Importing Namely Time Accrual Balances to Namely HRIS

How to import accrual balances to Namely HCM.

OVERVIEW

Namely Time 

clients often track time-off in Time for hourly employees, and in HRIS for salaried employees. You can combine both accrual balance data sources in HRIS to align your time-off data, which is something you may want to consider doing for a couple of reasons:

1. Have a single source of time-off data for reporting purposes.

2. Provide time-off accrual information on paystubs for hourly employees to remain complaint in states like California.

Time data can be entered into your HRIS system en masse by performing a Time Off Import. We recommend performing this import, along with the import detailed in Importing Namely Time Accrual Usage to Namely HRIS prior to running your standard payroll to display accurate accrual balances at the time of processing.
 

IMPORTING ACCRUAL BALANCES

To  import accrual balances to Namely HRIS:

1. Login to your Namely Site.

2. Access Namely Time by using the Manage Timesheets link.

3. In Namely Time, click Hours > Period Export.

4. Select the Namely Accrual Balance Report in the Export Format option.

5. Set the Start and Stop dates to match the payroll period. Balances on this export will be current up to the first day of the current open week (viewable in the top right of Namely Time.)

6. If needed, you can set an Employee Filter to specify only certain employees to be included in the export.

7. In the File Name box, enter a name for your export file ending with “.csv”

8. Click Generate to download the export file.

9. Once downloaded, you will need to split the file into a single file for each accrual bank. You can do this easily by sorting the file in Excel and grouping by bank name.

TIP:

Accrual balances are converted to Days for the export. This is based on the Hours balance divided by the Work Week setting in the Namely Time Employee Profile (Employee Profile > Hours > Work Week Settings > Hours per Day). This will convert back to Hours once imported into Namely HCM.

10. Once you have the file(s) ready for import, navigate back to Namely HCM.

11. Click Company > Settings > Import Data > New Import.

12. Go to the Time Off Import > Select the Applicable CSV File and click Upload CSV File.

13. Choose the Time Off Type and Map the Email and Accrual Fields and click Continue.

14. Review the preview and click Import if ready.

DISPLAYING TIME OFF ACCRUALS ON PAYSTUBS

If you'd like to display accrual balances on your employee's paystubs, follow these steps:

1. Go to Company > Settings > Time Off.

2. Hover near the desired Time Off type and click Edit.

3. Check the Display time off balance on employee pay stubs box and Save Type.