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Integrate Namely & Mosaic

HRIS

Namely

Namely manages payroll and benefits info that influences how you plan your team’s growth. By unifying Namely data to sales team data from your CRM and financials from your ERP, Mosaic provides a complete financial picture of the resources driving your strategy.
Start using Namely with Mosaic today

Overview

Use Namely to manage employee details like compensation, benefits, and payroll taxes. Sync that detail into Mosaic to analyze employee costs and timing impacts on expenses and cash. Build detailed headcount models to forecast future spend.

Create real-time, interactive headcount dashboards

Instantly analyze key performance metrics like salary expense and headcount changes by department, headcount composition, and employee retention %.

Drill down to see the transactions that drive employee spend

Dynamically explore the employee details that make up headcount and salary expense balances, trends, and variances for deeper context.

Automatically update actuals in reports, forecasts and models

Say goodbye to the endless hours of manual copy-and-paste updates, risks of errors, and broken formulas.

See the full financial impact with connected financial models

Explore how past and future headcount changes and the associated expenses impact net income and cash. Map team hiring plans to overall company goals.

Key Features

Mosaic has all the tools you need to transform your HRIS data into actionable financial and operational insights. Manage your biggest expense with precision and confidence.

DETAILS

1-click data connection to Namely

Intelligent data mapping

150+ prebuilt financial and business metrics

35+ report and dashboard templates

Out-of-the-box headcount analysis dashboards

Metric Builder to customize any metric

Custom report builder

Prebuilt Headcount Planner model, connected to 3-statement financial models

Automated forecast vs. actual reporting

HRIS Transaction-level drilldown

Role-based user access

Key Metrics

Mosaic makes it easy to report, forecast, and share the key headcount metrics that drive your biggest expense. Combine HRIS data with the rest of your business data to align workforce plans and expense to cross-functional goals and strategies.

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How It Works

Data integration shouldn’t be hard. At Mosaic, we make it easy. Get connected and start analyzing your data in minutes with these four simple steps.

STEPS

1

Enter your Namely account credentials directly within Mosaic

2

Sync your source data in Mosaic in 1 click

3

Map your HRIS data to Mosaic with intelligent mapping tools

4

Start analyzing and modeling

Shared Data

Employee ID & Name
Employee Role & Department
Salary
Bonus
Start and End dates
Employee Type - Full Time, Part Time, etc.

See It in Action

 

More Resources

Videos

Headcount Analysis

Departure Forecasting

Rollforward Headcount Reconciliation

Department Dashboard Template

Webinar: The Modern Finance Tech Stack Q&A

Blogs

Mosaic’s Guide to Headcount Planning & Key Strategies

What is Spend Forecasting and How Can It Benefit Your Business?

Ebooks

The Modern Buyer’s Guide to Strategic Finance Software

The Startup’s Guide to Finance Fundamentals

Podcasts

Chris Ortega on Financial Transformation in Finance’s Golden Age

Brian Weisberg of Tidelift on the Heuristics of Forecasting

Templates

Chart of Accounts Template

Month-end Close Template

FAQs

Why should I use Mosaic?

Finance teams use Mosaic to save more than 40 hours a month on highly manual data aggregation, formatting, and performance reporting. Mosaic gives finance teams a dedicated platform to streamline financial and operational performance reporting and modeling, helping align teams on forward-looking goals and strategy.

What prerequisites do I need to connect Namely to Mosaic?

Should I implement Mosaic first or Namely first?

What if I’m in the process of migrating from another HRIS to Namely? Should I wait until the migration is finished before implementing Mosaic?

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