Namely Time Imports: Adding Employee Information

This article provides tips and instructions on how to mass import Employee Information in Namely Time.

OVERVIEW

Namely Time is our time-tracking solution to track hours for payroll processing. If you need to add employee data to Namely Time in bulk, you can do so by completing an Employee Information Import. This import is commonly used to add employees to Namely Time. 

IMPORT TEMPLATE

  • Template: Employee Information Import Template

    • Fields available for import: Number (Employee ID), First Name, Last Name, Date Hire, Email, Network ID

      • All of the fields are required for this import to be successful.

  • Reports: The Profile report contains fields (ex. GUID) needed to complete this import.

PREPARING AND UPLOADING THE IMPORT TEMPLATE

Prepare the Import template

  1. Download the Profile report to collect the employees’ data. 

  • In Namely HRIS, click Reporting under Admin Tools > New Report > select the Profile for the Report Type > click Create Report.

TIP:

 Refer to HRIS Reports for more information about custom reports. 

  1. Use the information provided from the custom report and insert it into the Employee Information import template. You should only include data on employees that need information added on your template. 

  2. Once the employee information has been added to the corresponding fields, save the file as a .csv or .xlxs format.

Import the template

  1. When the import file is complete, click Manage Timesheets in Namely HRIS.

  2. Once you're redirected to Namely Time, click Tools > Import.

  3. Select the drop down for Employee Information for What type of data would you like to import?

  4. Click Browse > upload the completed import template file > Next.

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  1. Select the checkbox for Automatically override employee role > Next.

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  1. Map each field accordingly by selecting the drop down options > Next.

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  1. Click Validate > Export.

  • If Exceptions are visible, click Show Exceptions > Download > resolve any exceptions and re-import.

CASE SUBMISSION DETAILS

If you encounter any issues or unresolved exceptions, submit a case in the Help Community and include the import file and any screenshots of the exceptions as an attachment.

Product Name: Namely Time

Feature: Namely Time Settings & Configuration

Function: Users

TIPS

  • The Date should follow the following format (MM/DD/YY) with no zeros in front of single digits:

    Example: 7/15/20