Namely Toolkit: PEO Transition

Learn how to transition from a professional employer organization.

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Welcome to Namely! Let's get you set up for a successful transition to our product and services!

 

GETTING STARTED

Welcome to Namely! If you're reading this Toolkit, there's a good chance you've come to us from a PEO, and your company will be taking ownership of a host of new tasks in the HR, Benefits, and Payroll space. We've designed this Toolkit to help you seamlessly transition to our product and service model. 

How to Use this Toolkit

This Toolkit is split into a number of different sections. The sections focused on our different product offerings (Managing Employee Life Cycle, Navigating Benefits, and Utilizing Payroll in Namely) are split into three subsections:

  • PEO Resources - These articles provide product guidance on topics clients transitioning off of PEOs have historically had for our implementation and service teams.

  • Toolkit Resources - This section links out to our other toolkits - which typically are focused on providing comprehensive resources on a specific part of the product or HR, Payroll or Benefits function. They're great resources for understanding everything you need to know about a specific topic.

  • Frequently Asked Questions - Quick answers to common questions you might have on a topic!

We've also included an Additional Resources section, which includes links to helpful content from the Namely Blog, and our Comply Database.  

Preparing for Your Transition

Effectively transition from your former provider to one of Namely's offerings by following this PEO Transition Guide.

  • Download the checklist to help you define ownership for HR, Payroll, and Benefits workstreams to effectively manage your team and company in Namely.

  • Refer to the guide to ensure that you have all of the data prep requirements completed.

  • Explore which areas of responsibility your HR, Payroll, and Benefits owner should consider when transitioning from your PEO.

Getting Started With Namely

These resources will help familiarize you with core Namely functionality and provides some pointers for working with your Service Pod. 

  1. Admin's Welcome Guide - From training to helpful articles on how to best work with the Namely team, this article has everything you need in order to best leverage Namely's platform for your organization.

  1. Namely Service Model - Acquaint yourself with our pod model so you're always prepared to work with the Service team.

  1. When to Call Namely Service for Payroll Related Inquiries - Help us help you! Review this article to identify the appropriate times to leverage our service phone line for assistance with payroll issues. 

  1. Using the Project Services Catalog -  Need some help from our Project Services team on important initiatives? Read this article to learn how to submit a project in our catalog.

Frequently Asked Questions

How do I submit a case to my service pod?

MANAGING EMPLOYEE LIFE CYCLE

The list of HR duties and tasks is endless. Take control with the help of these resources!

PEO Resources

  1. Managing Leaves of Absence - Learn how to track your employees' leaves of absence (LOA).

Toolkit Resources

  1. Namely Toolkit: Employee Resource Guide - Curious to know what your employee's experience is when they utilize Namely? Review this toolkit specifically made for your employees to help them navigate the core functionality in Namely!

  1. Namely Toolkit: Onboarding a New Employee - Follow along with this toolkit to streamline your people operations in a single system of record and set up new hires for success before they even walk in the door.

  1. Namely Toolkit: Talent Management - Optimize our Talent Management features to drive employee performance using goals, competencies, and skill tags!

  1. Namely Toolkit: Performance Management - Utilize Namely's Performance software to develop your employees. 

  1. Namely Toolkit: Time Off - Everyone deserves a vacation, learn how to configure and manage employee Time Off in HRIS!

NAVIGATING BENEFITS

Configuring and setting up Benefits may sound daunting. Here are some popular resources to help you kick things off!

PEO Resources

  1. Workers Compensation - Unfortunately, workplace injuries occur every day, learn how to add workers' compensation in Namely. 

  1. Benefits Definitions - Refresh your memory with some of the common industry and Namely-specific terms about Benefits Administration! 

  1. Evidence of Insurability Processing - Understand the Namely EOI processing for your employees and the steps you should take.

  1. Carrier Feeds: Getting Started - Get to know the Carrier Feed Process, from setting it up, to following the recommended do's and don'ts!

 

Toolkit Resources

  1. Namely Toolkit: Open Enrollment - Navigate your benefits configuration and carrier feed updates!

  1. Namely Toolkit: ACA Reporting - This toolkit contains all of the information you need to file ACA forms with the IRS in Namely, answer any questions you have around data updates, form access, and error and warning resolution.

Frequently Asked Questions

  1. Long Term Disability Calculation FAQs - Answers some commonly asked questions about the calculation of Long Term Disability rates.

  1. Short Term Disability Calculation FAQs - Answers some commonly asked questions about the calculation of Short Term Disability rates. 

What information does a benefits carrierfeed typically send from Namely?

Who is responsible for requesting a feedfor a new carrier?

How can I add an EOI (Evidence ofInsurability) rule to a plan?

 

UTILIZING PAYROLL IN NAMELY

Need to run payroll and register for Tax IDs but not sure where to start? We've got you covered!

PEO Resources

  1. Certified Professional Organization (CPEO) Attestation - Download and complete the CPEO Attestation to proceed with wage continuation at Namely!

  1. PEO and CPEO Wage Continuation - Understand the key differences between a PEO and a CPEO as it relates to Wage Continuation.

  1. Employment Tax Registration Overview - Provides an overview of the state tax registration process and the responsibilities of employers, tax jurisdictions, and Namely.

  1. Tax Registration Services Overview - Every state requires employers to formally register for tax accounts when they have employees within the state. Namely's Tax Registration Services makes that process easy!

  1. Tax Registration Services Brochure - Need some extra help handling your tax registrations? Review this brochure to learn more about the additional services Namely offers. 

  1. Completing the Power of Attorney Package - Follow along with these general instructions and guidance for completing Power of Attorney packages.

  1. 2022-2023 Federal and State: Payroll and Tax Fact Sheet - This sheet includes state tax limits, supplemental rates, minimum wage guidelines, and more. 

Toolkit Resources

  1. Namely Toolkit: Tax Services - Handle tax collection, filing, and remittance in Namely with ease with this toolkit! Learn how to register for state taxes and power of attorney and what to do with tax notices and variances.    

  1. Namely Toolkit: Payroll Processing and Reporting - Process payroll accurately and efficiently every time with this toolkit! 

  1. Namely Toolkit: Year End, Year Start Payroll - Prepare to close out year-end and set your next year up for success with our year-end payroll toolkit.

ADDITIONAL RESOURCES

Additional Toolkits

  1. Namely Toolkit: Data Imports and Exports - Maintain your data with our import and export tools!

  1. Namely Toolkit: Closing out 2021 and Ringing in 2022 - This toolkit is updated every year to guide you through closing out the end of the year. It'll also help you set up the upcoming year for success!

Comply Database

The following content is available in our Comply Database. The database includes resources for Handbooks, courses, and templates for job descriptions, salary benchmarking, and more. For more details, read: Namely Comply Database and Comply Advice & Action. 

  1. Cafeteria Plans - A helpful introduction to Cafeteria Plans and information on the Premium Only Plan (POP) and Flexible Spending Accounts (FSA).

  1. The Employee Retirement Income Security Act (ERISA) - Learn about ERISA and the related requirements, such as Wrap-Around Plan Documents and Summary Plan Descriptions.

  1. Why Employers Need Updated ERISA and IRS Benefit Plan Documents - Watch this webinar about plan document compliance under ERISA. 

  1. Payroll Taxes and Withholding - Our Comply Database has comprehensive guides to federal and state payroll taxes and withholding requirements.

Namely Blog

  1. How to Graduate from your PEO - Take ownership of HR. Here's how to transition from a professional employer organization.

  1. HR Compliance's Magic Number: 50 Employees - Learn about the new requirements that kick in once your headcount reaches 50.

Feedback

Did our toolkit help you out? Are we missing any articles that could have helped you with your transition? Let us know by giving us a thumbs up or down and providing some comments! Our team of content experts read your feedback daily and add and improve articles based on your feedback.