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Schedule Balancing: Sending a Schedule to UKG

Written by Ross Henry

How to write your completed Works schedule back to UKG, and resolve any conflicts along the way.


What this is

Once Works has built and filled a schedule for your unit, the final step is to send it to UKG so UKG reflects the same schedule. Before it sends, Works compares your schedule against what's currently in UKG. If UKG has changed since Works built the schedule, Works flags those differences as conflicts and asks you to decide how to handle each one — so nothing is overwritten by accident.

Who does this: the scheduler or manager who owns the unit's schedule.
When: after the schedule is reviewed and ready, at the end of the scheduling period.

💡 Tip: Avoid making changes directly in UKG while you're reviewing a schedule in Works. Edits made in UKG during this window can create new conflicts you'll have to resolve. If you can, wait until after you've sent the schedule to UKG.


Step 1 — Open the schedule and click "Send to UKG"

Open your unit's schedule for the period and give it a final look (Schedule Health at the top shows fill rate, FTE utilization, and load balance). When you're ready, click Send to UKG in the top-right corner.


Step 2 — Works checks UKG for conflicts

Works compares your schedule against the current UKG schedule. This usually takes a few seconds (up to 30).

  • No conflicts? You'll go straight to the ready-to-send summary — skip to Step 5.

  • Conflicts found? Works shows a short summary of what it found.

This dialog tells you how many conflicts need attention and what kinds of changes UKG made. Click Review Conflicts to resolve them.


Step 3 — Resolve each conflict in the Review tab

Works opens conflict review. Conflicts are listed in the Review panel on the right, grouped by type, and the affected shifts are highlighted gold on the calendar. Day headers show a small count badge wherever there are conflicts.

For each conflict, you decide which version to keep — yours (Works) or UKG's. Each card shows "Your version" next to "UKG's version" so you can compare. Use View in calendar on any card to jump to that shift.

The choices depend on the type of conflict

Conflict type

What happened

Your choices

Shift removals

UKG deleted a shift that your schedule still has

Accept Removal (drop it from your schedule) · Restore (keep your shift — you'll re-add it in UKG)

Extra shifts

UKG has a shift your schedule doesn't

Accept (add it to your schedule) · Reject (leave it out)

Shift changes

UKG changed a shift's time or role

Accept (take UKG's version) · Reject (keep yours)

Scheduling conflicts

A UKG change overlaps one of your assignments

Pick which version stands

For example, when UKG has added a shift you don't have, the card offers Accept or Reject:

⚠️ If you Reject a shift UKG added (or leave it unresolved), it will not be added to your Works schedule when you send.

As you answer, the counter at the top of the panel updates (e.g. "1 of 3 conflicts resolved"), and each answered card shows its decision — Accepted or Rejected. Changed your mind? Use Change to Accept / Change to Reject on the card before you send.

Keep going until every conflict is answered.


Step 4 — Re-check & Send

When all conflicts are resolved, click Re-check & Send in the top-right corner. Works checks UKG one more time to make sure nothing changed while you were reviewing.

  • If new conflicts appear, resolve them the same way and click Re-check & Send again.

  • If everything is clear, Works shows the ready-to-send summary.


Step 5 — Review the summary and send

The summary confirms the unit is ready and lists exactly what will be written to UKG — shifts added, shifts updated, and assignments removed — along with the resulting schedule quality.

Review the numbers. When they look right, click Send to UKG.


Step 6 — Works sends to UKG

Works sends the schedule and then verifies the changes landed in UKG. Leave the page open until it finishes.

When it completes, your Works schedule and UKG are in sync. ✅


Quick reference

  • Start: open the schedule → Send to UKG.

  • If conflicts appear: Review Conflicts → for each, keep your version or UKG'sRe-check & Send.

  • Finish: review the summary → Send to UKG → wait for it to verify.

Good to know

  • Don't edit in UKG during review. It can introduce new conflicts. Send first, then edit in UKG if needed.

  • Re-check & Send always re-checks UKG. This is intentional — it's the safety step that catches last-minute changes before anything is written.

  • Rejecting or ignoring a UKG-added shift leaves it out of your Works schedule.

  • Gold highlights and day badges on the calendar show exactly where the conflicts are.

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