UKG Pro BI Alerts List for Event Studio & People Analytics

Helpful Formulas for Custom Alerts

UKG Pro BI Alerts help automate reporting, improve visibility, and ensure key HR and payroll events don’t go unnoticed. From employee changes to compliance notifications, alerts play a critical role in proactive workforce management.

This resource provides a comprehensive list of commonly used BI Alerts in UKG Pro, including Event Studio alerts and People Analytics notifications, to help you streamline reporting and reduce manual monitoring.

What Are UKG Pro BI Alerts?

UKG Pro BI Alerts are automated notifications created in Event Studio or People Analytics that trigger based on specific data conditions. These alerts help HR and payroll teams monitor changes, identify issues, and take action without manually reviewing reports.

Why BI Alerts Matter

  • Reduce manual report monitoring

  • Catch payroll and HR issues early

  • Improve compliance and accuracy

  • Increase visibility into workforce data

  • Automate recurring notifications

Need help setting up or optimizing BI Alerts in UKG Pro? Our HR reporting and system optimization services help teams automate reporting and improve accuracy.

Common UKG Pro BI Alerts Include:

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

  • My Employees Package

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

Remind a New Hire to Finish Electing Benefits Before 30 Days:

  • Unified Enrollment Reporting Package

[Election Status] in ('In Progress','Not Started') and [Event Date] between adddays(current_date,-+5) and adddays(current_date,+30) and [Life Event Change Reason Code] = 'NEW'

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

  • Administrator Package

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

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

  • My Employees Package

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

Employee Approaching 60 Days Alert:

  • My Employees Package

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

When a Visible Employee Note is Added:

  • My Employees Package

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

Want help setting up BI Alerts in UKG Pro?

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When an annual goal is added:

  • My Employees Package

[Goal Type] contains 'Annual Goals'

Reminder to Approve Inbox Items:

  • Administrator Package

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

New Manager Assignment Alert:

  • My Employees Package

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

FLSA Change Alert:

  • Administrator Package

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

Disciplinary Action Added Alert:

  • Employee Relations Package

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

Disciplinary Action Follow Up Approaching Alert:

  • Employee Relations Package

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

Active License Expiring Alert:

  • My Employees Package

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

Direct Deposit Updated Alert:

  • Administrator Package

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

Anniversary Alert:

  • My Employees Package

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

401k Secure Act Alert for LTPT:

  • Administrator Package

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

Life Event Pending Approval:

  • Unified Enrollment Reporting Package

[Life Event Status Code]= 'W' and cast([Event Date], date) = current_date

Not sure if your current HR system can support the reporting and automation you need? Our free HR software vendor vetting service helps you evaluate better options, without sales pressure.

Frequently Asked Questions

What are BI Alerts in UKG Pro?

BI Alerts are automated notifications triggered by data conditions in UKG Event Studio or People Analytics.

How do you create BI Alerts in UKG?

BI Alerts are created in Event Studio by defining conditions, scheduling delivery, and selecting recipients.

What can BI Alerts be used for?

They can monitor employee changes, payroll issues, compliance risks, and other key HR events.

Do BI Alerts replace reports?

No, they complement reports by proactively notifying users when specific conditions are met.

Why are BI Alerts important?

They reduce manual monitoring, improve accuracy, and help teams respond to issues faster.

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