---
availability: INSTALLABLE
description: Enables managers and employees to view PTO requests and team calendars, including pending requests, scheduled time off, and past leave history for better planning and visibility.
name: View PTO Requests & Calendar
installation_asset_uuid: 484fe8d7-9fb1-45ae-97da-944e9d802c02
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Show+my+PTO%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EValidating+employee+identity...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3ERetrieving+personal+time+off+requests...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EI+found+3+time+off+requests+for+you+in+%3Cstrong%3EUKG+WFM%3C%2Fstrong%3E%3A%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-942%3C%2Fstrong%3E+%7C+Vacation+%7C+Oct+12+-+Oct+14%2C+2024+%7C+Family+trip+%28Approved%29%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-955%3C%2Fstrong%3E+%7C+Personal+%7C+Nov+05%2C+2024+%7C+Appointment+%28Pending%29%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-981%3C%2Fstrong%3E+%7C+Sick+Leave+%7C+Dec+02+-+Dec+03%2C+2024+%7C+Recovery+%28Pending%29%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22I%27d+like+to+see+more+details+on+%3Cb%3EPTO-955%3C%2Fb%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EFetching+detailed+record+for+%3Cb%3EPTO-955%3C%2Fb%3E+from+%3Cb%3EUKG+WFM%3C%2Fb%3E...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EHere+are+the+details+for+your+request+%3Cstrong%3EPTO-955%3C%2Fstrong%3E%3A%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cstrong%3EType%3A%3C%2Fstrong%3E+Personal+Time+Off%3C%2Fli%3E%3Cli%3E%3Cstrong%3EStatus%3A%3C%2Fstrong%3E+Pending+Approval%3C%2Fli%3E%3Cli%3E%3Cstrong%3EDate%3A%3C%2Fstrong%3E+November+5%2C+2024+%28Full+Day%29%3C%2Fli%3E%3Cli%3E%3Cstrong%3ETotal+Hours%3A%3C%2Fstrong%3E+8.0%3C%2Fli%3E%3Cli%3E%3Cstrong%3EComment%3A%3C%2Fstrong%3E+%5C%22Dentist+appointment+in+the+morning%5C%22%3C%2Fli%3E%3Cli%3E%3Cstrong%3EApprover%3A%3C%2Fstrong%3E+Sarah+Jenkins%3C%2Fli%3E%3C%2Ful%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Can+you+show+me+any+pending+PTO+requests+for+my+team%3F%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EVerifying+manager+permissions...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EFetching+pending+requests+for+direct+reports+from+%3Cb%3EUKG+WFM%3C%2Fb%3E...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EHere+are+the+5+pending+requests+for+your+team+in+%3Cstrong%3EUKG+WFM%3C%2Fstrong%3E%3A%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-101%3C%2Fstrong%3E+%7C+%3Cb%3EJordan+Smith%3C%2Fb%3E+%7C+Vacation+%7C+Oct+08+-+Oct+10%2C+2024+%7C+Camping+trip%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-102%3C%2Fstrong%3E+%7C+%3Cb%3EElena+Rodriguez%3C%2Fb%3E+%7C+Personal+%7C+Oct+12%2C+2024+%7C+Moving+day%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-103%3C%2Fstrong%3E+%7C+%3Cb%3EMarcus+Chen%3C%2Fb%3E+%7C+Vacation+%7C+Oct+14+-+Oct+15%2C+2024+%7C+Short+break%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-104%3C%2Fstrong%3E+%7C+%3Cb%3ESarah+Miller%3C%2Fb%3E+%7C+Vacation+%7C+Oct+25+-+Oct+27%2C+2024+%7C+Visit+parents%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-105%3C%2Fstrong%3E+%7C+%3Cb%3EDavid+Wilson%3C%2Fb%3E+%7C+Sick+Leave+%7C+Nov+02%2C+2024+%7C+Minor+surgery%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-101%22%7D%2C%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-102%22%7D%2C%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-103%22%7D%2C%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-104%22%7D%2C%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-105%22%7D%5D%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Can+you+show+me+upcoming+approved+PTO+for+my+team%3F%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EVerifying+manager+permissions+for+team+calendar...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EFiltering+approved+requests+for+the+next+90+days+in+%3Cb%3EUKG+WFM%3C%2Fb%3E...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EI+found+7+upcoming+approved+requests+for+your+team+over+the+next+3+months%3A%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-201%3C%2Fstrong%3E+%7C+%3Cb%3EJordan+Smith%3C%2Fb%3E+%7C+Vacation+%7C+Oct+05+-+Oct+06%2C+2024+%7C+Weekend+trip%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-202%3C%2Fstrong%3E+%7C+%3Cb%3EElena+Rodriguez%3C%2Fb%3E+%7C+Vacation+%7C+Oct+15+-+Oct+18%2C+2024+%7C+Hiking%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-203%3C%2Fstrong%3E+%7C+%3Cb%3EDavid+Wilson%3C%2Fb%3E+%7C+Vacation+%7C+Oct+28%2C+2024+%7C+Birthday%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-204%3C%2Fstrong%3E+%7C+%3Cb%3EMarcus+Chen%3C%2Fb%3E+%7C+Vacation+%7C+Nov+10+-+Nov+12%2C+2024+%7C+City+break%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-205%3C%2Fstrong%3E+%7C+%3Cb%3ESarah+Miller%3C%2Fb%3E+%7C+Vacation+%7C+Nov+22+-+Nov+24%2C+2024+%7C+Thanksgiving%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-206%3C%2Fstrong%3E+%7C+%3Cb%3EJordan+Smith%3C%2Fb%3E+%7C+Vacation+%7C+Dec+05+-+Dec+08%2C+2024+%7C+Ski+trip%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-207%3C%2Fstrong%3E+%7C+%3Cb%3EElena+Rodriguez%3C%2Fb%3E+%7C+Vacation+%7C+Dec+24+-+Dec+26%2C+2024+%7C+Holidays%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%5D%7D%5D%7D
solution_tags:
- HR - Other
- HR - Time & Absence
systems:
- ukg-pro-wfm
---

# Description

Enables managers and employees to view PTO requests and team calendars, including pending requests, scheduled time off, and past leave history for better planning and visibility.

# User Experience Preview

Please refer to the following [**Purple Chat**](https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Show+my+PTO%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EValidating+employee+identity...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3ERetrieving+personal+time+off+requests...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EI+found+3+time+off+requests+for+you+in+%3Cstrong%3EUKG+WFM%3C%2Fstrong%3E%3A%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-942%3C%2Fstrong%3E+%7C+Vacation+%7C+Oct+12+-+Oct+14%2C+2024+%7C+Family+trip+%28Approved%29%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-955%3C%2Fstrong%3E+%7C+Personal+%7C+Nov+05%2C+2024+%7C+Appointment+%28Pending%29%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-981%3C%2Fstrong%3E+%7C+Sick+Leave+%7C+Dec+02+-+Dec+03%2C+2024+%7C+Recovery+%28Pending%29%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22I%27d+like+to+see+more+details+on+%3Cb%3EPTO-955%3C%2Fb%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EFetching+detailed+record+for+%3Cb%3EPTO-955%3C%2Fb%3E+from+%3Cb%3EUKG+WFM%3C%2Fb%3E...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EHere+are+the+details+for+your+request+%3Cstrong%3EPTO-955%3C%2Fstrong%3E%3A%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cstrong%3EType%3A%3C%2Fstrong%3E+Personal+Time+Off%3C%2Fli%3E%3Cli%3E%3Cstrong%3EStatus%3A%3C%2Fstrong%3E+Pending+Approval%3C%2Fli%3E%3Cli%3E%3Cstrong%3EDate%3A%3C%2Fstrong%3E+November+5%2C+2024+%28Full+Day%29%3C%2Fli%3E%3Cli%3E%3Cstrong%3ETotal+Hours%3A%3C%2Fstrong%3E+8.0%3C%2Fli%3E%3Cli%3E%3Cstrong%3EComment%3A%3C%2Fstrong%3E+%5C%22Dentist+appointment+in+the+morning%5C%22%3C%2Fli%3E%3Cli%3E%3Cstrong%3EApprover%3A%3C%2Fstrong%3E+Sarah+Jenkins%3C%2Fli%3E%3C%2Ful%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Can+you+show+me+any+pending+PTO+requests+for+my+team%3F%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EVerifying+manager+permissions...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EFetching+pending+requests+for+direct+reports+from+%3Cb%3EUKG+WFM%3C%2Fb%3E...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EHere+are+the+5+pending+requests+for+your+team+in+%3Cstrong%3EUKG+WFM%3C%2Fstrong%3E%3A%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-101%3C%2Fstrong%3E+%7C+%3Cb%3EJordan+Smith%3C%2Fb%3E+%7C+Vacation+%7C+Oct+08+-+Oct+10%2C+2024+%7C+Camping+trip%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-102%3C%2Fstrong%3E+%7C+%3Cb%3EElena+Rodriguez%3C%2Fb%3E+%7C+Personal+%7C+Oct+12%2C+2024+%7C+Moving+day%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-103%3C%2Fstrong%3E+%7C+%3Cb%3EMarcus+Chen%3C%2Fb%3E+%7C+Vacation+%7C+Oct+14+-+Oct+15%2C+2024+%7C+Short+break%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-104%3C%2Fstrong%3E+%7C+%3Cb%3ESarah+Miller%3C%2Fb%3E+%7C+Vacation+%7C+Oct+25+-+Oct+27%2C+2024+%7C+Visit+parents%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-105%3C%2Fstrong%3E+%7C+%3Cb%3EDavid+Wilson%3C%2Fb%3E+%7C+Sick+Leave+%7C+Nov+02%2C+2024+%7C+Minor+surgery%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-101%22%7D%2C%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-102%22%7D%2C%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-103%22%7D%2C%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-104%22%7D%2C%7B%22connectorName%22%3A%22ukg%22%2C%22citationTitle%22%3A%22PTO-105%22%7D%5D%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Can+you+show+me+upcoming+approved+PTO+for+my+team%3F%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EVerifying+manager+permissions+for+team+calendar...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp%3EFiltering+approved+requests+for+the+next+90+days+in+%3Cb%3EUKG+WFM%3C%2Fb%3E...%3C%2Fp%3E%22%2C%22connectorName%22%3A%22ukg%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EI+found+7+upcoming+approved+requests+for+your+team+over+the+next+3+months%3A%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-201%3C%2Fstrong%3E+%7C+%3Cb%3EJordan+Smith%3C%2Fb%3E+%7C+Vacation+%7C+Oct+05+-+Oct+06%2C+2024+%7C+Weekend+trip%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-202%3C%2Fstrong%3E+%7C+%3Cb%3EElena+Rodriguez%3C%2Fb%3E+%7C+Vacation+%7C+Oct+15+-+Oct+18%2C+2024+%7C+Hiking%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-203%3C%2Fstrong%3E+%7C+%3Cb%3EDavid+Wilson%3C%2Fb%3E+%7C+Vacation+%7C+Oct+28%2C+2024+%7C+Birthday%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-204%3C%2Fstrong%3E+%7C+%3Cb%3EMarcus+Chen%3C%2Fb%3E+%7C+Vacation+%7C+Nov+10+-+Nov+12%2C+2024+%7C+City+break%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-205%3C%2Fstrong%3E+%7C+%3Cb%3ESarah+Miller%3C%2Fb%3E+%7C+Vacation+%7C+Nov+22+-+Nov+24%2C+2024+%7C+Thanksgiving%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-206%3C%2Fstrong%3E+%7C+%3Cb%3EJordan+Smith%3C%2Fb%3E+%7C+Vacation+%7C+Dec+05+-+Dec+08%2C+2024+%7C+Ski+trip%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EPTO-207%3C%2Fstrong%3E+%7C+%3Cb%3EElena+Rodriguez%3C%2Fb%3E+%7C+Vacation+%7C+Dec+24+-+Dec+26%2C+2024+%7C+Holidays%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%5D%7D%5D%7D) for a sample conversational experience between a user and the AI Assistant for this plugin.

# Pre-requisites

Before installing and using the **View PTO Requests & Calendar** plugin, please ensure the following requirements are met:

## **1. UKG Connector**

This plugin requires an active **UKG connector** and **user consent auth** to communicate with your UKG instance.

- If you have not already configured the connector, please follow the [UKG Connector Guide](https://marketplace.moveworks.com/connectors/ukg-pro-wfm) available in the Moveworks Marketplace.
- The connector must be fully set up before installing this plugin.
- Once the connector is successfully configured, follow our [**plugin installation documentation**](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Agent Studio**.

**Note:** UKG’s user-consent authorization expires every 24 hours, requiring users to reauthorize once per day. This is a known limitation, and support for handling such short-lived refresh tokens is being built on Moveworks.

## **2. UKG System Requirements**

### **End User Permissions (Employee Persona)**

To look up PTO requests through this plugin, employees must already have permission to search PTO records in UKG WFM — the same permissions required to search PTO records through the UKG WFM UI.

At a minimum, end users must have:

- **Time Off permissions** that allow:
    - Viewing available Time Off Types
    - Viewing own Time Off requests
- Access to their own **employee profile and time account balances**

### **End User Permissions (Manager Persona)**

To look up PTO requests through this plugin, managers must already have permission to search PTO records in UKG WFM — the same permissions required to search PTO records through the UKG WFM UI.

At a minimum, end users must have:

- **Time Off permissions** that allow:
    - Viewing available Time Off Types
    - Viewing own Time Off requests
    - Viewing Time Off requests for direct reports
- Access to their own and **direct reports’ employee profile and time account balances**

> Note: The plugin does not grant new permissions. It respects existing role-based permissions and policies granted to the user in UKG WFM.
> 

# **Implementation details**

## Visual Representation of How the Plugin Works

This plugin caters to three use cases:

1. Scheduled and Past PTO - retrieves a list of upcoming approved PTO and past PTO requests (employee)

![image.png](View%20PTO%20Requests%20&%20Calendar/image.png)

1. Pending PTO Requests - retrieves a list of pending PTO requests awaiting approval by logged in user (manager)

![image.png](View%20PTO%20Requests%20&%20Calendar/image%201.png)

1. Team PTO Calendar - retrieves a list of approved PTO requests for direct reports (manager)

![image.png](View%20PTO%20Requests%20&%20Calendar/image%202.png)

## API Details

Before running the cURL examples below, replace `<YOUR_UKG_HOST>` with your actual UKG hostname.

**Admin Checklist: How to Find Your UKG Hostname**

1. Log in to your UKG account.
2. Check the URL in your browser’s address bar.
3. Your hostname will follow this format:
    
    Examples:
    
    - `https://acme-dev.cfn.mykronos.com`
    - `https://acme-test.cfn.mykronos.com`
    - `https://acme-uat.cfn.mykronos.com`
    - `https://acme-prod.cfn.mykronos.com`

Use the full hostname (e.g., `acme-prod.cfn.mykronos.com`) when replacing `<YOUR_UKG_HOST>` in the cURL commands.

### **API #1: Get a User’s UKG ID**

This REST API is used to fetch employee details for the current logged in user.

```bash
curl --request GET \
  --url 'https://<YOUR_UKG_HOST>/api/v1/commons/persons/current_user_info?include_contact_information=true' \
  --header 'Authorization: <ACCESS_TOKEN>' \
  --header 'Content-Type: application/json'
```

**Query Parameters:**

- None.

### **API #2: Retrieve User’s available Hyperfind Queries**

This REST API is used to check if the logged in user is a manager in UKG WFM. If the user has the hyperfind query “**My Direct Reports**” in returned list, then the user is a manager.

```bash
curl --request GET \
  --url https://<YOUR_UKG_HOST>/api/v1/commons/hyperfind \
  --header 'Authorization: <ACCESS_TOKEN>' \
  --header 'Content-Type: application/json'
```

**Query Parameters:**

- None.

### **API #3: Retrieve User’s List of Direct Reports**

This REST API is used to retrieve the list of direct reports for the logged in user (expected to be a manager).

```bash
curl --request POST \
  --url https://<YOUR_UKG_HOST>/api/v1/commons/hyperfind/execute \
  --header 'Authorization: <ACCESS_TOKEN>' \
  --header 'Content-Type: application/json' \
  --data '{
  "dateRange": {
    "symbolicPeriod": {
      "qualifier": "Current_Payperiod"
    }
  },
  "hyperfind": {
    "qualifier": "My Direct Reports"
  }
}'
```

**Query Parameters:**

- None.

### API #4: Retrieve PTO Requests

This API retrieves PTO requests filtered by:

- **Employee list** (array of person IDs)
- **Completion state** (`INCOMPLETE` / `COMPLETE`)
- **Date range**

It is used in the following scenarios:

1. **Scheduled & Past PTO (Employee View)**
    - `ARRAY_OF_PERSON_IDS`: Logged-in user’s person ID (wrapped in an array)
    - `COMPLETION_STATE`: `COMPLETE`
    - Returns approved upcoming and past PTO requests
2. **Pending PTO Requests (Manager View)**
    - `ARRAY_OF_PERSON_IDS`: Direct reports’ person IDs
    - `COMPLETION_STATE`: `INCOMPLETE`
    - Returns pending requests awaiting approval
3. **Team PTO Calendar (Manager View)**
    - `ARRAY_OF_PERSON_IDS`: Direct reports’ person IDs
    - `COMPLETION_STATE`: `COMPLETE`
    - Returns approved PTO requests for the team

```bash
curl --request POST \
  --url https://<YOUR_UKG_HOST>/api/v1/scheduling/timeoff/multi_read \
  --header 'Authorization: <ACCESS_TOKEN>' \
  --header 'Content-Type: application/json' \
  --data '{
  "where": {
    "states": {
      "employeeRefs": {
        "ids": <ARRAY_OF_PERSON_IDS>
      },
      "completionState": "<COMPLETION_STATE>",
      "endDate": "<END_DATE>",
      "startDate": "<START_DATE>"
    }
  }
}'
```

**Filter Parameters:**

- `ARRAY_OF_PERSON_IDS` *(string):* This will be a list of direct reports (manager) or just the logged in user’s person ID (employee)
- `COMPLETION_STATE` *(string):* This will be the completion state of the PTO request (INCOMPLETE/COMPLETE).
- `START_DATE` *(string):* This will be the start date to search for PTO requests. If user has not specified a date, it defaults to 3 months prior to the current date.
- `END_DATE` *(string):* This will be the end date to search for PTO requests. If user has not specified a date, it defaults to 3 months after the current date.

**Key nuances:**

- `COMPLETION_STATE` results and filtering:
    - When `COMPLETION_STATE` = “**COMPLETE**” the results returned will include APPROVED, REFUSED and CANCELLED requests and the plugin will filter on APPROVED requests only.

### API References

This plugin use **UKG WFM Pro Time Management REST APIs** to retrieve employee information, determine eligible PTO time types, and check PTO balance.

For detailed information on request parameters, response formats, error handling, and versioning, please refer to the [**official UKG API documentation**](https://developer.ukg.com/wfm/reference/welcome-to-the-ukg-pro-workforce-management-api) provided by UKG.

# **What Is In Scope for This Plugin?**

This plugin supports the following capabilities:

- Searching for PTO requests for **limited leave types** (e.g., Vacation, Sick Leave, Casual Leave, Earned Leave, Comp Time).
- Restricted to PTO requests that are currently pending and require a manager’s approval.
- The plugin is intended to provide visibility only.

# **What Is Out of Scope for This Plugin?**

This plugin does **not** support the following:

- Searching for PTO requests for **non-limited or leave-of-absence types**, such as parental leave, FMLA, or long-term disability.
- The UKG Connector API does not support an employee acting on behalf of a manager (i.e., manager delegation/proxy approver).
- Retrieval of PTO Balances are handled by a separate plugin.
- Approving, rejecting, editing, or cancelling PTO are handled by separate plugins.
- Coverage or capacity analysis (e.g., overlap warnings, staffing impact).