[ TriNet Reviews ](https://www.g2.com/products/trinet/reviews) [ TriNet Reviews ](https://www.g2.com/products/trinet/reviews) # TriNet Features ##### ## Core HR (23) Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Time, Attendance, and PTO Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. Expense Management Contains functionality for employees to submit expenses reports and track reimbursments Salary Structures Manages position descriptions and pay grades/structures for each role Compliance Helps protect risk areas by ensuring compliance standards are met through tracking and reporting Benefits Administration 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 Goal Management Allows employees to set and manage work or career related goals Benefits Management Record employee's benefit plans and selections throughout career progression Employee Management Track employee schedules, availability, and performance across projects and tasks Workflow Management Create, design and manage workflows for repetitive tasks HR Management Automates core HR functions such as talent management, employee evaluation and learning management Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Calendar Management Track and manage schedules and meetings via an integrated calendar Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Time Off Management Track and manage employee time-off, vacation, and sick leave requests Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Training Management Track employee/learner's progression through training programs Timesheet Management Track the amount of time spent on a job or task Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Commission Management Tracking, calculating, and paying commissions and earnings to employees Show More ##### ## Platform (128) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs 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. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting Access pre-built and custom reports and dashboards. APIs / Integration 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. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability 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. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Offline Provides users ability to create and access expense reports/timesheets while not connected to internet. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Real-Time Reporting Active reporting of data and metrics Third-Party Integrations Set up connections to third-party platforms to improve business processes Payroll Integration Facilitates integration with multiple third-party payroll systems Accounting Integration Integrate with a third-party accounting system Payroll Reporting View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability 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. Scalability Allows administrator to easily add employees and grow payroll process as their company grows. Payroll Reporting View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Timesheet Management Track the amount of time spent on a job or task Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Benefits Management Record employee's benefit plans and selections throughout career progression Document Management Store, manage, and track all electronic documents in a centralized location Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Team Management Organizing a group of people to accomplish a task Policy Management Create, manage, and track policies and procedures within an organization Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Attendance Management Manage attendance for classes, shifts, meetings, or events Deduction Management Determine what amounts employees should contribute towards their benefits from each paycheck Employee Management Track employee schedules, availability, and performance across projects and tasks Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Receipt Management Upload, track, and submit receipts in a central database Time Off Management Track and manage employee time-off, vacation, and sick leave requests Workflow Management Create, design and manage workflows for repetitive tasks Expense Management Plan, pay and track business related expenses. Complex Approval Workflow Provides workflow for complex approval structures Generative AI Use AI to generate content in the form of text, images, videos, etc. Tools Tools that manage time tracking, payroll, benefits, and compliance. Management Optimize employee life cycle management from onboarding to retirement. Access Access to a comprehensive range of services across HR, talent, benefits, and compliance. Mobile Access Access software remotely via mobile devices Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Employee Management Track employee schedules, availability, and performance across projects and tasks Expense Management Plan, pay and track business related expenses. Certification Management Track and ensure employees obtain necessary skill sets/certifications Insurance Management Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Attendance Management Manage attendance for classes, shifts, meetings, or events Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Benefits Management Record employee's benefit plans and selections throughout career progression Workforce Management A set of processes to optimize the productivity of its employees Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Client Management Manage contact details and communication with clients Show More ##### ## Expense Reports (8) Ease of Creating Expense Reports Creation of expense reports takes little time and is intuitive for new users Bank / Credit Card Integration Can easily pull in receipts from all credit card statements Smart Categorization Automatically assigns categories/accounts based on past entries and credit card statements Digital Receipt Management 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. Employee Reimbursement Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system Currency Conversions Enables easy entry of expenses in other currencies and converts to expense report currency Corporate Card Manage and track credit cards that are distributed to employees to use for authorized business expenses Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Show More ##### ## Travel Management (25) Ease of Booking Can book Flights, Hotels, and Rental cars directly from software. Itinerary Management Creates travel itineraries based on booking Trip Notifications Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. Online Booking Book meetings and appointments through a website or digital platform Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Booking Management Create, update, and manage bookings, itineraries, and reservations User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Restriction Management Establish limitations based on certain conditions Reservations Management Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Travel Management Promotions Management Design, communicate, and distribute incentives to perform a specific action Workflow Management Create, design and manage workflows for repetitive tasks Receipt Management Upload, track, and submit receipts in a central database Supplier Management Manage all supplier data and operations Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Policy Management Create, manage, and track policies and procedures within an organization Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Third-Party Integrations Set up connections to third-party platforms to improve business processes Timesheet Management Track the amount of time spent on a job or task Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## Time Tracking (5) Ease of Completing Timesheets Timesheet entry takes little time and is intuitive for new users Tracking Time to Project/Task Users can easily track time based on task or activity and assign to projects Billable Time Rate Management Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Task Progress Tracking Track the status and progress of tasks Show More ##### ## Client Invoicing (2) Biometric Recognition Facial or other physical recognition to confirm identity Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Show More ##### ## Mobile (5) Receipt Capture Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device Mileage Tracking Allows users to track mileage from mobile device using maps or GPS. Travel Itinerary and Flight Status Updates Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes Expense Tracking Monitor and record expenses such as purchases or charges incurred Real-Time Updates Receive system updates as soon as any changes are made Show More ##### ## Mobile Time Tracking (15) Project Time Tracking Measure time to completion or hours worked for projects Expense Tracking Monitor and record expenses such as purchases or charges incurred Progress Tracking Reporting on how each user, task or process has advanced since its initiation Activity Tracking Track and document all activities across devices, networks, and other systems Time Tracking by Client Track time worked per client Project Tracking Monitor the progress of projects from start to finish Billable Items Tracking Track the list of items required to be billed/invoiced to clients Attendance Tracking Track the attendance of specific individuals or groups Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Project Time Tracking Measure time to completion or hours worked for projects Leave Tracking Manage and track employee attendance Budget Tracking Track actual spending to ensure it's in line with the planned budget Online Time Tracking Track employee and task times using internet connection Offline Time Tracking Track employee and task times without internet connection Location Tracking Identify the physical location of an individual, asset, device, etc. Show More ##### ## Administration (26) Business Tool Integration Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Automated Reminders Sends automatic reminders to employees that have not completed expenses reports and/or timesheets Policy Compliance Management Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Employee Management Track employee schedules, availability, and performance across projects and tasks Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Mobile Access Access software remotely via mobile devices Mobile Access Access software remotely via mobile devices Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Payroll Entry Allows administrator to enter payroll for all employees based on salary or total hours worked. Time Off Accrual Calculation and tracking of sick and vacation days. Direct Deposit Automatically deposits paychecks into employees' bank accounts. Expense Reimbursement Allows administrator to reimburse employees for business-related purchases. Pre-tax Deductions Automatically deducts wages for health care, 401(k) plans, etc. from paychecks. Wage Garnishment Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks. Approvals Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver. Check/W-2 Printing Allows administrators to print valid paychecks and W-2 forms. Check/W-2 Delivery Sends printed checks to administrator to distribute to employees. Split Deposits Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts. Show More ##### ## Employee Self Service (4) Web Portal Allows employees to access current and past pay stubs, W-2 forms, and additional salary information. Benefits Manager Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers. Mobile Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Show More ##### ## Taxes (3) Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Tax Filing Files payroll tax forms automatically for federal, state, and local taxes. Automatic Tax Payment Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. Show More ##### ## Integration (10) API / Integration 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. Time Tracking Integration Enables administrator to import hours from time tracking systems. Accounting Integration Provides standard integration with third party accounting software. Core HR Integration Provides standard integration with third party core HR software. API Application programming interface that allows for integration with other systems/databases 401(k) Tracking Track 401(k) participant contributions and employer match Expense Tracking Monitor and record expenses such as purchases or charges incurred Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Third-Party Integrations Set up connections to third-party platforms to improve business processes Third-Party Integration Addition of necessary external data, applications, tools, or features Show More ##### ## Benefits Administration Platform Features (36) Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration 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. Document Management Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements 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. Self-Service Portal 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. Regulatory Compliance 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). Mobile Benefits Access Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Deduction Management Determine what amounts employees should contribute towards their benefits from each paycheck Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies HR Management Automates core HR functions such as talent management, employee evaluation and learning management Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Retirement Plan Management Set up and manage retirement benefits for your employees Provider Management System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers Online Benefits Enrollment Select benefits and provide information needed to participate in a benefit via an online portal Employee Portal Online portal where employees can access and track their own information Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration 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. Document Management Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements 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. Self-Service Portal 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. Regulatory Compliance 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). Benefits Dashboards 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. Mobile Benefits Access Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Integrations / APIs 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. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Compliance (3) Compliance Support Compliance support for employer liability, HR best practices, legal and workplace risks and liabilities. Safety Program Safety program that follows OSHA regulations, limits regulatory penalties, and includes a dedicated safety representative. Certified Assistance Provides IRS-certified withholding, reporting, and payment of federal employment tax obligations as well as determining federal tax credits. Show More ##### ## Support (7) Scale Scale PEO services to match every business's needs. Specialist Guidance Specialists provide guidance to help businesses evaluate all PEO service options. Consulting HR consulting provides additional support and guidance around best practices when dealing with leaves of absence, terminating employees, corporate wellness, and managing overtime. Invoicing Detailed invoicing itemizes all costs and services. Implementation Implementation services to help set up account, import data, and learn how to use associated platform. Support Administrator and employee access to help and support resources. Assistance Access to HR and payroll advice, support, and educational assistance. Show More ##### ## Performance reviews (5) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Cycle Tracking Follow the progression of a task associated with performance reviews Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Show More ##### ## Goals (2) Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Company Goals And OKRs Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. Show More ##### ## Feedback (6) Continuous Feedback Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. Requesting Feedback Allows employees or managers to request feedback from other employees. 1-On-1 Meetings Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. Public Praise Provides a forum for employees or managers to deliver public praise for exceptional employee performance. Surveys & Feedback Gauge satisfaction and receive information for improvement and success 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Show More ##### ## Data (4) Dashboards And Reports Generates in-depth visual dashboards and reports based on employee performance data. Historical Data Retains historical performance review data or integrates with third-party applications where historical data can be maintained. Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Show More ##### ## Intermediate GEP features (2) International Hiring Support Users can hire international contractors from the platform. Pre-built Integrations Has built-in integrations or interoperability with other HR software. Show More ##### ## Other GEP Features (4) Compliance Managenent Assists with compliance management. Analytics Users can access complex analytics or business intelligence to optimize wokforce. Hiring Support Useful as a core HR/HRIS product in addition to talent acquisition. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Generative AI (6) AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Performance Management (3) Succession Planning Manages talent pool to ensure key indivduals are being prepared for key roles. Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Expense Management (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Generative AI - Expense Management (3) Image-to-Text Converts images into a textual description, identifying key elements. Text Generation Allows users to generate text based on a text prompt. Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Additional Functionality (208) ACA Reporting Collect data and compile reports to stay in compliance with Affordable Care Act requirements Real-Time Reporting Active reporting of data and metrics Vacation/Leave Tracking Request, track, and manage time off requests and vacation time HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Reminders Timed notification for any upcoming task, deadline, appointment, or activity Leave Tracking Manage and track employee attendance COBRA Administration Manage mandated benefit continuation for employees who no longer work for the company for a limited time period AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Time Off Requests Tools that allow employees to request/schedule time off Employee Benefits Administration Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Configurable Workflow Configure existing workflows to meet your organization's needs Sick Leave Tracking Track and manage sick leave time Life Insurance Administration Set up and manage life insurance benefits for your employees Health Insurance Administration Set up and manage health insurance benefits for employees Benefits Administration Outsourcing Delegate benefits administration to third party vendors Disability Insurance Administration Set up and manage short and/or long term disability insurance benefits Attendance Tracking Track the attendance of specific individuals or groups Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Customizable Reports Alter the layout and content of reports FMLA Administration Track employee time off under the family and medical leave act (FMLA) Document Storage Store and organize documents in a centralized system Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities HSA/FSA Administration Set up and manage health savings and flexible spending accounts for your employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Employee Profiles Centralized storage for employee data, records, and performance metrics For Cloud Software that is accessible through the cloud with an active internet connection Employee Training Time Off Requests Tools that allow employees to request/schedule time off Data Connectors Connect to big data sources For PEO/ASO Designed for professional employer organizations or administrative services organizations. Time Tracking Measure and track time including hours worked and paid time off (PTO) Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle API Application programming interface that allows for integration with other systems/databases Client Portal Private online space that lets businesses securely share documents and provide information access to clients Employee Benefits Administration Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Employee Portal Online portal where employees can access and track their own information Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Online Benefits Enrollment Select benefits and provide information needed to participate in a benefit via an online portal Employee Engagement Tools to improve and measure employee satisfaction and involvement Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Data Connectors Connect to big data sources For PEO/ASO Designed for professional employer organizations or administrative services organizations. Time Tracking Measure and track time including hours worked and paid time off (PTO) Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle API Application programming interface that allows for integration with other systems/databases Client Portal Private online space that lets businesses securely share documents and provide information access to clients Employee Benefits Administration Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Employee Portal Online portal where employees can access and track their own information Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Online Benefits Enrollment Select benefits and provide information needed to participate in a benefit via an online portal Employee Engagement Tools to improve and measure employee satisfaction and involvement Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Profiles Centralized storage for employee data, records, and performance metrics Generative AI Use AI to generate content in the form of text, images, videos, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges W-2 Preparation Automatically create and distribute W-2/1099 tax forms to employees. Multi-Country Pay employees in multiple countries using correct currencies and correct tax deduction amounts Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Self Service Gateway through which employees can access the system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Import/Export Import and export data to and from software applications Multi-State Pay employees in multiple states with correct tax deduction amounts in each Approval Process Control Manage the process of evaluating documents or requests submitted for approval Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Access Controls/Permissions Define levels of authorization for access to specific files or systems Time Tracking Measure and track time including hours worked and paid time off (PTO) Customizable Reports Alter the layout and content of reports Web-based Deployment SaaS, web-based, online deployment Payroll Outsourcing Delegate payroll processing to third party vendors Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Multi-Currency Manage and handle various international currencies Corporate/Business Software specialized for corporate use Chatbot AI-based platform which conducts a conversation via auditory or textual methods 1099 Preparation Generate, file and review 1099 tax forms for IRS (Internal Revenue Service) Auto Update Automatic update of information / software Time & Attendance Track and manage employee's work hours to improve payroll accuracy AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. For Accountants Software specialized for accountants and accounting firms For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Multi-Location Manage and support multiple locations Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data For Small Businesses Designed for small businesses Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Data Import/Export Import and export data to and from software applications Estimating Estimate expected cost based on various factors before a project begins Timer Multi-Currency Manage and handle various international currencies Customizable Reports Alter the layout and content of reports Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Updates Receive system updates as soon as any changes are made Projections Estimate or forecast of a future scenario based on the study of present trends Customizable Fields Customize data fields to support various needs and use cases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Mobile App Access the system via a mobile application Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Billing & Invoicing Create, manage, and send invoices or bills to customers Budgeting/Forecasting Create budgets based on historical data and future projections Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Summary Reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Data Receive data and information in real time Automatic Time Capture Automate recording of time to reduce human error Overtime Calculation Manage and record overtime hours for hourly employees Clock In/Out Track employees' arrival and departure timings for payroll purposes Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Language Manage and support multiple languages Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Employee Portal Online portal where employees can access and track their own information Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Weighted Performance Measures Assess skills, outcomes and results using preset metrics and averages Third-Party Integrations Set up connections to third-party platforms to improve business processes Peer Appraisals Peer/teammate feedback and review on individual's performance Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Performance Appraisal Evaluation process that provides feedback on an employee's job performance Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Performance Review Management Create, fill out, and send performance reviews to individual employees Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Competency Management Catalog, manage, and develop employee skill sets API Application programming interface that allows for integration with other systems/databases Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Customizable Branding Add customized logos and colors to align with company branding Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Engagement Tools to improve and measure employee satisfaction and involvement Learning & Development Facilitate training materials that help employees grow and progress in their positions Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Audit Trail A record of all activities within the system, including user access, changes made, etc. Secure Data Storage Securely stores data to prevent data loss or breaches AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Approval Process Control Manage the process of evaluating documents or requests submitted for approval Data Import/Export Import and export data to and from software applications Duplicate Detection Compare new data with existing records to detect duplicate entries Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Budgeting/Forecasting Create budgets based on historical data and future projections Customizable Fields Customize data fields to support various needs and use cases Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Access Controls/Permissions Define levels of authorization for access to specific files or systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Mobile Receipt Upload Scan and upload receipts to a central database using a mobile device Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Categorization/Grouping Organize and group data or items based on various criteria Single Sign On Allow users to access multiple services after entering their login credentials once Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ## 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[Wage Garnishment](/glossary/wage-garnishment) Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages. 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