Namely is a leading HRIS for small and medium size businesses.
The Sapling<>Namely integration has three parts:
- Sapling can sync data from Namely (this applies to initial account setup and for keeping existing employee data up-to-date)
- Sapling can Create new employees in Namely
- Sapling can Push and Pull changes in employee fields in Namely
Step #1 - A New Hire is invited to onboard by a Sapling Admin
Sapling requires the collection of certain information to provision new accounts in Namely. On a new hire record, new employees will be required to complete their First Name, Last Name, Company Email, Personal Email and Start date.
If the company email is not present, Sapling will use the personal email for both.
Step #2 - New Hire receives Onboarding Invitation
Step #3 - New Hire completes Preboarding (employee record and paperwork)
Step #4 - New Hire data is sent to Namely
What fields are sync’d?
The Required fields for the integration are:
- First Name
- Last Name
- Company Email
- Personal Email
- Start date
In addition to the above, the Fields that Sapling can sync are:
- Access Role
- User State
- Employee Type
- Date of Birth
- Social Security Number
- Home phone
- Mobile phone
- Address (Line 1, Line 2, City, State, ZIP)
- Emergency Contact
- Emergency Contact Number
- Preferred Name
- Job Title
- Marital Status
Employees’ changes in Namely are pulled on each night at 12 am based on your time zone set in Admin>General. Any profile fields updated in Sapling will be sent immediately from Sapling to Namely.
Setting up the Integration
Step 1: Create a Namely access token
As an Administrator, log into Namely and click the Admin menu and navigate to the API page.
Here we will create a new Access Token for the Sapling integration. The Namely Access Token is like a password and should not be shared or made public.
Step 2: Configure your Namely integration in Sapling
The Admin or the Account Owner, should log into Sapling and navigate to the Integrations Page. Here we will activate the integration.
You will need to know the Namely Subdomain used for your Namely account, as well as the permanent Access Token generated in Step #1.
When you click Save, your integration will become live.
The Bio length in Namely should be set to 2,000 characters. This will avoid any errors where new hires enter longer Bio’s in Sapling which are not accepted by Namely.
Field Name Matching
It is important to ensure that the options you have listed in Sapling for the following fields matches exactly what you have listed in Namely. This covers fields such as:
- Gender Pronoun
- Shirt Size
- Marital Status
For example, if your Shirt Size Options is Sapling are:
Then have the following options in Namely would lead to syncing issues: