TriNet PEO Features

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.

Contains functionality for employees to submit expenses reports and track reimbursments

Manages position descriptions and pay grades/structures for each role

Helps protect risk areas by ensuring compliance standards are met through tracking and reporting

Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options

Allows employees to set and manage work or career related goals

Record employee's benefit plans and selections throughout career progression

Track employee schedules, availability, and performance across projects and tasks

Create, design and manage workflows for repetitive tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Tools to find, assess, and hire suitable candidates for a job within an organization

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Track and manage schedules and meetings via an integrated calendar

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage employee time-off, vacation, and sick leave requests

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee/learner's progression through training programs

Track the amount of time spent on a job or task

Integrate with Talent Managment software to better track learners progress and training sessions

Tracking, calculating, and paying commissions and earnings to employees

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use a dashboard to view benefits that are selected by employees or offered by employers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Create, share, and manage the distribution of job descriptions/duties

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage advertising space and its sales within your network or publication

Track, manage and store the applications of potential future members, customers or candidates

Manage, store and organize emails within the system or via third-party apps

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

Access pre-built and custom reports and dashboards.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Integrate with a third-party accounting system

Integrates with QuickBooks

Active reporting of data and metrics

Set up connections to third-party platforms to improve business processes

Facilitates integration with multiple third-party payroll systems

Integrate with a third-party accounting system

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrator to easily add employees and grow payroll process as their company grows.

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track the amount of time spent on a job or task

Organize and manage the accomplishments and development of employees or performance of applications or systems

Record employee's benefit plans and selections throughout career progression

Store, manage, and track all electronic documents in a centralized location

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Organizing a group of people to accomplish a task

Create, manage, and track policies and procedures within an organization

Track and manage schedules and meetings via an integrated calendar

Access software remotely via mobile devices

Manage attendance for classes, shifts, meetings, or events

Determine what amounts employees should contribute towards their benefits from each paycheck

Track employee schedules, availability, and performance across projects and tasks

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Upload, track, and submit receipts in a central database

Track and manage employee time-off, vacation, and sick leave requests

Create, design and manage workflows for repetitive tasks

Plan, pay and track business related expenses.

Provides workflow for complex approval structures

Use AI to generate content in the form of text, images, videos, etc.

Tools that manage time tracking, payroll, benefits, and compliance.

Optimize employee life cycle management from onboarding to retirement.

Access to a comprehensive range of services across HR, talent, benefits, and compliance.

Access software remotely via mobile devices

Organize and manage the accomplishments and development of employees or performance of applications or systems

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Track and manage adherence to policies for any service, product, process, or supplier

Tools to find, assess, and hire suitable candidates for a job within an organization

Track employee schedules, availability, and performance across projects and tasks

Plan, pay and track business related expenses.

Track and ensure employees obtain necessary skill sets/certifications

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Manage attendance for classes, shifts, meetings, or events

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Record employee's benefit plans and selections throughout career progression

A set of processes to optimize the productivity of its employees

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Manage contact details and communication with clients

Creation of expense reports takes little time and is intuitive for new users

Can easily pull in receipts from all credit card statements

Automatically assigns categories/accounts based on past entries and credit card statements

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Enables easy entry of expenses in other currencies and converts to expense report currency

Manage and track credit cards that are distributed to employees to use for authorized business expenses

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Can book Flights, Hotels, and Rental cars directly from software.

Creates travel itineraries based on booking

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

Book meetings and appointments through a website or digital platform

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Create, update, and manage bookings, itineraries, and reservations

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Establish limitations based on certain conditions

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Design, communicate, and distribute incentives to perform a specific action

Create, design and manage workflows for repetitive tasks

Upload, track, and submit receipts in a central database

Manage all supplier data and operations

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage, and track policies and procedures within an organization

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Notifications that are delivered to users as soon as an event occurs

Set up connections to third-party platforms to improve business processes

Track the amount of time spent on a job or task

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Notifications that are delivered to users as soon as an event occurs

Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Track the status and progress of tasks

Facial or other physical recognition to confirm identity

Ability to recognize printed or written text within digital images or scanned documents

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Allows users to track mileage from mobile device using maps or GPS.

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Monitor and record expenses such as purchases or charges incurred

Receive system updates as soon as any changes are made

Measure time to completion or hours worked for projects

Monitor and record expenses such as purchases or charges incurred

Reporting on how each user, task or process has advanced since its initiation

Track and document all activities across devices, networks, and other systems

Track time worked per client

Monitor the progress of projects from start to finish

Track the list of items required to be billed/invoiced to clients

Track the attendance of specific individuals or groups

Request, track, and manage time off requests and vacation time

Measure time to completion or hours worked for projects

Manage and track employee attendance

Track actual spending to ensure it's in line with the planned budget

Track employee and task times using internet connection

Track employee and task times without internet connection

Identify the physical location of an individual, asset, device, etc.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Track employee schedules, availability, and performance across projects and tasks

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Access software remotely via mobile devices

Access software remotely via mobile devices

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Allows administrator to enter payroll for all employees based on salary or total hours worked.

Calculation and tracking of sick and vacation days.

Automatically deposits paychecks into employees' bank accounts.

Allows administrator to reimburse employees for business-related purchases.

Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.

Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.

Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.

Allows administrators to print valid paychecks and W-2 forms.

Sends printed checks to administrator to distribute to employees.

Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.

Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.

Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.

Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.

Online portal through which end users can access the system, manage tasks, or obtain information

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Files payroll tax forms automatically for federal, state, and local taxes.

Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables administrator to import hours from time tracking systems.

Provides standard integration with third party accounting software.

Provides standard integration with third party core HR software.

Application programming interface that allows for integration with other systems/databases

Track 401(k) participant contributions and employer match

Monitor and record expenses such as purchases or charges incurred

Request, track, and manage time off requests and vacation time

Set up connections to third-party platforms to improve business processes

Addition of necessary external data, applications, tools, or features

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Determine what amounts employees should contribute towards their benefits from each paycheck

Track employee/learner's progression through training programs

Track employee schedules, availability, and performance across projects and tasks

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Automates core HR functions such as talent management, employee evaluation and learning management

Create, design and manage workflows for repetitive tasks

Manage attendance for classes, shifts, meetings, or events

Set up and manage retirement benefits for your employees

System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers

Select benefits and provide information needed to participate in a benefit via an online portal

Online portal where employees can access and track their own information

Track and manage employee benefits information and eligibility information within a centralized database.

Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.

Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.

Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.

Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.

Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.

Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.

Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.

The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.

Enables users to view and transact business with the same content in multiple languages and currencies.

Is accessible from a mobile device and by users on the go.

Compliance support for employer liability, HR best practices, legal and workplace risks and liabilities.

Safety program that follows OSHA regulations, limits regulatory penalties, and includes a dedicated safety representative.

Provides IRS-certified withholding, reporting, and payment of federal employment tax obligations as well as determining federal tax credits.

Scale PEO services to match every business's needs.

Specialists provide guidance to help businesses evaluate all PEO service options.

HR consulting provides additional support and guidance around best practices when dealing with leaves of absence, terminating employees, corporate wellness, and managing overtime.

Detailed invoicing itemizes all costs and services.

Implementation services to help set up account, import data, and learn how to use associated platform.

Administrator and employee access to help and support resources.

Access to HR and payroll advice, support, and educational assistance.

Facilitates 360-degree feedback between managers, employees, and peers.

Provides customizable employee review forms and questions.

Follow the progression of a task associated with performance reviews

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Establish measurable goals and objectives and track their progress over a specific period of time

Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.

Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.

Allows employees or managers to request feedback from other employees.

Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.

Provides a forum for employees or managers to deliver public praise for exceptional employee performance.

Gauge satisfaction and receive information for improvement and success

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Generates in-depth visual dashboards and reports based on employee performance data.

Retains historical performance review data or integrates with third-party applications where historical data can be maintained.

Alter the layout and content of reports

Receive data and information in real time

Users can hire international contractors from the platform.

Has built-in integrations or interoperability with other HR software.

Assists with compliance management.

Users can access complex analytics or business intelligence to optimize wokforce.

Useful as a core HR/HRIS product in addition to talent acquisition.

View and track pertinent metrics to find patterns and gain insights from data

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Manages talent pool to ensure key indivduals are being prepared for key roles.

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Collect data and compile reports to stay in compliance with Affordable Care Act requirements

Active reporting of data and metrics

Request, track, and manage time off requests and vacation time

Compliant with HIPAA, which sets standards for sensitive patient data protection

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and track employee attendance

Manage mandated benefit continuation for employees who no longer work for the company for a limited time period

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Import and export data to and from software applications

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools that allow employees to request/schedule time off

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Configure existing workflows to meet your organization's needs

Track and manage sick leave time

Set up and manage life insurance benefits for your employees

Set up and manage health insurance benefits for employees

Delegate benefits administration to third party vendors

Set up and manage short and/or long term disability insurance benefits

Track the attendance of specific individuals or groups

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Alter the layout and content of reports

Track employee time off under the family and medical leave act (FMLA)

Store and organize documents in a centralized system

Process of familiarizing new employees with the company, their position, and responsibilities

Set up and manage health savings and flexible spending accounts for your employees

View and track pertinent metrics to find patterns and gain insights from data

Timed notification for any upcoming task, deadline, appointment, or activity

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Track and manage employee's work hours to improve payroll accuracy

Predict future data based on historical data sets

Facilitate training materials that help employees grow and progress in their positions

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools to improve and measure employee satisfaction and involvement

Online portal through which end users can access the system, manage tasks, or obtain information

Track and manage sick leave time

Add customized logos and colors to align with company branding

Access the system via a mobile application

Define levels of authorization for access to specific files or systems

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Alter the layout and content of reports

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Planning, tracking and developing internal talent for future key position filling

Import and export data to and from software applications

Manage the process of evaluating documents or requests submitted for approval

Gauge satisfaction and receive information for improvement and success

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Centralized storage for employee data, records, and performance metrics

Software that is accessible through the cloud with an active internet connection

Tools that allow employees to request/schedule time off

Connect to big data sources

Designed for professional employer organizations or administrative services organizations.

Measure and track time including hours worked and paid time off (PTO)

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Application programming interface that allows for integration with other systems/databases

Private online space that lets businesses securely share documents and provide information access to clients

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Online portal where employees can access and track their own information

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Select benefits and provide information needed to participate in a benefit via an online portal

Tools to improve and measure employee satisfaction and involvement

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Use AI to generate content in the form of text, images, videos, etc.

Streamlining repetitive tasks and activities through automated and predefined workflows

Connect to big data sources

Designed for professional employer organizations or administrative services organizations.

Measure and track time including hours worked and paid time off (PTO)

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Application programming interface that allows for integration with other systems/databases

Private online space that lets businesses securely share documents and provide information access to clients

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Online portal where employees can access and track their own information

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Select benefits and provide information needed to participate in a benefit via an online portal

Tools to improve and measure employee satisfaction and involvement

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Use AI to generate content in the form of text, images, videos, etc.

Streamlining repetitive tasks and activities through automated and predefined workflows

Timed notification for any upcoming task, deadline, appointment, or activity

Centralized storage for employee data, records, and performance metrics

Use AI to generate content in the form of text, images, videos, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Automatically create and distribute W-2/1099 tax forms to employees.

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Electronic storage of staff/employee contact information and job status in a centralized repository

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Gateway through which employees can access the system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Import and export data to and from software applications

Pay employees in multiple states with correct tax deduction amounts in each

Manage the process of evaluating documents or requests submitted for approval

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Define levels of authorization for access to specific files or systems

Measure and track time including hours worked and paid time off (PTO)

Alter the layout and content of reports

SaaS, web-based, online deployment

Delegate payroll processing to third party vendors

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Manage and handle various international currencies

Software specialized for corporate use

AI-based platform which conducts a conversation via auditory or textual methods

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Automatic update of information / software

Track and manage employee's work hours to improve payroll accuracy

Software program that continuously adjusts its behavior based on observed data

Process of familiarizing new employees with the company, their position, and responsibilities

Software's ability to perform similar action on multiple similar files simultaneously

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Software specialized for accountants and accounting firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Manage and support multiple locations

View and track pertinent metrics to find patterns and gain insights from data

Designed for small businesses

Streamlining repetitive tasks and activities through automated and predefined workflows

Import and export data to and from software applications

Estimate expected cost based on various factors before a project begins

Manage and handle various international currencies

Alter the layout and content of reports

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Receive system updates as soon as any changes are made

Estimate or forecast of a future scenario based on the study of present trends

Customize data fields to support various needs and use cases

Manage the process of evaluating documents or requests submitted for approval

Access the system via a mobile application

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Assign available resources (human and/or non-human) to various projects and tasks

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive data and information in real time

Automate recording of time to reduce human error

Manage and record overtime hours for hourly employees

Track employees' arrival and departure timings for payroll purposes

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Manage and support multiple languages

Assign working shifts or tasks to employees based on their availability

Electronic storage of staff/employee contact information and job status in a centralized repository

Track billable hours and/or non-billable expenses for work performed

Track and interpret metrics on the usage of company resources

Online portal where employees can access and track their own information

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Online portal through which end users can access the system, manage tasks, or obtain information

Pre-designed layouts that can be customized to match preferences and requirements

Use AI to generate content in the form of text, images, videos, etc.

Track employee schedules, availability, and performance across projects and tasks

Centralized storage for employee data, records, and performance metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assess skills, outcomes and results using preset metrics and averages

Set up connections to third-party platforms to improve business processes

Peer/teammate feedback and review on individual's performance

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Evaluation process that provides feedback on an employee's job performance

Document completed by employee to assist with career and personal development to reach short term and long term goals

An individual's evaluation of his or her own strengths, weaknesses, and skills

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Create, fill out, and send performance reviews to individual employees

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Track employee/learner's progression through training programs

Electronic storage of staff/employee contact information and job status in a centralized repository

Manage the process of evaluating documents or requests submitted for approval

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Catalog, manage, and develop employee skill sets

Application programming interface that allows for integration with other systems/databases

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Process of enhancing skills & experiences for continuous professional growth & advancement

Add customized logos and colors to align with company branding

Timed notification for any upcoming task, deadline, appointment, or activity

Tools to improve and measure employee satisfaction and involvement

Facilitate training materials that help employees grow and progress in their positions

Streamlining repetitive tasks and activities through automated and predefined workflows

A record of all activities within the system, including user access, changes made, etc.

Securely stores data to prevent data loss or breaches

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the process of evaluating documents or requests submitted for approval

Import and export data to and from software applications

Compare new data with existing records to detect duplicate entries

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Create budgets based on historical data and future projections

Customize data fields to support various needs and use cases

Set allowances and ensure employees don't spend more than the allotted amounts

Pre-designed layouts that can be customized to match preferences and requirements

Define levels of authorization for access to specific files or systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Match digital receipt images or data with corresponding expense entries

Scan and upload receipts to a central database using a mobile device

Track billable hours and/or non-billable expenses for work performed

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Organize and group data or items based on various criteria

Allow users to access multiple services after entering their login credentials once

Dashboard to view the status of ongoing processes, identify current incidents and track past activities