Importing Namely Time Accrual Usage to Namely HRIS

How to import Namely Time Accrual Usage to Namely HRIS.

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 Balances to Namely HRIS prior to running your standard payroll to display accurate accrual balances at the time of processing.

IMPORTING ACCRUAL USAGE

To import Namely Time Accrual Usage 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, then click Period Export.

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  1. Select the Namely Accrual Usage Report in the Export Format option.

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  1. Set the Start and Stop dates to match the payroll period. Only usage during this date range will be exported.

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

  3. Use the Job Code Filter to only export one type of Accrual Bank Usage per file.

  • For example - Set the Job Code Filter to Sick to only export Sick usage. Once you have that file saved, set the Job Code Filter to PTO and run a second file to only export PTO usage.

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

  2. Click Generate to download the export file

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

  4. Login to your Namely Site.

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

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

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  1. Choose the Time Off Type and map the Email, Start Date, End Date, Total Time-Off, and Notes fields and click Continue.





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  1. Review the preview and click Import if ready.

DISPLAYING TIME OFF ACCRUALS ON PAYSTUBS

If you'd like to display accrual usage 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.

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