Namely System Details

Namely System Details0207Modern HRBenefits Administration0308Talent ManagementTime & Attendance04Comply DatabasePowered by ThinkHRPowered by TCP09RecruitingPowered by JazzHR05Comply Advice & ActionPowered by ThinkHR06Payroll

OnboardingModern HR A simple, flexible, and moderntechnology for all of your core HRneeds in one platform.Namely’s Modern HR offering is simple,flexible, and covers all of your coreHR needs in one platform designedwith end-users in mind. It handles youremployee profiles, time-off tracking,reporting, and more. Keep your peopleengaged with a social news feed, andallow them to access the functionalityon-the-go through a mobile app.Unlimited templatesPre-start date kick offPersonalized companybrandingNew hire data collectionE-Verify Integration DocumentAcknowledgementE-signatureTask listsPre-built ATS integrationsCompany Social news feedOrg chartEmployee directoryCustom organizationalunitsCustom teamsUnlimited, role-basedworkflowsEmployee allocations Custom roles andpermissionsUnlimited documentresource storageMass e-signatureMass importsImportant date remindersSSO supportEmployee Profiles Manager and employeeself-serviceEmployee biographyand imageJob & salary history Skill and experiencetrackingUnlimited custom fieldsTime Off Unlimited time off plantypesUnlimited companyholiday schedulesAutomatic accruals (daily,weekly, semi-monthly,monthly, annually) Carryover rulesOnline PTO requests andapprovalsPTO notifications and alertsCompany calendar viewGoogle, Outlook andiCal integrationReporting & Analytics Real-time custom reportsIntuitive report builderwith sorting, filters, andexportsReporting on customfields Delivered best practicedashboardsMultiple point-in-time filtersGraphic visualsExport/download Paystub and balancesW2s and 1099s*Benefits information*Office locationsCompany resourcesNamely BlogsLink to time entry*Mobile Login TouchID or FaceIDProfile overviewActivity feedEmployee directoryPTO requests andapprovalsHolidays

Talent ManagementDesigned to help you create a culture that grows your people and your company.From year-round goal collaboration and peer recognition to more formal performance evaluations,employees and managers are empowered to provide constructive feedback and stay engaged.Goal ManagementPerformance Acceleration Company, department, and individualgoals tracking Unlimited custom performancetemplates Company, department, and individualgoal alignment Anytime performance cycles Goal tags, weighting, and tasks Automated reminders Embedded social feed and goalchange audit Self, manager, and peer feedback Integrate goals and competencies toperformance cyclesConfigurable performanceimprovement plans Configurable new hire checkpoints Configurable competency library @Appreciations (employee recognition)

Comply DatabasePowered by ThinkHRStay informed on constantly evolving compliance regulations.Namely Comply Database delivers high quality content combining expert analysis ofemployment laws and regulations, best practice information, and intuitive tools that show HRleaders what to prepare for, provide the guardrails for when something happens, and outline thenecessary steps to move forward.Tools Q&A databaseJob description builderSalary benchmarking libraryHR audit checklistWorker classification toolNew hire toolkitRecruiting toolkitTermination toolkitEmployee leave toolkitState comparison toolCompliance calendarContent HR compliance newsLaw alertsHR & compliance whitepaperlibraryHR & compliance webinarlibraryForms and guides

Learning Management SystemComplyAdvice & Action Powered by ThinkHRReduce risk with powerful technologyand access to live expert HR advisors.Namely Comply Advice & Action is acomprehensive, end-to-end, people riskmanagement solution that is supported byexpert services. This offering fills a criticalneed for midsize businesses by helpingthem mitigate the numerous peoplecentric compliance risks that exist in everyorganization. Course catalogMy Courses status pageAdmin dashboardCustom course uploaderDelivered training content» Harassment» Compliance & Legal» Environment & Climate» Workplace Safety» Human Resources» Computer & IT» Customer Service» Professional DevelopmentCourse tests and quizzesCertificates and reportingRelevant resource linksCourse track creation and assignmentUder activity reportingDynamic Handbook MultistateFederalPolicy update alertsTeam share and editsSpanish translationE-SignatureCustom text featuresDownload word or PDFDuplicate optionCompliance Services Access to SPHR and PHR certified Live Advisors» Phone» Electronic submission/chat» MobileAnswers to questions on topics including:» Discrimition, EEO, and ADA» Employee relations» Policies and procedures» Recruiting and hiring» Conflict resolution» Terminations» Leaves of absence - FMLA, PDL, USERRA» Worker classification» Workers compensation» General benefits compliance» COBRA, ERISA, ACA» HIPPA» Workplace Safety» Unlawful harassmentOSHA Case creation and logsOSHA 300/300AOSHA 301Recordable Incident Help WizardGraphical OSHA Report

PayrollFull-service payroll solutionintegrated with your HR andbenefits information.Our technology is pairedwith best-in-class supportfrom payroll and tax experts–ensuring worry-free payrollprocessing days. Reduceerrors, save time, and providea better experience foremployees.System ProcessingSelf Service Support for all pay frequenciesUnlimited pay frequencies/pay groupsUnlimited off-cycle pay runsEmployee and contractor payrollUnified HR and deduction informationGarnishment administrationHours importAdditional pay/reimbursement importRecurring earningsDual state taxationDelivered preview reportsDelivered post payroll reportsDelivered EEO-1 reportCustom GL reportGross-up calculator toolsPay historyAutomated salaried prorationDirect deposit updatePaystub history (active and terminated)Year-end tax forms (active and terminated)W2 online opt-in affirmationMobile pay view - day, MTD, and YTDMobile 1099 and W2 formsFull-service Payroll Support Tax calculation updates (federal, state, andlocal)Quarterly and year-end tax filing andreportingW2s, 1099s, 940s, and 941sNew Hire State ReportingTax notice resolution

Benefits AdministrationTake the complexity out of managing benefits and open enrollment.Empower employees to make smart election choices with embedded support in a modern enrollmentwizard. Intuitive configuration tools and automated data flow simplify benefits administration and give HRteams time back in their day.Enrollment WizardAdministration Employee and employer contributiondisplayWaive coverage optionEmbedded plan detailsPlan comparison chartsContextual help and alertsAffirmation statementApproval process Open enrollment and life eventmanagementPlan configurationEligibility rulesACA reporting and filingElectronic carrier feeds*Deduction integration to NamelyPayroll

Time & AttendancePowered by TCPManage your hourly workforce with confidence.Make tracking hours, time off accruals, and schedulessimple for you and your hourly employees. Ourpowerful technology handles even the mostcomplicated hourly considerations like meal breakrules and fluctuating overtime, while providinginsights into critical time management data.Time Entry Web punchTimesheet (auto-populateoption)Kiosk*Mobile with geofencingPhysical/biometric clock*Missed punch promptBreak trackingJob/project code trackingPTO requestsAccrual forecastingTime Management Timecard & PTO approvalsMeal break rulesRobust exception ReportingOvertime calculations andmanagementShift differentialsACA eligibility reportingAudit trailsMass updatesManager dashboardEmployee status dashboardPoint/Occurrence Tracking*FMLA management*Robust export/importsScheduled reportsQualification trackingScheduling Recurring schedulesShift swapping and dropping*Shift offer sequences*Shift dashboard and roster*Shift qualificationsDrag and drop scheduling*

Applicant Tracking SystemRecruitingPowered by JazzHR Job-specific Recruiting TeamsCustom Job Workflow StagesEmail Message TemplatesBulk Email CandidatesContacts ManagerJob Postings SyndicationJazzHR is a powerful and user-friendly recruitingsolution that is integrated with Namely anddesigned to help midmarket businesses find andhire the right talent, faster.JazzHR makes it easy to attract candidates,organize recruiting tasks, coordinate interviewsand feedback, extend offers and gain insights tooptimize the art of recruiting. Selected candidatesmake a seamless transition to new hires withinNamely’s Onboarding solution. Mobile Friendly Job BoardCustomizable Job ApplicationsPost Jobs to Free Job BoardsPurchase Premium Job ListingsNew Candidate Email AlertsInterviews Assessments Background ChecksRecruiting CalendarGmail & Outlook Calendar SyncInterview GuidesOffers eSignatures eSignatures IntegrationDocument Storage/OrganizationeTemplate ManagementEnhanced Security PrivilegesReporting Compliance Candidate ReportsJob ReportsCompliance ReportsOptimization ReportsCustom Reports BuilderJazz Crowd Mobile Resume ScreenerResume Uploader & ParserSearchable Resume DatabaseEmployee Referral ManagementImport Candidates to HRISRoles & Privileges ManagementLinkedIn Recruiter IntegrationJob ApprovalAuto-send EmailsCandidate Evaluation TemplatesSkills & Coding Test IntegrationsVideo Interview IntegrationsTokened Offer TemplatesOffer Letter GeneratorOffer Drafts & Version HistoryRecruiting More EfficientlyMaking Competitive Offers

LinkedIn Recruiter Integration Job Approval Auto-send Emails Candidate Evaluation Templates Skills & Coding Test Integrations Video Interview Integrations Tokened Offer Templates Offer Letter Generator Offer Drafts & Version History