Best for: Payroll, talent & benefits management, onboarding
Features: Export of Hired candidates' information, add extra fields
Support: Help community
Namely is an end-to-end HR, benefits, and payroll solution for mid-sized businesses (50-1000 employees). Save time, reduce error, and manage your entire HR process with one integrated platform.
When you hire a candidate in Workable, their details are transferred to Namely as a new employee. You can also have a Namely onboarding session automatically created.
Imported information:
- Photo or avatar (depending on your account settings)
- First name
- Last name
- Personal email address
- Job title (as listed in Workable)
- Start date
- Candidate resume (PDF)
- LinkedIn URL (depending on your social profile privacy settings)
- User status (active)
🔍 Looking to export more info?
Contact your Workable point of contact for assistance mapping other Workable data (e.g., custom fields) into Namely (available only for Standard Annual and Premier).
Note: The Start Date that is sent to Namely is determined by either the start date set in an offer letter (using the [start_date] variable) or the start date set when filling a requisition (with the Hiring Plan).
If neither offer letters nor requisitions were used, the date that the candidate was moved to the Hired stage is sent as the Start Date.
Setting up the integration
To integrate with your Namely account, you need your Namely subdomain and an API Key.
In your Namely account:
- Click on your Account icon
- Click on API
- At the New Personal Access Token form, provide a name and click on Create
- Copy the value of the token
Note: If you can not see the API option, you probably don't have the required permission and should contact your company's Namely administrator to have your permissions properly set up.
In your Workable account as a Super Admin:
- Click your profile icon in the upper right, click on Settings, and select Integrations > Apps
- Under HR Information Systems click on Namely
- Enter your Namely subdomain (it's the first part of the URL when you access Namely, for example, if you access it via https://my_company.namely.com , your subdomain would be my_company)
- Paste the access token you created and copied earlier in your Namely account in the corresponding Access Token field in Workable
- Click Update settings
That's it! Workable and Namely are now connected.
Exporting candidates to Namely
Auto-export
In the Integrations > Apps section of your account, under Namely, there is an option to enable auto-export for hired candidates.
When the auto-export switch is enabled, any candidate who is moved to a Hired stage in your pipeline will automatically have their details sent to Namely.
Manual export
When the auto-export switch is disabled, you'll need to manually export hired candidates to Namely. For candidates in the Hired stage, a button will appear in the toolbar to send the candidate's details to Namely.
Creating an onboarding session
If the onboarding feature is active on your Namely account, you can automatically create an onboarding session for candidates when they are moved to the Hired stage in Workable.
After following the steps above to set up the integration in the Integration > Apps page, enable the Create onboarding session switch. Click Update Settings to save the change.