Namely

Connect Namely to Siit to sync your employee directory and lifecycle events. Namely is a popular HRIS for US mid‑market companies.

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 The API token was revoked.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.