Namely vs. Patriot Payroll

Namely is nice because it has everything all in one place: performance, applicant tracking through Greenhouse, payroll, time off, hourly timesheets, and benefits. From the payroll side, Namely is especially helpful for remote employers who have employees in multiple states, especially Ohio, Pennsylvania, and Indiana. Namely will automatically update the payroll profile of the employee with the state and local tax for the work or home location, whichever the employer chooses. I have found a few mistakes with the local tax being assigned not matching the Ohio Tax Finder, but for the most part, it is accurate. It is also helpful that we can create multiple payrolls for multiple periods and they are included in the overall fee

Incentivized

Patriot is well suited for an office with a small staff without complicated tax issues to manage. My office had 2 employees: one full-time and one part-time. There were no 1099's issued, and no special tax exemptions or other special tax situations for employees. The owner was a sole proprietor, so she was not paid as an employee through Patriot. It was easy to quickly run simple payroll tasks on a bi-weekly basis in my situation. However, I believe a more complex situation with more employees would still be suitable for this software if there was an employee dedicated to performing payroll and human resources tasks. Information must be manually entered each payroll period and submitted before 8pm to process at the scheduled pay date, so if there was not a dedicated employee for the task, it would be easy to end up paying employees a business-day late. I know that Patriot offers add-on services for human resource tasks, such as time sheets and tools to manage sick days, benefits, and record employee attendance. I did not require these extra services, but I like that Patriot offers services a la carte so that there is no need to pay for tools you do not need

Incentivized

• Namely has helped with our COVID sick leave response. It has made a major difference both with the weekly payroll and the 941 tax filing
• Keeping track of our multiple PTO plans. Thank goodness for Namely, I have shredded my old PTO spreadsheets.
• Employees like the convenience of the cell phone app. As a payroll administrator, I like the Geo Tracking tool where I can see where some are when the clock is in or out.
• The flexibility inside of the payroll system both as you are finalizing an employee profile and when you are processing payroll is a major advantage.
• The reports I get out of Namely in Excel format work well for me.

Incentivized

• Patriot's software is very easy to use for running payroll. It takes about 30 seconds to do.
• The payroll reports are abundant, easy to find and print, and make my accounting very easy.
• Having a full service payroll provider as easy to use as Patriot leaves me with more availability to focus on treating patients and running other aspects of my business.

Incentivized

• in my opinion, HORRIBLE performance review platform, we had a really hard time with it and would not recommend that you use this function
• In my experience, poor customer service, difficult to get ahold of them when you need support
• Capabilities are limited in comparison to other more robust HRIS systems

Incentivized

• The third party direct deposit processor Patriot previously used was not particularly easy to work with...but Patriot just brought all direct deposit processing in house.
• Clergy housing allowance has to be manually entered each payday. They tell me they're close to adding the capability of making it (and other similar pay types) as a recurring item.
• The setup process is geared toward novice users who need to be hand-held through the process. That's great for those who need it but a more streamlined, no-frills process payroll pros would be welcome.

Incentivized

Administrators and employees love Namely. It is very easy to use and streamlined. Employees stay engaged with news feed updates and enjoy all the self service options. The time cards are very easy to access and clocking in and out for non-exempt employees is a breeze. Namely is part of our family.

It works well because it is cheap for us.

Incentivized

It is very simple to use for myself, the HR team, and our employees. I find the payroll process very user-friendly. Reporting is simple to navigate and produce the required information requested. I know our employees enjoy the self-service feature and use it on a regular basis, which saves me time.

Incentivized

I think it is great once things are setup as for general user looking to look for simple things like a copy of a paystub or a current pay rate for an employee. However, to find specialized things like a state withholding number or payroll integration settings those do require a bit more digging to find or possibly a call to customer service for help.

Incentivized

Unfortunately, in more recent years we've had a lot of difficulty with Namely as they've undergone a lot of internal changes. It took 4 returned emails saying the person no longer worked at Namely to find someone to help me (I finally called payroll) and it took a while to get connected with a direct source of help. Namely now has set up their "pod" feature of communication which works well for the most part, but is different. I felt spoiled when we first started with Namely, but now it feels very much like working with most large companies' help centers. There is a system to go through and you do have the option to click "urgent". In general the help is efficient, but it still takes a few days and it's hard to speak with someone directly. It is all done via online communications and is difficult to actually speak to someone on the phone. This works well for most cases, but I do feel frustrated more often than I'd like to with this type of communication. (2019/2020)

Incentivized

Generally speaking it is pretty good that when I need to call somebody up for a payroll question I can generally within five minutes get somebody on the phone and they can help me resolve the problem or specify where specifically I need to go or contact to find my answers. However, that being said, for my specific situation as a partner my assigned contact has not always been very responsive.

Incentivized

There were so many specialists in the implementation process; it would have been nice to have fewer people who had a more holistic understanding of the platform. Also, the onboarding meetings covered so much technical information that there was relatively little time for questions (though questions were invited). Eventually, everything worked out.

Incentivized

We had used Namely in conjunction with Wurk for payroll and Ease for benefits enrollment. Unfortunately the "fraken-system" was very cumbersome to manage. The fraken-system was used due to the limited options in the cannabis industry for providers who were willing to work with us. We eventually transitioned to OnePoint to have an all-in-one system but also left it because it was not able to scale with the organization.

Cost is the major factor here, but the ease of use (and design of the interface) is a big advantage for Patriot PAY. Items are (ironically) more "intuitive" to find and manage in Patriot PAY than Intuit.

Patriot PAY is closer to ADP/Gusto/Paychex in how it looks and feels and operates in a full-service capacity, but it is much more affordable.

Incentivized

• When we were over 100, it provided a huge benefit to us due to the accuracy of payroll, benefits integration and management, and org chart and performance tracking. Having all of that in one place was a huge improvement from the former disjointed user experience.
• When we dropped below 100 due to covid, our insurance rates went up 93% to offer comparable plans, and we had to move over to a PEO for benefits which meant we also had to move payroll. It was hugely disruptive, and now our employees have a bad experience when trying to manage their HR lives in multiple places. It is confusing and, again, disjointed.

Incentivized

• Patriot allows the entire team to be on the same page when it comes to a campaign or donor. All of the information is in one place to see how much a donor gave or communication with that donor by a specific team member.
• It provides comparative historic data and donor analysis. The organization of donations by appeal allows teams to know which campaigns were successful in previous years.

Incentivized