Insurance Agency loved Namely!
December 02, 2020

Insurance Agency loved Namely!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Namely

We recently implemented Namely less than a year ago and we had great experience with it so far. Reporting are made to easily tailored to our company's specific needs. We are using Namely across the entire organization and with all the onboarding and offboarding Namely really saved us a lot of time.

Pros

  • Reporting: it is super easy to run and customize reports
  • Anniversary and Admin Reminders are great. You don't have to keep track of these anymore and it automatically tells you who and when.
  • Payroll are within Namely and it connects to our HRIS system

Cons

  • Namely Time can be much better that what it currently is. We do not like Time clock plus as much as Namely.
  • 401K contribution for both employees and employers should be easily to customize to differentiate bonus and other types of pay other than regular pay. There should be preset rule with automatic matching for Safe Harbor plans. Right now we have to tell the system how much to employer-match
  • Task tracking should be easily to track and move along, indicate percentage of completion, etc..
  • Namely has saved us time definitely. Onboarding are now a breeze
  • I would love to have a chat feature for employees within the company.
  • Namely HRIS, payroll and benefits are all-in-one which is the one size fit all for us.
Bamboo are more like a basic version of an HRIS system, whereas Namely has more room for growth if our company would ever expanded to 100+ employees or more.
We had a great implementation process with Brian and his team. We greatly appreciated their proactiveness and their expertise of the products.
Right now there are no current pre-set rule for 401K Safe Harbor plan. We had to indicate on an employee basis how much is the employer matching instead of choosing the rule that the matching will go by. Also, our Benefits are a little complicated as it is age banded. I wish the importing of rate tables are a bit easier for open enrollment.

Namely Feature Ratings

9.0
Employee demographic data
10
Employment history
8
Workflow for transfers, promotions, pay raises, etc.
9
Organizational charting
10
Organization and location management
9
Compliance data (COBRA, OSHA, etc.)
8
8.9
Pay calculation
9
Support for external payroll vendors
8
Off-cycle/On-Demand payment
9
Benefit plan administration
8
Direct deposit files
9
Salary revision and increment management
10
Reimbursement management
9
9.3
Approval workflow
9
Balance details
10
Annual carry-forward and encashment
9
9.2
View and generate pay and benefit information
9
Update personal information
9
View job history
9
View company policy documentation
10
Employee recognition
9
9.0
Tracking of all physical assets
9
Not Rated
Report builder
Not Rated
Pre-built reports
Not Rated
Ability to combine HR data with external data
Not Rated
Integration with other HR capabilities ()
Not Rated
9.6
Performance plans
9
Performance improvement plans
10
Review status tracking
9
Review reminders
10
Multiple review frequency
10
Not Rated
Candidate search
Not Rated
9.0
New hire portal
Not Rated
Manager tracking tools
9
Not Rated
Corporate goal setting
Not Rated
Individual goal setting
Not Rated
Line-of sight-visibility
Not Rated
Performance tracking
Not Rated
Recruiting / ATS ()
Not Rated

Comments

  • Emma Riedl | TrustRadius Reviewer
    Emma Riedl
    (Vendor Representative) commented 4 years ago
    Thank you for your review! We really appreciate your feedback and are happy to hear that Namely has saved you valuable time—especially when it comes to reporting.

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