Mid-Year Check-In: Best Practices as Q3 Approaches

As Q3 approaches, it’s the perfect time for UKG customers to hit pause, reflect, and refine their workforce strategies. Whether you use UKG Pro, UKG Dimensions, or UKG Ready, a mid-year review can ensure your configuration, processes, and data are aligned for a strong finish to the year.

Here are key focus areas to consider:

1. Optimize WFM Scheduling

Scheduling isn’t just about coverage, it’s about compliance, cost control, and employee satisfaction. As you prepare for Q3:

  • Analyze historical labor trends from Q1 and Q2
  • Leverage UKG’s forecast-based scheduling tools for better accuracy
  • Empower employees with self-service shift management
  • Audit compliance rules to reflect updated policies or legislation

Pro Tip: Regularly review labor rule exceptions to avoid hidden compliance risks.

2. Conduct Your Annual Configuration Review

Your business evolves—your system configuration should too. Take time this quarter to:

  • Review and validate pay rules, accruals, and holiday calendars
  • Assess workflows and approval paths for accuracy and efficiency
  • Ensure integrations with payroll, benefits, and third-party tools are working as intended
  • Collaborate with business leaders to identify operational changes that should be reflected in UKG

Helpful Tip: Build this into your annual operational rhythm to prevent errors and streamline processes.

3. Automate Manual Processes

Still relying on spreadsheets or email chains for routine tasks? It’s a great time to drive automation:

  • Automate timecard approvals and exception workflows
  • Use scheduled reporting for audits, compliance, or labor analysis
  • Streamline onboarding and performance management with automated checklists and alerts

Fast Win: Identify the top 3 manual tasks your HR or Ops team handles weekly and consider automation.

4. Review Org Charts and Security Roles

Outdated org structures and over-permissioned users are a recipe for confusion and compliance issues. As part of your check-in:

  • Validate that your org chart reflects current teams and reporting relationships
  • Audit security roles to ensure users have only the access they need
  • Review dashboards and workflow visibility to align with role-based access

Security Note: Focus especially on administrative roles and data access permissions.

Wrapping Up: Plan Now, Win Later

Mid-year is an opportunity to fine-tune your system, reduce risk, and improve operational efficiency—before year-end deadlines kick in. By focusing on these areas now, you’ll free up time and resources for more strategic work in the second half of the year.

Need help implementing these best practices? Reach out to your Mosaic Consulting team to make the most of your investment with UKG.