Namely vs Workterra

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Our analysts compared Namely vs Workterra based on data from our 400+ point analysis of HR Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Namely Software Tool
Workterra Software Tool

Product Basics

Namely is a comprehensive software solution designed to streamline HR management tasks, making it particularly well-suited for mid-sized companies seeking to manage their workforce efficiently. This platform stands out for its ability to integrate core HR functions, payroll, benefits administration, and talent management into a single, user-friendly interface. One of the key benefits of Namely is its emphasis on improving employee engagement and compliance, offering tools that facilitate a better workplace culture. Its popular features, such as customizable HR workflows and robust reporting capabilities, allow businesses to tailor the software to their specific needs, enhancing operational efficiency. When compared to similar products, users often highlight Namely's intuitive design and responsive customer support as significant advantages. Pricing for Namely typically follows a per-employee-per-month model, which allows for scalability and flexibility in budget planning, making it a cost-effective choice for companies looking to invest in a comprehensive HR management solution.
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Catering to human resource managers, Workterra simplifies the configuration of benefits administration and enrollment for employees. With its flexibility, reliable reporting and administrative services, it relieves organizations from a variety of industries from the mundane daily activities involved in benefits administration.

Its main attributes include a self-service portal, COBRA administration, health insurance administration, provider management, deduction management and more.
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$9/Employee, Monthly
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$2.75/User, Monthly
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Product Insights

  • Save Time: Automatically perform common actions, such as approving promotions or pay raises, with workflows. Eliminate the need to assign new users every time an employee leaves or changes positions via role-based approvals assigned to titles rather than individual employees. 
  • Organize Workflows: Create different workflows for different departments, teams and additional groups at company. 
  • Keep Everyone Informed: Stay updated on the latest company news with a central news feed that supports uploading images, GIFs and videos. 
  • Configure Employee Profiles: Choose which fields to include when setting up employee profiles. 
  • Build Org Charts: Set up org charts that show the relationship of every worker. Supports teams of any size, along with multiple leaders. Automatically updates when new hires join, using the relationships stored in the employee database. 
  • Track Events: Stay on top of important dates like holidays, legal deadlines and other events, as the calendar feature has critical dates already included. Download it as an ICS file to sync with an online calendar. Also includes monthly resources and tips on HR topics. 
  • Control Access: Manage access controls for data by assigning user roles and setting permissions so everyone can access the information they need without compromising sensitive data. 
  • Plug In Apps: Integrate with over 50 partner apps from eSignature and international payroll to office management and HR outsourcing. Includes TSheets, Litmos, OneLogin, G Suite, Adobe, Jobvite and Ameriflex. 
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  • Improved Accuracy: Increase the accuracy of analytics with robust cost calculators, leading to improved decision-making and more efficient workflows. 
  • Reduced Paperwork: Minimize the need for tedious paperwork; record all necessary information securely in a centralized location, with simplified importing and exporting of employee data for reporting. 
  • Accessibility: Keep employees connected on the go. Allow workers to seamlessly upload pictures, update life events and enroll in benefits from virtually anywhere. 
  • Data Security: Ensure security of all personal data, including pay and compensation records. Stores information in a centralized location to avoid data loss or theft. 
  • Personalization: Personalize workflows, content and messaging for employees based on their eligibility. Also, create unique real-time reports according to business requirements. 
  • Invoice Reconciliation: Minimize administrative overhead, ensure accurate payments and track discrepancies with ease. Securely transfer benefit information among departments. 
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  • Payroll: Includes:
    • Regulatory compliance, employee access, prebuilt reports, and automatic generation and filing of 1094s and 1095s for ACA.
    • Benefits deduction calculations, so payroll numbers are always updated.
    • Automatic syncing with all HR data.
    • End-of-year reporting like W-2s and 1099s, including tax filing.
  • Time and Attendance: Enables:
    • Data transfer to the payroll module for accurate processing, with options for online time tracking. Offers physical clocks equipped with punch-in methods such as PIN, fingerprint and ID card.
    • Data summary views surrounding hourly workers with the admin dashboard, which shows and uses reports to drill into greater detail on different metrics.
    • Scheduling, managing overtime and performing mass editing actions.
  • Talent Management: Provides onboarding capabilities, eSignature, custom performance reviews, task tracking, configurable employee surveys, goal management, customizable automated review cycles and more. 
  • Benefits Administration: Includes health insurance, FSA and HSA options, life and disability insurance, 401(k), wellness programs, and more. Additional insurance coverage for pets and identity theft available as well. Namely Exchange automatically sends employee elections to Cigna. 
  • HR Analytics: Contains:
    • Metrics on diversity using factors like gender and age.
    • Pay gap analyses for gender and ethnicity, sorted by job level, department and other criteria.
    • Dashboard with KPIs such as trends for headcount, time off and attrition.
    • Custom reports to gain deeper insights and compare performance against industry benchmarks.
  • Mobile App: Available for iOS and Android, with geo-fencing for time management. Employees can request time off, while managers can receive notifications and view team PTO. 
  • Open API: Enables Namely to act as a system of record and facilitates single sign-on. Import data from other platforms, such as an applicant tracking system, learning management system or ERP. 
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  • Core HR Administration: Handles a variety of daily HR-related tasks to enable administrators to focus on more important aspects, like decision-making and employee growth and development. It includes: 
    •  A centralized HR dashboard to keep track of pending tasks. 
    •  Scheduling and automation of real-time reports according to specific needs. 
    •  Effective means of communication via text and email. 
  • Benefits Enrollment: Engage employees in a thorough consumer-like shopping experience for benefits enrollment. Also, customize employee workflows and content on the basis of eligibility. 
  • Cost Calculators: Keep track of costs in real time with dynamic cost calculators. This helps keep excess expenses in check and make better forecasts that support more efficient decision making. 
  • Compliance Handling: Automatically track data for IRS reporting and generate yearly healthcare W2 reports, 1094-C and 1095-C's seamlessly. 
  • Commuter Benefits: Issue a commuter benefit card and enable debit card and cash reimbursements with ease. It also offers: 
    •  Regular reimbursements through check or direct deposit. 
    •  A mobile app that is accessible from any internet supported device to allow employees to file claims, stay updated about the status of their claim, access account balance information and more. 
  • Retiree Administration: Along with fulfillment services during enrollment, it enables efficient retiree administration in the following ways: 
    •  Collection of premiums separately in case of premium sharing. 
    •  Premium payments to insurance carriers. 
    •  Staying updated on eligibility and payment history. 
    •  Regular communication with retirees for individual concerns regarding benefits. 
  • Voluntary Insurance: Let employees choose benefits at group rates to meet their individual goals. Allow open enrollment for voluntary benefits and new hire enrollments through the year. Collect payroll deductions and more without any hassle. 
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Product Ranking

#30

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#211

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User Sentiment Summary

Great User Sentiment 1299 reviews
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81%
of users recommend this product

Namely has a 'great' User Satisfaction Rating of 81% when considering 1299 user reviews from 6 recognized software review sites.

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4.8 (12)
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3.9 (247)
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4.16 (411)
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4.2 (407)
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4.3 (30)
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3.7 (192)
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Synopsis of User Ratings and Reviews

Role-Based Access: Available with a single click, this feature allows users to view, add and update information anytime, according to 100% of reviews mentioning it.
Customization: It’s possible to customize almost all functions and operations, as noted by all reviews of customization.
User-Friendly: As per 80% reviews on this element, a user-friendly interface makes navigation easy.
Regular Updates: All reviews on updates indicated that Namely releases updates regularly to improve its functions and capabilities.
Comprehensive Solutions: All users referring to this aspect appreciated the end-to-end HCM capabilities for HR, payroll and benefits.
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Intuitive Interface: Users praise Workterra's clean and user-friendly interface, making navigation and tasks like managing employee benefits straightforward.
Comprehensive HR Features: Workterra offers a wide range of features, covering everything from onboarding to payroll and benefits administration, consolidating HR functions in one platform.
Strong Customer Support: Users appreciate the responsive and helpful customer support provided by Workterra, ensuring any issues are addressed promptly.
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Time and Attendance: Adding manual data in the timesheets and attendance manager is a tedious task, according to 100% of reviews on this feature.
Customer Support: All reviews on this element indicated that support is slow and unresponsive.
Integration: There’s a lack of integration and communication between the payroll and HRIS modules, according to all reviews on integration.
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Limited Customization: Some users have expressed frustration with the platform's limited ability to tailor the system to their specific needs, particularly when it comes to complex workflows or unique company policies.
Reporting Functionality: Users have noted that generating comprehensive reports can be cumbersome, especially when needing to analyze data across different modules or time periods.
Occasional Technical Issues: While generally considered reliable, some users have reported experiencing occasional glitches or system slowdowns, which can disrupt workflow and productivity.
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Navigating the realm of HR software can feel like searching for a needle in a haystack, but Namely consistently emerges as a top contender, especially for mid-sized businesses. Users frequently highlight its user-friendly interface, affordability, and comprehensive features as standout qualities. Reviews often mention the intuitive design and ease of navigation, making it accessible even for those without extensive HR experience. The platform's affordability, without compromising on essential features, is another recurring theme in user feedback. Namely's wide range of features, encompassing payroll, benefits administration, talent management, and compliance tools, further solidifies its position as a versatile and valuable solution. When compared to competitors like Deluxe, Namely's broader scope of features becomes evident. While Deluxe primarily focuses on payroll processing, Namely offers a more holistic approach to HR management. This distinction is crucial for businesses seeking a comprehensive solution that extends beyond basic payroll functions. Namely's emphasis on employee engagement and its intuitive self-service portal are also differentiating factors that resonate with users. The platform empowers employees to manage their own information, benefits, and time-off requests, fostering a sense of ownership and streamlining HR processes. Considering its strengths and weaknesses, Namely appears to be an ideal fit for mid-sized businesses with 25 to 1,000 employees. Its scalability, comprehensive features, and focus on employee experience cater specifically to the needs of growing companies. Namely's ability to streamline HR processes, improve efficiency, and enhance employee engagement makes it a valuable asset for businesses looking to optimize their HR operations and cultivate a positive work environment.

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Recent user reviews highlight Workterra's user-friendly interface and comprehensive features, including payroll, benefits, and employee onboarding, as its biggest strengths. Users with no prior HR experience found the software easy to set up and use, appreciating its intuitive design. Many users also praised Workterra's affordability, with its starting price of $25 per month making it accessible to businesses of all sizes. However, some users reported experiencing slow software performance and unresponsive customer support, which impacted their overall satisfaction. While Workterra offers a solid set of features, some users noted that it doesn't offer as many features as competitors like Paychex Flex or APS. Overall, Workterra appears to be a suitable HR management solution for small to mid-sized businesses that prioritize ease of use and affordability over a wider range of features or highly responsive customer support. Larger businesses or those with complex HR needs may find Workterra's limitations frustrating and might be better served by exploring alternative options.

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