Namely Data Flow | HCM and Payroll

Save time and avoid double-entry by referencing this list of what data automatically flows between HCM and Namely Payroll.

Which fields flow from HCM to Namely Payroll?

Field Name	Entered in HCM	Entered in Payroll	Flows to Payroll	Must be entered separately in both HCM & Payroll
Access Role	✓	✓		✓
Appreciations	✓
Asset Management	✓
Banking	✓		✓
Bio	✓
Bonus	✓	✓		✓
Change Reason	✓
Class	✓
COBRA Reason	✓		✓
Company Email	✓		✓
Compensation ("Wage" in NP)	✓		✓
Compensation Note	✓
Competency	✓
Corporate Card Number	✓
Deductions		✓
Departments*	✓	✓		✓*
Departure Date	✓		✓
Divisions*	✓	✓		✓*
DOB	✓		✓
Documents	✓
Dotted line reports to	✓
EEOC				✓
Emergency Contact	✓
Emergency Contact Phone	✓
Employee Number	✓		✓
Employee Type	✓
Employee Tax Type (W-2, 1099, etc.)		✓
Employment History	✓
Ethnicity	✓		✓
Federal & State Tax	✓		✓
First Name	✓		✓
Gender	✓		✓
Goals	✓
GUID	✓		✓
Home Address	✓		✓
Home Phone	✓		✓
Include in Payroll	✓		✓
Job Change Reason	✓
Job Tier	✓
Job Title	✓		✓
Key Tag Number	✓
Laptop Asset Number	✓
Last Name	✓		✓
LinkedIn URL	✓
Marital Status	✓		✓
Middle Name	✓
Native Language	✓
Office Company Mobile	✓
Office Direct Dial	✓
Office Fax	✓
Office Location*	✓	✓		✓*
Office Main Number	✓
Office Phone	✓
Overtime & Other Rate		✓
Pay Group	✓		✓
Performance Rating	✓
Personal Email	✓		✓
Preferred Name	✓
Profile Image	✓
Recurring Earnings		✓
Reports To	✓
Resume	✓
Salary	✓		✓
Skill Tags	✓
SSN	✓		✓
Start Date	✓		✓
Tax (Company Tax information)		✓
Termination Benefits	✓		✓
Terminated Reason	✓
Time Off Accruals	✓		✓
Time Off Amount (for Hourly EEs)	✓		✓
User Status	✓
Work Location		✓
Worker Comp		✓

* If a client has gone through Org Unit migration, these fields WILL sync between systems.

Tax documents are Namely tax templates submitted through the HRIS and Adobe eSignature integration. The information will flow into Namely Payroll.