# UKG Pro Workforce Management MCP

> UKG Pro Workforce Management connects your AI client directly to UKG Dimensions/WFM APIs. Use it to pull accurate employee schedules, check PTO and sick leave accruals, track time-off requests, or verify daily timesheet punches across any workforce.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** workforce-management, timesheets, scheduling, time-off-tracking, accruals, labor-management

## Description

The UKG Pro MCP Server hooks your agent directly into the core functions of UKG Dimensions/WFM. You can use this server to check employee eligibility for time off, pull accurate work schedules, manage PTO requests, and verify daily hours worked across any department. When you connect your AI client, you get immediate access to critical workforce data, letting your agent handle complex HR tasks without needing manual logins.

If you need to plan staffing or tell an employee what they can take off, start with the `accruals` tool. It lists exactly how many hours of paid time off—like sick leave or vacation days—an employee has banked right now. This gives your agent a concrete number; they'll know instantly if someone is eligible for a week off or if they need to wait until next quarter. For a full picture, you’ll want the `schedules` tool too. It pulls the official work schedule for one or more employees over any date range you specify. This isn't just a list of names; it shows the expected shifts and hours—the real plan for who needs to be where. You can use these two tools together: first, check their accrual balance to confirm they have enough time, then pull the schedule to see what dates those balances cover.

When an employee talks about taking time off, you'll need to validate it using `timeoff`. This tool lists every current and past time-off request made by that person. Your agent can review these records to confirm if a requested date is already approved or if they submitted the same dates twice. It’s how your client verifies dates and statuses before committing to anything. You don't just see pending requests; you get the full history of their leave status.

Finally, when it comes time for payroll review, the `timesheets` tool is what you need. This fetches records detailing an employee's daily working hours. It includes the actual clock in and clock out punches—the raw data your HR team needs to verify pay. Your agent can pull these historical timesheet records to check if all shifts were accounted for or if there are discrepancies between the expected schedule and the reported punch times.

Think about a typical day: an employee asks, “Can I take next Tuesday off?” Your AI client uses `accruals` to confirm they have enough sick time. It then checks `timeoff` to make sure they haven't already scheduled leave for that date. If the dates are clear, your agent can pull the official roster using `schedules` just to show them what their normal shift hours were on that day. After the week is done, if an issue pops up with pay, your client jumps right into `timesheets` to see those actual clock punches and compare them against everything else. These four tools give you complete visibility over a worker's status, availability, and logged work time.

Your agent doesn't just guess; it pulls verified data points: the exact remaining sick hours from accruals, the full list of shifts pulled from schedules, every submission recorded in timeoff, and the granular punch-by-punch breakdown available through timesheets. You’ll stop wasting time on manual cross-referencing because everything your team needs lives here.

## Tools

### accruals
Lists how many hours of paid time off, like sick leave or PTO, an employee has banked.

### schedules
Pulls the official work schedule for one or more employees for a given date range.

### timeoff
Lists all current and past time-off requests made by an employee.

### timesheets
Fetches the recorded daily working hours, including clock in/out punches for payroll review.

## Prompt Examples

**Prompt:** 
```
Get John Doe's work schedule for this week.
```

**Response:** 
```
John Doe is scheduled for 40 hours this week: Monday-Friday from 9 AM to 5 PM EST.
```

**Prompt:** 
```
Check the available PTO (Paid Time Off) balance for employee ID 9921.
```

**Response:** 
```
Querying UKG Dimensions accrual metrics ('get_accruals')...
Employee ID 9921 currently has exactly 112 hours (14 days) of accrued PTO available.
```

**Prompt:** 
```
List any missing timesheet punches for our front-line staff today.
```

**Response:** 
```
Executing `check_time_punches`...
Detected 2 exceptions for front-line associates today:
1. Alex M. missed clock out at 4:00 PM
2. David K. missed clock in for the 1:00 PM shift
```

## Capabilities

### Get PTO and Leave Balances
Retrieves an employee's current balance for specific types of paid leave (like sick time or vacation).

### List Employee Rosters
Pulls the official work schedule, showing shifts and expected hours for a given period.

### Check Submitted Leave Requests
Lists active or past time-off requests made by employees to verify dates and statuses.

### Query Timesheet Data
Fetches records of an employee's daily logged hours, including clock in/out times for payroll review.

## Use Cases

### Verifying Paid Time Off for a New Hire
A manager needs to know if John Doe has enough accrued PTO. Instead of manually logging into UKG and checking multiple tabs, the agent runs `accruals` with 'PTO' as the type. The system returns his current balance (e.g., 140 hours), confirming he can cover the requested time off.

### Auditing a Week's Payroll Punches
Payroll needs to check if staff clocked out correctly on Friday. The agent runs `timesheets` for the whole team, which immediately flags that Alex M. missed clocking out at 4 PM and David K. was missing their morning punches.

### Confirming Shift Coverage
The Operations Lead needs to know who is scheduled next week. They ask the agent to list `schedules` for the entire store. The system compiles a clear roster, letting them see exactly where gaps exist before posting shifts.

### Processing an Interdepartmental Transfer
An employee is moving departments and needs their PTO status verified against new rules. The agent runs `accruals` to get the current balance, then checks the policy via `timeoff` history to ensure a smooth transfer record.

## Benefits

- Stops payroll errors before they happen. By running `accruals`, you immediately see if an employee has enough PTO banked to cover the time off request, preventing pay delays.
- Saves hours reconciling shifts. Pulling `schedules` lets your agent verify rosters against department needs instantly, eliminating manual spreadsheet comparisons for shift coverage.
- Closes out timesheets faster. You can run `timesheets` to find missing punches or discrepancies immediately, telling the manager exactly who missed clocking in or out.
- Instant leave status checks. If someone asks about a day off, calling `timeoff` gives you their exact request history and current approval status without logging into three different portals.
- Better compliance records. Combining data from `accruals`, `schedules`, and `timesheets` lets your agent build a verifiable trail of hours worked vs. time paid out.

## How It Works

The bottom line is that it lets your AI client run complex HR lookups against live payroll records without needing manual database queries.

1. Your agent first identifies the required data (e.g., 'PTO balance for Jane Doe').
2. The agent invokes the specific tool—like `accruals`—and passes necessary parameters, such as the employee ID and leave type.
3. The MCP Server executes the API call to UKG Pro and returns a structured record of the current data (e.g., '120 hours remaining').

## Frequently Asked Questions

**How do I check an employee's current PTO balance using the accruals tool?**
To find a balance, use `accruals` and provide the employee ID along with the specific leave type (e.g., 'PTO'). The server returns their exact available hours immediately.

**Can I see my team's schedule for next month using schedules?**
Yes, use `schedules`. You just need to pass the department name and the desired date range. It compiles a roster view of all assigned shifts for that period.

**What is the difference between timeoff and timesheets?**
Simple: `timeoff` tracks *requests* (days you are out), while `timesheets` track your *actual work punches* (clocking in/out). You need both for a full payroll picture.

**Does the timesheet tool handle missing punch data?**
Yes. Running the `timesheets` tool can flag exceptions, telling you if an employee missed clocking in or out on a specific day, which is critical for audit trails.

**When I use the `accruals` tool, does it show future projected leave balances?**
No. The accruals tool pulls current, recorded balances from UKG Dimensions only. It cannot forecast future PTO totals or project how many days an employee will have next year.

**If I run `schedules` for a large number of employees, does the system handle bulk requests?**
Yes, it accepts lists of employee IDs. However, keep in mind that repeated calls or overly massive batches might hit API rate limits; we recommend batching your queries.

**If an employee reports a time off request via `timeoff`, how quickly is that update reflected?**
The tool retrieves the official status recorded in UKG Pro. If the record hasn't been formally approved or updated in the source system, our agent won't see it until the next sync cycle.

**Does querying `timesheets` provide enough detail to determine if a punch is missing?**
It provides the raw time entries. You can compare start and end times against expected shift lengths, but determining *why* a punch is missing requires manual cross-referencing with local records.

**What WFM data can AI manage?**
AI agents can query employee schedules, timesheet data, time-off requests/balances, accruals, and shift configurations.

**Which authentication method does UKG Pro WFM use?**
It uses an API Access Token (OAuth2 Client Credentials flow) generated by the UKG Dimensions integration endpoint. You provide the generated token or credentials to the MCP Server.