Namely

Integrating Namely with Empuls for automated user data management

Why this Integration?

This integration automates the user account management processes in Empuls based on the employee data available in your Namely account.

With this integration, you can :

• Add new employees to Empuls automatically as soon as their Namely profile is created.

• Edit existing employee data in Empuls simply by updating their Namely profile.

• Remove exited employees from Empuls based on their exit date/status in Namely.

Once this integration is enabled, the data will sync between Empuls and your Namely account once every 24 hours.

How to set up this integration?

Step1: Login to your Empuls account

Step 2: Click on "Settings" from the left-hand menu

Step 3: Navigate to the "Other Settings" section and click "Integrations"

Step 4: Navigate to the HRMS Applications section and click on the Namely app

Step 5: Click the "Add Namely" button to start the integration

Step 6: Enter your Namely account URL and the API key. Click the "Test Connection & Proceed" button to verify the connection with your Namely account.

Step 7: This step allows you to select the data to be uploaded to your Empuls account.

• Select the data fields to be imported to Empuls. All the fields are selected by default, You may uncheck the boxes to unselect specific fields. For example, Uncheck the Work Contact Number fields if you do not wish to share this information with Empuls. A few fields like the First Name, Email id, and Status are mandatory and thus cannot be unchecked.

• Map the data fields on your Namely account to the right fields on Empuls to configure the platform in line with your needs

• Select date format for Date of Joining & Date of birth fields to ensure that dates are updated correctly on Empuls

Step 8: In this step, you can choose between two data sync options:

• Run Date Sync Once Now: Select this option to launch your Empuls immediately. This will create accounts for all employees and send invites.

• Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

Click on Save & Finish to complete your integration setup.

How to stop data sync with your Namely account?

There are 2 ways to achieve this based on the time period you wish the data sync to be stopped. Refer to temporary and permanent changes below.

1. Temporarily Disable Data Sync with Namely

Step1: Login to your Empuls account.

Step 2: Click on Settings from the left-hand menu.

Step 3: Navigate to the OTHER SETTINGS section and click Integrations.

Step 4: Navigate to the Active Integrations section and click on the Namely app.

Step 5: Scroll down to see the ellipses (i.e 3 dots) icon, click on the icon to get the option of Disable Namely. Click to disable your data sync with Namely.

2. Permanently Disable Data Sync with Namely

Step1: Login to your Empuls account.

Step 2: Click on Settings from the left-hand menu.

Step 3: Navigate to the OTHER SETTINGS section and click Integrations.

Step 4: Navigate to the Active Integrations section and click on the Namely app.

Step 5: Scroll down to see the button Remove Namely. Click this button to permanently disable your data sync with Namely.

Note: You can re-enable your data sync by following the instructions in "How to Setup this integration?"