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HR and workforce · Available

Namely for Claude, ChatGPT and Copilot

HR managers and team leads put questions to Claude, ChatGPT or Copilot about Namely: employee profiles and job tiers, time off requests and balances, performance review status, upcoming benefits events. Pay details stay with HR and payroll roles. Edits are prepared as previews for approval. Namely is connected after a guided pilot that settles which roles may see benefits.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Namely?

Questions from HR manager, benefits coordinator, department head and others, answered from live Namely data and only for the people allowed to see them.

Records it works with

  • Employee profiles
  • Job tiers
  • Time off requests
  • Performance reviews
  • Goals
  • Benefits enrollments
  • Payroll history
  • HR manager

    “Which employees in the New Jersey office have a pending time off request longer than one week?”

  • Benefits coordinator

    “Who has a qualifying life event logged this month and still needs to update their benefits enrollment?”

  • Department head

    “Which performance reviews on my team are still incomplete?”

  • Payroll specialist

    “Which employees moved to a new job tier since the last payroll?”

  • HR director

    “How many employees are in each job tier by department today?”

  • Team lead

    “What goals did each person on my team set for this half?”

Changes, governed

What the assistant can prepare in Namely

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Namely under a named person.

  • Approve a time off request that a team member submitted

    The manager confirms; requests that exceed the balance need HR approval.

  • Update a job title or job tier on a profile

    Job tier changes affect pay bands, so an HR manager must approve.

  • Send a reminder for incomplete performance reviews

    HR confirms the list of managers before the reminder goes out.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Namely

Namely combines HR records with payroll and benefits, so one profile holds salary, dependants and health plan choices. Managers reach time off, goals and review status for their own team. Profile changes are shown in full, and a job tier change goes to an HR manager because it moves the pay band. Lookups and changes carry the asker's name.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Namely records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Namely gets connected

We connect Namely for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Namely questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Namely administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Namely questions

Can managers see benefits elections in Namely?

Usually not. Benefits choices and dependants are limited to HR and benefits roles in most setups. Managers can see time off balances, goals and review status for their own team only.

Can the assistant change payroll settings in Namely?

No payroll settings are changed by the assistant. Payroll staff can ask questions about pay history if their role allows it, and payroll processing stays inside Namely with your own payroll team.

Does it help during review season?

Yes. HR can ask which reviews are late by department or manager and prepare reminders for the managers concerned. Review ratings and comments stay with the roles that already see them in Namely.

Does mcpbizapps keep a copy of our Namely data?

No. When someone asks a question, mcpbizapps reads the answer live from Namely through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Namely is a trademark of its owner. mcpbizapps is not affiliated with Namely; the name describes the connection only.

Related

Often connected alongside Namely

All HR and workforce apps

Part of People and HR: Employee records, pay, hiring and training.

Start

Bring Namely into your AI assistant

Tell us how your team uses Namely, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Namely pilot

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