Successful implementation starts during the sales process, where an expert product advisor defines your exact requirements for Namely. From there, our team follows a defined implementation process to configure your instance, import your data accurately, and train you on how to use Namely. We work together to ensure that, on your go-live date, you’re confident using Namely to deliver on your company’s HR goals.

We bring best practices to you.

With our implementation approach we bring industry and system best practices from our 1,500+ clients, which simplifies how you manage your people operations.
Learn the difference between our two implementation processes.

Namely Now

DELIVERED CONFIGURATIONS

7 security roles
7 self service workflows
2 years of US federal holidays
5 time off plan types
2 Namely user guides
3 performance templates
1 US onboarding template
14 benefit life events
31 payroll deduction codes
101 payroll earning codes

INCLUDED PERSONALIZATION

Custom domain name
Customer specific time off plans
5 custom fields
Payroll calendar configuration
Customer benefit plan set up
Employee data imports
Unlimited access to configuration tools

Namely Plus

DELIVERED CONFIGURATIONS

Includes all Namely Now Offerings
Up to 20 Custom Fields
Up to 10 Custom Security Roles
Up to 10 Custom Onboarding Templates
Up to 10 Custom Workflows
Up to 10 Custom Performance Templates
Up to 10 Custom Holiday Plans
Up to 15 Custom Deductions
Up to 15 Custom Earning Codes
Workers Compensation Code Configuration

INCLUDED PERSONALIZATION

Includes all Namely Now Offerings
Custom domain name
Customer specific time off plans
Payroll calendar configuration
Customer benefit plan set up
Employee data imports
Unlimited configuration tools

Implementation Comparison

Compare the offerings of Namely Now and Namely Plus across HR, Payroll, and Benefits.

HR	Namely Now	Namely Plus
Custom HRIS Domain	✓	✓
Mobile Access	✓	✓
Namely Assigned Team Member	✓	✓
Standard Data Imports	✓	✓
Custom Fields	5	20
Namely Best Practice Onboarding Template	✓	✓
Custom Onboarding Templates	Ø	10
Namely Best Practice Workflows	✓	✓
Custom Workflows	Ø	✓
Namely Best Practice Perfomance Template	✓	✓
Custom Perfomance Templates	Ø	10
Time Off Plans Build	✓	✓
2 Years – Standard US Holidays	✓	✓
Custom Holiday Plans	Ø	10

Payroll	Namely Now	Namely Plus
Site Per EIN (paid for)	✓	✓
Namely Assigned Team Member	✓	✓
Standard Data Imports	✓	✓
Tax Set Up	✓	✓
Standard Deductions	✓	✓
Custom Deductions	Ø	15
Namely Best Practice Workflows	✓	✓
Standard Earnings	✓	✓
Custom Earnings	Ø	15
Parallel Processing	✓	✓
Workers Comp Code Assistance	Ø	✓

Benefits	Namely Now	Namely Plus
Site Per EIN (paid for)	✓	✓
Namely Assigned Team Member	✓	✓
Standard Data Imports	✓	✓
Client Benefits Set Up	✓	✓
Custom Enrollment Language	Ø	✓
Plan Documents Uploaded	Ø	✓
Included Carrier Feeds	2	2
Open Enrollment Configuration (add’l cost)	✓	✓
Custom Life Event Setup	✓	✓

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