Enable the UltiPro Mobile App

UltiPro Mobile App Access

Enable the UltiPro Mobile App
System administrators can enable the UltiPro Mobile App to allow employees to access UltiPro data from their mobile phones.

Once enabled, the Mobile App Access page displays in role administration. System Administrators can then configure mobile app access
rights by role.

Navigation: Menu > System Configuration > System Settings > Mobile App

1. From the Mobile App page, select Edit.

2. At the Enable Mobile App field:

Move the slider button to ON to enable the UltiPro mobile app.
Move the slider button to OFF to disable the UltiPro mobile app.

3. At the Company Access Code field, enter a 5-15 character code that employees will use to install the mobile app. This company
access code will be unique to your organization. The company access code:
Is created by your organization. The company access code is not provided to you by Ultimate Software.
Cannot be changed once it is saved. If your company has a test environment, you can enable the mobile app for that
environment, but remember to not use the company access code you want to use in production because the code is unique and
cannot be changed. For example, if you want the “Acme” company access code for your production environment, then use
“AcmeTest” for the test environment.
Does not need to be a combination of letters and/or numbers.
Is not case-sensitive.
Should be an easy word for your employees to remember. For example, your company name.

4. At the Show Installation Instructions field, move the slider button to ON to display UltiPro Mobile app installation instructions on
the UltiPro home page. If enabled, all users will see the Company Access Code and link to installation instructions on the UltiPro
home page.

Important

While you are testing your mobile app access rights configuration, at the Show Installation Instructions field, move the slider button to OFF to
ensure that all employees do not view installation instructions and attempt to download the mobile app during testing.

5. Select Save.

Customize Mobile App Instructions

The Mobile App Sign In Instructions that display for your employees can be customized. Employees access the Mobile App Instructions
page by selecting the View Instructions link that displays on the UltiPro home page Mobile App gadget.
You can customize the Mobile App Sign In instructions (Step 3) that display for your employees using Platform Configuration labels.

Navigation: Menu > System Configuration > Platform Configuration > Labels

1. From the Labels page, at the Search field, enter the search term: username.

2. Press Enter to display the search results.

3. At the Actions column, select the Edit link that corresponds with the MobileInstructionsStep3Text Alias. The Edit Label pop-up
page displays.
 4. Enter the instructions in the fields (up to 1000 characters), as desired.

5. Select Save. The updated instructions display on the Mobile App Instructions page that employees can access from the Mobile App
gadget that displays on the UltiPro home page.

Configure UltiPro Mobile App Access Rights

Configure Mobile App access rights for employees assigned to a selected role on the Mobile App Access Rights page.

Initially, all the UltiPro areas/elements are collapsed and the associated access rights are disabled. Access rights can be assigned to an
entire area (and inherited by all elements within the area) or assigned individually to selected elements within an area. When selected
elements in an UltiPro area have different access rights than others in the same area, the corresponding rights for the high-level area are
shown to be partially enabled.

The available access rights include Add, View, Edit, Delete, and Execute. Assigned access rights for the elements are indicated with icons
on the Mobile Access Rights page:
Green check marks indicate rights that are enabled.
Unchecked boxes indicate rights that are disabled.
Checkboxes with yellow tick marks indicate rights that are partially enabled.
 Important

Mobile App Access Rights work differently than Web Access Rights in that they are aggregated.
Access to the mobile app: If a user has multiple roles assigned to them and one role has access to the mobile app and another does not, the
user will have access to the mobile app.
For example, if access to the mobile app is only available for a user’s Manager role and not for the Employee role, then managers who
have both roles assigned will have access to the mobile app.
Access within the mobile app: If a user has multiple roles and one role has limited access to features in the mobile app while the other has full
access to the mobile app, the user will have full access to the mobile app.
For example, if a user is assigned to both the employee and manager roles and View access right is enabled for Pay for the employee role
and disabled for the manager role, the user will still be able to view Pay. If the user is only assigned to the manager role, that user would
not be able to view Pay in the mobile app

Refer to the UltiPro Mobile App toolkit available in the Learning Center to view the Mobile App Access Rights Configuration QuickTour.

Navigation: Menu > System Configuration > Security > Role Administration

1. From the Role Administration page, identify the roles that need access to the UltiPro Mobile app.

2. To edit an existing role, in the Description column, select the appropriate role link. The Description / Role Types page appears.

3. Select the Mobile Access Rights tab. The Mobile Access Rights page appears with all elements collapsed.

4. From the Mobile Access Rights page, expand the Areas of UltiPro to view the current access rights settings for the associated
UltiPro elements.

5. Enable the UltiPro Mobile Application features by checking the applicable Add, View, Edit, Delete, or Execute columns. To enable
individual pages, expand each subsection, as needed.
Check the Add box to enable add rights.
Check the View box to enable view-only rights.
Check the Edit box to enable viewing and editing rights.
Check the Delete box to enable delete rights.
Check the Execute box to enable execute rights.
Uncheck any box to disable the assigned access rights.
 6. Select Save. The Role Administration page appears.

7. Enable UltiPro Mobile App access rights for additional roles, as needed.

Important

Remember to confirm that all mobile app access rights for each role are configured correctly before moving the Show Installation Instructions
field slider button to ON . This ensures that all employees do not view installation instructions and attempt to download the UltiPro mobile app
before the configuration has been fully tested.

Refer to the UltiPro Mobile App toolkit available in the Learning Center to view additional learning resources. Navigation: Learning Center Home
> Documentation > System Management > Activate.

Activate Employee Photo Upload on the UltiPro Mobile App

The Employee Photo Upload feature enables employees, managers and administrators to add, change, or delete employee photos from
within the UltiPro mobile app.

The image requirements for employee photos are the same in both the mobile app and UltiPro web. Any changes made to employee
photos on the mobile app also appear in UltiPro web.

To activate the Employee Photo Upload feature, a system administrator must complete all of the following tasks:

1. Enable the feature in the Employee Settings.

a. Navigation: Menu > System Configuration > System Settings > Employee
b. From the Employee Settings page, select Edit.
c. In the Employee Photo section, select the check box for Enable employee photo upload and display.
d. Select Save.

2. Enable the Add/Change Employee Photo and Delete Employee business processes.
a. Navigation: Menu > System Configuration > Workflow Administration > Business Processes
b. From the Business Processes page, enable the Add/Change Employee Photo and Delete Employee Photo business
processes for Manager, Employee, and Administrator, as applicable.
c. Optionally, enable workflow approvals. Workflow approvals are not required, but are recommended.

Note The Add/Change Employee Photo and Delete Employee business processes for Employee only apply to the mobile app.

3. Enable Employee Photo Management Mobile Access Rights.

a. Employee Access Rights Navigation: Menu > System Configuration > Security > Role Administration > select a role >
Mobile App Access Rights > Myself > Employee Photo Management
b. Manager Access Rights Navigation: Menu > System Configuration > Role Administration > select a role > Mobile App Access
Rights > My Team - As Manager > Employee Photo Management
c. Administrator Access Rights Navigation: Menu > System Configuration > Role Administration > select a role > Mobile App
Access Rights > My Team - As Employee Admin > Employee Photo Management
d. From the Mobile App Access Rights page, select the check boxes for Add, Edit, and Delete, as applicable.

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