Namely Toolkit: Data Imports and Exports

This toolkit contains all of the resources you need to process imports and extract data from HRIS, Benefits, Payroll and Time, including import templates, reports to use as source data and step-by-step instructions for exporting data and making mass updates.

Maintain your data with our import and export tools.

Refer to this video: Data Imports and Exports

GETTING STARTED:

Imports and Exports

Data Imports allow you to upload data or modify existing data en masse. They are helpful when you need to add or modify large quantities of data that would be time-consuming to process manually. All imports operate similarly and follow the same general workflow: 

1. Data is assembled on a spreadsheet in the proper import format.

2. Spreadsheet is uploaded to an import tool, which validates and updates data.

3. Import tool flags errors for lines of data that cannot be uploaded.

4. User reviews unsuccessful lines and reimports or manually updates those lines of data.

HRIS data can be uploaded and modified by you in your Namely site. You'll need to partner with the Namely Service Team on Benefits and Payroll imports, with the exception of additional pay and hours uploads. 

Data Exports allow you to extract data from your Namely site. We offer a number of options to export data - including export tools and multiple reporting engines.

Access  

1. Roles and Permissions for Data Imports and Exports - This article explains the Roles and Permissions and Admin User access needed for data imports and exports.

HRIS IMPORTS:

Any profile field in HRIS can be imported into, including any custom fields you may have added to Namely. These articles will guide you through any HRIS imports you may need to complete. 

1. HRIS Imports - This article provides an overview of the import tool in HRIS. 

2. Importing into Checkbox Fields - Provides helpful pointers for importing data into checkbox fields in HRIS.

HRIS Data Imports

The following import types are available in HRIS: 

HRIS Imports: General Import	HRIS Imports: Performance Import
HRIS Imports: Banking Information	HRIS Imports: Payroll Employee
HRIS Imports: Bonuses	HRIS Imports: Reports To
HRIS Imports: Time Off	HRIS Imports: Time Off Request
HRIS Imports: Salary Import	HRIS Imports: Goals
HRIS Imports: Org Unit and Class Import

 

Frequently Asked Questions

Is there a template for an HRIS import?	How do I mass import documents to employee profiles?
How can I import profile photos?	How can I import information into a new custom field?
Can documents be mass imported into Namely HRIS?

 

PAYROLL IMPORTS:

You must work with the Namely Service Team to complete imports for any data that is modified directly in Namely Payroll, with two exceptions, Additional Pay and Hours uploads. 

Additional Pay

1. Uploading Additional Pay - Explains the steps you can follow to add additional pay to multiple employees within a pay cycle in bulk. Commonly used to process bonuses, commissions, retro pay and more.

 

Hours

1. Syncing Hours From Namely Time to Payroll - Namely Time clients can use this to sync hours information into corresponding pay cycles in Namely Payroll. 

2. Uploading Hours into a Pay Cycle - Timesheets clients and clients using a third-party time-tracking solution should use this article to upload hours into a pay cycle.

 

Payroll Data Imports

The following imports must be completed by the Namely Service Team. You will still need to prepare the spreadsheets for processing: 

Payroll Imports: Deduction Imports	Payroll Imports: Demographic Imports
Payroll Imports: Modify General Employee Information (EEOC, Ethnicity and Custom Fields)	Payroll Imports: Employee RecurringAdditional Pay
Payroll Imports: Employee Overtime andOther Rates

 

Frequently Asked Questions

Can I mass update hour benefit types for my employees?	If I uploaded hours for an employee, but need to make a change, will a new import override the original hours uploaded?
Where can I find a spreadsheet template to complete my hours upload?	What identifiers can I use to Upload Hours?
How can I make mass, one-time edits to deductions in a pay cycle?	How can I make mass updates to recurring wages?
We are temporarily suspending our 401(k) company match. How can I make this adjustment in Namely?

BENEFITS IMPORTS:

Similar to Payroll imports - benefits imports must be completed in partnership with the Namely Service Team. 

1. Updating your Benefits Data - Many manual updates must be completed by the service team, as well. This article will help you identify the benefits data you can update, and when you may need to work with the service team to update data.

 

Benefits Data Imports

Benefits Imports: Beneficiaries	Benefits Imports: Employee Dependents and Dependent Plans
Benefits Imports: Employee Plans	ACA COBRA Data Requirements

 

NAMELY TIME IMPORTS:

These articles will teach you how to export data from Namely Time for import in HRIS. They'll allow you to add employee data to Namely Time and display time off data on employee paystubs - a requirement in some states. 

Namely Time Data Imports

TCP Import Essentials Guide

Namely Time Imports: Adding Employee Information

 

Namely Time to HRIS Imports

Importing Namely Time Accrual Balancesto Namely HRIS

Importing Namely Time Accrual Usage to Namely HRIS

 

DATA EXPORTS:

These articles detail the options you have to export data from Namely.
 

HRIS Exports

1. HRIS Exports - Provides instructions for exporting data from you Namely platform into a .CSV file. 

2. HRIS Reports - An overview of the HRIS Reporting tool, which captures data from fields designated by the user onto excel files.

3. Reports and Exports for Performance Reviews - Explains how to export performance review data from Namely.

 

Payroll and Benefits Exports

1. Payroll Report Guidance (Date Range, Standard, Quarterly and Year End) - A primer on the reports available in Namely Payroll.

2. Report Writer (Building Custom Reports) - Instructions for using our Report Writer to export employee-level data fields from Namely Payroll.

 

Namely Time Exports

1. TCP Export Essentials Guide - Our partners at TCP have penned this helpful guide to exporting data from Time Clock Plus, which powers Namely Time.

TROUBLESHOOTING:

Troubleshooting Imports and Exports

1. Common HRIS Import Error Messages - The HRIS Import Tool flags data and formatting issues that prevent lines of data from being imported. This article explains how to resolve these error messages. 

Why is my pay code type not uploading when uploading additional pay?

I received the error "Column 10 exceeds the valid column length" when uploading additional pay - what does this mean?