Fundamentals of Access Roles

Learn how to configure your company's Access Roles, ensuring proper permissions are granted to your employees.

Access Roles are highly configurable in Namely - learn how to manage your employee permission sets to ensure everyone sees the proper data and has the appropriate abilities in your HRIS site. 

Through an understanding of Access Roles you'll be able to permission for users to:

  • View or edit profiles

  • Utilize import and export tools 

  • Configure Time Off plans

  • Manage Performance reviews

    and much more!

WHAT ARE PERMISSIONS?

LEARN ABOUT PERMISSIONS IN NAMELY AND WHY THEY ARE IMPORTANT TO YOUR SITE CONFIGURATION.

Access Roles, Permissions, and Field Group Bundles
Learn what Access Roles, Permissions, and Field Group Bundles are and how they all work together to control employee visibility and ability in HRIS. 

Definitions of Access Role Permissions
Get an overview of the Global and Scoped permissions and what each mean. 

Scoped Permissions
Familiarize yourself with the access roles & permissions within the “Scoped Permissions” section. 

UNDERSTANDING FIELD GROUP BUNDLES

UNDERSTAND HOW FIELD GROUP BUNDLES DIFFER FROM ACCESS ROLES AND HOW TO UTILIZE THEM.

Field Group Bundles
Learn how to control employee visibility and editability for your company's profile fields. 

Field Group Bundle Permissions
Understand how configuring permissions within the Field Group Bundle section of Access Roles can empower different groups of employees to manage tasks in HRIS. 

UTILIZE ROLES & PERMISSIONS 

THESE ARTICLES MAKE IT EASY TO ISOLATE SPECIFIC ROLES AND PERMISSIONS NEEDED TO PROVISION ACCESS TO KEY PARTS OF NAMELY.

Roles and Permissions for Benefits Administration
Get a high-level understanding of the Roles & Permissions that are needed to access and configure benefits. 

Roles and Permissions for Performance Management
Find out the roles and permissions and field group bundles your team needs to use Performance Management in Namely. 

Roles and Permissions for Onboarding and E-Verify
See how roles and permissions and field group bundles support Onboarding and E-Verify integrations. 

Roles and Permissions for Data Imports and Exports
Get a look into the roles and permissions, field group bundles, payroll user administrative roles and trusted contact roles needed to perform data imports and exports.

Roles and Permissions for Time Off
Learn about the roles and permissions and field group bundles your team needs to configure and manage Time Off in Namely. 

WORKFLOWS

WORKFLOWS ARE APPROVAL CHAINS YOU CAN CREATE TO OVERSEE AND APPROVE ANY REQUESTS TO CHANGE EMPLOYEE INFORMATION IN NAMELY. THEY MAKE IT EASY FOR YOUR EMPLOYEES TO REQUEST CHANGES TO THEIR PROFILE, EDIT PERSONAL INFORMATION, AND MORE!

Creating a Workflow
Learn about creating, editing, and approving a workflow!

Submitting a Workflow Request
Empower your employees to submit workflow requests. 


Viewing and Approving Workflow Requests
See how Admins can view and approve requests. 


Enabling Workflow Permissions
Understand what Roles, Permissions, and Access Roles are needed for configuring workflows. 


How to Ensure Your Workflows Are Successful
Follow these tips and tricks to make sure you have a successful workflow! 

KNOWLEDGE CHECK AND ADDITIONAL RESOURCES

TEST YOUR KNOWLEDGE AND REVIEW OUR ADDITIONAL RESOURCES TO LEARN MORE!

Roles and Permissions Workbook
Check out this interactive workbook detailing how Roles & Permissions work.