# Page 3 | Namely Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Namely the right Human Resources solution for you? Explore 438 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/143606/Namely/reviews

---

Namely

4.2 (438)

[View alternatives](https://www.capterra.com/p/143606/Namely/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 13th, 2026

# Page 3 - Reviews of Namely

## Showing most helpful reviews

Showing 51-75 of 438 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

PM

Patricia M.  
Senior, Director Human Resources  
Retail  
Used the software for: 1-2 years

### "Great Service"

April 23, 2020

5.0

In the beginning, there were a few bumps in the road. But once we were assigned a team like \[SENSITIVE CONTENT HIDDEN\] we were all set. These three are the dream team as I call them. They have the answers and if not they will ensure they get you the answers. We have been extremely pleased with how they continue to provide us with the best customer service a client can ask for. They have enabled us to utilize the system to the fullest.

Pros

I find the Help Community to be a great asset and feature when you are looking for. quick response. I have to say with all that is happening with COVID-19 Namely has been on top of every new law.

Cons

The ability to run reports and headcount.

Alternatives considered

[Workday HCM](https://www.capterra.com/p/66908/Workday-HCM/)

Reason for choosing Namely

The Facebook like feature.

Review Source

Response from Namely

July 27, 2020

Thank you for your review! We really appreciate your feedback and are happy to hear that you have found your service team and the Namely Help Community to be helpful - especially during this difficult time.

TW

Toni W.  
HR Manager  
Telecommunications  
Used the software for: 1-2 years

### "Namely Software"

February 10, 2021

4.0

Pros

I love the ability to have all of my onboarding forms in one place. Employees are able to electronically sign and eases the onboarding process.

Cons

The feature that I like the least is the benefits process. The last two years I have had problems with registering new employees with the insurance and it seems like I end up doing the registration myself so the employees can get their insurance.

Switched from

[Paychex Flex](https://www.capterra.com/p/119841/Paychex-Flex/)

Namely seemed to be more user friendly and had options all in one, instead of everything being ala carte. And I like the fact that I would be in charge of payroll instead of waiting for a representative to fix any errors I have.

Review Source

Response from Namely

February 23, 2021

Thank you for your review! We really appreciate your feedback and are happy to hear that Namely has been able to offer you onboarding features that best fit your company.

TS

Thadya S.  
HR Coordinator  
  
Used the software for: 6-12 months

### "User Friendly but not Payroll/ PTO Tracking / Time-Keeping Friendly. Bad Implementation Team."

October 5, 2017

3.0

We are trying to minimize paper clutter and store information digitally which is one of the reasons why we chose Namely. On-boarding process is much more automated as you can upload all required documents into a template and have new employees complete them using e-signature. Performance Management feature makes it very easy to keep track of everyone's progress and manage from the administrative side. Benefits Open Enrollment is now automated and employees will be accountable for making changes or selecting new coverage.

Pros

ser friendly. Easy to navigate through the website and very easy to run custom reports in the HRIS side. We are also utilizing their on-boarding, performance management and benefits enrollment features to save the company time as well as to reduce paperwork.

Cons

Biggest concern is that the Payroll module is as robust as Namely claims it to be. The report writer is limited and there are manual double entries that you need to do to if you are tracking PTO as well as other information using their HRIS module. We ended up purchasing their Namely Time module because the web-clock and PTO Tracking in their HRIS module is very limited; the web-clock is unable to round worked hours as we track employee hours worked in 15 minute increments and PTO Tracking was not accruing the correct amount of sick and vacation balance for the employees which caused us to manually track PTO for 6 months on a spreadsheet. Even with the Namely Time module, it does not fully integrate with Namely Payroll, therefore, all accrued vacation and sick balances does not feed over and we are not able to show the accrued balances on employees pay-stubs which is required by law in California. We have NOT been in compliance for over 10 MONTHS .

Review Source

EC

Elizabeth C.  
HR Manager  
Hospital & Health Care  
Used the software for: 1-2 years

### "A Great Company that is Always Improving "

August 20, 2020

4.0

Pros

We love the onboarding system, it makes everything very easy and automated! We also really appreciate the way Namely takes feedback and acts upon it. They release new features and products every quarter and the releases really are what the customers are looking for. The company is always looking to improve and grow which we really value.

Cons

We have had difficulty with the Namely Time feature, it gets confusing for employees and sometimes there are issues with information syncing between the two systems.

Switched from

[Paychex Flex](https://www.capterra.com/p/119841/Paychex-Flex/)

We were looking for a more advanced HRIS system in addition to payroll

Review Source

Response from Namely

October 9, 2020

Thank you for your review! We really appreciate your feedback and look forward to continue enhancing our platform and your overall client experience.

RR

Rachel R.  
Director of People & Culture  
Entertainment  
Used the software for: 1-2 years

### "Very helpful!"

May 3, 2021

5.0

The Namely team has been incredibly helpful from day 1. They took ample time to walk our team through the entire process and trained us up. They anticipated our needs and questions all along the way.

Pros

With Namely, we have been able to make all of our HR files secure and digital.

Cons

I love everything about Namely. My only wish is that they integrated with a larger list of other softwares.

Alternatives considered

[TriNet HR Plus](https://www.capterra.com/p/133019/Zenefits/)[BambooHR](https://www.capterra.com/p/110968/BambooHR/)

Reason for choosing Namely

Namely was easier to use and more user-friendly. Their customer support is top-notch!

Review Source

Response from Namely

May 5, 2021

Thank you for your review! We really appreciate your feedback and are happy to hear that our user-friendly platform has enabled your company to go digital. Additionally, we are pleased to hear that you have enjoyed working with our Pod Service Team, as it was designed to provide our clients with top-notch support.

NK

Nick K.  
CEO  
Information Technology and Services  
Used the software for: 2+ years

### "Simple HRIS that gets out of your way and lets you work"

August 28, 2023

5.0

A really polished HRIS for most company use cases. You can build a very polished onboarding, offboarding, and performance mangement flow. Very positive user feedback.

Pros

Very simple to use, simple to teach employees how to use, simple to teach managers how to performance manage with. Good integration with Okta providing a really slick and polished onboarding and offboarding loop.

Cons

May not be as feature rich as things like ADP or Trinet when it comes to time tracking and part time employment, but nowhere near as infuriating to use.

Alternatives considered

[ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/)[TriNet](https://www.capterra.com/p/192254/TriNet/)

Reason for choosing Namely

Far more pleasant to use, manage, and administer.

Review Source

CM

Caryn M.  
Communications Manager  
Sports  
Used the software for: 1-2 years

### "Review of Namely for time management, easily accessible benefits information and other perks"

November 27, 2018

5.0

Namely has been transformational for our business, improving efficiency and allowing employees and managers to focus more on the core work of the organization without being bogged down by time-consuming HR tasks. The ability to track leave, benefits and paystubs all in one software keeps us accountable and avoids lots of paperwork!

Pros

Before my company started using Namely, we were submitting our time-off requests on paper and routing through multiple mailboxes for approvals. We did not have a reliable and convenient system for managing our leave accrual or communicating with busy managers about PTO requests. Now, all of that information is at our fingertips, approvals are a breeze, and it's easier for managers to keep track of all of their direct reports' schedules. Namely also allows us to view our pay stubs and benefits information at any time, and complete our annual open enrollment, all within the software. I would highly recommend the service to any organization looking to improve its efficiency for HR processes.

Cons

At our company, employees accrue comp time for working weekend events throughout the year. Namely does not allow us to enter that comp time in a formal system that is tracked electronically. Instead, we keep track of it on our own, and when we enter PTO requests as "comp time for XYZ event", it is on the honor system. Not a huge complaint, but would be nice if we could track that piece of our PTO the same way we can vacation time, sick time, etc.

Review Source

CN

Christine N.  
HR Manager  
Publishing  
Used the software for: 2+ years

### "Namely - Great for HR, Payroll, and Employees"

October 27, 2016

5.0

We signed up for Namely in the Fall of 2014. We started with the HRIS and benefits for just flex spending. Being in HR, it was wonderful to be able to customize Namely's platform to include the data that we wanted to track and provide. For employees, it was a game changer because they now had access to information they had never had before (such as a clear salary and bonus history). In January 2015 we launched payroll with two of our smaller entities. Employees found Namely easy to log into and the paystubs were clear and easy to read. In the Fall of 2015 we added all of our benefits into Namely and did our full open enrollment. It was amazing for both employees and HR. HR loved that there was no paper to track and it was easy to see where everyone was in regard to the open enrollment process. Employees appreciated being able to log in from anywhere and how easy the system was to navigate. We also started using the Onboarding feature and it has saved employees and HR so much time. Now, employees are able to fill out all of their new hire and benefits information before their start date. We've seen the turnaround time decrease dramatically! All around, Namely has been extremely helpful for employees, HR, and payroll. And, if anyone asked, I would absolutely recommend Namely!

Pros

I love how customizable Namely is.

Cons

They haven't rolled it out yet but, I'm excited to be able to report on any and every field in Namely in one report and I'm hopeful that we'll be able to do document signing for current employees one day.

Review Source

Santiago C.  
Chief Development Officer  
Education Management  
Used the software for: 2+ years

### " As an HRIS Namely is as good as it gets. Works out of the box but it does adapt to your workflows"

April 13, 2018

5.0

Pros

As an HRIS Namely is as good as it gets. After using many other platforms in the past, I can say that Namely provides an easy to use platform that works out of the box but offers a great deal of customization to fit your workflows. They are constantly releasing new features and improvements that are visible and useful with a support staff that is always ready to help. Having HRIS, Payroll and Benefits in one place and dedicated client rep and dedicated benefits rep is definetely hard to beat.

Cons

Integration between payroll and HRIS is a work in progress that still needs work. I am confident they will continue to improve it moving forward.

Review Source

AC

Austin C.  
HR Manager  
Hospital & Health Care  
Used the software for: 1-2 years

### "Good Product and Company with Direction"

March 4, 2020

4.0

Namely has saved us time in a lot of areas once we really learned how to use the system. We have been very impressed with Namely's interest in responding to client needs and I've not ever worked with a company such as theirs with a roadmap that is truly responsive to clients. One area they can continue to improve upon is in customer service--I find myself needing to follow up on service requests often. That said, I know it is something that they are working on improving. Overall good experience with Namely.

Pros

Namely's onboarding function has been a huge time saver for our company. We have a lot of documentation that employees must sign and review before starting and it makes it easy for them to find it all in one place. Performance reviews are also a breeze with Namely. Lastly, we have found a lot of benefit in the all-in-one nature of Namely for ourselves and our employees.

Cons

The integration between HRIS, Payroll, Benefits, and Time can certainly continue to be improved. Additionally, our company manages multiple EINs and so we would like to see Namely continue to improve functionality for this.

Review Source

VR

Verified Reviewer  
Total Rewards Sr. Manager  
Events Services  
Used the software for: 2+ years

### "HR Game Changer!"

June 15, 2017

5.0

Pros

Clean look & easy to use (for admins & employees). Truly an all in one platform that makes HR's life much easier & more organized. My favorite features are: payroll (it's a breeze), onboarding (drastically improved new hire experience & internal document storage), benefits administration (easy to use for admin & employees). Constantly rolling out new products based on customer feedback! Amazing and kind support team that is always available by phone and email for questions!

Cons

Like any HRIS, it takes time and a dedicated HR individual or team to get it up and running because it's so customizable. The pay off is well worth it though!

Review Source

AS

Allison S.  
People Operations Manager  
Computer Software  
Used the software for: 2+ years

### "Highly Recommend"

March 5, 2020

4.0

Pros

Namely is easy to use. I highly recommend using all options for a true integrated experience - HRIS, Payroll, Benefits & Time. It has definitely enabled our small People Ops team be able to support our company's rapid growth. It has a great user interface for our employees. Namely is constantly adding new features and improvements, which shows me they are constantly looking to adapt their product to the needs of their customers.

Cons

Namely is very much "self-service", which can be great if you have the answers and the knowledge. However, there are some drawbacks with payroll, which can often provide tax & regulatory challenges. Getting a hold of the right person when we have detailed payroll questions, can sometimes be difficult.

Alternatives considered

[BambooHR](https://www.capterra.com/p/110968/BambooHR/)

Reason for choosing Namely

At the time, Bamboo did not offer a Payroll integration, among other reasons.

Review Source

VR

Verified Reviewer  
Talent Acquisition Partner  
Oil & Energy  
Used the software for: 6-12 months

### "Super customizable HRIS"

May 4, 2020

4.0

Pros

Love that it is so customizable and I can add whatever data fields I need and the majority of these data fields are reportable (the reporting feature on pretty much any field is incredibly helpful for us). Namely listens to its customers and continuously adds features that address pain points.

Cons

These aren't cons per se but they are pain points for us: as wonderful as the customizability in adding data fields is, the HRIS is kind of basic in terms of functionality that just make sense - for example data flowing from the HRIS to the payroll system (only some of it actually does), terminations, rehires and benefit enrollment, not being able to edit onboarding templates (need to copy the template, edit and then create vs. just making edits to a current one) ...

Review Source

Response from Namely

October 9, 2020

Thank you for your review! We really appreciate your feedback and are happy to hear that you find our platform to be super customizable. As for your pain points, we will be be sure to relay them to our Product team.

LD

Lisa D.  
HR Manager  
Oil & Energy  
Used the software for: 2+ years

### "Great for small companies"

August 20, 2020

4.0

Overall, I like Namely. It makes processes easier and their customer service is fantastic.

Pros

The ease of use is what I love most about Namely. For the most part, it is very intuitive and user friendly. Being user friendly makes it easy for me as the admin but more importantly it makes it easy for my employees to navigate.

Cons

There is still a lot of room to grow. There are a several functions that I was used to on other (larger name brand) software that Namely doesn't have yet. A major one for me was not having pass enrollment. But they have since updated that and now offer a passive enrollment, which is a relief! I know they are working on a load of new functions and I look forward to seeing what they are.

Review Source

Response from Namely

November 4, 2020

Thank you for your review! We really appreciate your feedback and look forward to continue enhancing our platform and your overall client experience.

AA

Amber A.  
Business Office Director  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Needs more work"

September 17, 2019

3.0

I have only been using Namely since the end of May 2019. I am hoping that as time goes on it will become easier to navigate, but at this time I am not enjoying the move.

Pros

I like the idea of only having to use 1 program to manage employee timekeeping, payroll and benefits.

Cons

This program has not been an easy transition nor has it been easy learn. One of my biggest issues with Namely is the process of inputting new hires. They call it Onboarding, and the new hire has to have an email or you have to setup one for them. Once you have completed the onboarding process then you have to go through many different screens to finish the setup, and then wait for the system to catch up and generate an employee ID so they can start clocking in/out on the time clock. I have found that if I do this in the morning, the employee ID is not issued until end of day. The old program I used I could setup the new hire in 10 minutes and have them clocking in and out right away. Clocking in/out for team members has been a struggle too because it does take a lot of time and if you have more than one person attempting to clock in/out for their shift, someone is always late or ends up with a missed punch because of all the "ok"'s they have to hit. If they miss the last "ok" it does not record their punch.

Switched from

[uAttend](https://www.capterra.com/p/126444/uAttend/)

My corporate office decided to make the switch in order to have communities only using 1 system instead of 3 systems for payroll, benefits, and timekeeping.

Review Source

LL

Leslie L.  
Sr. Director of Operations  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Namely HRIS"

June 22, 2020

5.0

Excellent

Pros

I love the viewability of the site for our staff.

Cons

Back end functionality and learning. Lots of e-learning but we have admin users who need to be able to have a walk through while they are on their machine to understand. Namely does however, do a good job of having plenty of YouTube videos that show you the walk through.

Switched from

[Paychex Flex](https://www.capterra.com/p/119841/Paychex-Flex/)

Paychex was difficult and customer service turnover is awful - you never knew who you were going to get and often had to re-explain our complex company to them and the "why" behind what we wanted to do with any changes. They also don't understand non-profits well.

Review Source

Response from Namely

July 28, 2020

Thank you for your review! We really appreciate your feedback and have been releasing more intuitive training courses to make you and your HR team's e-learning experience as seamless as possible.

Trinity M.  
People Generalist  
Computer Software  
Used the software for: 1-2 years

### "Excellent Solution for SMBs and Scaling Companies "

September 10, 2018

5.0

The best parts about using Namely is their excellent support+success team and the constant growth that they are experiencing which results in frequent updates that make my job easier. Having a fully integrated solution has saved me an abundance of time. The ease of integration with the HRIS tool is great for scaling companies that use a variety of products to function but want one-source-of-truth. Reporting capabilities in both HRIS and Payroll are detailed and have gained the stamp of approval from Finance and HR.

Pros

\-Excellent customer support. -One stop solution for HRIS, Payroll, and Benefits. -Very customizable for different use cases. -Constant and reliable product updates and roadmap.

Cons

\-Document storage is not robust -While the tool is very customizable, it is a slight learning curve to master the smaller details.

Review Source

LG

Lynn G.  
HR Coordinator  
Computer Software  
Used the software for: 6-12 months

### "Good product, horrendous implementation"

March 17, 2018

3.0

Pros

\*Great way to integrate an HRIS system and payroll on one platform. \*Simple and easy interface for users. Very similar to Facebook in design and functionality. \*Lots of great workflows to utilize to eliminate pen and paper documents. \*Namely did fully refund us our money after our implementation was handled very poorly.

Cons

Phew, my boss and I had problems with our Namely implementation from the beginning. It seems that the company was undergoing a lot of turnover and restructuring during our implementation, and we felt it. There would be weeks when we would hear no communication from our lead implementation specialist. My boss thought he had quit or had been let go and had to write a strongly worded email before we got a response back. Our Namely benefits specialist then made an error with an algorithm she was using to calculate benefits costs during our open enrollment in November. If hadn't caught the error, our company would have lost thousands of dollars. We have had numerous issues with payroll since open enrollment and have cycled through several specialists since. Last week, my boss and I decided we have had enough and are moving to another HRIS system.

Review Source

VR

Verified Reviewer  
Human Resources Manager  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "HRIS - Small Non-Profit Company"

June 12, 2019

4.0

We had to build our HR department from the ground up. Before Namely all of the documents, timesheets, and reporting were done on paper and manually. Namely was able to provide us with everything we need to build our HR department. It is also user-friendly that all our employees were able to transition to using Namely with ease. We also operate from multiple locations, and Namely was able to house all documents that we need in an instant.

Pros

We are a non-profit organization that works seasonal. Most of our employees are retired and have challenges using different technology, but with Namely they are able to adapt to our new system fairly quickly. We like how the system is user-friendly for both admin and user side.

Cons

There are some reporting options that are not available for admin, but I was able to obtain the reports that I needed through the service team.

Review Source

SM

Shane M.  
HR Director  
Medical Practice  
Used the software for: Less than 6 months

### "Namely: To Infinity and Beyond!"

November 2, 2016

5.0

A couple of years ago I sat in my office after getting off the phone with our previous HR software support team. I was angry at the 72 hour turn around time and then it hit me. I don't have to put up with this. I began my journey to find a replacement HR/Payroll platform. I didn't want to be held back by so-called "turn around time" ever again. Demo after demo I battled through all the fluff of the so called superb platforms on the market, then I threw on the brakes. I stumbled on this company called Namely that looked familiar to social media that I frequent. It looked so simple, could this be the one? I signed up for the demo prepared to be disappointed by a flashy sight with no power behind it and awful customer service, but then it happened. I found the ONE. So simple, yet very powerful and the customer service was off the chart (from another planet). We took a leap and implemented Namely's HR and Payroll platform. I dreaded to hear employee feedback and was terrified to reach out to customer support. Employee feedback started to roll in, what? they actually love it and it's easy to use. I never dreamed I would receive so much positive feedback from employees, but I did and still do. Then came the day I had to contact customer support. I was blown away by the quick and courteous support I received. I was in awe. This is exactly what I was looking for. I couldn't believe it. An HR platform that employees love, HR and Payroll managers love to use, and quick and courteous support. Namely will allow us to grow To Infinity and Beyond! We love Namely!

Pros

Employees and Managers love the look, feel and ease of use. The platform is very customize able and the reporting is very powerful. From on-boarding to termination, Namely has what it takes to get the job done. Their open API is a huge plus allowing integration with almost any vendor.

Cons

The calendar could be more powerful and the file storage could use a makeover, but you can't lose with this platform. They are continuously listening to users and making improvements.

Review Source

CP

Caitlin P.  
HR Manager  
Biotechnology  
Used the software for: 2+ years

### "User Friendly system but poor customer service model"

November 5, 2020

4.0

Customer service experience has been poor since they changed their service model in 2018.

Pros

The user experience is simple and easy to navigate.

Cons

The build out for open enrollment and feeds is extremely lengthy and pricey.

Review Source

Response from Namely

November 30, 2020

Thank you for your review! We really appreciate your feedback and truly apologize for your negative experience with customer service. Based on client feedback and the request for dedicated support with our Service Team, we introduced a new and improved service model this past May. We are confident that our new Pod Service Model will enhance our clients' overall experiences.

KR

Kassidy R.  
Sr. Manager, People Operations  
Information Technology and Services  
Used the software for: 6-12 months

### "Transition from Zenefits to Namely, couldn't be happier! "

October 13, 2016

5.0

We transferred HRIS from Zenefits to Namely and we couldn't be happier. From the beginning, the implementation managers were concise, responsive and thorough in setting expectations, providing a clear roadmap and answering all questions. Our Account Manager has exceeded all expectations with his detailed knowledge of all of Namely's products, acute attention to detail, responsiveness and awesome personality. Namely's product fits our company of 84 (we were 54 when we made the transition). Their on-boarding feature is so customizable and user friendly, we were able to consolidate our on-boarding process and automate a lot of moving pieces. We have launched performance reviews and employee engagement surveys using the performance tools and are big fans of the process and capabilities. Namely's performance tool has the capability of pulling established goals into each performance review which makes it extremely easy to track performance and goal attainment. The reporting feature is awesome because we can go in and run any type of report we need to where as in Zenefits, not all of the data was readily available to run a self report, it was funneled through the account manager. We use a variety of Namely's products but we are most impressed with the level of communication Namely provides. From our Account Manager to Namely's Product team, the communication is constant. It is obvious the internal communication within Namely is very positive and fluent - our Account Manager asks for feedback on features and it is clear the feedback is relayed to the Product and Eng teams. Overall, we made the right decision to transition and are extremely happy with this service/product.

Review Source

MB

Monica B.  
Director, Global People Services  
Education Management  
Used the software for: 1-2 years

### "Poor, poor payroll"

June 11, 2020

2.0

We selected Namely for the HR flexibility and have been very disappointed with the Payroll technology and customer service.

Pros

They have customized workflow capabilities in a self-service platform.

Cons

We have used the HRIS integrated with their Payroll system and have had major issues with tax reporting and customer service. Strongly do NOT recommend using their payroll services for mid-tier or NFP or global organizations.

Reason for choosing Namely

Perceived value and service - they were recommended to us by BlueMarble which is a service we are likely to use in the future.

Review Source

Response from Namely

September 2, 2020

Thank you for your review! We truly apologize for your experience and appreciate your feedback. Since Namely Payroll is a U.S.-only payroll solution, our software may not have been the right fit for your company if you have a global payroll profile. However, we have recently made significant upgrades to our tax engine and are currently building out a new unified reporting infrastructure that we believe will move our offering forward significantly. We plan to continue investing in this area on an ongoing basis.

Abhishek S.  
Associate Consultant  
Market Research  
Used the software for: Less than 6 months

### "Best HR solution tool!"

January 15, 2023

4.0

Great HRM tool with excellent interface and efficient features. Its payroll management feature is also very handy.

Pros

I love the interface. It’s easy to use and user-friendly. It’s a one-stop solution for all your HR needs. Performance review and onboarding process is also very smooth.

Cons

There is room for improvement of reporting feature/performance review. Even the tax feature can be made more user-friendly.

Review Source

VR

Verified Reviewer  
Accounts Payable/Payroll  
  
Used the software for: 6-12 months

### "Best Payroll Experience"

November 7, 2017

5.0

Peace of mind. Ease/Accessibility. Confidence in the accuracy of our payroll.

Pros

I work almost exclusively on the payroll sides of Namely, and I've found it to be user friendly and super intuitive. The easily accessible training videos are fantastic and great when you find yourself asking, "How do I do that again?" My favorite part is the easy navigation!

Cons

I can't say that I actively dislike anything. I think because I'm still learning the software there are going to sections that I don't know how to work as efficiently. IE: I'm hoping there's a way to link our 401k directly in, so that when users make individual changes through the fidelity portal it automatically update (like other benefits sections do). Not sure if that's possible?

Review Source

Similar Products

Featured