Namely is a cloud-based Human Resource Information System (HRIS) that helps your organization manage and streamline compliance, record keeping, payroll, benefits, etc... Greenhouse Onboarding has build an integration with Namely that enables your organization to push employee profiles into Namely for easy account creation.
Retrieve Namely Subdomain and access token
You will need to retrieve two data points from Namely to enable the integration in Greenhouse Onboarding:
- Subdomain
- Access Token
Navigate to your Namely account and locate your subdomain from within the URL. Your organization's subdomain for your Namely account is the alphanumeric information the precedes namely.com in the URL (e.g. In the example below, the subdomain is greenhouse-sandbox)
Copy down your organization's subdomain.
Next, click the User icon in the upper right-hand corner of your Namely account and select API from the dropdown menu.
From the API page, click Personal Access Tokens and use the provided field to input the name.
Click Create when finished.
Your newly created Personal Access Token will be displayed in the subsequent panel. Copy the Personal Access Token.
Enable Greenhouse Onboarding and Namely integration
Contact your Greenhouse Onboarding Customer Success Manager (CSM) to enable the Namely option for your organization.
Once the Namely integration option is available in your account, click Settings from your navigation bar and select Integrations from the left-hand panel.
Navigate to the Human Resource Management panel and click Enable inline with Namely.
In the subsequent dialog box, enter the Personal Access Token and Subdomain you copied in the previous step. Click Save and close when finished.
The Greenhouse Onboarding and Namely integration is now enabled for your organization.
Mapped fields between Greenhouse Onboarding and Namely
The following Greenhouse Onboarding fields will be mapped and exported to the corresponding field in Namely:
|
First Name* |
Employment Type (Employment Status) |
Emergency Contact Name |
|
Last Name* |
DOB / Date of Birth |
Emergency Contact Phone |
|
User Status* |
Social Security Number |
Ethnicity |
|
Start Date* |
Gender |
Salary |
|
Email* |
Profile Photo |
Preferred Name |
|
Phone Number |
Marital Status |
Reports to |
|
Job Title |
Personal Email |
Address |
*Required field to create Namely employee account
In order to successfully export data from a single select Greenhouse Onboarding field to a single select Namely field, both systems will need to have the same available options for the field.
Map completed E-Signature documents from Greenhouse Onboarding to Namely
Completed E-Signature documents can be sent from Greenhouse Onboarding to Namely. To enable this, an Administrator must log into Namely and create a new Profile Field with a type of file for each E-Signature document that will be mapped from Greenhouse Onboarding.
Have the Administrator log into Namely, then click Company from the top navigation bar. On the subsequent page, click Settings, and then click Profile Fields in the Employee Data section.
Create the new field, ensuring the name of the field is an exact match with the name of the E-Signature template you wish to map to it from Greenhouse Onboarding. For example, if the E-signature template in Greenhouse Onboarding is named Company Handbook, the field in Namely must be named Company Handbook as well. Be sure to set the Type dropdown menu to File.
Click Save when finished. Repeat these steps to map each E-Signature document you wish to send from Greenhouse Onboarding to Namely.
Moving forward, the appropriate E-Signature document will be sent when a New hire is exported to Namely.
Export employee profile
Once the Greenhouse Onboarding integration is enabled for your organization, you can export an employee profile into Namely directly from the employee profile.
Use the provided search bar to navigate to an employee profile and click Integrations.
Click Export to Namely.
If successful, the integration will provide the following information:
- User who exported the employee data into Namely
- When the export was performed
- A Namely generated ID for the export
- A URL to the candidate's profile in Namely
