bionmybest.blogg.se - Namely integrations

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Departure Date: available in the Add Column section.

User Status: available in the Add Column section.

Email: available in the Add Column section.

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In the report this will appear as the Full Name column.

Name: available in the report under the Add Column section.

Step 3: Add the Integration in Culture AmpĬreate a Report in Namely that has your required fields. Namely updates the user data using our Full Import process You can set up your integration to sync data manually (as triggered by an Account Administrator) or automatically on a daily basis. The set-up process is straightforward and can usually be completed in one sitting without technical support. To sync the department and location fields, the names of these fields must match exactly to ‘department’ and ‘location.Culture Amp can import all your employee data directly from Namely using the Reports object from the Namely API. Syncing Department and Location fields from Namely

Gender (if you choose to sync this field)Īny further custom groups or fields do not sync between both systems.

Save the settings and you’ll get taken to a preview screen that displays what the import may look like.īelow is a list of fields that sync for users from Namely into Small Improvements

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You can wrap up the configuration of the import here, or feel free to revisit the details later.

This will run periodic “checks” of your Namely database, and sync any updates.

If you want to have automatic imports every time there is a change in Namely, you must select “Run automatic imports”.

First, enter your Namely Company Name (the subdomain) and copy over the API key from Namely that you just created.

You’ll find the API key by accessing the API screen via your avatar in Namely: If you choose not to sync Gender, your employees can edit that field directly in Small Improvements. You’ll have the option to sync your employees’ genders or not. If available we also load the job title, preferred/chosen name, and employee ID fields. It’s vital that this administrator has full access to all the users you want to synchronize, including core fields like first name, last name, email, active status, supervisor, and start date. You tell Small Improvements to log in on behalf of an administrator in Namely. You connect the systems by creating an API key in Namely from the user you want to use and storing that key in Small Improvements. Setting up the integrationįirst, you need to give Small Improvements access to your Namely account. To get up and running quickly with Small Improvements, without needing to import users via Excel, you can synchronize Namely staff data into Small Improvements automatically. Please check out the Namely website for in-depth coverage of features and capabilities, here. Namely is, and by using our integration, you can use both systems together to maximize your efficiency. While Small Improvements lets you manage basics like name, department, and reporting structure, it’s not a fully fledged employee database. This integration streamlines your administrative process so you don’t have to worry about making manager updates or adding new hires to your performance management process.

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The primary benefit of the Namely integration in Small Improvements is that you are able to import your high-level employee information, plus reporting structure, directly into your Small Improvements account.