Namely - Detailed Review
Business Tools
Namely - Product Overview
Overview of Namely
Namely is a human resources (HR) software company founded in 2012 in Greenpoint, Brooklyn. Here’s a brief overview of its primary function, target audience, and key features:
Primary Function
Namely provides a cloud-based HR management platform that helps organizations manage various aspects of their human resources. The platform includes tools for HR information systems, payroll, time management, performance management, compliance, and talent acquisition.
Target Audience
Namely primarily targets mid-sized to large companies. According to the data, its users are often companies with more than 10,000 employees and revenues exceeding $1 billion. The platform is popular in industries such as Information Technology and Services, Financial Services, and Computer Software.
Key Features
- HR Information System: A centralized system to manage employee data.
- Payroll: Automated payroll processing to streamline salary and benefits management.
- Time Management: Tools to track and manage employee work hours and attendance.
- Performance Management: Features to evaluate and improve employee performance.
- Benefits Management: Integration with benefits plans, including medical, dental, vision, and life insurance.
- Compliance: Tools to ensure adherence to HR-related regulations and laws.
- Talent Acquisition: Solutions to help in recruiting and onboarding new employees.
- HR Analytics: Insights and reports to help in making informed HR decisions.
Conclusion
Namely aims to provide a comprehensive HR solution that is user-friendly and integrated, helping companies to manage their HR functions efficiently. As of September 2022, Namely was acquired by PrismHR, further expanding its capabilities and reach.
Namely - User Interface and Experience
User Interface
Namely’s interface is often compared to popular social networks, such as Facebook, which makes it familiar and easy for employees to use right away. This similarity in design helps reduce the learning curve, allowing employees to quickly adapt and start using the platform effectively.
Ease of Use
The platform is intuitive and easy to use, with a modern and elegant user interface. Employees can perform various tasks such as requesting PTO, reviewing pay stubs, and engaging with peers through a newsfeed, all within a single, integrated system. This ease of use is highlighted by the fact that 78% of employees log into Namely at least once a month.
Overall User Experience
The overall user experience with Namely is generally positive, with many users appreciating its simplicity and functionality. Employees can manage their profiles, performance management, PTO, and onboarding tasks with ease. The system also includes features like employee recognition, performance reviews, and goal-setting tools, which help keep the workforce connected and motivated.
Engagement
Namely has been successful in increasing employee engagement and productivity. According to their data, 75% of clients report an increase in employee engagement, and 72% see an improvement in employee productivity since implementing the platform.
Support and Feedback
Namely provides strong support to its users, including a dedicated service team and a robust Help Community. This ensures that users get timely and helpful assistance, making the overall experience more satisfactory. The platform also continuously improves based on user feedback, with regular updates and enhancements to address any issues or suggestions.
Conclusion
In summary, Namely’s user interface is user-friendly, familiar, and easy to navigate, making it a valuable tool for managing HR processes and enhancing employee engagement and productivity.
Namely - Key Features and Functionality
Namely Overview
Namely, an all-in-one HR platform, offers a wide range of features and functionalities that are particularly beneficial for small- and mid-sized businesses. Here are the key features and how they work, including any integration of AI.HR as the Foundation
Namely serves as a single system of record for all people data, providing a centralized and intuitive platform. This includes onboarding, employee self-service, talent management, HR analytics, and more. This centralization helps in maintaining data consistency and reducing manual errors.Onboarding Process
The onboarding solution automates various tasks, such as storing new hire forms, collecting eSignatures, and ensuring compliance with integrations like E-Verify. This automated process makes the onboarding experience efficient and compliant, creating a good first impression for new hires.Recruitment
Namely’s recruiting solution is enhanced with AI-assisted workflows that help in finding, attracting, interviewing, and hiring the right talent faster. This AI assistance can streamline the recruitment process, making it more efficient and effective in identifying top candidates.Performance Management and Engagement
The platform includes a built-in newsfeed that facilitates employee recognition, performance reviews, and goal-setting. These features keep the workforce connected and motivated, regardless of their location. This engagement tool helps in building a vibrant company culture.Payroll and Benefits Administration
Namely offers fully integrated payroll processing with complete payroll tax services, reducing the stress associated with payroll administration. Additionally, the platform simplifies the administration of employee benefits, including open enrollment and benefits consulting services. This integration ensures accuracy and compliance in payroll and benefits management.Time and Attendance
The platform allows for seamless tracking, approval, and integration of hours worked directly into payroll data. This feature is accessible both at home and on the move, making time management efficient and convenient.Compliance
Namely provides a robust compliance library and tools such as a handbook wizard, OSHA logs, and anonymous employee reporting. These features help HR teams stay on top of regulatory requirements, mitigating compliance risks.Analytics and Reporting
The platform offers delivered analytics and intuitive ad hoc reporting, providing key people metrics that inform strategic decisions. This data-driven approach helps in making informed decisions and gaining support from leadership.Integration and Automation
Namely integrates with various other business applications, such as Greenhouse, Docebo, Netsuite, and Slack, through its open API and partner network. This integration, facilitated by platforms like Tray.ai, allows for automated workflows that sync data across different systems, reducing manual work and enhancing HR productivity.AI Integration
While Namely itself does not heavily emphasize AI-driven features beyond AI-assisted recruitment workflows, its integration capabilities with other platforms can leverage AI for more automated and efficient HR processes. For example, using the Tray Platform, HR teams can automate tasks such as onboarding, tracking learning development, and maintaining employee data consistency across different systems, all of which can be enhanced with AI-driven automation.Conclusion
In summary, Namely provides a comprehensive HR platform that streamlines various HR functions, from recruitment and onboarding to payroll, benefits, and compliance. While AI is not a dominant feature within Namely itself, the platform’s integration capabilities allow for the incorporation of AI-driven automation to enhance its functionalities. Namely - Performance and Accuracy
Evaluating the Performance and Accuracy of Namely
Evaluating the performance and accuracy of Namely, a cloud-based HR technology platform, in the context of AI-driven business tools involves several key aspects, although direct information on Namely’s AI performance is limited in the provided sources.
Automation and Data Processing
Namely is known for automating repetitive HR tasks and managing large amounts of data, which are common benefits of AI integration in HR management. The platform helps in minimizing errors and streamlining processes such as payroll administration, benefits management, and compliance.
Data Quality and Integration
While Namely does not specifically detail its AI models’ accuracy, the success of any AI-driven system hinges on the quality of the data it processes. Similar to other AI business applications, Namely would likely benefit from integrated data platforms that consolidate information from multiple sources, ensuring data is clean, consistent, and comprehensive. This approach is crucial for enhancing the accuracy and effectiveness of AI-driven insights.
Limitations and Areas for Improvement
1. Data Accuracy and Quality
The accuracy of AI models depends heavily on the quality of the data they process. If Namely’s data is siloed or inconsistent, it could impact the performance and accuracy of any AI-driven features. Ensuring continuous updates and maintaining high data quality is essential.
2. Static ROI Evaluation
Companies often make the mistake of evaluating ROI in a static way, which does not account for the dynamic nature of AI performance over time. Namely should consider this when measuring the return on investment in their AI initiatives.
3. Human Touch and Automation Balance
While AI is valuable for automation, it is important to balance it with the human touch in HR management. Namely emphasizes the importance of human HR professionals, but ensuring this balance can be a continuous challenge.
Engagement and Factual Accuracy
Namely’s platform is designed to engage employees, appreciate their contributions, and develop a unified workplace culture. However, specific metrics on the engagement levels or factual accuracy of AI-driven features within Namely are not provided in the available sources. It is crucial for any AI-driven system to maintain high engagement and factual accuracy, which often requires continuous monitoring and improvement of the AI models and data quality.
Conclusion
In summary, while Namely offers significant benefits through automation and data management, the accuracy and performance of its AI-driven features would depend on factors such as data quality, continuous updates, and a balanced approach to automation and human involvement. Without more specific information on Namely’s AI models and their performance metrics, it is challenging to provide a detailed evaluation of their accuracy.
Namely - Pricing and Plans
Pricing Overview
Namely does not provide upfront pricing details publicly. Instead, prospects need to request a custom quote based on their specific business needs.Plans and Features
Namely offers several plans, each with a range of features:Namely Now
- This is the base plan, starting at $9 per employee per month.
- Features include HR, onboarding, time-off management, and other core HR functions.
NamelyPlus
- This plan includes all the features from Namely Now.
- Additional features include payroll, benefits administration, recruiting, performance management, and compliance management.
NamelyPlus People
- Builds on the features of NamelyPlus.
- Includes managed payroll and managed benefits services, among other enhancements.
NamelyComplete
- The most comprehensive plan, which includes all features from the previous plans.
- Additional features include large group benefits, workers’ compensation plans, risk and safety management, and shared liability compliance.
HR Fundamentals (Base Package)
- This is essentially the foundation of Namely’s offerings.
- Features include:
- Company news feed
- Employee recognition/appreciation
- Employee directory and organizational chart
- Employee self-service
- Custom fields
- Task lists
- Reporting and analytics
- Time-off management
- Onboarding
- Performance/goals management
- eSignature
- Compliance database
- Integration with the E-Verify service.
HR Complete Package
- This package allows organizations to add on features such as:
- Payroll
- Benefits administration
- Time and attendance
- Recruiting
- Risk/compliance management.
Enhanced Services
- Namely offers managed payroll and managed benefits services for companies that want to outsource these tasks.
Free Options
- There is no free trial available, but Namely offers a free demo with their sales team. Prospects can request this demo via Namely’s website.
Additional Considerations
- Implementation fees may include data migration and training, but this needs to be confirmed with Namely.
- Monthly fees and any additional support costs should also be clarified when requesting a quote.
Namely - Integration and Compatibility
Namely: A Comprehensive HR Platform
Namely, a comprehensive HR platform, integrates seamlessly with various tools and systems to provide a unified and efficient HR experience. Here are some key aspects of its integration and compatibility:
Integration with Greenhouse Recruiting
Namely integrates with Greenhouse Recruiting, allowing you to sync hired candidates directly into Namely. This integration automates the process of transferring candidate data, including standard fields such as first and last name, email, address, phone number, position, start date, and user status. Custom fields in Greenhouse Recruiting can also be synced with Namely if they match exactly in name and field type.
General Integrations
Namely offers an open API and a robust partner network, enabling integrations with a wide range of services. This includes recruiting tools, training apps, performance and feedback systems, accounting software, and data tools. The platform’s API allows for bi-directional data syncing, ensuring that data is consistently updated across all connected systems.
Tray Platform Integration
The Tray platform provides a low-code solution for integrating Namely with other tools and data sources. Using a drag-and-drop interface, users can create API integrations without extensive IT resources. This allows for seamless data syncing between Namely and various software applications, flat files, spreadsheets, and emails.
Mobile Compatibility
Namely is designed to be mobile-friendly, supporting mobile devices for both HR professionals and employees. This ensures that all HR functions, including payroll management, time tracking, and benefits administration, can be accessed and managed on the go.
HR Process Automation
Namely automates several HR processes, such as onboarding, time off tracking, and compliance management. These automations can be integrated with other HR systems to ensure a smooth and efficient workflow. For example, the onboarding solution automates tasks, stores new hire forms, collects eSignatures, and ensures compliance with E-Verify.
Data Management and Analytics
The platform unifies people data and functions in one system, providing a single source of truth for HR data. It also offers analytics tools to turn data into actionable insights, which can be integrated with other data sources to drive business decisions.
Conclusion
In summary, Namely’s integration capabilities are extensive and flexible, allowing it to work seamlessly with a variety of tools and systems. Its compatibility across different platforms and devices ensures that HR processes are streamlined and accessible from anywhere.
Namely - Customer Support and Resources
Support Structure
Namely’s support model is structured into “Pods,” each consisting of a Pod Service Manager, a Client Relationship Manager, and Service Specialists. This structure ensures that clients have dedicated support from a team of experts who are familiar with their unique challenges.
Client Relationship Manager (CRM)
The CRM acts as the client’s advocate, ensuring they get the most out of Namely’s software and services. They manage contract renewals, track trends, and help clients work through challenges from a holistic standpoint.
Service Specialists
These specialists are subject matter experts in HR, payroll, and benefits. They are available to respond to all service cases, whether submitted through the Help Community or over the phone.
Help Community
The Namely Help Community is a one-stop shop for all client needs. It contains over 1,500 articles, including detailed product guides, FAQs, and training videos on HR, payroll, and benefits. New articles are added daily based on client needs and industry updates.
Phone Support
Clients can request a call from their Pod members through the Help Community for complicated questions that are easier to resolve verbally. For more urgent issues, clients can use the general Service line at 1-888-757-4804, available from 6 AM to 6 PM PT.
Project Services
Namely offers a Project Services Catalog that allows clients to submit requests for hands-on assistance from subject matter experts. This includes custom updates to the platform, consulting services, and specific tasks related to HR, talent management, payroll, and benefits.
Data Migration and Configuration
For clients transitioning to Namely, the company provides data migration services, including assistance in moving PEO information, employee and historical documents, and configuring the platform according to best practices. This includes up to five configuration calls to assess and optimize existing processes.
Managed Payroll and Benefits
For clients using Managed Payroll or Managed Benefits, Namely provides additional support. Payroll Consultants oversee payroll data and audits, while benefits consultants handle benefits brokerage and employee benefits consulting.
Additional Resources
Configuration Tools
Clients have unlimited access to configuration tools, including custom fields, security roles, onboarding templates, and workflows.
Training and Guides
The platform includes automated onboarding processes, compliance libraries, and analytics tools to help clients manage their HR processes efficiently.
Overall, Namely’s support system is designed to be accessible, comprehensive, and tailored to the specific needs of each client, ensuring they have the resources necessary to manage their HR, payroll, and benefits effectively.
Namely - Pros and Cons
Pros of Namely
User-Friendly Interface
Namely is praised for its intuitive and user-friendly design, making it easy for both HR teams and employees to use. The interface is modern and similar to social media platforms, which helps in user adoption.
Comprehensive HR Solutions
The platform offers a wide range of HR functions, including payroll, benefits administration, time tracking, talent management, and compliance management, all in one place. This streamlines HR processes and reduces the need for multiple systems.
Onboarding and Recruitment
Namely’s onboarding tool is highly praised for its efficiency and ease of use. It simplifies the process of setting up new employees and ensures they are ready to start work quickly.
Employee Engagement
The platform includes social features like a newsfeed where employees can post appreciations and stay connected, regardless of their location. This enhances employee engagement and communication.
Customization and Integration
Namely allows for significant customization to fit the specific workflows of a business. It also offers an open API, enabling companies to integrate various systems, such as Applicant Tracking Systems and 401(k) plans.
Customer Service
Many users appreciate the friendly and helpful customer service provided by Namely, although there are some mixed reviews on this aspect.
Cons of Namely
Customer Support Issues
Some users have reported difficulties with customer support, including long hold times, lack of dedicated representatives, and inconsistent communication. This can be frustrating, especially for larger companies.
Integration and Feature Limitations
There are reports of some integrations and features needing improvement. For example, issues with syncing data, lack of proper leave tracking, and limitations in auto-tracking job titles and salary groups have been mentioned.
Pricing Transparency
Namely does not provide transparent pricing on its website, requiring potential customers to contact the company directly for a custom quote. This lack of transparency can make it difficult to compare costs with other solutions.
No Free Trial
Unlike some other HR software, Namely does not offer a free trial, which can make it harder for businesses to test the platform before committing to a purchase.
Technical Issues
Some users have experienced technical issues, such as system-wide problems during onboarding, slow data syncing, and occasional system crashes. These issues can disrupt the smooth operation of HR processes.
Overall, Namely is a solid choice for mid-sized businesses looking for a comprehensive HR solution, but it does come with some drawbacks that need to be considered.
Namely - Comparison with Competitors
When Comparing Namely AI
When comparing Namely AI, an AI-driven sales representative, with other products in the business tools and AI-driven categories, it’s important to distinguish between its unique features and those of its competitors.
Namely AI Unique Features
Namely AI stands out for its focus on automating and enhancing the sales process through AI technology. Here are some of its unique features:
- Automated Sales Calls: Namely AI can conduct sales calls without human intervention, making it a 24/7 operational tool.
- Compelling Pitches and Objection Handling: The AI generates expertly designed product or service pitches and handles objections intelligently.
- Customer Insights and Optimal Scheduling: It provides valuable insights into customer needs and preferences, and identifies the best times to schedule demos.
- Email Summaries and A/B Testing: The platform sends detailed email summaries post-call and conducts automatic A/B tests to improve sales strategies.
- Natural Conversations: Engages in conversational dialogues that go beyond just sales topics, creating a more personalized interaction.
Competitors in the Sales Automation Category
While Namely AI is specialized in sales automation, other tools may offer related but distinct functionalities:
- Salesforce: Although not an AI-driven sales representative like Namely AI, Salesforce offers extensive CRM capabilities, including automated workflows and AI-powered insights. However, it requires more human intervention compared to Namely AI.
Competitors in the HR and Payroll Category (Different Namely)
It’s important to note that there is another product named Namely, which is an HR and payroll management tool. This Namely is often compared with other HR software:
- Gusto: Focuses on payroll, hiring, onboarding, and talent management. It offers a comprehensive suite of HR tools but does not include AI-driven sales automation.
- Rippling: Provides an employee management platform with features like workforce analytics, policy management, and global workforce management. Like Gusto, it does not offer AI-driven sales calls.
- BambooHR: Offers comprehensive HR software solutions including data management, hiring, onboarding, payroll, and benefits management. Again, this is not related to AI-driven sales automation.
Key Differences
- Focus: Namely AI is specifically designed for sales automation, while the other Namely and its competitors (Gusto, Rippling, BambooHR) are focused on HR and payroll management.
- Automation: Namely AI automates sales calls and related processes, whereas HR tools automate different aspects of employee management.
- AI Integration: Namely AI heavily relies on AI to handle sales interactions, which is not a primary feature of the HR-focused tools.
Conclusion
In summary, if you are looking for an AI-driven solution to automate and enhance your sales process, Namely AI is a unique offering with features that set it apart from other business tools. However, if your needs are more aligned with HR and payroll management, you might consider alternatives like Gusto, Rippling, or BambooHR.
Namely - Frequently Asked Questions
Frequently Asked Questions about Namely
What is Namely HR, and what services does it offer?
Namely HR is a cloud-based Human Resource platform designed for mid-sized businesses. It offers an all-in-one solution for managing HR needs, including payroll, benefits, talent management, and compliance. The platform streamlines HR processes, reduces administrative burdens, and improves employee engagement through tools for employee onboarding, time tracking, performance management, and compliance.How much does Namely HR cost?
Namely HR offers four pricing plans: Namely Now, Namely Plus, Namely Plus People, and Namely Complete. The Namely Now plan starts at $9 per employee per month. The other plans have custom pricing based on the specific needs and requirements of the organization.What are the key features of Namely HR?
Key features include employee information management, recruitment and applicant tracking, performance management, attendance and time tracking, benefits administration, and compliance tools. The platform also provides analytics to inform strategic decisions and streamlines processes such as onboarding and offboarding.How does Namely HR integrate with other systems?
Namely HR integrates with a variety of other systems to provide a seamless HR experience. These integrations include payroll solutions, benefits management, recruiting tools, and compliance resources, ensuring that all HR functions can be managed within one unified system.What kind of support does Namely HR offer during implementation?
Namely provides comprehensive implementation support, including one-on-one training with experts, data migration assistance at no additional cost, and resources such as documents, step-by-step instructions, and videos. This ensures a smooth transition and helps clients get the most out of the platform.Is Namely HR suitable for all business sizes?
While Namely HR is particularly beneficial for mid-sized businesses, it can also cater to the needs of growing startups and larger enterprises. The platform is scalable and can be configured to fit the unique needs of different organizations.Does Namely offer any AI-driven sales tools?
No, the Namely platform discussed in the context of HR does not offer AI-driven sales tools. However, there is a separate product called Namely AI that focuses on AI-powered sales automation, including automated sales calls, objection handling, and customer insights. This is a different product from the Namely HR solution.How does Namely AI handle sales calls and lead generation?
Namely AI automates sales calls using AI-driven capabilities, generating warm leads and conducting persuasive pitches without human intervention. It also handles objections, identifies optimal demo scheduling times, and provides valuable customer insights. The platform operates 24/7, ensuring continuous engagement and lead generation.What are the benefits of using Namely AI for sales?
The benefits include cost reduction by eliminating the need for commissions and benefits associated with human sales reps, increased productivity as the AI operates 24/7, scalability to handle high call volumes, and enhanced lead generation through advanced AI technology.How does Namely AI integrate with existing business systems?
Namely AI integrates business information during the onboarding process and can be configured to work with various business systems. However, specific details on integrations with other software systems are not provided in the available sources.Is there a free trial or free version available for Namely HR and Namely AI?
For Namely HR, there is an option to get a free demo, but details on a free trial or free version are not specified. For Namely AI, there is a mention of a free trial, but pricing details are customized and require direct contact with the sales team.