Most subscriptions include at least one Professional Services offering. We recommend that all customers purchase an implementation package so that they can get up and running quickly. All subscriptions at the 1500 or more tier require purchase of an implementation package.

See sample quotes for more information on how Professional Services are included with subscriptions.

Three different implementation packages are available (Level 1, Level 2 and Level 3) - See table below for details of what is included in each package. Expert Services Packages may also be required for certain scenarios.

Deliverable Level 1 Level 2 Level 3
Configure connection1 to data source X X X
Configure filters (exclude some records) X X X
Identify and fix data issues2 X X X
Create chart templates3 X X X
Automate assistant detection X X X
Link to employee photos X X X
Setup masterpage (logos, page numbers, etc.) X X X
Add legend X X X
Determine best approach for pagination X X X
Configure publish (to PDF) X X X
Configure Employee Profile X X X
Configure Data Refresh X X X
Implement dotted-line relationships X X
Add custom workforce metrics X X
Setup Access Groups X X
Add tables to your charts4 X X
Setup Single Sign On5 X X
Setup Automated Data Refresh X X
Setup complex charts6 X X
On Premise Deployment7 X X
Add vacancies and placeholder boxes8 X X
Suppress boxes in source data X X
Override values and relationships source data9 X X
Portal Integration (embed charts in your intranet) X X
ADP Custom fields10 X X
Active Directory Authentication X
Automate user provisioning X
Automate resize/reformat of photos X
Combine multiple data sources X
Add custom connector X
Custom SSO method X
Custom Development X
Deploy Succession Planning, Workforce Planning or other process X

1UltiPro Connector requires Level 2 or Level 3 package
2Level 2 or Level 3 package recommended for over 1500 records
3Up to 3 templates for Level 1, Up to 5 for Level 2 or Level 3 packages
4Add reference tables - for example, tables containing different counts - "vacancy count", "contractor count", "approved headcount" or "approved budget"
5okta or onelogin (SAML 2.0 compatible)
61 chart for Level 2, up to 3 charts for Level 3 (include management level charts, large one page charts, multi-record grouping)
7500 boxes or more subscription required
8Add boxes not contained in your source data (e.g. vacancies, contractors, placeholders).
9For example, force a person to report to another manager or override a person's title
10Up to 3 fields for Level 2, Up to 6 fields for Level 3. Additional charges may apply for fields above limit.