Namely Welcome Guide
Get started with Namely by reading some of most helpful resources!
Welcome to Namely and we are so excited to have you onboard with us!
Below you will find some of our best resources so you can make the most out of your experience with us. These are the resources that other admins found the most helpful when they were getting started with Namely. From training to helpful articles on how to best work with the Namely team, we have everything you need in order to best leverage Namely's platform for your organization.
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These resources will always be a click away by navigating to the Namely icon on the bottom right of your screen and clicking Need Help? or bookmarking this from the Help Community.
GET TO KNOW THE NAMELY PLATFORM.
First, you’re going to want to learn our platform. The best way to do this is through our recommended Fundamental and New Admin resources. The below training guides and resources are organized into bite-sized chunks, making our material easy to consume while giving you the flexibility of learning on your schedule. These resources cover Payroll, HRIS, Benefits, and more. It’s a great way to understand how the platform works and learn some of the most common ways you will use it.
TRAINING GUIDES
NAMELY'S PLATFORM OFFERS COVERS EVERYTHING FROM PAYROLL, BENEFITS, HRIS, AND MORE! USE THESE RESOURCES TO HELP YOU GET STARTED WITH THE BASICS.
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New Payroll Administrator Guide Familiarize yourself with everything a Payroll admin needs to know! |
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New Benefits Administrator Guide Get acquainted with everything a Benefits admin needs to know. |
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Learn the basics of HRIS from maintaining employee data to utilizing the features at Namely. |
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Understand how to configure Access Role Permissions and Field Group Bundles. |
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Make new hire onboarding a breeze with our Onboarding tools! |
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Fundamentals of Open Enrollment Learn the basics of configuring and administering your Open Enrollment at Namely. |
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Configure and approve Time Off in Namely with our Time Off features. |
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Fundamentals of Performance and Talent Management Learn the basics of setting up goals, building a review template, administering performance cycles, and more! |
SERVICE TOOLS
Additionally, we wanted to include information on how to get the most out of your Namely service experience. Learn more about how our service model works and the best ways to contact us.
If you're a Managed Payroll client or you're interested in our enhanced service, review our Managed Payroll Payroll Processing Timeline. This timeline willprovide action items and milestones that will help prepare Managed Payroll clients for payroll processing.
PROJECT SERVICES
NAMELY IS EXCITED TO OFFER YOU THE OPPORTUNITY TO HAVE OUR EXPERT CONSULTANTS HELP YOU GET THE MOST OUT OF YOUR NAMELY PLATFORM!
Need to contract with the Namely experts to configure your Namely platform or provide other specialized services? Submit a project!
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Using the Project Services Catalog |
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Namely's Add-On Pricing Guide |
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Namely's Open Enrollment and Carrier Feeds Pricing Guide |
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Tax Registration Services Brochure |
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Webinar Recording: Enhancing Your Experience - Namely Project Services |
INTEGRATION SUPPORT
LEARN HOW TO SET UP YOUR INTEGRATIONS, EXPLORE THE OFFERINGS AVAILABLE FROM THE COMPLY DATABASE, AND MORE!
Our Open API allows you to build out integrations with a wide array of applications - many of which are directly supported by Namely. Our developer's resourceswill help you connect your software to Namely to streamline your company's operations. Developer resources can be found in the Other Resources section of The Help Community.
Namely API Recommended For You
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Adobe eSignature
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How to Set Up the Adobe/Namely eSignature Integration |
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What do I do if the administrator has left the company and we cannot access our Adobe account? |
Comply Database
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Namely Comply Database and Comply Advice & Action |
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Comply Solutions Functionality FAQ |
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Webinar Recording: Namely Comply Database |
PARTNERS AND RECOMMENDED VENDORS
FROM VACCINE TRACKING TO W-2 PRINTING, GET TO KNOW OUR PARTNERS AND RECOMMENDED VENDORS!
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Managing Vaccine Tracking with OrgVision Health View |
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W-2, 1099 and ACA Form Mailing and Printing Services |
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The Work Number by Equifax |
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Co-Broker Partnership Between Namely and BenefitMall |