OrgChart Now Help Guide

Namely

Audience:

Audience: Administrators

Overview

Namely is a Human Capital Management software used to help mid-sized businesses manage their workforce. OrgChart Now integrates directly with Namely. The following article is a list of frequently asked questions (FAQs) pertaining to OrgChart's compatibility with Namely.

FAQ

  1. How do I set up my connection to Namely?

    Click the following link to set up a Namely connector.

  2. Can I pull photos from Namely into my org charts?

    Yes.

  3. Can I limit the fields that a user is able to pull from Namely?

    Yes.

  4. What fields can I pull from Namely?

    OrgChart Now can pull most fields associated with an employee profile from Namely. Contact OrgChart Now Support to confirm whether or not we can pull specific fields.

    OrgChart Now does not pull custom fields from Namely.

  5. Can I merge data from a secondary source with Namely data?

    Yes.

  6. Can I embed org charts (generated from Namely data) into my intranet?

    Yes.

  7. Can I add open requisitions into my org charts?

    Yes. You can append your Namely data with data from your Applicant Tracking System. Reference the Connector page to verify that OrgChart Now supports your Applicant Tracking System.

  8. Can I filter which records are included in my org charts?

    Yes.