# Namely

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### What you get

* **Live People directory** — Namely employees appear in Siit with role, manager, department, and lifecycle dates.
* **Lifecycle triggers** — Start date, Termination date, Work anniversary, and Birthday flow into Siit as workflow triggers.
* **Manager resolution** — Namely's reporting structure powers auto‑selected approvers in workflows.
* **Pre‑hires** — future employees with a start date in Namely appear in Siit ahead of Day 1.

### What syncs from Namely

| Category        | Fields                                                         |
| --------------- | -------------------------------------------------------------- |
| Identity        | First name, last name, preferred name, work email, employee ID |
| Role            | Job title, department                                          |
| Org structure   | Manager, office, legal entity                                  |
| Employment      | Worker type, status                                            |
| Lifecycle dates | Start date, termination date, date of birth                    |

Work email is the canonical identifier. Compensation and payroll data are not synced into Siit.

### Before you connect

* A Namely admin to generate an API token.
* Work email populated for every active employee in Namely.

### Connect Namely

1. In Namely, generate an API token for Siit with read access to the employee directory.
2. In Siit, go to **Settings → Integrations**, find **Namely** in the HRIS section, and click **Connect**.
3. Enter your Namely subdomain and the API token, then click **Authorize**.
4. Review the imported people and field mapping, then click **Finish setup**.

Need a more detailed walkthrough? Reach out to support via the in‑app chat.

### After the connection

* Confirm your **People list** matches Namely's active workforce.
* In **Settings → People → Fields**, set Namely as the source of truth for HR‑owned fields if you're also connected to an IdP.
* Build a Day‑1 onboarding workflow using the Start date trigger.

### Sync frequency

Namely data refreshes automatically every few hours. Trigger an immediate refresh from **Settings → Integrations → Namely → Sync now**.

### Common workflows

**Day‑1 onboarding.** *Trigger: Start date. Actions: create IdP account, assign apps by department, ship equipment, DM manager.*

**Offboarding on termination.** *Trigger: Termination date. Actions: revoke sessions, remove app access, equipment pickup, notify manager.*

### Troubleshooting

**Employees missing.** Only active employees and future hires sync by default. Confirm status and work email in Namely.

**Manager field empty.** In Namely, check the employee has a manager assigned on their profile.

**"Invalid credentials" on connect.** The API token was revoked. Generate a new one and update Siit.


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