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June 6, 2024
XX min read

How to Use Namely: A Comprehensive Guide


Namely provides modern, intuitive HCM solutions, including scalable technology, expert managed payroll and benefits services, and fully comprehensive professional employer services. By offering an all-in-one platform, Namely streamlines human capital management (HCM) processes, making it easier for companies to manage HR, payroll, benefits, talent, and compliance effectively from a centralized system.

In today's dynamic workplace, efficient human capital management is crucial for maintaining a productive and engaged workforce. Namely's comprehensive suite of HCM tools ensures that organizations can handle HR processes seamlessly, leading to enhanced employee satisfaction, reduced administrative burden, and improved overall efficiency.

Who is Namely for

Namely is designed for mid-sized businesses looking for a modern and integrated HCM solution. Ideal users include:

  • HR Managers and HR Specialists who need a streamlined process for managing employee information, payroll, and benefits.
  • Payroll Managers seeking accurate, compliant, and easy-to-administer payroll services.
  • Benefits Coordinators who want to offer comprehensive benefit plans to employees while simplifying the administration process.
  • Talent Acquisition Managers looking to attract, manage, and retain top talent efficiently.
  • Business Owners and CEOs who need a holistic view of their human capital to make strategic decisions.

Key features

Namely offers a variety of features designed to meet the diverse needs of modern HR teams:

1. HR Management: A central hub for storing and managing employee information. This feature facilitates easy management of employee records, performance reviews, time-off requests, and more.

2. Payroll: Namely’s payroll service ensures compliance and accuracy. It simplifies payroll processing by automating tax calculations, deductions, and direct deposits, making payday stress-free.

3. Benefits Administration: Namely provides a comprehensive benefits solution that allows businesses to administer benefits programs, manage open enrollment, and ensure employees have access to vital benefits information.

4. Talent Management: This feature includes modules for recruiting, onboarding, performance management, and employee development. It helps in attracting, retaining, and nurturing top talent.

5. Compliance: Namely helps companies stay compliant with ever-changing labor laws and regulations. It includes features for managing employee certifications, workplace safety, and reporting requirements.

6. Employee Self-Service: Giving employees access to their personal information, payslips, benefits options, and performance reviews, promoting transparency and engagement.

7. Analytics: Offers robust reporting and analytics tools to track HR metrics, identify trends, and make data-driven decisions.

Best use cases

Namely excels in various scenarios, including:

1. Streamlining administrative tasks: HR teams can focus on strategic initiatives rather than getting bogged down with paperwork and manual processes.

2. Improving employee engagement: By offering self-service options and transparent access to information, employees feel more empowered and engaged.

3. Ensuring compliance: Namely helps businesses adhere to local, state, and federal regulations, reducing the risk of penalties and fines.

4. Enhancing recruitment and onboarding: The talent management tools make it easier to attract top talent, streamline onboarding processes, and ensure new hires are productive from day one.

5. Simplifying payroll and benefits administration: Namely's automated payroll and benefits systems reduce errors, save time, and ensure employees receive their entitlements.


  • Retail: Agile onboarding process helps manage seasonal workforce efficiently.
  • Tech Startups: Fast-growing teams need streamlined HR processes to scale quickly.
  • Healthcare: Complex compliance requirements are managed effortlessly with Namely's tools.
  • Education: Simplified benefits administration and payroll processing for staff and faculty.

Getting started

  1. Sign Up for Namely: Visit Namely’s website and sign up for a free trial or request a demo.
  2. Set Up Your Account: Follow the guided setup to input your company’s information, including employee data, payroll details, and benefit plans.
  3. Customize Your Platform: Adjust settings to align with your company’s specific HR policies and processes.
  4. Invite Team Members: Add HR team members, managers, and employees to the platform, assigning appropriate roles and permissions.
  5. Explore Features: Navigate through the different modules such as HR management, payroll, and benefits to familiarize yourself with the functionalities.
  6. Launch and Train: Roll out the platform to your entire organization and provide necessary training to ensure everyone can use it effectively.

Tips and best practices

  • Regular Updates: Keep employee information and payroll details updated to maintain accuracy.
  • Leverage Self-Service: Encourage employees to use the self-service features to access their information and perform routine HR tasks.
  • Utilize Analytics: Use the reporting tools to gain insights into HR metrics and inform strategic decisions.
  • Continuous Training: Provide ongoing training for HR staff and employees to ensure they are comfortable with the platform.
  • Feedback: Collect feedback from users regularly to identify areas for improvement and further streamline processes.
  • Compliance Check: Stay informed about changes in labor laws and ensure your Namely settings are updated accordingly.

Integration with Guru

Namely seamlessly integrates with Guru to enhance HR processes through AI-powered information access. Guru’s integration allows HR teams to harness the power of AI search, making it easier to locate specific information quickly.

Benefits of using Namely with Guru’s AI search:

  • Centralized Knowledge Base: Guru helps create a centralized repository of HR information, policies, and documentation accessible through Namely.
  • Effortless Search: Employees and HR teams can use Guru’s natural language search to find answers to HR-related queries instantly.
  • Proactive Information Delivery: Guru proactively provides relevant information to users, improving efficiency and reducing the need to search manually.
  • Permission Management: Guru respects source permissions, ensuring that sensitive HR information is accessible only to authorized personnel.
  • Enhanced Onboarding: New hires can access all necessary information and training materials instantly, making the onboarding process smoother and more efficient.


Namely offers a comprehensive suite of HCM solutions that streamline HR operations, payroll, benefits, and compliance processes. By leveraging Namely, businesses can enhance employee engagement, improve efficiency, and ensure compliance with labor laws.

Integrating Namely with Guru further amplifies these benefits by providing instant access to vital information, fostering a more informed and efficient workforce. Try Namely today and explore how it can transform your HR processes and overall productivity by integrating it with Guru’s AI search functionality.

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