How do I update an employee’s date of birth on their benefits?

To update an employee's date of birth (DOB) on their benefits:

1. Go to the employee's HRIS profile > click the blue Dot menu (to the right of the profile image) > Edit Profile.

2. Enter the new date in the DOB field > Save.

   • This will auto-sync to Namely Payroll within minutes, and it will become the DOB connected to existing or future benefits enrollments.

Things to consider:

• If you do not have an active carrier feed in Namely, contact your carrier to inform them of your employee's changes.

• If you do have active carrier feeds in Namely, your employee's data will be transmitted to the carrier on the next file transmission. As a best practice, Namely also advises carrier feed clients to contact the carrier to inform them of any updates.

• For Namely brokerage clients, contact your Benefits Consultant for additional questions or concerns.