Employee record updates

Namely holds each worker's profile, compensation, department, and status in one directory. A Beam agent reads incoming changes from an approved source, such as a new manager assignment or address change, then updates the matching Namely profile against rules your HR team sets. It writes only the fields the connector and account permissions allow, keeping an audit note on every edit. When a change touches compensation bands, protected status, or a record the agent cannot confidently match, the agent leaves the profile untouched and hands the case to an HR reviewer with the source details attached.

Time-off and leave requests

Namely holds paid time off, sick leave, and accrual balances per employee. When a request arrives or a balance shifts, a Beam agent reads the entry, checks it against your approval policy and remaining accruals, and either records the approval or notifies the employee's manager. Straightforward requests within policy move forward without waiting on a person. Anything that overlaps blackout dates, exceeds accrued balance, or sits outside the stated policy goes to an HR administrator, who keeps the final say while the agent supplies the balance history and the relevant rule.

Onboarding task handoffs

New hires in Namely carry a checklist of forms, equipment, and account setups across teams. A Beam agent watches for a new hire record, reads the assigned onboarding template, and notifies each owner when their step is due, updating task status as items close. It flags a start date that slipped or a missing signed document to the coordinator. Cases involving eligibility questions, immigration paperwork, or an incomplete profile route to a human, since those need judgment the agent does not make. The agent keeps the checklist current so nothing quietly stalls before day one.