Simplify Onboarding & Strengthen Retention with a Seamless New Hire Experience

Create a streamlined onboarding experience that leaves a great first impression:

Build custom onboarding plans by role, department, or location

Eliminate manual steps with automated tasks, reminders, and hire-date triggers

Centralize forms, messages, tax docs, and training content in one platform

Impress new hires.

Set the Tone for Success

Personalized welcome messages, simple data capture, and task templates ensure new hires feel confident before day one, while your team stays aligned with auto-reminders, hire-date workflows, and role-based assignments.

Provide an onboarding experience that impacts more than just week one.

Namely simplifies onboarding for HR, hiring managers and your new hires.

Streamline onboarding.

Onboarding made seamless from start to finish.

CONFIGURABLE ONBOARDING PLANS

Create smart onboarding plans tailored to role, location, or employee type, featuring built-in task tracking and automated launch by hire date.

ONBOARDING DASHBOARD

See new hire progress at a glance and take quick action, all from one centralized onboarding dashboard.

AI-GENERATED CONTENT

Improve first impressions with personalized welcome messages, merge fields, video links, and optional e-signatures; plus, AI-generated content to help you get started faster.

AUTOMATED I-9 ELIGIBILITY

Ensure compliance with built-in I-9 workflows, while guiding new hires with clear instructions, secure e-signatures, and automated tracking.

Don’t Just Take Our Word for It

“Through Namely, I can easily store and access everything in one place. From payroll and benefits to performance management and reporting, Namely streamlines all of our HR processes—and that is invaluable to me. Especially as we continue to grow as a company, having everything in one centralized location is crucial.”

– Lisa B., Small Business Sector

“Namely’s full suite of services couldn’t be beat! I love how holistic the tool is—everything from onboarding to workflows to performance to PTO all in one space.”

– Danielle B., Talent Management Leader in the E-Learning Industry

“Having all HR, payroll, and benefits information in one place, accessible for reporting and analyzing, has made a world of difference. Namely not only saves time, but it enables better and faster decision-making around benefits and human-centric needs.”

— Trish S., HR Director in the Marketing & Advertising Industry

“Namely helps us ensure that we are complying with state laws. Since they vary state to state, this can be quite an intensive task but Namely makes it so easy with their State Comparison Tool. Thank you Namely, for saving us time and making this task stress free!”

— Casey R. VP in the Banking Industry

“Namely has saved us 8 hours a week that we used to spend on research. If you find yourself constantly ‘googling’ around for compliance measures, Comply will give you that time back.”

— Adrian G., People Manager in the Food & Beverage Industry

“I’m an HR department of one, which is why Namely’s compliance solution has been so helpful. I use it quite a bit, and it’s a very big differentiator between Namely and the other providers.”

— John M., VP in the Technology Industry

Experience Better Onboarding

FAQs

Namely gives you everything you need to simplify and streamline onboarding:

A central dashboard to monitor onboarding status across employees
Customizable onboarding templates with logic-based task automation
Digital forms and eSignatures for a paperless experience
Role-based task assignment and reminders for hiring managers, IT, and HR
Seamless connection to payroll, benefits, and employee records

It also supports address-driven tax form delivery and approval-based I-9 workflows, reducing errors and manual setup.

Yes! Namely lets you build unique onboarding templates by location, department, or employment type (e.g. contractor, rehire). You can customize steps, assign task owners, and attach specific resources to match each role.

Absolutely. Namely is cloud-based and mobile-friendly, so new hires can complete every step, from forms and signatures to handbook acknowledgment and benefits enrollment, from anywhere.

Yes. You can create reusable templates that assign tasks based on hire date, with automated reminders for employees, managers, IT, or HR.

HR and managers can monitor progress in real time. Visual dashboards show what’s been completed, what’s overdue, and what’s still ahead.

Namely includes a handbook builder, compliance checklist tools, and support for I-9s, W-4s, and direct deposit forms, with audit trails and digital signatures.

Most companies can get started within days. Our onboarding tools are part of the core HCM platform and come with templated best practices for faster setup.

Namely offers 24/7 pod-based technical support and a dedicated account team to help you design, implement, and optimize your onboarding workflows.

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