Namely Toolkit: Employee Resource Guide
This Toolkit provides an overview of Namely platform features commonly used by employees.
WELCOME TO NAMELY!
This toolkit provides an overview of the core functionality in Namely. Need help finding your pay stub? Enrolling in benefits? Updating your profile? We've got you covered!
LOGGING IN
Namely is a great tool for engaging with your co-workers, viewing your payroll documents, logging your time, and much more - but you can't do any of that without logging in! These resources will help get you set up and logged in to Namely.
NEW HIRES ONLY:
Completing an Onboarding Session - If applicable, follow the instructions of this article to complete your onboarding session.
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Namely Email Notification to log into Namely - Sign into Namely as soon as you receive this email notification.
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Namely Login for employees - Log in to Namely directly through the website or create a new password once you've received an email notification.
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Unacceptable Common Passwords - A list of passwords Namely will not allow you to use, to better protect your sensitive data.
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Accessing Namely as a Former Employee for Payroll Documents - If you're no longer with your company, but need access to paystubs, W2s, or 1099s, follow these steps.
Frequently Asked Questions
NAVIGATING NAMELY
Now that you're logged in - these resources will help guide you through all of the tools you have at your fingertips in Namely.
Homepage and Newsfeed
The first thing you'll notice when you log in to Namely is the Newsfeed. The Newsfeed is used to share updates and announcements that can be seen by your entire company. You can post images, videos, and links, and also change the font size and appearance of the text. You can also post employee appreciations to recognize co-workers for their efforts and achievements.
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Navigating Namely: Homepage - Explore the features of Namely's navigation menu and springboard.
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Namely Recommended: Employee Appreciation Posts - Why thank your co-worker privately when your entire company should know about what a rockstar they are? This article will teach you how to post an appreciation and suggests some popular use cases.
Refer to this video: Homepage and Newsfeed
Frequently Asked Questions - Homepage and Newsfeed
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Profile and People
View your company directory, reporting structure, and an overview of your company's teams right from the homepage springboard!
Organizational Structure
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Navigating Namely: People and Teams - Learn how to navigate the HRIS directory, org chart, and teams.
Employee Profiles and Data
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Employee Profile Page - Access your profile and make the necessary changes to your information from here!
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Personal Account Settings - Update your notifications and manage your account settings to personalize your account.
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Submitting a Workflow Request - Request updates to certain fields from your employee profile.
MANAGERS ONLY:
Viewing and Approving Workflow Requests - Use workflows to approve, decline, or request changes for your direct reports.
Frequently Asked Questions - Profile and People
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How do I manage my Namely profile settings and notifications? |
Time Off
The Time Off Summary page provides an overview of your upcoming, available, and used time off. You can also use the Time Off Summary page to submit a time off request. Time off will display as either days or hours, depending on your company's settings. Learn how to submit and manage a time-off request below!
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Managing and Requesting Time Off - Familiarize yourself with the Time Off Summary page to view, request, and manage your time off.
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Managing Time Off Requests Using the Namely Mobile App - Learn how to manage your requests directly through the app.
Frequently Asked Questions - Time Off
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Will my time off request automatically use my available carryover? |
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How can I see the history of my time off requests in Namely? |
Time and Attendance
Namely Time is a time-tracking solution powered by Timeclock Plus. Your organization may utilize it to track hours for payroll processing. Access Namely Time by clicking My Timesheets from your HRIS profile.
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Namely Time - Dashboard - Take a brief tour of the Namely Time Dashboard and learn how to customize and display your widgets.
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Namely Time : Employee Guide - Download this guide to learn how to log hours, request PTO, approve time, and more!
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Namely Time - Employee Requesting Time Off - Watch this video for instructions on how to request time off.
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Namely Time - Employee Approving Hours - If an exception occurs when you're punching in your time, you may have to approve your hours prior to submitting it to your manager.
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Namely Time - Time Punches - Learn how to clock in and clock out and view a summary of your punches.
MANAGERS ONLY:
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Namely Time - Approving and Entering PTO - Manage your direct reports' time off requests.
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Namely Time - Approving Time and Exceptions - Review and resolve your direct reports' time off exceptions.
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Namely Time - Employee Filter - Apply the Employee Filter to include or exclude employees to manage your view when utilizing certain tools in Namely Time.
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Namely Time: Using the Employee Status Tool - Use this tool to view real-time updates of when your employees have clocked in or out, break status, and more!
Frequently Asked Questions - Time and Attendance
Performance
You can view and manage Performance Reviews, as well as personal, team and company Goals in the Performance section of Namely. You can access these features by clicking Performance on your Namely homepage springboard.
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Navigating the Performance Dashboard (for Employees) - Most performance-related tasks are performed from the Performance Dashboard - including viewing past reviews, or drafting manager, peer and, self-reviews.
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Reviewing Your Performance Reviews - Provides instructions for reviewing reviews written by or about an employee. This guide will help walk you through a completed review.
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Using Skill Tags (for Employees) - Utilize skill tags to highlight your expertise and skillsets on your Namely Profile.
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Creating Goals: For Employees - Create individual goals to evaluate and drive your performance.
MANAGERS ONLY:
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How to Write a Performance Review - This article provides instructions on how to write a performance review in Namely.
Frequently Asked Questions - Performance
Benefits
If your company uses Namely for benefits enrollment, you can view current and past benefit elections, as well as enroll in permitted benefits.
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View, Change, or Enroll in Benefits - This PDF provides a step-by-step walkthrough of the Enrollment Wizard and active benefits.
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Accessing 1095-C Forms - Follow these instructions to save or print your 1095-C forms to complete your personal tax filings.
Frequently Asked Questions - Benefits
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Do I need to participate in Open Enrollment if I don't want to edit my plans? |
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PAYROLL DOCUMENTS
If your organization uses Namely to process payroll, you can view your current and past pay stubs and other payroll documents.
Paystubs
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How to Read Your Namely Paystub - This guide will help you read your Namely Paystub and answers some commonly asked questions.
Frequently Asked Questions - Paystubs
W-2s and 1099s
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Employee Guide to the Form W-2 - A complete guide to the Namely Form W-2 - explore frequently asked questions, code definitions, and more! This guide answers many common W-2 questions you may have.
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Keeping Up With Your Tax Withholdings - Perform a Paycheck Checkup to prevent tax issues come W-2 season.
Frequently Asked Questions - W-2s and 1099s
Other
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Payroll Tab for Employees - Learn how to access pay stubs and payroll information straight from your employee profile.
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Impact of the W-4 Form based on Federal Income Tax Calculations - Complete a new W-4 form to ensure accurate federal withholding calculation.
Frequently Asked Questions - Other
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How do I access Namely Payroll to retrieve past paystubs or W-2s as an inactive employee? |
MOBILE APP
These comprehensive guides provide an in-depth dive into every feature the Namely mobile app has to offer.