Profile Status Page Checklist

What fields are required when adding a new employee to Namely to ensure successful payroll processing.

Required Employee Profile Fields

These employee fields are required to run payroll. If they are not complete, they will surface on the Profile Status page. For more information see Adding a New Employee to Namely Payroll. 

Namely HCM

Personal Tab

  • First name

  • Last name

  • DOB

  • SSN

  • Work email

  • User status

  • Access role

General Tab

  • Employee Type

  • Job Title

  • Start Date

  • Payroll Company

  • Pay Group

  • Include in Payroll

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Compensation Tab

  • Salary

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Banking Information

  • Direct Deposit or Paper Check

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Demographic

  • Division

  • Office Location

  • Department

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Optional Employee Profile Fields

These employee fields are not required to run payroll, and will not surface on the Profile Status page. 

Namely Payroll

Wage

  • Recurring pay

  • Overtime rate

    • Adjust the overtime rate if it is different than 1.5X the hourly rate.

Hour Benefits

  • Hour types

Deductions

  • One-time deductions

    • If you use Namely Benefits, benefit deductions are created when the employee goes through Open Enrollment. Only update and/or add deductions that are not related to your company’s benefit offerings.