Guideline headquartered in San Mateo offers a cloud-based 401k management software for businesses priced on a per employee basis.
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Namely
Score 7.7 out of 10
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Namely offers a cloud-based HR platform for integrated core and specialized HR services, including time and employee performance management and onboarding processes.
$9
per month
Pricing
Guideline
Namely
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Namely Now
$9
per month per user
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Guideline
Namely
Free Trial
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No
Free/Freemium Version
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No
Premium Consulting/Integration Services
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No
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Namely Now offers small-businesses an HCM including payroll and HR at a budget conscious price. For growing companies we have Namely Plus which includes payroll and HR, talent, time, and other tools to engage and enrich their employees. For companies looking to free up more time internally for strategy, Namely offers Namely Plus People, including managed Payroll and Benefits. And for the business who wants to expand while minimizing risk and liability, our white-glove comprehensive PEO solution is Namely Complete.
I believe that the only thing more broken than Guideline's product is their customer support. From initial contribution dates to the disastrous account closure that cost us personally thousands of dollars, this has been by far the worst SaaS and customer experience I've ever had in my career. If only 1) Guideline's product or 2) customer support had individually been broken, we would not have ended up in this state. I sent dozens and dozens of emails inquiring about oddities I was seeing in the product, but Guideline's reps only gave more conflicting and what ended up being grossly inaccurate feedback and status updates. I hope this review reaches anyone who is thinking of closing their Guideline account. Be extremely wary of what Guideline says and does in the account closure process and exact for detailed and exact timelines (you'll have to follow up many times...). For those of you who haven't yet selected a 401k provider, I'd recommend staying as far away from Guideline as possible.
Namely is aesthetically very pleasing and navigates like other social media platforms which can be appealing to potentially a remote workforce who interacts more online than in person. Unfortunately, it did not serve our population well as we are primarily manufacturing where people are not as interested in utilizing the HRIS for interactions when they would rather connect in person.
Namely has helped with our COVID sick leave response. It has made a major difference both with the weekly payroll and the 941 tax filing
Keeping track of our multiple PTO plans. Thank goodness for Namely, I have shredded my old PTO spreadsheets.
Employees like the convenience of the cell phone app. As a payroll administrator, I like the Geo Tracking tool where I can see where some are when the clock is in or out.
The flexibility inside of the payroll system both as you are finalizing an employee profile and when you are processing payroll is a major advantage.
The reports I get out of Namely in Excel format work well for me.
I feel that the customer support was abysmal - In my experience, we were consistently given conflicting advice and statuses as we closed our account with Guideline. Despite many, many follow-ups attempting to clarify our current status and remaining steps to close the account, Guideline's reps continued to provide, I believe, misleading and inaccurate steps. This cost us thousands and thousands of dollars given Guideline was not able to appropriately pull the funds before closing the account.
Guideline's integrations - I believe there is clearly a broken pipeline between Guideline and Rippling. In my experience, contributions were not funded as expected when we first opened the account, and when we closed our account, there was no communication between Guideline and Rippling. Guideline continued to expect contributions into perpetuity despite closure of the account
I feel that Guideline's product itself is just broken in critical places - most importantly, statuses of contributions were reflected incorrectly in the software (Guideline thought funds were transferred, but they were not and Guideline never attempted to pull the funds from our bank). This, combined with the terrible customer support, cost us thousands and thousands of dollars after we closed our account. There are many absolutely critical features that are broken -> to give just one of many examples, it was not possible to update the bank account information and no error message was thrown. I was told that our account ended up in an exceptional state given our last payroll contribution date and account closure, but these seem like very basic things a 401k provider has to get right if there are going to manage people's money.
No direct feed for Ohio Workers Comp (now a manual process on our end)
No option to place an employee on Leave of Absence and exclude them from payroll while they are "inactive"
No option to suppress certain deductions for certain pay types (i.e. allow 401K for commissions but block remaining deductions - also now a manual process to uncheck the suppress box for 401K for each commission check)
Administrators and employees love Namely. It is very easy to use and streamlined. Employees stay engaged with news feed updates and enjoy all the self service options. The time cards are very easy to access and clocking in and out for non-exempt employees is a breeze. Namely is part of our family.
It is very simple to use for myself, the HR team, and our employees. I find the payroll process very user-friendly. Reporting is simple to navigate and produce the required information requested. I know our employees enjoy the self-service feature and use it on a regular basis, which saves me time.
The few questions that we've had have been answered quickly and helpfully. The implementation was a breeze and the onboarding contacts were really helpful. There was some stuff I had to learn about 401(k)s in making the decision to implement Guideline, but the Guideline team was helpful in pointing me in the right direction.
Unfortunately, in more recent years we've had a lot of difficulty with Namely as they've undergone a lot of internal changes. It took 4 returned emails saying the person no longer worked at Namely to find someone to help me (I finally called payroll) and it took a while to get connected with a direct source of help. Namely now has set up their "pod" feature of communication which works well for the most part, but is different. I felt spoiled when we first started with Namely, but now it feels very much like working with most large companies' help centers. There is a system to go through and you do have the option to click "urgent". In general the help is efficient, but it still takes a few days and it's hard to speak with someone directly. It is all done via online communications and is difficult to actually speak to someone on the phone. This works well for most cases, but I do feel frustrated more often than I'd like to with this type of communication. (2019/2020)
Implementation was a bit complicated and our company had to carry most of the weight. It often felt like our implementation manager was giving us extra work that she did not want to do herself. It also took much longer than expected - I believe almost 2 months. I believe our company carried a bit too much of the weight.
We selected Guideline due to their relationship with Gusto, our payroll service. However, we did review alternative options for our 401k program and found them very competitive as to price and quality. We were thinking about going with one of the bigger companies like Schwab, E*TRADE, Ally, etc., but found Guideline to be the best choice for us based on price and ease of use.
Namely has a robust suite of offerings, and fallows for a la carte selection of add-ons (rather than a single bundled option). This has allowed our company to save money by not purchasing options / functionalities that we dont need, but may drive up the cost for other companies who need more a la carte selections. In all, the size of the company, the size & capabilities of the internal HR team, and considerations like managed payroll and benefits should be key drivers in selection.
When we were over 100, it provided a huge benefit to us due to the accuracy of payroll, benefits integration and management, and org chart and performance tracking. Having all of that in one place was a huge improvement from the former disjointed user experience.
When we dropped below 100 due to covid, our insurance rates went up 93% to offer comparable plans, and we had to move over to a PEO for benefits which meant we also had to move payroll. It was hugely disruptive, and now our employees have a bad experience when trying to manage their HR lives in multiple places. It is confusing and, again, disjointed.
