Namely is an end-to-end HR, benefits, and payroll solution for mid-sized businesses. The cloud-based platform can be used to manage the entire HR process.
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Workday Adaptive Planning
Score7.8 out of 10
Mid-Size Companies (51-1,000 employees)
Workday Adaptive Planning streamlines planning workflows, using AI and real-time data integration to improve collaboration and provide predictive forecasts for better strategic analysis.
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.
It's well suited to any business where you have defined inputs, a layer of structured calculations and a defined output. In other words, any business situation! We use it in a law firm setting where it enables us to import staff plans, assign targets to each individual, thereby generating a revenue forecast linked to business capacity. From there, global assumptions determine staff and direct costs, with the user overlaying discretionary costs to arrive at a final P&L forecast. This is then summarised using the reporting and dashboarding layer to provide outputs to senior leaders for sign off.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform
It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product
It can be integrated with any system including ERP, BI or CRM
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Expense reporting aspects are repetitive and hard to fully optimize.
Finance tracking is limited to basic reports with multiple levels or drill-down...hard to fully grasp without exporting data and massaging in something else (like Excel).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is an easy transition for Excel users, with more built-in analytical tools and no need to build formulas. It also has built-in reporting and integration with Microsoft Office products such as Excel and PowerPoint. For non-Finance users, there's an initial learning curve to get used to the tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
Namely platform has pretty good support: knowledgeable and relatively fast response times. Namely Payroll and Namely Benefits are very much depending on the quality of the support agent or CSM: we have had knowledgeable and attentive ones, but also ones that have provided erroneous information or failed to respond to urgent asks in a timely manner
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The reason I continued to choose Namely at multiple employers is due to the continuity of employee experience. And the features have continued to grow since I initially onboarded in 2014. Also, through the years, I have had terrific benefits teams. The customer service has been the worst part of the experience outside of the benefits team.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We were able to transition to a fully digital onboarding process which saved us hours in time per new hire and made the process smoother for the new hire.
Namely is our first HRIS and has helped the HR department to find data and information quickly.
Namely helped us digitize our performance management process which the company undergoes on an annual basis.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's facilitated a better financial literacy and management by the non-financial managers in the company, giving them a much better ability to see what they're spending, control it, and plan better in the future.
It's hard to quantify the ease of model and version management, but we could never do what we're doing now with our current staff. It would take a small army to replicate anything close to what Adaptive pulls off using Excel, if it's even possible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
