The dashboard created by Jordan Buffalo
What is the DSD?
The page in Mission Control we use to log time spent on a project.
What are timesheets?
This standard report is mainly used by accounting and has a separate client facing tool used to set it up.
What is the GL?
This principle suggests addressing issues, particularly big ones, as soon as possible rather than waiting later on.
What is having difficult conversations early?
She was Namely's first female CEO.
Who is Elisa Steele?
Also the name of the group that sings Dancing Queen, this product feature allows for a more streamlined benefits admin build.
What is ABBA?
This process, near the end of a payroll implementation, finds discrepancies between a recently run payroll by a current vendor and a mock payroll run in Namely.
What is a comparison?
Mainly used for clients in California, we use this if a client's time off plan accrues by hours worked.
What is Namely Time?
The BA Sheet, HR Design Doc, PR Design Doc, and DS Data Sign Off Sheets serves as this specific document to set expectations on what work will be done.
What is the SOW?
She started as a benefits configuration specialist and now manages the EDI team.
Who is Kei Yuen?
The name of the role used in Namely's first support model.
What is an NSC?
This meeting is scheduled every week without the client to review the status of an account.
What is a weekly internal meeting?
This benefit admin set up is used to only waive or elect in a plan. The admin or employee would need to manually enroll with the carrier if the employee does not waive and will show as $0 in the system.
What is a "read only" plan?
Reviewing the agenda at the beginning of each call, slide 15 of the project kick off deck, and providing a date and specific time an action/task will be completed are all examples of this.
What is setting expectations?
Famous for her love of cats and Material Girl performances during karaoke.
Who is Marry Paletto?
The recently deprecated JIRA Board used to make fixes to carrier feeds
What is CFF?
This call, unlike its counterparts for other modules, is done after documents are collected and the specific sheet is ready for the client to review.
What is the benefits discovery call?
This feature is a major milestone in platform unification removing the requirement to enter demographic data in both HRIS and Payroll.
What is Org Units?
What is collective wisdom?
Who is Mischelle Park?
This tool allows Namely Admins to make "back end" corrections, fixes, etc. that cannot be done on the front end to HRIS sites.
What is HAT?
This process includes, but is not limited to, updating MC projects, updating your email signature, blocking your calendar, meeting with consultants, emailing your manager and PM/Project Lead.
What is the out of office process?
Located in the edit screen of Namely Payroll, this button removes the requirement in the Profile Status Page for Banking and Tax information for HR/Benefits only clients.
What is the "Use Payroll" button?
This person is ultimately responsible for your career development.
Who is ourselves?
Starting off in the HR industry, this power house BAC is known to have a horse in her Zoom backgrounds.
Who is Latrice Shannon?