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Integrating your Namely account [Pro]

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Seamlessly export candidate information from Workable to your Namely account. When you hire a candidate, 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 (the date the candidate was moved to ‘Hired’
  • Candidate resume (PDF)
  • LinkedIn URL (depending on your social profile privacy settings)
  • User status (active)

Setting up the integration

To start, login to Workable and click your profile icon in the upper right. Select Integrations (you must be an admin to do this).

Under HR Information Systems click on Namely.

Enter the subdomain for your Namely account. The subdomain is the first part of the URL you use when you access your Namely account. For example, if you access Namely via the following address: https://my_company.namely.com , your subdomain would be my_company.

Next, enter the API key from your Namely account. To create an API Key, visit your Namely company page:

  • 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 and paste it in the corresponding Access Token field in Workable.

Click Update Settings and the integration will be complete.

Exporting candidates to Namely

Auto-export

In the Integrations section of your account, under Namely, there is an option to enable auto-export for hired candidates.

When this switch is set to ON, any candidate who is moved to a Hired stage in your pipeline will automatically have their details sent to Namely.

When the switch is set to OFF, you'll need to manually export candidates in Hired stage.

Manual export

When the auto-export switch is to OFF, a button will appear in the toolbar for candidates in the Hired stage. Click this button to send the candidate's details to Namely.

namely_button.png

Create onboarding session

If you have the onboarding feature active on your Namely account you can have an onboarding session automatically created for candidates when they are moved to the Hired stage in Workable.

After setting up the integration by following the steps above, flip the Create onboarding session switch to ON. This option is available in the Integrations section of your Workable account under Namely. Click Update Settings to save the change. 

namely_onboarding.png