Fundamentals of HRIS

Learn the basics of managing employee profiles, configuring company settings, and more!

HRIS is the building block of Namely - learn how to manage your employee profiles and company settings.

Through an understanding of HRIS you'll be able:

  • View or edit employee profiles

  • Update company settings

  • Manage Performance reviews

  • Use Admin Tools

    and much more!

MAINTAINING EMPLOYEE DATA 

LEARN ABOUT THE IMPORTANCE OF INPUTTING AND MAINTAINING EMPLOYEE DATA.

Adding an Employee in HRIS
This article will explain the steps in creating an HRIS profile for a new employee, without going through a full onboarding process. 

'View As' Functionality in HRIS
This product manual will explain the basic utility of "View As" in the HRIS system. 

Configuring Profile Fields
How to set up an Employee's Profile fields.

Viewing and Approving Workflow Requests
How to view and approve workflow requests. 

Terminating an Employee in Namely Using the Termination Form
A guide to terminating employees in Namely using the Termination Form. 

Admin Reminders and Calendar Settings
How to configure and activate your Company Calendar and Reminders. 

REPORTS & DATA 

LEARN HOW WHAT TYPE OF REPORTING IS AVAILABLE IN HRIS AND HOW TO LEVERAGE IT.

HRIS Reports
Provides an overview of the reporting options available in HRIS. 

HRIS Reports Custom Reports
Provides a step-by-step guide on using Custom Reports in HRIS.

HRIS Reports Importing Data
How to import data into HRIS. 

HRIS Reports Exporting Data
How to import data from HRIS. 

EMPLOYEE ENGAGEMENT

LEARN HOW TO KEEP YOUR EMPLOYEES ENGAGED IN THEIR DAILY TASKS BY UTILIZING NAMELY FEATURES.

General Company Settings
How to configure your general company settings. 

Company Newsfeed
How to post on the company newsfeed, and how to configure company's feed. 

Company Newsfeed Customizing Your Homepage
How to configure company's feed and homepage. 

Job Titles and Tiers Functionalities
How to create, edit, archive, and delete job tiers and job titles. In addition, how job tiers are used and examples of job tier structures. 

Navigating Namely: People and Teams
This manual will explain how to read the HRIS directory, org chart, and teams. 

Adding Custom Teams
How to create a custom team category and custom team in Namely HCM. 

Document Management
This manual will help you understand how to manage documents to both the company level (via the Resources folder) and on the employee level (via the employee profile). 

Admin Reminders and Calendar Settings
How to configure and activate your Company Calendar and Reminders. 

Create and Assign Task Lists
How to create and assign task lists in your Namely site.