Roles and Permissions for Data Imports and Exports

This article explains the roles and permissions, field group bundles, payroll user administrative roles and trusted contact roles needed to perform data imports and exports.

HRIS Imports

If you'd like to provision access to an employee to import or export data in HRIS, you may add the following Global General Permissions to their Access Role: 

• Global can import data: Allows a user to import CSV files via Namely’s import tool in Company Settings.

• Global can export data: Enables a user to conduct a full data export. Recommended for HR Admin level employees and higher. 

TIP:

Employees can only import into fields their access role has the ability to edit. 

Payroll and Benefits Imports

All payroll and benefits imports need to be completed by the Namely Service Team, with the exception of Uploading Additional Pay and Uploading Hours into a Pay Cycle, which can be performed by employees with a Namely Payroll User Administrative Role that includes the ability to make changes to pay cycles.
The ability to request imports is limited to Trusted Contacts in the following roles:

• Payroll Admin

• Benefits Admin