(B) Custom fields beyond those enumerated herein and for the amounts specified below are not included and subject to additional fees if Client requests Namely’s assistance in their creation. However, Client may create an unlimited number of custom fields without Namely’s assistance at no additional charge.}
(ii) PEO Transition Consultations – During the provision of Implementation Services, Namely consultants shall work with Client to confirm the Client Data to be entered into the Platform from Client’s prior payroll provider. These consultations shall consist of up to three (3) separate one (1) hour calls to discuss Client’s Platform provisioning as it relates to three key areas, which shall include: HR administration, Benefits Administration, and Payroll. Additional fees may apply for consulting services beyond those provided herein requested by Client or for time overages.
(iii) PEO Specific Data Services Migration – Namely shall assist Client in migrating their data from their current provider onto the Namely Platform. Namely shall further assist Client in detailing the specific PEO information Client must move to Namely such as wage bases and balances for proper configuration, and in migrating important employee and historical documents within the Namely Platform.
(iv) Best Practice Consulting & Configuration – Namely shall conduct up to five (5) separate one (1) hour configuration calls with Client to assess their existing processes related to employee onboarding, performance, roles and permissions, time-off, and workflows. Namely shall guide Client through its configuration of the Platform to apply Namely best practices recommendations for optimal performance.
(v) Custom Manager & Employee Training – As part of Client’s launch of Namely to their employee population, Namely shall deliver two (2) separate one (1) hour trainings to Client’s employees regarding best practices for navigating Namely, Platform usage relating to time-off requests, time-off approvals, and other key processes.
(vi) Extended Post Go-Live Support – Following Client’s Go-Live, Namely shall continue to consult with Client via up to eight (8) separate one (1) hour calls to assist client with adjusting to Namely’s service model, using the Namely Help Community, and addressing post-implementation items that may arise. These consultations shall include meeting with Client’s implementation leads and its Namely service team to review status on any outstanding items from implementation as well as to ensure Client is supported as to their post Go-Live daily operations. During this time, the Client will also receive guidance from Namely’s Implementation and Service teams regarding self-help best practices, including the use of Namely’s Help Community article library and the submission of service cases. Additional fees may apply for consulting services beyond those provided herein requested by Client or for time overages.
(vii) State Tax Registration Services (Included for Managed Payroll Clients Only) – Namely shall work with Client to gather the appropriate corporate documentation and work with state taxing authorities to ensure proper tax identification registration. Where necessary, Namely shall register Client for payroll-related tax identification numbers in applicable states where Client operates. Clients who have not purchased Managed Payroll may purchase these State Tax Registration Services for an additional fee. For Clients who have not purchased Managed Payroll, or elect not to purchase State Tax Registration Services for an additional fee, Namely shall assist Client with its tax registrations by responding to questions concerning how to apply for tax identification numbers with local state taxing authorities, but Client shall bear the full and sole responsibility of self-registration for applicable tax identification numbers.
(b) All trainings and consultations shall be provided by Namely via teleconference or videoconference. Requests for in-person training shall be at Namely’s sole discretion and subject to additional reasonable administrative, travel, and lodging fees.
