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# TriNet Features

##### 
## Core HR (6)

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

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##### 
## Platform (22)

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.

Performance

Is consistently available (uptime) and allows users to complete tasks reliably.

Mobility

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

Reporting

Provides analytics tools that reveal important business metrics and track progress.

Dashboards

Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.

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.

Reporting and Dashboards

Access pre-built and custom reports and dashboards.

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.

Complex Approval Workflow

Provides workflow for complex approval structures

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.

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##### 
## Expense Reports (7)

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

Credit Card Integration

Integrates with corporate or personal credit cards (import or bi-directional)

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##### 
## Travel Management (3)

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.

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##### 
## Time Tracking (3)

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.

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##### 
## Mobile (3)

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

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##### 
## Mobile Time Tracking (1)

Time Tracking

Allows users to track and enter time spent on project tasks from mobile device.

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##### 
## Administration (14)

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.

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.

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##### 
## Employee Self Service (3)

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.

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##### 
## 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.

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##### 
## Integration (4)

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.

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##### 
## Benefits Administration Platform Features (20)

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.

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.

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##### 
## 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.

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##### 
## 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.

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##### 
## Performance reviews (3)

360 Reviews

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

Customizable Forms

Provides customizable employee review forms and questions.

Review Status Tracking

Tracks completion status of employee reviews.

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##### 
## Goals (2)

Goal-Setting

Facilitates goal-setting for individual employees and tracks progress toward goals.

Company Goals And OKRs

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

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##### 
## Feedback (4)

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.

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##### 
## Data (2)

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.

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##### 
## 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.

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##### 
## Other GEP Features (3)

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.

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##### 
## Generative AI (4)

AI Text Summarization

Condenses long documents or text into a brief summary.

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.

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##### 
## Agentic AI - Performance Management (2)

Multi-step Planning

Ability to break down and plan multi-step processes

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### 
## 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

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##### 
## 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.

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Enrollment Planning](/glossary/enrollment-planning)

Enrollment planning is an institution's attempt to identify, attract, enroll, retain, and graduate a student population aligned with the institution’s purpose and goals while ensuring financial viability. Learn more about enrollment planning and best practices to follow for strategic enrollment management.

[Mileage Tracking](/glossary/mileage-tracking)

Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.

[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.

[Policy Compliance Management](/glossary/policy-compliance-management)

Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.

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