participating in this conference acknowledges this, and consents to the use in the future by Ultimate Software, at its sole discretion, of

dates
the video or recording of his or her attendance or participation and waives any rights or interest in any such future use.

This presentation and content are for Ultimate Software use only. No part of this presentation or content may be reproduced in any
form or by any means or stored in a database or retrieval system without the prior written authorization of The Ultimate Software
Group, Inc. Information in this presentation and content are subject to change without notice. The presentation and content are
confidential information of The Ultimate Software Group, Inc. and may not be disseminated to any third party. Nothing herein
constitutes legal advice, tax advice or any other advice.

© 2016 The Ultimate Software Group, Inc. UltiPro® is a registered trademark of The Ultimate Software Group, Inc.
All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders.

Liability/Disclaimer
The Ultimate Software Group, Inc. makes no representation or warranties with respect to the accuracy or completeness of the
presentation or content and specifically disclaims any responsibility or representation for other vendor’s software. The terms and
conditions of the license, Intersourcing, SaaS, or other agreement regarding the software or services provided by Ultimate Software,
which is the subject of the documentation contained herein, govern this presentation or content. All company, organization, person,
and event references are fictional. Any resemblance to actual companies, organizations, persons, and events is entirely coincidental.
6 Nothing herein should be considered legal or tax advice. All legal or tax questions or concerns should be directed to your legal
counsel or tax consultant.
 • Review capabilities
UltiPro standard
reports and Business
Intelligence reports
• Generate a
standard report
• Save standard AGENDA
report options to a
template
• Transfer a
completed report to
another person Ultimate Software, in its sole discretion, may video and/or record this conference or portions of it, including but not limited to, the
Question and Answer sessions and play said videos and recordings at various times in the future. Any individuals attending or
participating in this conference acknowledges this, and consents to the use in the future by Ultimate Software, at its sole discretion, of
the video or recording of his or her attendance or participation and waives any rights or interest in any such future use.

This presentation and content are for Ultimate Software use only. No part of this presentation or content may be reproduced in any
form or by any means or stored in a database or retrieval system without the prior written authorization of The Ultimate Software
Group, Inc. Information in this presentation and content are subject to change without notice. The presentation and content are
confidential information of The Ultimate Software Group, Inc. and may not be disseminated to any third party. Nothing herein
constitutes legal advice, tax advice or any other advice.

© 2016 The Ultimate Software Group, Inc. UltiPro® is a registered trademark of The Ultimate Software Group, Inc.
All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders.

Liability/Disclaimer
The Ultimate Software Group, Inc. makes no representation or warranties with respect to the accuracy or completeness of the
presentation or content and specifically disclaims any responsibility or representation for other vendor’s software. The terms and
conditions of the license, Intersourcing, SaaS, or other agreement regarding the software or services provided by Ultimate Software,
which is the subject of the documentation contained herein, govern this presentation or content. All company, organization, person,
and event references are fictional. Any resemblance to actual companies, organizations, persons, and events is entirely coincidental.
7 Nothing herein should be considered legal or tax advice. All legal or tax questions or concerns should be directed to your legal
counsel or tax consultant.
 ULTIPRO LOGIN

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 LOG IN TO ULTIPRO
• UltiPro link established in your browser favorites
• Desktop icon can be created for easy access
• Forgot Your Password link allows users to reset their own
password First level

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 CHALLENGE QUESTION
• Upon your first login with a user name and default
password, a user needs to:
• Change the password
• Set challenge questions and answers
• Answers are case-sensitive

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 MULTI-FACTOR AUTHENTICATION
When enabled, multi-factor authentication displays first.

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 ULTIPRO HOME PAGE
• Individuals select preferred view
• Smart Dashboard or Classic Dashboard
• Gadgets, color schemes, and logos can be configured to
meet organization’s needs

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 ULTIPRO HOME PAGE
• All begin on the UltiPro home page
• At first login, Welcome message displays

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 ROLE-BASED SECURITY

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 ROLE-BASED SECURITY
Roles define the
“what”

• What do I want this

user to see?

• What do I want this

user to do?

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 ROLE-BASED MENU NAVIGATION
• Key roles - employee, manager and administrator
• Menu combines all roles assigned to individual

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 WEB ACCESS RIGHTS BY ROLE
• Your system administrator determines Web access rights
available for each role
• A green check mark indicates fully enabled permissions
• A yellow dot indicates partially enabled permissions
• An empty icon indicates disabled permissions

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 WEB ACCESS RIGHTS BY ROLE

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 THINGS I CAN DO, QUICK TOURS, HELP
• Security controls what tasks are available in the Things I
Can Do section
• Security controls the Quick Tours that you can access
• On-line Help is available on each page

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 FAVORITES MENU

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 KNOWLEDGE CHECK
Use the Polling section in WebEx to make your selections.

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 KNOWLEDGE CHECK REVIEW
• Which statements are true? Select all that apply.
• Employees are able to edit all of their own personal information.
• All users in your organization log in to the home page.
• The menu items available on your home page differ based on your
UltiPro role.
• Security questions must be answered every time you log in to UltiPro.

• Which of the following are available on most UltiPro

pages?
• On-line help
• Quick Tours
• Things I Can Do links
• UltiPro Newswires

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 ULTIPRO ROLES

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 ULTIPRO FOR EMPLOYEES
• What if you are an employee?
• View your information on the Myself menu

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 EMPLOYEE ROLE
• The Employee role enables you to:
• Track your requests
• View, edit, and/or add information for yourself
• Find information about your company and benefits offered

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 INBOX MENU
• Track requests
• Inbox
• Out of Office

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 MYSELF MENU
• Access menu to view, edit, and/or add information about
yourself
• View submenus, which include pages of information

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 WHAT EMPLOYEES CAN VIEW
• What employees can view and what tasks employees can
complete is determined by the Employee role
configuration
• There are some fields that employees are not permitted to
edit (e.g., National ID)

Note: Your company culture determines the capabilities for the Employee role.

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 DEMONSTRATION
Set Display Preferences
Manage Favorite Settings
View Your Own Employee
Information

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 KNOWLEDGE CHECK
Use the Polling section in WebEx to make your selections.

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 KNOWLEDGE CHECK REVIEW
• Which of the following sections might be available from the
Myself menu item? Select all that apply.
• Your personal information
• Links to your past pay statements
• Benefits for all employees in your department
• Electronic forms uploaded by your company

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 ULTIPRO FOR MANAGERS
My Team Menu

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 INBOX MENU
• Track requests
• Inbox
• Out of Office

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 MY TEAM MENU
• Using the My Team menu, you can complete the following:
• Record work events such as new hires, salary changes, and job
changes
• View and change employee personal data, contacts, and company
property
• View and update employee leave status
• Track performance and salary reviews
• Analyze and update compensation data
• Manage staff payroll taxes, earnings, deductions, and benefits
• Manage paid time off accruals
• Track OSHA, COBRA, EEO, Form I-9, and FMLA information
• Manage staff development, including careers, education, training,
and licenses
• Generate and print standard reports

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 WHAT MANAGERS CAN VIEW
• What managers can view is determined by the
configuration of their UltiPro role
• Your company culture determines the capabilities of the manager
role
• Managers can be assigned to more than one role, which
provides different levels of access

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 DEMONSTRATION
• View Employee Records as
a Manager
• View Salary Plan Information
• Access Talent Management
Tools

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 MANAGE EMPLOYEE DEVELOPMENT

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 KNOWLEDGE CHECK
Use the Polling section in WebEx to make your selections.

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 KNOWLEDGE CHECK REVIEW
• Which menu item allows managers to view employee
information?
• My Team
• Myself
• Requests
• My Company
• Assuming the manager role is configured to grant access,
which of the following can a manager view?
• Compensation and job history for qualified direct reports
• Orientation, background checks, and security
• Employee roles and passwords
• Information about other managers
• The My Team > My Employees page displays _____.
• All employees in all companies in the organization
• All employees the manager is qualified to view
• All employees in the same company as the manager

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 UltiPro for Administrators
Administration Menu

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 EMPLOYEE ADMINISTRATOR
• Employee Administrators can only view employees they
are qualified to view
• Navigation and information is similar to the Manager role
• What the Employee Administrator can do and see is
determined by the role configuration
• Sensitive information (for example, Social Security Number,
Tax Setup, Form W-2, Investments) can be viewed by the
Employee Administrator only

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 ADMINISTRATOR VIEW DIFFERS
• Manager view of an
employee’s contacts

• Employee Administrator
view of an employee’s
contacts

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 DEMONSTRATION
• Access the Employee
Records as an Administrator
• View Employee Information
• Manage Employee Data
from the Administration Menu
• Manage UltiPro Configuration
from the System
Configuration Menu

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 KNOWLEDGE CHECK
Use the Polling section in WebEx to make your selections.

44
 KNOWLEDGE CHECK REVIEW
• Which menu item does the employee administrator access
to view qualified employee information?
• My Team
• Administration
• Requests
• My Company

• True or False: The information an employee administrator is

able to view is identical to the employee information that
the manager is able to view.

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 PERSONALIZATION BY SYSTEM
ADMINISTRATORS
• Label Configuration
• Administrators can rename the descriptor label for certain fields so
the terminology and/or translations unique to your organization
display
• Configurable Pages
• Administrators can add new, custom fields to the bottom of several
existing UltiPro pages
• Fully Configurable Pages
• Administrators can change the layout of a page, create new fields,
re-name fields, or hide existing fields, and modify the rules that drive
field behavior

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 KEY CONCEPTS
• After logging in to UltiPro, your organization’s home page
appears. Your company name, logo, and specific
information also appear.
• You can navigate to different areas of your organization’s
UltiPro page based on your assigned UltiPro role.
• Your UltiPro role is assigned certain security settings and
permissions that allow you to see and do certain things (for
example, Things I Can Do and Quick Tours).
• UltiPro security settings determine what a user can see and
do. The most basic level of access is provided by the
Employee role.
• Users can be assigned to more than one UltiPro role.
• All users assigned the Employee role are permitted to view
information about themselves via the Myself menu.

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 KEY CONCEPTS
• The Employee role allows you to track your requests, view
and edit information about yourself, and find information
about your company and benefits.
• Employees have access to the Myself menu item.
• The Manager role provides you with access to all content
required to manage your employees. Managers have
access to their employees through the My Team menu
item.
• The Employee Administrator role provides you with the tools
required to administer your employees. Employee
Administrators have access to employee data through the
Employee Admin menu item.
• System Administrators can configure fields and pages
customized to your organizational needs.

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 How UltiPro Works

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 UltiPro Solution

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 Role Security

Business Rules

Date Relationships

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 ROLE SECURITY

Insert Screenshot Here

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 BUSINESS RULES

• Represent your company

operating parameters
• Simple business rules
• Define terms
• Complex business rules
• Used in transaction processing and
require more information
• System-delivered
• Cannot be modified

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 BUSINESS RULES

Recruiting

Compliance Onboarding

Reporting
Business Salary

Rules
Planning

Benefits Performance
Administration Management

Succession
Management

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 SHARED BUSINESS RULE

Job Posting/
Opportunity

Development Employee
Plan Record

Skills
Compensation
Talent Card
Card

Job

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 SHARED BUSINESS RULES

• Business rules shared across

functions within UltiPro
• Organization levels
• Pay groups
• Deduction/Benefit plans
• Locations
• Jobs
• Earnings

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 RELATIONSHIP AMONG DATES

• Hire Date
• Termination Date
• Benefits Seniority Date
• Pay Date
• Effective Date
• Next Review Date

Dates can be entered

manually or calculated
based on defined
business rules.

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 RELATIONSHIP AMONG DATES

Effective
Date

System Future
Date Date

Payroll Changes are applied

Processing based on payroll
Calendar schedules
• Pay period start and
end date
• Pay date

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 CONSIDERATIONS

Area Considerations
HR, Benefits & • How is our organization structured?
Payroll • What is unique to our current payroll process?
• How do we define pay and benefit groups?
• What is our reporting need – vertical,
horizontal, or both?
• Do benefit offerings differ across our
employee base?

Talent • How do we measure individual performance?

Management • What is the frequency of performance
reviews? What about feedback?
• Are development plans part of the review
cycle, or voluntary?

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 CONSIDERATIONS

Area Considerations
Compensation • How complex are our compensation plans?
Management • Do we perform salary reviews on a common
date or on anniversary?
• What is our approval process for salary
recommendations?

Time & Labor • How much of our employee population uses a

Management time keeping system?
• What are our challenges in capturing time
worked?

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 KEY CONCEPTS
• Business rules represent your company’s operating
parameters and are shared across UltiPro.
• A date is associated with every type of transaction and
can be entered manually or calculated based on defined
business rules.
• Changes may not be applied immediately. UltiPro looks at
the date associated with the transaction in relation to the
payroll processing schedule.
• Work with payroll administrators to understand the payroll
impact of the transactions for which you are responsible.

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 Break

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 ULTIPRO STANDARD
REPORTING

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 REPORTING OPTIONS
• UltiPro Standard Reports

• Business Intelligence Reports

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 STANDARD VS. BUSINESS INTELLIGENCE

Business Intelligence
Feature Standard Reports
Reports
Run delivered reports Yes Yes

View output in Excel and PDF Yes Yes

Secure reports by role Yes Yes

Modify delivered reports No Yes

Create new reports No Yes

Create dashboards No Yes

Create alerts No Yes

Important! Key differentiator between UltiPro Standard Reports and

Business Intelligence reporting: UltiPro Standard Reports cannot be used
to create new reports.

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REPORTING: BUSINESS INTELLIGENCE REPORTS
• Create new reports, dashboards, and alerts
• Report on any of your organization’s UltiPro data
• Report author is in full control of the presentation of data

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REPORTING: BUSINESS INTELLIGENCE REPORTS
• Ad-hoc reporting tool allows you to customize reports
• Delivered reports (hundreds available) can be modified to
meet your needs

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 REPORTING: STANDARD REPORTS
• Ready to use, simple option for reporting on common
information with quick results
• Hundreds of reports are available

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 REPORTING: STANDARD REPORTS
• Reporting work event walks you through the steps
• Select information included in each report (filtering)
• Determine formatting (sorting and grouping)
• Access to reports is based on UltiPro role and security rights
• Employees populate on reports based on your qualifiers

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 REPORT CATEGORIES
• Benefits • Payroll History
• Billing • Payroll Quarterly
• Business Rules • Payroll Setup
• Compensation • Payroll Year-End
Management • Position Management
• Employee Management • Security
• HR Compliance • Tax Filing
• OSHA/Workers’ • Tax Quarter End
Compensation
• Tax Reconciliation
• Payroll Current
• Tax Setup

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 KNOWLEDGE CHECK
Use the Polling section in WebEx to make your selections.

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 KNOWLEDGE CHECK REVIEW
• True or False: You can change the report content (how the
information is grouped/sorted) when you run standard
reports.

• Which statements about UltiPro Standard Reports are true?

Select all that apply.
• Hundreds of pre-configured reports are available.
• The columns in UltiPro standard reports can be easily modified.
• The Reporting work event steps you through the process of running a
report.
• UltiPro standard reports allow filtering of data, grouping, and sorting.

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 DEMONSTRATION
• Generate UltiPro Standard
Reports
• View a Completed Report
• Transfer Report Files
• View Saved Report Template

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 KNOWLEDGE CHECK
Use the Polling section in WebEx to make your selections.

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 KNOWLEDGE CHECK REVIEW
• You can search for reports by which of the following?
Select all that apply.
• Report Name
• Report Category
• Country
• Department

• The delivered reports and report categories you are able

to view are based on your _____.
• Job Title
• Department
• Supervisor’s Access Rights
• UltiPro Role

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 KEY CONCEPTS
• Two reporting options are available:
• UltiPro standard reports
• Business Intelligence reports
• UltiPro standard reports work event walks you through the
steps of building a report:
• Open a pre-configured report (hundreds available).
• Select the employees to be included (filter).
• Organize the information (sort and group).
• Run the report; save it for later use.
• Standard reports are available through the Reporting
menu option on the UltiPro home page.
• Available standard reports are based on your UltiPro role.

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 KEY CONCEPTS
• Several Standard Reports categories are available
depending on your security access.
• You can easily create a report template to save your
settings for future use.
• Reports display on the Completed page until they expire or
are deleted.
• Completed reports are available for only you to view, but
can be transferred or e-mailed to others

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 LEARNING
CENTER

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 LEARNING CENTER

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 LEARNING CENTER
• Combines all learning material in one place with easy,
consistent, persistent navigation
• Includes access via the Learning Center tab in the
Customer Success Portal
• Provides integrated search for Knowledgebase and
Learning Center
• Provides site feedback option
• Organizes content by UltiPro feature
• Includes areas for Release Notes, Live Events, Ultimate
Experience, and the Browser Compatibility Guide
• Includes direct access to the Training System

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 QUESTIONS?

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 ADDITIONAL RESOURCES
• Quick Tours and Videos
• Navigating UltiPro
• UltiPro Navigation Overview ( 8m)
• Search with Filters ( 3m)
• Modify Search Results ( 3m)
• Myself section
• Personal Section Overview ( 6m)
• Enter Contacts ( 3m)
• Benefits Section Overview ( 4m)
• Jobs Section Overview ( 4m)
• Pay Section Overview ( 7m)
• Standard Reports Overview ( 3m)

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 REVIEW

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 KNOWLEDGE CHECK

• Accessing a Knowledge Check

• Log in to the Training System
• Request the number and name of the course for the Knowledge Check
• Launch the Knowledge Check from the My Transcript area of the home
page
• Passing a Knowledge Check
• Indicates you have subject mastery
• Indicates you have subject knowledge required for future training and
UltiPro use

Note: The Knowledge Check for this course is optional.

84
 REWARD POINTS FOR TRAINING COURSES
• Earn 25+ reward points for each course you attend
and complete
• Access Rewards from the Customer Success Portal
• Redeem points for items such as Ulti-gear, gift cards, and more

Thanks … from US to you!

85
 EVALUATION
We appreciate your feedback!

Within 48 hours, an e-mail will be sent to you requesting that you

complete the course evaluation located in your transcript in the
UltiUniversity Training System.

THANK YOU!
86
Congratulations!
You have completed the
051f Introduction to UltiPro course!
Thanks …
… for participating in today’s class!