Namely connector

Use your Namely data for reporting, automation and AI.

Data Panda pulls your Namely employee records, payroll runs, time-off, benefits enrollments and performance reviews into the same warehouse as your finance, sales and operations data. From one place we turn it into dashboards, automations, AI workflows and custom apps that HR, finance and team leads use during the month, not only on the morning of a board meeting.

Data Panda Reporting Automation AI Apps
Namely logo
About Namely

An all-in-one HCM built for US midsized employers.

Namely was founded in 2012 in New York City by Matt Straz and grew into one of the recognisable HCM brands aimed at midsized US employers. In September 2022 the company merged with the combined organisation of Vensure Employer Solutions and PrismHR, and Namely continues to operate as a standalone HCM product inside that group. The platform serves more than 1,000 mid-market companies across the United States.

Namely covers the full HCM scope a 50-to-1,000-employee company expects from one tool: the employee record, onboarding, time and attendance, payroll with US tax management, benefits administration, performance management, applicant tracking and talent management. Namely's own framing leans on the idea of an HR platform that feels as intuitive as social media but holds the depth a real workforce needs. For HR teams that pick Namely, it is the single source of truth for who works here, who is being paid what, who is enrolled in which benefit, and how performance cycles are progressing. Pulled into a warehouse next to Salesforce, NetSuite and your project tools, the Namely record finally answers the questions a Namely view alone cannot: total cost of a hire across recruiter time, benefits and payroll, benefits-cost drift per plan and per cohort, or whether the teams running below review-cycle completion are also the ones missing on quota.

What your Namely data is for

What you get once Namely is connected.

HR and workforce reporting

Headcount, payroll, benefits, performance and hiring funnel in one place, joined to finance and delivery data.

  • Headcount and FTE evolution per department, location and pay group
  • Payroll runs reconciled to general-ledger commitments per period
  • Benefits enrollment, plan mix and per-cohort cost trend over time

Process automation

Turn hires, leavers, time-off and benefits events into the right downstream work, instead of a Monday morning checklist.

  • Provision accounts and access the day a Namely hire signs
  • Push approved time-off into project plans and on-call rotations
  • Trigger benefits-eligibility nudges on life events instead of quarterly cleanup

AI workflows

Put hiring pipeline, performance and pay history behind AI that sees the full workforce picture.

  • Attrition-risk scoring on first-year hires using review and pay-band signals
  • AI-assisted intake triage on Namely applicants with scorecard context
  • Natural-language Q&A across the employee directory, policies and benefits docs

Custom apps on your data

Lightweight HR and people-ops tools that sit on your Namely data rather than on another SaaS subscription.

  • Compensation review tracker joined to performance and pay-band data
  • Benefits-cost simulator per plan, per cohort and per renewal scenario
  • Manager dashboard with team headcount, open roles and review-cycle progress
Use cases

Use cases we deliver with Namely data.

A list of concrete reports, automations and AI features we have built on Namely data. Pick the one that matches your situation.

Headcount and FTE reportingHeadcount and FTE evolution per department, location and pay group, reconciled with finance.
Cost per hireRecruiter time, benefits onboarding cost and ramp, modelled into a per-role total cost.
Hiring funnel conversionApplication-to-interview-to-offer rates from Namely ATS, per source and recruiter.
Payroll-versus-budgetEach Namely payroll run reconciled to the finance budget per cost centre and period.
Benefits cost trendBenefits-cost evolution per plan, per cohort and per renewal cycle.
Time-off and capacityApproved time-off mapped onto delivery plans and on-call rotations.
Review-cycle completionPerformance-review cycle progress per manager and team against the plan.
First-year attritionVoluntary and regretted attrition within twelve months of hire, by team and manager.
Open-role agingRoles open past their target start date, by team and hiring manager.
Compensation band driftPay-band drift across teams and roles, with outliers surfaced before review season.
Manager span of controlTeam size and direct-report count per manager across the org.
Onboarding completionTime to complete onboarding checklists per cohort and department.
Real business questions

Answers you will finally get.

What is a Namely hire really costing us, end to end?

Recruiter time from the Namely ATS, benefits onboarding cost from the elections at hire, and ramp time before the role hits productivity, joined into one cost-per-hire number per role family. Hiring managers see which roles drift past their planned cost envelope and which sources keep delivering inside it, instead of a number that only shows up after a leaver triggers a post-mortem.

Where is our benefits spend drifting?

Benefits enrollments and per-plan cost from Namely tracked across cohorts and renewal cycles, so the months where a plan is silently rising stand out before the renewal quote arrives. HR and finance can argue with the broker on a number from the warehouse, not a printed PDF that lags two cycles behind reality.

Are the teams missing review-cycle completion the same teams missing on quota?

Performance-review progress per manager from Namely joined to revenue, delivery and attrition signals from the rest of the stack. The pattern that a slipping review cycle shows up two quarters before a sales miss or an unexpected resignation becomes a number you can act on, instead of a hunch that is hard to defend in a leadership meeting.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Payroll runs and benefits commitments reconciled against the finance ledger per cost centre and period. You see which departments are running above plan before the monthly close, not after.

For sales leaders

Quota coverage against actual staffed sellers and their ramp dates from Namely. You see when a territory falls below coverage because a hire is delayed, weeks before the pipeline report catches it.

For operations

Time-off, hiring lead time and onboarding completion in one delivery picture. The capacity plan stops being four screenshots stitched the morning of the planning call.

Ideas

What you can automate with Namely.

Pair with Slack

Automate the team-announce moments

New hires, work anniversaries and approved time-off in Namely drive the right Slack messages into the right channels: a welcome post on day one, an out-of-office note for the team channel, and a manager ping when an open role is past its target start date. HR stops running a weekly announcement queue by hand.

Pair with HubSpot

Align sales-rep ramp and quota coverage

New hires and leavers in Namely keep the HubSpot quota-coverage view in sync with the actual staffed sales team, including ramp dates per rep. Revenue leaders see when a territory slips below target coverage because a hire is delayed or a leaver has not been replaced, weeks before the pipeline report catches it.

Pair with Salesforce

Tie territory and account ownership to live headcount

Owner changes in Salesforce stay in step with the staffed sellers in Namely: a leaver triggers a reassignment workflow on their accounts and opportunities, and a new hire picks up a clean book on day one rather than two weeks in. Pipeline coverage stops being skewed by accounts pointing at someone who left a month ago.

Pair with monday.com

Net project capacity against approved time-off

Approved time-off per assignee in Namely nets out the working days available in monday.com boards, so project leads plan against real capacity instead of a flat forty-hour assumption. Milestones that collide with a holiday-heavy week are flagged while there is still room to rephase, rather than after the sprint slips.

Pair with HiBob

Run one workforce picture across a US-EU split

Companies that run Namely on the US side and Bob on the EU or UK side get one workforce picture in the warehouse instead of two HR systems that never quite agree. Headcount, hiring lead time and attrition are reported on the same definitions across regions, so a group HR call is not a debate about whose number is the real one.

Pair with Exact Online

Reconcile US payroll into the group ledger

Namely payroll runs and benefits commitments per cost centre feed Exact Online so the US payroll line in the group ledger is built from the source numbers rather than re-keyed from a PDF. Finance closes the month with one reconciliation pass instead of three, and intercompany allocations finally tie out to staffed headcount.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Namely data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Namely to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Namely connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Which Namely tables land in the warehouse?

The connector pulls the employee directory with its last-change timestamps, employments and pay-group structure, payroll runs with their per-employee earnings and deductions, time-off requests, types and policies, benefits enrollments per plan and life event, performance review cycles, and the applicant pipeline from the Namely ATS. That covers the reporting surface most HR, finance and operations dashboards need without writing a custom API job.

Is Namely payroll the source of truth, or the warehouse?

Namely stays the system of record for running payroll and the related US tax filings. The warehouse holds the historical payroll runs, joined to budgets, headcount and cost centres, so finance reports payroll-versus-plan and cohort-level cost evolution from one place rather than logging into Namely for each period.

How do we keep sensitive HR fields out of broad dashboards?

Salary, social-security numbers, benefits-claim details and review-content fields can be kept in restricted schemas that only HR and finance roles reach, while the employee directory, time-off and headcount data powers the dashboards the rest of the business uses. Access is enforced in the warehouse, not in each dashboard, so a new report cannot accidentally expose a field it should not see.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Namely setup and the systems around it. Together we pick the first thing worth building.