Integrate Namely with your product—along with any other

HR & Payroll

 application

Keep employee information up to date

Assuming your product needs to store clients’ employees and their associated information, the last thing you’ll want is to force clients to add, edit, or remove employees from your application manually. 

The task is not only time-intensive to perform but can also lead to significant human errors that compromise your clients’ security. For instance, a client can forget to deprovision former employees or input the wrong role for a new employee—giving them more permissions than the client intended.

By connecting your product with the clients’ systems of record for employees—which is often an HRIS, like Namely—, your clients don’t have to worry about managing their users in your product; employee information can be updated automatically and accurately in your application, as the changes will be based on the corresponding activities in the clients’ instances of Namely. 

In addition, you can trigger timely in-app automations based on the employee data your clients sync (e.g. issuing corporate cards to new hires based on their role and location). This lets your clients realize more value from your product and, as a result, increases their chances of staying on longer and spending more with your business.

‍Learn more about onboarding and offboarding employees in your product via Merge.

Assign trainings to employees with ease

Say your product allows organizations to offer learning and development courses to their employees (i.e. you provide a learning management system, or LMS).

Left to their own devices, your users would need to manually assign courses to various team members, which can be extremely time consuming (especially for bigger teams) and lead to critical mistakes. For instance, a user can accidentally forget to assign a course to a specific employee, or they can assign employees the wrong training.

You can streamline the task of assigning courses over time and minimize errors by integrating your product with Namely. More specifically, as new employees get added and/or relevant fields for longer-tenured employees change in Namely, the information can be reflected in your product. 

Based on the logic your clients set within your product, courses can then be assigned to the appropriate set of employees automatically.

Analyze employee data effectively

Imagine your product allows clients to analyze various types of data, including employee insights, to help them make strategic business decisions.

Having clients manually export files from Namely and import them to your product is cumbersome; and having them manually copy fields and objects from Namely and paste them to the associated places in your product is even worse. Also, if your clients don’t perform either of these activities on a frequent enough cadence, their analysis can be suboptimal, as it could rely on outdated, incomplete information. 

You can address these issues by integrating your product with Namely. 

Doing so lets you sync all of the objects and fields (that you want to include in your analysis) from Namely with your product in, or near, real-time. You can even let clients add additional steps in your product that streamlines the data sync further; for example, if certain fields or objects get added or updated in Namely, they can automatically get included in the clients’ reports that use it.