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Platform Enablement
Platform Enablement
HR
HR
Benefits
Benefits
Payroll
Payroll
Time & Scheduling
Time & Scheduling
Integrated Apps
Integrated Apps
POPS Podcast
POPS Podcast
POPS! The People Ops Podcast - Season 2 POPS! The People Ops Podcast - Season 3
Understanding Reverse Wire
Understanding Reverse Wire
What is a Reverse Wire and how to avoid them.
FREE
2 min
Payroll Running Payroll Admin Course Payroll and Banking Corrections Expert Series
Understanding Tax Setting Corrections
Understanding Tax Setting Corrections
What is a Tax Setting Correction and how to avoid them.
FREE
4 min
Payroll Taxes Admin Course Payroll and Banking Corrections Platform Settings Expert Series
Form W-2 Correction
Form W-2 Correction
What is a W-2 Correction and how to avoid them.
FREE
2 min
Payroll Running Payroll Taxes Admin Course End of Year Payroll and Banking Corrections Reports & Analytics Expert Series
How to Track Time: Clocking In/Out
How to Track Time: Clocking In/Out
Learn how to clock in/out using the Time & Attendance app.
FREE
3 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Enroll in Insurance Coverage Mid Year
How to Enroll in Insurance Coverage Mid Year
Learn how to enroll in insurance coverage via a Qualifying Life Event.
FREE
6 min
Insurance Employee Enrollments Employee Course Quick Learn
Pay Connect Sync for ADP Workforce Now
Pay Connect Sync for ADP Workforce Now
Learn how to sync your ADP Workforce account with the platform.
FREE
3 min
Pay Connect Admin Course Quick Learn Platform Implementation
Basics of Pay Connect
Basics of Pay Connect
Learn how to configure the Pay Connect app.
FREE
13 min
Pay Connect Admin Course Quick Learn
Understanding Payroll Corrections
Understanding Payroll Corrections
What is a Payroll Correction and how to avoid them.
FREE
2 min
Payroll Running Payroll Auto-Registration Admin Course Payroll and Banking Corrections Expert Series
Gusto Sync Authentication
Gusto Sync Authentication
Learn how to authenticate your company's Gusto sync.
FREE
2 min
Pay Connect Admin Course Quick Learn Platform Settings
Mapping Accounting Integrations
Mapping Accounting Integrations
Learn how to sync your accounting software and map your chart of accounts.
FREE
2 min
Payroll 15 Days Admin Course Quick Learn General Ledger & Accounting Integrations
Overtime Premium Calculations
Overtime Premium Calculations
Learn how to calculate overtime premiums in the platform Payroll.
FREE
18 min
Payroll Time & Attendance Running Payroll Admin Course Platform Settings Time Tracking & Requests Expert Series
Adding Reported Tips to Payroll
Adding Reported Tips to Payroll
Learn how to add Reported Tips as a Pay Type and apply them to an employee's pay.
FREE
3 min
Payroll 30 Days Running Payroll Admin Course Quick Learn Platform Settings
General Ledger 101
General Ledger 101
What is General Ledger and how to use the tool.
FREE
4 min
Payroll 60 Days Admin Course Quick Learn Platform 101 General Ledger & Accounting Integrations
How to Import 401k Data
How to Import 401k Data
Learn how to import 401k data to your account.
FREE
4 min
Payroll 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations
Taxation of Bonuses
Taxation of Bonuses
Let's review how bonus taxes affect payroll.
FREE
3 min
Payroll Running Payroll Taxes Admin Course Platform Settings Expert Series
Understanding Tax Filing Amendments
Understanding Tax Filing Amendments
What is a Tax Filing Amendment and how to avoid them.
FREE
2 min
Payroll Taxes Auto-Registration Admin Course Payroll and Banking Corrections Expert Series
Completing an Insurance Enrollment
Completing an Insurance Enrollment
Learn how to enroll in or decline benefits coverage in the platform.
FREE
5 min
Insurance Hiring & Onboarding Employee Enrollments Employee Course Quick Learn Renewal/Open Enrollment
Verifying an Employee's I-9
Verifying an Employee's I-9
This course will walk you through how to verify an employee's I-9 documents in the platform.
FREE
4 min
Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn
Hiring
Hiring
Fundamentals of the Hiring app
FREE
13 Courses
Generating W-2s in Payroll
Generating W-2s in Payroll
Learn how to generate and download W-2 Forms.
FREE
6 min
Payroll Taxes Auto-Registration Admin Course End of Year Quick Learn
Time Off Requirements
Time Off Requirements
Learn about the different time off policy requirements.
FREE
2 min
Time Off 15 Days Admin Course Platform Settings Expert Series
How to Update my Bank Information
How to Update my Bank Information
Learn how to update your bank account details in the Personal Information app.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn
Managing Reviewers
Managing Reviewers
Learn how to add and remove Reviewers from a performance review.
FREE
2 min
60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Employee Essentials
Employee Essentials
FREE
14 Courses
Time Off Hiring Time & Attendance Personal Information Onboarding Time Tracking 30 Days 15 Days 45 Days 30 DAYS 30 days 45 DAYS 45 days
Editing Benefits Administrator Permissions
Editing Benefits Administrator Permissions
Learn about the different permissions and how to update them for a Benefits admin.
FREE
2 min
Company Profile 60 Days Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Administrators
How to Manage and Approve Time Off
How to Manage and Approve Time Off
Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.
FREE
5 min
Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
How to Rehire an Employee
How to Rehire an Employee
Learn how to rehire a terminated employee.
FREE
2 min
Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
ACA Form Generation and Filing
ACA Form Generation and Filing
Learn about the ACA form generation and filing form 1094-C and 1095-C.
FREE
7 min
Payroll ACA Compliance Compliance 90 Days Admin Course End of Year Quick Learn
Tips on Determining ALE Status and Calculating FTEs
Tips on Determining ALE Status and Calculating FTEs
Learn how to determine ALE status and calculate the number of FTEs in this step-by-step training.
FREE
8 min
ACA Compliance Compliance 90 Days Admin Course End of Year Expert Series
Employee Zen
Employee Zen
FREE
21 Courses
Time Off Hiring Time & Attendance Personal Information Onboarding Time Tracking 30 Days 60 Days 15 Days 45 Days 30 DAYS 30 days 45 DAYS 45 days 60 DAYS 60 days
Entering In and Out Times - Mobile App
Entering In and Out Times - Mobile App
Learn how to enter your start and end times worked in the mobile app.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
How to View Personal Pay Stubs
How to View Personal Pay Stubs
Learn how to access, view, and download copies of your pay stubs.
FREE
1 min
Payroll 30 Days Employee Course Quick Learn Pay Stubs
Hiring Contingent Workers
Hiring Contingent Workers
This course will walk you through how to hire Contingent Workers.
FREE
2 min
Hiring Contingent Workers Hiring & Onboarding Admin Course Manager Course Quick Learn
Setting Up Optional Onboarding Questions
Setting Up Optional Onboarding Questions
Learn how to enable/disable optional onboarding questions in the Hiring app.
FREE
1 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
How to Update my Personal Information
How to Update my Personal Information
Learn how to update your personal details in the Personal Information app.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn
Hiring Settings for Contingent Workers
Hiring Settings for Contingent Workers
This course will go over custom emails and custom fields for Contingent Workers.
FREE
2 min
Hiring Contingent Workers Hiring & Onboarding Admin Course Quick Learn Platform Settings
Overview in Compensation Management
Overview in Compensation Management
Learn the different sections of the overview tab and how to best utilize its data.
FREE
3 min
Compensation Management 45 Days 45 DAYS Admin Course Quick Learn Reports & Analytics
Employee Growth
Employee Growth
FREE
20 Courses
Time Off Hiring Time & Attendance Personal Information Onboarding Time Tracking 30 Days 60 Days 15 Days 45 Days 30 DAYS 30 days 45 DAYS 45 days 60 DAYS 60 days
Background Check Setup
Background Check Setup
Learn how to setup a background check in this step-by-step training.
FREE
5 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
Understanding Employee Eligibility
Understanding Employee Eligibility
Learn how to determine employee eligibility and how to correct it when needed.
FREE
3 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn
Goal Commenting
Goal Commenting
Learn how to view and post comments on Goals.
FREE
3 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement
How to Hire a New Employee
How to Hire a New Employee
Learn the steps for hiring a new employee.
FREE
4 min
HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
How To Change Open Enrollment Deadline
How To Change Open Enrollment Deadline
Learn how to change the open enrollment deadline in the platform.
FREE
1 min
Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment
How to Send Open Enrollment Reminders
How to Send Open Enrollment Reminders
A step-by-step guide on how to send reminders to employees to complete open enrollment.
FREE
1 min
Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment
Open Enrollment Reports
Open Enrollment Reports
Learn about the different open enrollment reports available for download.
FREE
2 min
Benefits Administration Admin Course Broker Course Quick Learn Reports & Analytics Renewal/Open Enrollment
How to Add Additional Administrators
How to Add Additional Administrators
Learn how to add additional administrators to your company's account.
FREE
3 min
Company Profile 60 Days Admin Course Quick Learn Platform Settings Administrators
How to Complete a Peer Review
How to Complete a Peer Review
This course will take you through each step of completing an assigned peer review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Applying Custom Ratings to Reviews
Applying Custom Ratings to Reviews
This course will take you through applying custom ratings to the review template.
FREE
1 min
60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Performance Management
Performance Management
Fundamentals of the Performance Management app
FREE
17 Courses
How to Complete a Self Review
How to Complete a Self Review
Learn how to complete an assigned self review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Employee Handbook Setup
Employee Handbook Setup
Learn how to create an employee handbook in this step-by-step training.
FREE
2 min
Hiring Hiring & Onboarding Admin Course Quick Learn Platform Settings
Settings in Compensation Management
Settings in Compensation Management
Learn how to access and make changes in the Settings tab.
FREE
2 min
90 Days Compensation Management Admin Course Quick Learn Reports & Analytics
Manager Zen
Manager Zen
FREE
21 Courses
HR Time Off Hiring Time & Attendance Business Intelligence Implementation 30 Days 60 Days 90 Days 15 Days 45 Days 30 DAYS 30 days 45 DAYS 45 days 60 DAYS 60 days
Manager Growth
Manager Growth
FREE
21 Courses
HR Time Off Hiring Time & Attendance Business Intelligence 30 Days 60 Days 90 Days 15 Days 45 Days 30 DAYS 30 days 45 DAYS 45 days 60 DAYS 60 days
Manager Essentials
Manager Essentials
FREE
14 Courses
HR Time Off Hiring Time & Attendance Business Intelligence 30 Days 60 Days 90 Days 15 Days 45 Days 30 DAYS 30 days 45 DAYS 45 days 60 DAYS 60 days
Salary Insights in Compensation Management
Salary Insights in Compensation Management
Learn how to best utilize the Salary Insights tool for compensation decisions.
FREE
2 min
90 Days Compensation Management Admin Course Quick Learn Reports & Analytics
Creating a Change Letter
Creating a Change Letter
This course will walk you through how to create a Change Letter.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
Platform 101: Admin
Platform 101: Admin
Let's review the admin dashboard with this introductory tour.
FREE
14 min
Implementation 15 Days Admin Course Quick Learn Platform 101
Documents App 101
Documents App 101
Introductory tour of the Documents app.
FREE
3 min
Documents 45 Days 45 DAYS Auto-Registration Admin Course Quick Learn Platform 101
Tax Jurisdictions in "Calculate Only"
Tax Jurisdictions in "Calculate Only"
Remit filings and maintain tax jurisdiction information to avoid penalties, interest, and correction costs
FREE
1 Course
Auto-Registration
Understanding Stop Payments
Understanding Stop Payments
What is a Stop Payment and how to avoid them.
FREE
2 min
Payroll Running Payroll Admin Course Payroll and Banking Corrections Expert Series
Premade Reports in Business Intelligence
Premade Reports in Business Intelligence
This course provides an overview of the available premade reports.
FREE
3 min
Business Intelligence Admin Course Manager Course Quick Learn Reports & Analytics
Tax Filings & Payments
Tax Filings & Payments
Tax registrations and settings for successful payments
FREE
2 Courses
Auto-Registration
How to Prepare Your PTO Policy for the New Year
How to Prepare Your PTO Policy for the New Year
Recorded webinar session where we'll review preparing your PTO policy for a new calendar year.
FREE
41 min
Time Off Admin Course Customer Webinar/Podcast End of Year Platform Settings
How to Access W-2 Tax Forms
How to Access W-2 Tax Forms
A walk through of how to access end of year tax documents.
FREE
2 min
Payroll Personal Information Taxes Employee Course End of Year Quick Learn
How to Update Your W-9 Information
How to Update Your W-9 Information
Learn how to update your W-9 info as an Independent Contractor.
FREE
2 min
Personal Information Taxes Employee Course Quick Learn
Commuter Cards After Employment and Cancelation
Commuter Cards After Employment and Cancelation
How to cancel your account and what happens to your funds after leaving a company.
FREE
2 min
Commuter Benefits Employee Enrollments Employee Course Quick Learn Flexible Benefits
How to Generate and Sign the Section 125
How to Generate and Sign the Section 125
Learn how to generate and sign your Section 125.
FREE
1 min
Compliance Benefits Administration Admin Course Broker Course Quick Learn Platform Settings
HR Library Forms and Policies
HR Library Forms and Policies
This course will go over the Forms and Policies feature in the HR Library app.
FREE
2 min
60 Days Compliance 60 DAYS HR Library Admin Course Quick Learn
Commuter Benefits Card and Balances
Commuter Benefits Card and Balances
This course will take you through the basics of using your commuter benefits card.
FREE
3 min
Commuter Benefits Employee Enrollments Employee Course Quick Learn Flexible Benefits
Commuter Benefits 101
Commuter Benefits 101
Learn about the basics of Commuter Benefits.
FREE
2 min
Commuter Benefits Employee Course Quick Learn Platform 101 Flexible Benefits
Time & Attendance Settings
Time & Attendance Settings
Learn how to adjust the settings in Time & Attendance.
FREE
3 min
Time & Attendance 60 Days 60 DAYS Admin Course Quick Learn Platform Settings
Time and Attendance App 101
Time and Attendance App 101
Introductory tour of the Time & Attendance app.
FREE
3 min
Time & Attendance Admin Course Manager Course Quick Learn Platform 101
People Analytics 101
People Analytics 101
Learn how to navigate Visier's People Analytics platform.
FREE
Business Intelligence Admin Course People Analytics Quick Learn Reports & Analytics
Hiring App 101
Hiring App 101
Introductory tour of the Hiring app.
FREE
2 min
Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn Platform Settings Platform 101
Scheduling App 101
Scheduling App 101
Introductory tour of the Scheduling app.
FREE
2 min
Scheduling Employee Management Admin Course Manager Course Quick Learn Platform 101
Time Off App 101
Time Off App 101
Introductory tour of the Time Off app.
FREE
3 min
Time Off Admin Course Manager Course Quick Learn Platform 101
Q&A: The War on Workplace Anxiety
Q&A: The War on Workplace Anxiety
Advice for recognizing anxiety in the workplace, leading with empathy, and cultivating vulnerable conversations.
FREE
11 min
POPS! The People Ops Podcast - Season 3
POPs Podcast: Market your Benefits Investment - StringCan Interactive's Story
POPs Podcast: Market your Benefits Investment - StringCan Interactive's Story
With Open Enrollment season approaching, learn how to engage employees from the time of recruitment through to their input in your benefits investment.
FREE
25 min
POPs Podcasts v2020
PIVOT: Learn, Don't Churn! 30-Day Challenge with Laurie Ruettimann
PIVOT: Learn, Don't Churn! 30-Day Challenge with Laurie Ruettimann
Feeling burnt out at work and ready to jump ship? Quitting may not be the answer. Learn how you can discover joy in work, starting where you are now.
FREE
16 min
POPS! The People Ops Podcast - Season 3
HR Office Hours: If You Have to Lay People Off - An Empathetic Guide
HR Office Hours: If You Have to Lay People Off - An Empathetic Guide
If you have to lay people off, this webcast discusses considerations and tips, as well as, includes a career transition booklet template for your impacted employees.
FREE
19 min
HR Office Hours
Q&A: Are we supporting the basic human needs of our workforce?
Q&A: Are we supporting the basic human needs of our workforce?
Maslow’s Hierarchy of needs is a great benchmark to making sure you’re supporting your employees’ basic needs.
FREE
5 min
POPS! The People Ops Podcast - Season 3
POPS! Q&A:  We ran out of COVID paid sick time - now what?
POPS! Q&A: We ran out of COVID paid sick time - now what?
Recommendations for navigating this situation by examining existing benefits and potentially creating a new leave of absence policy.
FREE
2 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: What changes will the Biden administration have on my small business?
POPS! Q&A: What changes will the Biden administration have on my small business?
Even though President Biden’s first 100 days in office will conclude at the end of April, questions still remain about how his administration will impact small businesses.
FREE
7 min
POPS! The People Ops Podcast - Season 1
Admin Basics Certification
Admin Basics Certification
Show off your tech mastery by becoming certified
FREE
PIVOT: Coming Back Stronger with Brent Bitterman, Alaska Luxury Tours
PIVOT: Coming Back Stronger with Brent Bitterman, Alaska Luxury Tours
He joins the show to talk about how he doubled down on customer and employee experience to come back from the perfect storm stronger than ever.
FREE
22 min
POPS! The People Ops Podcast - Season 2
Q&A: Is it better to upskill vs. replace my people?
Q&A: Is it better to upskill vs. replace my people?
42% of the core skills needed to perform most jobs are expected to change in 2022. How can you equip your employees to continue to contribute to your small business?
FREE
16 min
POPS! The People Ops Podcast - Season 2
HR Office Hours: COVID-19 Health Status Verification
HR Office Hours: COVID-19 Health Status Verification
Free tool you can use to verify employee COVID-19 health status and how it works
FREE
28 min
HR Office Hours COVID Product Updates
HR Office Hours: Tips and Resources for Managing During COVID-19
HR Office Hours: Tips and Resources for Managing During COVID-19
We'll answer the most commonly asked question about managing your business through the coronavirus
FREE
20 min
HR Office Hours
Q&A: Should we rehire someone who quit us?
Q&A: Should we rehire someone who quit us?
Boomerang employees are about to be more common than ever in the wake of the Great Resignation.
FREE
5 min
POPS! The People Ops Podcast - Season 3
Q&A: Why is an inclusive culture even more important in 2022?
Q&A: Why is an inclusive culture even more important in 2022?
Building an inclusive culture is not only the right thing to do, it’s the smart thing to do when it comes to your business strategy. How you can prioritize it as a small business?
FREE
9 min
POPS! The People Ops Podcast - Season 3
POPS! Q&A: Part 1: How do I make remote reviews work?
POPS! Q&A: Part 1: How do I make remote reviews work?
The massive shift to distributed workforces offers the opportunity to evolve the way we work and innovate on old processes, policies, and procedures, including performance reviews.
FREE
10 min
POPS! The People Ops Podcast - Season 1
POPs Podcast: Civic Time Off - Why It Could Be a Good Vote for Your Business
POPs Podcast: Civic Time Off - Why It Could Be a Good Vote for Your Business
Explore Civic Time Off and why it could be a win/win new benefit option for small businesses.
FREE
19 min
POPs Podcasts v2020
HR Office Hours: Engaging Your (Increasingly) Remote Team
HR Office Hours: Engaging Your (Increasingly) Remote Team
Insights on why engagement matters even more now and how to leverage engagement tools.
FREE
25 min
HR Office Hours
PIVOT: "Main Street Values" for Small Biz Success with Kimberle Seale
PIVOT: "Main Street Values" for Small Biz Success with Kimberle Seale
Is the secret sauce of your business built on your values? Learn why it needs to be if you want to withstand the pressures of our rapidly changing world.
FREE
20 min
POPS! The People Ops Podcast - Season 3
Q&A: Benefits that no longer fit your workforce
Q&A: Benefits that no longer fit your workforce
The workforce is changing fast, but the benefits many companies offer aren’t keeping up. Learn from research what people want from employers.
FREE
8 min
POPS! The People Ops Podcast - Season 2
Report for Paycheck Protection Program Loan
Report for Paycheck Protection Program Loan
This report provides a loan estimator and the information needed to apply for a Paycheck Protection Program loan.
FREE
2 min
COVID Product Updates
POPs Podcast: Your Employee Handbook - Why it’s time to (more easily) reset it
POPs Podcast: Your Employee Handbook - Why it’s time to (more easily) reset it
Most employees want an updated handbook right now, in light of COVID-19. Learn what to include and how!
FREE
20 min
POPs Podcasts v2020
PIVOT: Relentless Resilience: Building the Next Entrepreneurs with Natasha Miller
PIVOT: Relentless Resilience: Building the Next Entrepreneurs with Natasha Miller
Is there room for relentlessness in a world that’s learning to value balance, well-being, and flexibility? Absolutely. In fact, there has to be.
FREE
13 min
POPS! The People Ops Podcast - Season 3
PIVOT: The Unsung Innovators Behind American Small Business with Seth Levine and Elizabeth MacBride
PIVOT: The Unsung Innovators Behind American Small Business with Seth Levine and Elizabeth MacBride
Did you know most new, small businesses today are started by women and people of color? Hear stories of grit and perseverance and why they are crucial to the US economy.
FREE
28 min
POPS! The People Ops Podcast - Season 2
Q&A: It’s not the years, it’s the mileage
Q&A: It’s not the years, it’s the mileage
Do companies feel it's beneficial to hire newer, more adaptable employees or seasoned, experienced employees? 38% found themselves inadvertently taking candidate age into consideration.
FREE
4 min
POPS! The People Ops Podcast - Season 3
How to use TriNet for HR 6201 and the CARES Act
How to use TriNet for HR 6201 and the CARES Act
Learn how to use TriNet for the Paycheck Protection Program, Tax Credits, Paid Sick Leave, and Paid Family & Medical Leave.
FREE
9 min
COVID Product Updates
POPS! Q&A: How do I prepare for minimum wage changes as my people move?
POPS! Q&A: How do I prepare for minimum wage changes as my people move?
As more organizations make the switch to fully remote or hybrid work, more people are seizing the opportunity to move out-of-state. Differences in minimum wage state-to-state can cause headaches for HR, but it doesn’t have to.
FREE
2 min
POPS! The People Ops Podcast - Season 1
HR Office Hours: Parenting in a Pandemic - How (and Why) Your Business Should Help
HR Office Hours: Parenting in a Pandemic - How (and Why) Your Business Should Help
Insights on reconnecting with your people, especially parents, while they are working during COVID.
FREE
20 min
HR Office Hours
Q&A:  Can I revoke a job offer?
Q&A: Can I revoke a job offer?
You might have had to revoke a job offer you’ve extended a candidate. It’s not something we all enjoy, but sometimes it’s necessary. So what are some things you do when this scenario presents itself?
FREE
4 min
POPS! The People Ops Podcast - Season 3
HR Headaches: When should HR play a role as mediator?
HR Headaches: When should HR play a role as mediator?
Conflict in the workplace is inevitable, but how do you know when employees should resolve issues themselves and when HR should step in to help?
FREE
9 min
POPS! The People Ops Podcast - Season 3
POPS! Q&A:  What's the advantage of People Ops vs. HR?
POPS! Q&A: What's the advantage of People Ops vs. HR?
Learn why most successful companies are shifting from “administrative HR” to “people ops”.
FREE
7 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: Should we keep flexible work arrangements as COVID vaccine rates rise?
POPS! Q&A: Should we keep flexible work arrangements as COVID vaccine rates rise?
The CDC estimates that about 50% of adults have received at least one dose of the COVID vaccine. So is it time to start thinking about going back to the office? And if so, when?
FREE
10 min
POPS! The People Ops Podcast - Season 1
HR Office Hours: Tips for a Healthy Remote Team
HR Office Hours: Tips for a Healthy Remote Team
How to set up and think about well-being programs in your organization
FREE
30 min
HR Office Hours
Q&A: What to consider when creating a leave policy
Q&A: What to consider when creating a leave policy
In today’s workplace, relying on state and federal benefits may not be enough. Learn about research on what people want from employers.
FREE
12 min
POPS! The People Ops Podcast - Season 2
PIVOT: Resisting the Temptation to ‘Fake It’ in Your Business with Sabrina Horn, Communications Expert
PIVOT: Resisting the Temptation to ‘Fake It’ in Your Business with Sabrina Horn, Communications Expert
Sabrina shares extreme examples of what can go wrong when “faking it,” and how to “make it” with integrity and authenticity.
FREE
21 min
POPS! The People Ops Podcast - Season 2
Q&A: Keep Out the Bad Actors: Make Your People's Data Secure
Q&A: Keep Out the Bad Actors: Make Your People's Data Secure
Credential stuffing is the fastest-growing cyber attack strategy. Scary stuff, but all hope is not lost. Learn how to protect yourself and your people.
FREE
4 min
POPS! The People Ops Podcast - Season 2
Q&A: Part 1: Building Better Engagement
Q&A: Part 1: Building Better Engagement
With only 4 in 10 employees reporting being “actively engaged,” there’s a significant gap between how engaged leaders think their employees are and how engaged they really are.
FREE
6 min
POPS! The People Ops Podcast - Season 2
HR Headaches: When new hires want immediate PTO, what do I do?
HR Headaches: When new hires want immediate PTO, what do I do?
We’ve all been there—a new employee starts, only to request time off right away. What to do?
FREE
4 min
POPS! The People Ops Podcast - Season 2
Q&A: Is there a better way to shop for benefits?
Q&A: Is there a better way to shop for benefits?
Why does shopping for benefits have to be so hard? Well, maybe it doesn’t. Learn about research on what people want from employers.
FREE
4 min
POPS! The People Ops Podcast - Season 2
POPS! Q&A: Vaxed, but are we ready to return?
POPS! Q&A: Vaxed, but are we ready to return?
To reopen or not to reopen? When it comes to going back to the office, not all employees feel the same way. In fact, people’s preferences about returning to work may surprise you.
FREE
6 min
POPS! The People Ops Podcast - Season 1
HR Office Hours: Reductions, Layoffs and Furloughs
HR Office Hours: Reductions, Layoffs and Furloughs
We define and discuss reductions, layoffs and furloughs options in a tough climate
FREE
15 min
HR Office Hours
PIVOT: The Impact of Building a Flexible Culture with Jessica Adams, Brad’s Deals
PIVOT: The Impact of Building a Flexible Culture with Jessica Adams, Brad’s Deals
People want flexibility at work—but also strong friendships and opportunities to co-create the culture. Is it possible to give employees all three?
FREE
20 min
POPS! The People Ops Podcast - Season 2
POPS! Pivot: Let the Robot Have Your Job!
POPS! Pivot: Let the Robot Have Your Job!
Learn why HR is ripe for disruption in light of 2020 and what you need to be thinking about when it comes to People Operations.
FREE
16 min
POPS! The People Ops Podcast - Season 1
Q&A: Part 3: Building Better Engagement
Q&A: Part 3: Building Better Engagement
When it comes to professional development, there’s a huge gap between what employers think they're providing and what employees actually want. Learn why professional development and employee engagement go hand in hand.
FREE
6 min
POPS! The People Ops Podcast - Season 2
Q&A: Part 4: Building Better Engagement
Q&A: Part 4: Building Better Engagement
When’s the last time you gave someone praise or positive feedback? Learn why recognition matters, and how to recognize good work in a way that reinforces positive behavior across the organization.
FREE
5 min
POPS! The People Ops Podcast - Season 2
Q&A: Should I give raises to match inflation?
Q&A: Should I give raises to match inflation?
Handling raises is already a sticky situation, but it’s even trickier when you add in record-high inflation. How should you compensate your employees in light of the current economy?
FREE
3 min
POPS! The People Ops Podcast - Season 3
Q&A: How can I easily offer a retirement plan?
Q&A: How can I easily offer a retirement plan?
Many states are requiring even small employers to offer retirement plans and if you aren’t yet required, they’re a great retention and attraction tool.
FREE
6 min
POPS! The People Ops Podcast - Season 3
POPS! Pivot: Are You Ready for a Summer PTO Exodus? with Tracy Cote
POPS! Pivot: Are You Ready for a Summer PTO Exodus? with Tracy Cote
With more of the US population vaccinated, people are planning trips to use their built-up PTO. How do you prevent employee burnout and an empty office this summer?
FREE
18 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: What is the state of workplace culture after a year of the pandemic?
POPS! Q&A: What is the state of workplace culture after a year of the pandemic?
More than a year into the pandemic, employees are still stressed. But the real reasons may surprise you.
FREE
6 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: Can we close the workplace generation gap?
POPS! Q&A: Can we close the workplace generation gap?
With Gen Z entering the workforce in droves, American workplaces have perhaps never been more generationally diverse. But is it possible to close the gap between generations?
FREE
5 min
POPS! The People Ops Podcast - Season 1
COVID Vaccine Tracking
COVID Vaccine Tracking
Learn how to use TriNet to track vaccination status.
FREE
3 min
COVID Product Updates
Q&A: HR Headaches: Do we have to be resigned to resignation?
Q&A: HR Headaches: Do we have to be resigned to resignation?
The Great Resignation isn’t showing signs of slowing down, but that doesn’t mean employers should give up on trying to hold on to their people.
FREE
7 min
POPS! The People Ops Podcast - Season 2
POPs Podcast: Pivot in a Pandemic - Entire Productions' Story
POPs Podcast: Pivot in a Pandemic - Entire Productions' Story
Businesses are having to become more agile from a people operations perspective and fundamentals perspective. Learn about 4 basic framework tips.
FREE
26 min
POPs Podcasts v2020
PIVOT: Working Smarter with People Ops, Paulina Song
PIVOT: Working Smarter with People Ops, Paulina Song
Are your people just employees, or “mini engineers”? Learn why automation is key to unlocking higher employee engagement, empowerment, and ownership in their roles.
FREE
35 min
POPS! The People Ops Podcast - Season 2
HR Office Hours: The Importance of Company Culture During Chaos
HR Office Hours: The Importance of Company Culture During Chaos
Learn how a clear, active culture can help a company better pivot to deal with change
FREE
34 min
HR Office Hours
Q&A: Pros and perils of unlimited PTO
Q&A: Pros and perils of unlimited PTO
Unlimited PTO can be a fantastic benefit for your employees, but there are some important details to consider before jumping in.
FREE
6 min
POPS! The People Ops Podcast - Season 3
Q&A: OSHA Vaccine Mandate–What does this mean for me?
Q&A: OSHA Vaccine Mandate–What does this mean for me?
Learn what employers should be thinking about as the vaccine mandate nears implementation.
FREE
11 min
POPS! The People Ops Podcast - Season 2
HR Office Hours: TriNet Product Features for COVID-19 Relief Management and Loans
HR Office Hours: TriNet Product Features for COVID-19 Relief Management and Loans
New Time Off, Leave of Absence, Payroll and Reporting options to streamline FFCRA tracking and tax credits
FREE
17 min
HR Office Hours COVID Product Updates
Q&A: What updates should you make to your 2022 employee handbook?
Q&A: What updates should you make to your 2022 employee handbook?
Reviewing your handbook every year is always a good practice, but after a year like 2021, it’s critical to ensure your policies are up to date.
FREE
4 min
POPS! The People Ops Podcast - Season 3
POPS! Pivot: Going From Best Intentions to Best Practices for DEI with Janine Yancey, Emtrain
POPS! Pivot: Going From Best Intentions to Best Practices for DEI with Janine Yancey, Emtrain
When it comes to diversity and inclusion, how do you move from best intentions to best practices? Learn how small businesses can move past ideas and take action all in the effort to help build healthier workplace cultures.
FREE
25 min
POPS! The People Ops Podcast - Season 1
HR Office Hours: A Framework for Diversity & Inclusion
HR Office Hours: A Framework for Diversity & Inclusion
Learn how to create diversity and inclusion in your organization.
FREE
27 min
HR Office Hours
COVID-19 Payroll Tax Deferral
COVID-19 Payroll Tax Deferral
The CARES Act allows employers to defer the deposit and payment of the employer's share of social security taxes. Learn how to opt in using TriNet Payroll.
FREE
3 min
COVID Product Updates
POPS! Pivot: The Inspiration Behind the Book: People Operations with Jay Fulcher
POPS! Pivot: The Inspiration Behind the Book: People Operations with Jay Fulcher
How can a small business level the playing field and gain an advantage in the post-pandemic world of work? Learn about the shift toward strategic people operations, and why movement away from compliance-based HR has massive implications for small businesses.
FREE
18 min
POPS! The People Ops Podcast - Season 1
Q&A: Part 2: Building Better Engagement
Q&A: Part 2: Building Better Engagement
Inclusivity and belonging are essential elements of employee engagement. Explore ways to break down barriers to belonging.
FREE
6 min
POPS! The People Ops Podcast - Season 2
PIVOT: Zero to Sixty–Automate your HR in sixty days with Tom Houghton, Bearded Builders
PIVOT: Zero to Sixty–Automate your HR in sixty days with Tom Houghton, Bearded Builders
How fast can you automate your outdated HR practices? Tom shares how he transformed HR from a dusty file cabinet to full automation in sixty days.
FREE
22 min
POPS! The People Ops Podcast - Season 2
Q&A: When 80% of people hate performance reviews, how can we make them better?
Q&A: When 80% of people hate performance reviews, how can we make them better?
Why do 80% of people hate performance reviews? Before opening that can of worms, we have to first understand why companies even conduct performance reviews in the first place.
FREE
4 min
POPS! The People Ops Podcast - Season 3
HR Office Hours: Benefits Benchmarks - Prepare for this Year's Open Enrollment
HR Office Hours: Benefits Benchmarks - Prepare for this Year's Open Enrollment
Learn about new SMB benefits research and the trends to consider for this fall's Open Enrollment season.
FREE
30 min
HR Office Hours
POPs Podcast: Checklist for Payroll Tax Prep
POPs Podcast: Checklist for Payroll Tax Prep
With year end approaching, learn what you can do now to prepare and 2020 changes to consider due to COVID, CARES Act & more
FREE
19 min
POPs Podcasts v2020 COVID Product Updates
Q&A: Can I create a people pipeline during the Big Quit?
Q&A: Can I create a people pipeline during the Big Quit?
Building a talent pipeline is not easy by any stretch, but it's key to reducing your time to fill positions while also strengthening your employer brand.
FREE
8 min
POPS! The People Ops Podcast - Season 3
POPS! Q&A: How do you prepare for a conversation when someone isn’t ready for a promotion?
POPS! Q&A: How do you prepare for a conversation when someone isn’t ready for a promotion?
Breaking the news that an employee has been passed over for a promotion is never easy and sometimes triggers an emotional response. Learn tips on how to handle this hard conversation.
FREE
7 min
POPS! The People Ops Podcast - Season 1
PIVOT: Inspiring Intentionality with Rylan Kean and Christina Hayes, Millan Enterprises
PIVOT: Inspiring Intentionality with Rylan Kean and Christina Hayes, Millan Enterprises
Leaving your mark on the world requires creativity. They share how their focus on a common goal grew into a catalyst of growth in their community.
FREE
32 min
POPS! The People Ops Podcast - Season 2
But some of it was funny: Adieu to 2021 with Rob Stefanovic
But some of it was funny: Adieu to 2021 with Rob Stefanovic
Believe it or not, we’re wrapping up yet another heavy, unprecedented year. We hope this special episode leaves you with a smile and maybe even a glimmer of optimism as we look forward to 2022.
FREE
5 min
POPS! The People Ops Podcast - Season 2
Q&A: Questions you can ask about vaccination status
Q&A: Questions you can ask about vaccination status
When it comes to COVID vaccination status, what can and can’t you ask employees? This is a common question among leaders right now.
FREE
6 min
POPS! The People Ops Podcast - Season 2
POPs Podcast: Resurgence Update - COVID-19 Paid Sick Time under FFCRA
POPs Podcast: Resurgence Update - COVID-19 Paid Sick Time under FFCRA
With COVID surging, we discuss FFCRA, CDC guidelines, testing, leave of absence and more.
FREE
20 min
POPs Podcasts v2020
POPS! Pivot: Build Your People, Build the World with Ryan Patel, Global Business Executive
POPS! Pivot: Build Your People, Build the World with Ryan Patel, Global Business Executive
Can a small business have global influence? Yes, by one employee at a time.
FREE
34 min
POPS! The People Ops Podcast - Season 1
POPS! Pivot:  Doing Well by Doing Better Every Day
POPS! Pivot: Doing Well by Doing Better Every Day
Learn about supporting employees from both quantitative and qualitative perspectives
FREE
30 min
POPS! The People Ops Podcast - Season 1
POPS! Pivot: How and Why Small Business Can Close the Gender Pay Gap with Tracy Cote, TriNet
POPS! Pivot: How and Why Small Business Can Close the Gender Pay Gap with Tracy Cote, TriNet
What practices should businesses be putting in place to ensure every employee is compensated fairly?
FREE
27 min
POPS! The People Ops Podcast - Season 1
POPs Podcast: Your People Programs - Ready for 2021?
POPs Podcast: Your People Programs - Ready for 2021?
The Work from Home Economy is changing how you hire, work, build trust and measure success. Learn about new fundamentals people leaders should consider.
FREE
23 min
POPs Podcasts v2020
POPs Podcast: Your Performance Management - Does it need a pandemic makeover?
POPs Podcast: Your Performance Management - Does it need a pandemic makeover?
Learn about making over the annual performance review to something far simpler and more effective: conversations.
FREE
20 min
POPs Podcasts v2020
HR Office Hours: Before Reopening: EEOC Guidelines to Know
HR Office Hours: Before Reopening: EEOC Guidelines to Know
Thinking about reopening? We address questions on screening, reasonable accommodations, hardships and more.
FREE
21 min
HR Office Hours
Q&A: Tax Tips: Getting ahead of year-end requirements
Q&A: Tax Tips: Getting ahead of year-end requirements
Ensure everything is in order for year-end tax requirements.
FREE
5 min
POPS! The People Ops Podcast - Season 2
HR Office Hours: Lessons in Reopening
HR Office Hours: Lessons in Reopening
Thinking about reopening? We discuss lessons learned on reopening during COVID
FREE
29 min
HR Office Hours
Author’s Cut: Why POPS Needs To Be Part of Your '22 Business Plan
Author’s Cut: Why POPS Needs To Be Part of Your '22 Business Plan
Every company is built around people—no matter the size, industry, or target market. That’s why, when it comes to annual planning, people shouldn’t be PART of your plan—they should be at the heart of it.
FREE
17 min
POPS! The People Ops Podcast - Season 2
Q&A: How can employers reduce risk when terminating an employee?
Q&A: How can employers reduce risk when terminating an employee?
Terminating an employee is never easy—and never 100% risk-free. Learn risk-mitigation strategies for employee terminations and proactive tips for protecting your company.
FREE
8 min
POPS! The People Ops Podcast - Season 2
HR Office Hours: CARES Act
HR Office Hours: CARES Act
Tips and resources to prioritize the right loans for your business and people
FREE
18 min
HR Office Hours
POPS! Q&A: What your small business should know about Juneteenth
POPS! Q&A: What your small business should know about Juneteenth
Talking about Juneteenth for the first time can make some leaders uncomfortable. And that’s ok, as long as it doesn’t stop you from acknowledging the holiday in a way that’s intentional and authentic.
FREE
21 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: How do I give feedback to managers with more seniority than me?
POPS! Q&A: How do I give feedback to managers with more seniority than me?
A sign of a healthy culture is when feedback is a two-way street. But, admittedly, giving feedback to someone with more seniority than you is easier said than done.
FREE
5 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: Compensation planning; where do I start?
POPS! Q&A: Compensation planning; where do I start?
Handling your compensation decisions on a case-by-case basis is never the best option, but where should you even start?
FREE
4 min
POPS! The People Ops Podcast - Season 1
Q&A: Remote Hiring Headaches to Plan For
Q&A: Remote Hiring Headaches to Plan For
Building an inclusive culture is not only the right thing to do, it’s the smart thing to do when it comes to your business strategy. How you can prioritize it as a small business?
FREE
8 min
POPS! The People Ops Podcast - Season 3
POPS! Q&A: What's the best strategy for when to update our handbook?
POPS! Q&A: What's the best strategy for when to update our handbook?
Handbooks should be updated every year and that's especially true as the pandemic stretches into 2021 - learn why.
FREE
4 min
POPS! The People Ops Podcast - Season 1
POPs Podcast: 5 Tips for Making a Payroll Switch
POPs Podcast: 5 Tips for Making a Payroll Switch
Learn about research on the importance of a modern payroll solution.
FREE
23 min
POPs Podcasts v2020
POPs Podcast: Remote Employee Engagement
POPs Podcast: Remote Employee Engagement
Learn how to help your employees with productivity, relationships and motivation
FREE
32 min
POPs Podcasts v2020
POPS! Q&A: How do I recognize and prevent sexual harassment, even when it's remote?
POPS! Q&A: How do I recognize and prevent sexual harassment, even when it's remote?
Sexual harassment is absolutely destructive, but, unfortunately, it doesn’t go away just because we’re working remotely. Learn what you can do to recognize it and prevent it.
FREE
5 min
POPS! The People Ops Podcast - Season 1
POPS! Pivot: 3 Easy Ways to Foster Financial Wellness at Your Small Business with Pam Krueger, Wealthramp
POPS! Pivot: 3 Easy Ways to Foster Financial Wellness at Your Small Business with Pam Krueger, Wealthramp
For many, the pandemic has caused as much anxiety about finances as it has health. How should employers respond?
FREE
32 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: Part 2: What do I need to do to hire and onboard remotely?
POPS! Q&A: Part 2: What do I need to do to hire and onboard remotely?
Hiring and onboarding look different in a remote environment, but that doesn’t mean they have to be a challenge. There are specific strategies you can use to ensure you’re locating the right people and integrating them into your organization, even if they never set foot in your office.
FREE
11 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: POPS Assessment: Measure Your Mastery
POPS! Q&A: POPS Assessment: Measure Your Mastery
Are you a master of people operations? Before you can think about improving, you need to get a picture of where you are.
FREE
5 min
POPS! The People Ops Podcast - Season 1
Q&A: Assess yourself! And learn how to lead POPS plans
Q&A: Assess yourself! And learn how to lead POPS plans
If you could push a few buttons on your phone to immediately learn what key changes you need to make in your HR approach, would you?
FREE
5 min
POPS! The People Ops Podcast - Season 3
PIVOT: HR Trends to Watch For in 2022
PIVOT: HR Trends to Watch For in 2022
If small businesses can help their people make the most of their paychecks, will they stick around longer?
FREE
30 min
POPS! The People Ops Podcast - Season 3
PIVOT: Time for HR to Grow Up: The Five Stages of People Ops with Kevin Marasco
PIVOT: Time for HR to Grow Up: The Five Stages of People Ops with Kevin Marasco
There’s no non-stop flight from traditional, compliance-based HR to strategic people operations. Most businesses have five stops on the way to their final destination. Learn which stage best describes where you're at along the journey.
FREE
22 min
POPS! The People Ops Podcast - Season 2
Q&A: Why short-term loyalty is a good thing
Q&A: Why short-term loyalty is a good thing
Career-long tenure with a single organization is no longer the norm, but the exception. What’s changed? And could it be a good thing?
FREE
3 min
POPS! The People Ops Podcast - Season 3
POPS! Q&A: Has the pandemic permanently changed small business?
POPS! Q&A: Has the pandemic permanently changed small business?
With millions of Americans receiving the COVID vaccine every day, we’re all starting to wonder when life will return to normal—and if the world of work ever will.
FREE
6 min
POPS! The People Ops Podcast - Season 1
PIVOT: On a Rocketship: Connecting a Brand New, Global Team with Candice Saffer, Social27
PIVOT: On a Rocketship: Connecting a Brand New, Global Team with Candice Saffer, Social27
Measurably engaging both new and seasoned employees is something that is still heavy on many leaders’ minds. Hear how one HR leader standardized processes to listen and learn from team members around the world.
FREE
29 min
POPS! The People Ops Podcast - Season 2
HR Office Hours: Building Trust with Open Conversation
HR Office Hours: Building Trust with Open Conversation
Learn how to better communicate with your people that will benefit your business.
FREE
18 min
HR Office Hours
POPS! Q&A: What can we do if we can't provide raises and promotions?
POPS! Q&A: What can we do if we can't provide raises and promotions?
If your organization can’t afford to give raises and promotions this year, don’t panic—money isn’t the only thing people work for. Learn tips and ideas to show employees you appreciate them.
FREE
5 min
POPS! The People Ops Podcast - Season 1
PIVOT: Removing the Barriers to Workplace Wellness with Alex Simmons, Boon
PIVOT: Removing the Barriers to Workplace Wellness with Alex Simmons, Boon
Employee mental well-being has been top-of-mind since the start of the pandemic, but employers are still struggling with how to get people the help they need.
FREE
19 min
POPS! The People Ops Podcast - Season 2
Q&A: How to ensure your equal pay day is just that
Q&A: How to ensure your equal pay day is just that
What are the consequences of violating equal pay and how to ensure your company handles compensation the right way.
FREE
2 min
POPS! The People Ops Podcast - Season 3
POPS! Pivot: Unpacking the Science Behind Motivation
POPS! Pivot: Unpacking the Science Behind Motivation
What you need to know about motivating, engaging, and coaching remotely and why orgs that get motivation right will thrive post-pandemic.
FREE
40 min
POPS! The People Ops Podcast - Season 1
HR Office Hours: Hiring & Onboarding - Remotely & Safely
HR Office Hours: Hiring & Onboarding - Remotely & Safely
Considerations around safe hiring, remote hiring, remote onboarding, as well as, addressing questions on opportunistic hiring
FREE
20 min
HR Office Hours
POPS! Q&A: Can I require my people to get the COVID vaccine?
POPS! Q&A: Can I require my people to get the COVID vaccine?
As companies consider returning to the office, HR professionals need to know if they can require employees to get the COVID vaccine.
FREE
4 min
POPS! The People Ops Podcast - Season 1
POPS! Pivot: Empower Personal and Professional Goals for a Win/Win with Erica Betz, HR Professional
POPS! Pivot: Empower Personal and Professional Goals for a Win/Win with Erica Betz, HR Professional
People crave opportunities for growth at work—personally AND professionally. Hear how people ops is engaging the 21st-century workforce.
FREE
23 min
POPS! The People Ops Podcast - Season 1
POPs Podcast: Demystify W-2s for Your Employees
POPs Podcast: Demystify W-2s for Your Employees
Tax season is busy enough. Get a jump on 2021 and answer your employee's W-2 questions before they ask them!
FREE
10 min
POPs Podcasts v2020
HR Office Hours: Families First Coronavirus Relief Act
HR Office Hours: Families First Coronavirus Relief Act
We'll answer the most commonly asked question in regards to the HR 6201 Bill
FREE
13 min
HR Office Hours
Q&A: How to make remote internships work
Q&A: How to make remote internships work
As companies shift toward remote work, should internships become remote as well? Listen to hear perspectives on remote internships and why you may want to offer them.
FREE
5 min
POPS! The People Ops Podcast - Season 3
POPS! Pivot: Setting up Managers for Success in a Remote-Friendly Future with Amy Dalebout, MotoRefi
POPS! Pivot: Setting up Managers for Success in a Remote-Friendly Future with Amy Dalebout, MotoRefi
How do you think about manager coaching and manager promotion in a remote environment? Amy Dalebout shares her experience building a team remotely and reveals the three core competencies of effective management.
FREE
36 min
POPS! The People Ops Podcast - Season 1
Q&A: Strategies to Keep Your People in the Great Resignation
Q&A: Strategies to Keep Your People in the Great Resignation
As the pandemic wanes, people are quitting their jobs in droves. Why? And what can companies do to hold on to their best employees?
FREE
9 min
POPS! The People Ops Podcast - Season 2
Form W2
Form W2
Ensure company and employee data are accurate to avoid costly corrections
FREE
2 Courses
Auto-Registration
How to Access 1099 Tax Forms
How to Access 1099 Tax Forms
A walk through of how to access end of year tax documents.
FREE
2 min
Payroll Personal Information Contingent Workers Taxes Employee Course End of Year Quick Learn
Sage Intacct Integration
Sage Intacct Integration
Learn how to integrate Sage Intacct with TriNet.
FREE
7 min
Admin Course Integrations Quick Learn Payroll Accounting
Form 1099
Form 1099
Let's get rid of manual processes and automate 1099s for contractors
FREE
1 Course
Auto-Registration
Maintain Accuracy of Tax Info on File at All Times
Maintain Accuracy of Tax Info on File at All Times
Understand how to keep your tax settings updated to avoid penalties and interest, and corrections charges
FREE
2 Courses
Auto-Registration
How to Terminate an Employee as a Manager
How to Terminate an Employee as a Manager
Learn how to terminate an employee as a manager.
FREE
3 min
Hiring 45 Days 45 days Employee Management Manager Course Quick Learn
Invitation to the Customer Community
Invitation to the Customer Community
A community for admins to advance their value from TriNet and career in People Operations.
FREE
Auto-Registration
Compensation Management
Compensation Management
Fundamentals of the Compensation Management app
FREE
5 Courses
How to Delete Reviews
How to Delete Reviews
Learn how to delete a performance review.
FREE
3 min
60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Goals Status Report
Goals Status Report
Learn how to download a Status Report of goals.
FREE
2 min
Admin Course Performance Management Manager Course Quick Learn Employee Engagement Reports & Analytics
Managing the People Hub
Managing the People Hub
Learn about the different People Hub Settings and how to manage posts.
FREE
6 min
People Hub Admin Course Quick Learn Employee Engagement Platform Settings
Integrated Apps 101
Integrated Apps 101
Learn the benefits of integrated apps and how to enable apps on the dashboard.
FREE
4 min
Admin Course Integrations Quick Learn Platform 101
How to Run Payroll
How to Run Payroll
Learn how to approve a pay run.
FREE
5 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
New Hire Onboarding
New Hire Onboarding
Learn how to setup a new employee account and complete the onboarding steps.
FREE
4 min
Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn
Updating Company EIN
Updating Company EIN
This course will walk through the steps of updating a company's EIN in the platform.
FREE
2 min
Payroll Company Profile Taxes Auto-Registration Admin Course Quick Learn Platform Settings
How to Delete Profile Picture
How to Delete Profile Picture
Learn how to delete your profile photo instead of simply replacing it.
FREE
1 min
Personal Information Employee Course Quick Learn
Managing Time Off
Managing Time Off
Learn how to manage your employees' time off
FREE
5 Courses
Entering Total Hours Worked - Mobile App
Entering Total Hours Worked - Mobile App
This course will go over how to enter your total hours worked in the mobile app.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
Commuter Benefits Enrollment and Contributions
Commuter Benefits Enrollment and Contributions
Learn how to enroll and contribute to Commuter Benefits.
FREE
5 min
Commuter Benefits Employee Enrollments Employee Course Quick Learn Flexible Benefits
Platform 101: Employee
Platform 101: Employee
Let's review the employee dashboard with this introductory tour.
FREE
11 min
15 Days Employee Course Quick Learn Platform 101
Entering Time in the iPad TimeKeeper App
Entering Time in the iPad TimeKeeper App
Learn how to setup your profile and enter hours worked in the iPad TimeKeeper app.
FREE
3 min
Time & Attendance Employee Course Quick Learn Time Tracking & Requests
How to Use the Quoting Tool
How to Use the Quoting Tool
Learn how to use the Quoting Tool to shop for small group benefits plans.
FREE
9 min
Benefits Administration Admin Course Broker Course Quick Learn Quoting Tool
Garnishments in Payroll
Garnishments in Payroll
Learn how to add and manage garnishments in payroll.
FREE
7 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn Platform Settings Reports & Analytics
Types of Goals
Types of Goals
Learn about the different types of Goals available in the Performance Management app.
FREE
3 min
Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement
An Admin's Guide to Payroll Tax Settings
An Admin's Guide to Payroll Tax Settings
Recorded webinar session where we'll review updating tax information and tax level of service in Payroll.
FREE
30 min
Payroll Taxes Admin Course Customer Webinar/Podcast Payroll and Banking Corrections Platform Settings
Introduction to Multiple Pay Rates
Introduction to Multiple Pay Rates
Learn how to setup Multiple Pay Rates and add them in Payroll.
FREE
5 min
Payroll 15 Days Admin Course Quick Learn Platform Settings
Setting Up Variable Compensation
Setting Up Variable Compensation
Learn how to setup and manage Variable Compensation.
FREE
7 min
Hiring Hiring & Onboarding Directory Employee Management Admin Course Quick Learn Platform Settings
Time & Attendance Notes
Time & Attendance Notes
Learn how to enable and use Notes when editing a time sheet in Time & Attendance.
FREE
5 min
Time & Attendance 45 Days 30 days 45 DAYS Admin Course Manager Course Quick Learn Platform Settings Time Tracking & Requests
How to Download Scheduling Reports
How to Download Scheduling Reports
Learn about the Scheduling Conformance Report.
FREE
1 min
Scheduling 90 Days 60 days Admin Course Quick Learn Reports & Analytics
Updating Goal Email Notifications
Updating Goal Email Notifications
Learn how to update your notification preferences on Performance Management related emails.
FREE
1 min
Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Platform 101: Manager
Platform 101: Manager
Let's review the manager dashboard with this introductory tour.
FREE
13 min
15 Days Manager Course Quick Learn Platform 101
Introduction to Project Codes
Introduction to Project Codes
Learn how to setup and manage Project Codes in the platform.
FREE
9 min
Payroll Hiring Time & Attendance Employee Management Running Payroll Admin Course Quick Learn Platform Settings
Completing an Off Cycle Pay Run
Completing an Off Cycle Pay Run
This course will walk you through each step of completing an off cycle pay run.
FREE
4 min
Payroll 45 Days Running Payroll Admin Course Quick Learn
Payroll Learning Path
Payroll Learning Path
FREE
27 Courses
Payroll 30 Days 60 Days 90 Days 15 Days 45 Days
Managing Multi Organization
Managing Multi Organization
Recorded webinar session where we'll review how to set up and manage multi-orgs.
FREE
10 min
Company Hub Customer Webinar/Podcast Platform Settings
FSA Termination and End of Plan Year
FSA Termination and End of Plan Year
Learn about FSA funds at the end of the plan year or end of employment.
FREE
2 min
Flexible Spending Account Employee Enrollments Employee Course Quick Learn Flexible Benefits
Custom Reporting for Linked Companies
Custom Reporting for Linked Companies
This course will go over how to create custom reports for multiple companies.
FREE
4 min
Company Hub Admin Course Quick Learn Reports & Analytics
Understanding the ACA Compliance Overview Page
Understanding the ACA Compliance Overview Page
Learn about the ACA Compliance Overview page including pending actions.
FREE
7 min
ACA Compliance Compliance 90 Days Admin Course End of Year Quick Learn
Introduction to Payroll Reports
Introduction to Payroll Reports
Learn about the different Payroll Reports available in the Payroll app.
FREE
9 min
Payroll 90 Days Admin Course Quick Learn Reports & Analytics
FSA Balance and Transactions
FSA Balance and Transactions
Learn where to view your FSA balance and transactions.
FREE
2 min
Flexible Spending Account Employee Enrollments Employee Course Quick Learn Flexible Benefits
How to Export 401k Data
How to Export 401k Data
Learn how to export 401k data from your account.
FREE
3 min
Payroll 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations
Adding a Bonus to a Scheduled Pay Run
Adding a Bonus to a Scheduled Pay Run
Learn how to add a bonus to a scheduled pay run.
FREE
3 min
Payroll 45 Days Running Payroll Admin Course End of Year Quick Learn
Adding and Removing Reviewees to Recurring Reviews
Adding and Removing Reviewees to Recurring Reviews
Learn how to modify Reviewees to an existing review cycle.
FREE
3 min
Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
How to Edit or Delete Additional Adminstrators
How to Edit or Delete Additional Adminstrators
Learn how to edit and remove admin roles and permissions.
FREE
2 min
Company Profile 60 Days Admin Course Quick Learn Platform Settings Administrators
How to Setup One-on-Ones
How to Setup One-on-Ones
Learn how to setup individual one-on-ones from the Performance Management app.
FREE
9 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
How to Correct a Dependent's Insurance Coverage
How to Correct a Dependent's Insurance Coverage
Learn how to correct a dependent's insurance enrollment in the platform.
FREE
2 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
How to Correct an Insurance Event Effective Date
How to Correct an Insurance Event Effective Date
Learn how to correct an employee's insurance enrollment effective date in the platform.
FREE
2 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
Benefits Administration
Benefits Administration
Fundamentals of the Benefits Administration app
FREE
23 Courses
Benefits Benefits Administration
Non-Exempt Notice Setup
Non-Exempt Notice Setup
Learn how to setup non-exempt notices in this step-by-step training.
FREE
5 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
What to Expect with your First Pay Run
What to Expect with your First Pay Run
Learn about pay run status, editing pay runs, and processing pay runs.
FREE
5 min
Payroll 30 Days Running Payroll Auto-Registration Admin Course Quick Learn
Managing Work Locations, Departments & Positions
Managing Work Locations, Departments & Positions
Learn how to add, remove, and edit various company settings.
FREE
3 min
Company Profile 60 Days 60 DAYS Admin Course Quick Learn Platform Settings
How to Terminate an Employee as an Administrator
How to Terminate an Employee as an Administrator
This training will walk you through the termination flow from an administrator's point of view.
FREE
2 min
HR Hiring 60 Days 45 days 60 DAYS Employee Management Admin Course Quick Learn
Graphs & Charts in Business Intelligence
Graphs & Charts in Business Intelligence
Learn how to navigate the graphs and charts available in the Business Intelligence app.
FREE
4 min
Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics
General Ledger Setup
General Ledger Setup
Learn how to setup General Ledger and export data.
FREE
7 min
Payroll 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations
Getting Started with Payroll
Getting Started with Payroll
This course covers the initial setup of Payroll.
FREE
16 min
Payroll 15 Days Admin Course Platform Onboarding
Registering Your Employee Account
Registering Your Employee Account
Learn how to setup a existing employee account.
FREE
3 min
Hiring Personal Information Onboarding Employee Course Quick Learn Platform 101
Creating Custom Emails
Creating Custom Emails
Learn how to create and utilize custom emails.
FREE
5 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
Deputy Integration and Setup
Deputy Integration and Setup
This course will walk you through how to setup and manage your Deputy integration.
FREE
2 min
Time Tracking Admin Course Integrations Quick Learn
Creating a Review for Contingent Workers
Creating a Review for Contingent Workers
Learn how to create a performance review for contingent workers.
FREE
2 min
Contingent Workers Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Offer Letter Setup
Offer Letter Setup
Learn how to create an offer letter template in this step-by-step training.
FREE
4 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
Creating a Time Off Policy
Creating a Time Off Policy
Learn how to create a time off policy in the platform.
FREE
19 min
Time Off 30 Days 30 DAYS Admin Course Quick Learn Platform Settings
Creating a Leave of Absence Policy
Creating a Leave of Absence Policy
Learn how to create an LOA policy in the Time Off app.
FREE
8 min
Time Off Admin Course Quick Learn Platform Settings
Company Profile App 101
Company Profile App 101
Introductory tour of the Company Profile app.
FREE
3 min
Company Profile Admin Course Platform Settings Platform 101
Benefits Administration 101
Benefits Administration 101
Introduction to the Benefits Administration app.
FREE
2 min
Benefits Administration Admin Course Broker Course Quick Learn Platform 101
How to Correct an Employee's Insurance Plan
How to Correct an Employee's Insurance Plan
Learn how to correct an employee's insurance plan in the platform.
FREE
2 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
Updating an Employee's Enrollment Period
Updating an Employee's Enrollment Period
Learn how to create, change, and cancel ongoing employee enrollments.
FREE
6 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
Carrier Fulfillment 101
Carrier Fulfillment 101
Understand what Carrier Fulfillment is and the types of benefits events supported.
FREE
4 min
Fulfillment Benefits Administration Admin Course Broker Course Quick Learn Platform 101
How to Correct an Employee's Insurance Coverage
How to Correct an Employee's Insurance Coverage
Learn how to correct an employee's insurance coverage in the platform.
FREE
7 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
Understanding the Task Manager & Fulfillment Tasks
Understanding the Task Manager & Fulfillment Tasks
Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!
FREE
8 min
Fulfillment Benefits Administration Admin Course Broker Course Quick Learn
How to Send Employee Enrollment Forms
How to Send Employee Enrollment Forms
Learn how to send employee enrollment forms from carrier fulfillment tasks.
FREE
3 min
Fulfillment Benefits Administration Admin Course Broker Course Quick Learn
Creating Custom Reports
Creating Custom Reports
These course will walk you through how to create and run Custom Reports.
FREE
8 min
Business Intelligence 45 Days 45 DAYS Admin Course Quick Learn Reports & Analytics
Equal Employment Opportunity Report
Equal Employment Opportunity Report
This course will walk you through how to download the EEO report.
FREE
11 min
Business Intelligence Compliance Admin Course Quick Learn Reports & Analytics
How to Run Payroll for Contingent Workers
How to Run Payroll for Contingent Workers
Learn how to pay Contingent Workers from the Payroll app.
FREE
2 min
Payroll Contingent Workers 45 Days Running Payroll Admin Course Quick Learn
FSA 101
FSA 101
Learn about the basics of a Flexible Spending Account.
FREE
3 min
Flexible Spending Account Employee Course Quick Learn Platform 101 Flexible Benefits
FSA Enrollment and Contribution
FSA Enrollment and Contribution
Learn how to enroll and contribute to an FSA.
FREE
7 min
Flexible Spending Account Employee Enrollments Employee Course Quick Learn Flexible Benefits
Engagement App 101
Engagement App 101
Introductory tour of the Engagement app.
FREE
14 min
Admin Course Quick Learn Employee Engagement Platform 101 Engagement
FSA Filing a Claim
FSA Filing a Claim
This course will walk you through the claim submission process.
FREE
3 min
Flexible Spending Account Employee Enrollments Employee Course Quick Learn Flexible Benefits
HSA Enrollment and Contributions
HSA Enrollment and Contributions
Learn how to enroll in your company's Health Savings Account.
FREE
3 min
Employee Enrollments Employee Course Health Savings Account Quick Learn Flexible Benefits
Managing Your Company HSA
Managing Your Company HSA
Learn how to manage your company's HSA app.
FREE
2 min
Admin Course Health Savings Account Flexible Benefits Expert Series
HSA Rules & Regulations
HSA Rules & Regulations
Learn the rules and regulations of an HSA.
FREE
7 min
Employee Course Health Savings Account Quick Learn Flexible Benefits
Welcome Letter Setup
Welcome Letter Setup
Learn how to create a welcome letter template in this step-by-step training.
FREE
4 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
Reverifying an Employee's I-9
Reverifying an Employee's I-9
Learn how to reverify an employee's I-9 in the platform.
FREE
3 min
Hiring Hiring & Onboarding Employee Management Admin Course Quick Learn
Extending an Employee's I-9
Extending an Employee's I-9
This course will walk you through how to manually extend an employee's I-9 documents.
FREE
4 min
Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn
Okta Integration
Okta Integration
Learn how to integrate Okta with your account.
FREE
6 min
Admin Course Integrations Quick Learn Essentials
How to Submit a Claim
How to Submit a Claim
Learn how to submit a commuter benefits claim from the mobile app or desktop.
FREE
3 min
Commuter Benefits Employee Enrollments Employee Course Quick Learn Mobile App Flexible Benefits
Tax Exemptions in Payroll
Tax Exemptions in Payroll
Let's review tax exemptions in payroll.
FREE
4 min
Payroll Running Payroll Taxes Admin Course Platform Settings Expert Series
Understanding Terminations and Payroll
Understanding Terminations and Payroll
Let's review how employee terminations impact payroll.
FREE
6 min
Payroll Directory Employee Management Running Payroll Admin Course Expert Series
Understanding Employee Pay Schedule Changes
Understanding Employee Pay Schedule Changes
Let's review what happens when an employee's overtime exempt status changes.
FREE
7 min
Payroll Employee Management Running Payroll Admin Course Expert Series
Understanding Pay Types
Understanding Pay Types
Let's review pay types and payroll.
FREE
4 min
Payroll Running Payroll Admin Course Platform Settings Expert Series
How to Update Pay Templates in Bulk
How to Update Pay Templates in Bulk
This course will go through bulk updating pay template information in Payroll.
FREE
7 min
Payroll Running Payroll Admin Course Quick Learn Platform Settings
W-2 Preview Report
W-2 Preview Report
Let's review the W-2 preview report.
FREE
6 min
Payroll Taxes Auto-Registration Admin Course End of Year Reports & Analytics Expert Series
How to View Pay Runs
How to View Pay Runs
Learn about pay run statuses and how to view pay runs in the platform.
FREE
2 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
Getting Started with People Analytics
Getting Started with People Analytics
Learn how to navigate the many features of the People Analytics app.
FREE
33 min
Business Intelligence Admin Course People Analytics Reports & Analytics Platform 101 Platform Onboarding
Bulk Request Information from Workers
Bulk Request Information from Workers
Learn how to use the Bulk Information Request tool for requesting information from multiple workers.
FREE
5 min
Directory Employee Management Admin Course Quick Learn
Garnishments
Garnishments
Add and manage garnishment orders
FREE
2 Courses
Auto-Registration
Exporting Schedules to a Third Party Calendar
Exporting Schedules to a Third Party Calendar
Learn how to export a calendar from the Scheduling app.
FREE
4 min
Scheduling Employee Management Admin Course Quick Learn Platform Settings
Company & Employee Data
Company & Employee Data
Documentation and information required for initiation of service
FREE
4 Courses
Auto-Registration
Tax Registration & Onboarding
Tax Registration & Onboarding
Setup and compliance with jurisdictions, work locations, payroll processing
FREE
8 Courses
Auto-Registration
Clocking In and Out - Mobile App
Clocking In and Out - Mobile App
Learn how to use the Mobile app for clocking in and out in real time.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
Failed Payment Resolution
Failed Payment Resolution
What is a Failed Payment and how to avoid them.
FREE
2 min
Payroll Running Payroll Admin Course Payroll and Banking Corrections Expert Series
Understanding Payroll Reversals
Understanding Payroll Reversals
What is a Payroll Reversal and how to avoid them.
FREE
2 min
Payroll Running Payroll Admin Course Payroll and Banking Corrections Expert Series
Understanding Debit Failures
Understanding Debit Failures
What is a Debit Failure and how to avoid them.
FREE
2 min
Payroll Running Payroll Admin Course Payroll and Banking Corrections Expert Series
Setting up Compensation Management
Setting up Compensation Management
Learn how to set up the Compensation Management app.
FREE
4 min
Compensation Management 45 Days 45 DAYS Admin Course Quick Learn Reports & Analytics
How to Track Time: Self Reporting In/Out Times
How to Track Time: Self Reporting In/Out Times
Learn how to record time using self-reporting in/out times.
FREE
3 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
Time and Attendance for Contingent Workers
Time and Attendance for Contingent Workers
This course will go over how to manage Contingent Workers in T&A.
FREE
2 min
Time & Attendance Contingent Workers Admin Course Manager Course Quick Learn Time Tracking & Requests
All in One Payroll Report
All in One Payroll Report
Let's review how to leverage the All-in-One payroll report.
FREE
5 min
Payroll Business Intelligence Admin Course Payroll and Banking Corrections Quick Learn Reports & Analytics
Navigating the Company Profile App
Navigating the Company Profile App
Learn about the different settings and features of the Company Profile app.
FREE
6 min
Company Profile 60 Days Admin Course Quick Learn Platform Settings
Managing Service Based Time Off Settings (BETA)
Managing Service Based Time Off Settings (BETA)
Learn how to add, delete and manage service based rules
FREE
4 min
Time Off Admin Course Quick Learn Platform Settings
Understanding Off-Platform Payroll Corrections
Understanding Off-Platform Payroll Corrections
What is an off-platform Payroll Correction and how to avoid them.
FREE
2 min
Payroll Running Payroll Auto-Registration Admin Course Payroll and Banking Corrections Expert Series
1099 Correction
1099 Correction
What is a 1099 correction and why did you receive this charge.
FREE
2 min
Payroll Auto-Registration Admin Course End of Year Payroll and Banking Corrections Quick Learn
Completing an Insurance Enrollment - Mobile App
Completing an Insurance Enrollment - Mobile App
Learn how to enroll in or decline benefits coverage from the Mobile app.
FREE
4 min
Insurance Hiring & Onboarding Employee Enrollments Employee Course Quick Learn Mobile App Renewal/Open Enrollment
How to Update my Tax Information
How to Update my Tax Information
Learn how to update your tax withholdings.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Taxes Employee Course Quick Learn
Bulk Edit Employee Earnings
Bulk Edit Employee Earnings
This course will walk you through bulk editing employee earnings in a pay run.
FREE
4 min
Payroll 45 Days Running Payroll Admin Course Quick Learn
Creating Custom Fields
Creating Custom Fields
Learn how to create and utilize custom fields to automate employee data collection.
FREE
6 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
How to Reset or Delete a Pay Run
How to Reset or Delete a Pay Run
This course will walk you through how to reset or delete a pay run.
FREE
1 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
How to Select a COBRA Administrator
How to Select a COBRA Administrator
Learn how to set your COBRA Administrator.
FREE
1 min
COBRA Benefits Administration Admin Course Broker Course Quick Learn Platform Settings
How to Manage Schedules
How to Manage Schedules
This course will take you through the basics of adding, managing, and editing shifts.
FREE
8 min
Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn
Creating a New Review
Creating a New Review
This course will take you through each step of creating a new review.
FREE
13 min
60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Configuring the ACA Compliance App
Configuring the ACA Compliance App
Learn how to determine ALE status, confirm medical plans, and configure the lookback measurement.
FREE
11 min
ACA Compliance Compliance 90 Days Admin Course End of Year Quick Learn
Payroll Timeline
Payroll Timeline
Let's review the payroll timeline feature.
FREE
3 min
Payroll Admin Course Quick Learn
How to Add Reported Tips to a Pay Run
How to Add Reported Tips to a Pay Run
Learn the step-by-step process for adding tips to an employee's pay run.
FREE
3 min
Payroll Running Payroll Admin Course Quick Learn
Managing the Organization Chart
Managing the Organization Chart
Learn how to setup and manage the org chart in the platform.
FREE
4 min
Directory Employee Management Admin Course Quick Learn Platform Settings
How to Generate and Sign the Summary Plan Description
How to Generate and Sign the Summary Plan Description
Learn how to generate and sign the Summary Plan Description.
FREE
3 min
Compliance Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment
HR Library App 101
HR Library App 101
Introductory tour of the HR Library app.
FREE
4 min
Compliance 15 Days HR Library Admin Course Quick Learn
How to Access HR Library App
How to Access HR Library App
Learn how to register for and access the HR Library app.
FREE
2 min
Compliance 15 Days HR Library Admin Course Quick Learn
How to Link Accounts
How to Link Accounts
Learn how to link multiple accounts to one hub.
FREE
2 min
Company Hub Admin Course Broker Course Manager Course Employee Course Quick Learn Platform 101
Adding Time Administrators
Adding Time Administrators
Learn how to setup the appropriate permissions for Time admins.
FREE
3 min
Time Off Time & Attendance Company Profile Scheduling Admin Course Quick Learn Platform Settings Administrators
How to Adjust a Previous Pay Run
How to Adjust a Previous Pay Run
Learn how to void or adjust a paycheck.
FREE
6 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn
People Analytics Charts & Analyses
People Analytics Charts & Analyses
Learn how to interact with the Charts & Analyses feature and create a Custom Analysis.
FREE
Business Intelligence Admin Course People Analytics Quick Learn Reports & Analytics
Work locations and Payroll
Work locations and Payroll
Let's review how work locations impact payroll.
FREE
3 min
Payroll Running Payroll Auto-Registration Admin Course Platform Settings Expert Series
Managing Payroll Report Settings
Managing Payroll Report Settings
Learn how to change privacy settings for payroll reports.
FREE
3 min
Payroll 90 Days Admin Course Quick Learn Platform Settings Reports & Analytics
Leave of Absence and Payroll
Leave of Absence and Payroll
Let's review how leave of absence affects payroll.
FREE
6 min
Payroll Time Off Employee Management Admin Course Expert Series
Hiring Agreement Setup
Hiring Agreement Setup
Learn how to create a Hiring Agreement template.
FREE
3 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
Setting Up Goals
Setting Up Goals
Learn how to create, update, and manage goals in the Performance Management app.
FREE
6 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Pay Connect Sync for Paragon
Pay Connect Sync for Paragon
Learn how to setup and manage your Paragon sync with the platform.
FREE
3 min
Pay Connect Admin Course Quick Learn Platform Implementation
Recording a Completed I-9
Recording a Completed I-9
Learn how to record an employee's already completed I-9.
FREE
2 min
Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn
An Admin's Guide to End Of Year Reporting
An Admin's Guide to End Of Year Reporting
Recorded webinar session where we'll review what to expect and how to prepare for end of year reporting.
FREE
36 min
Payroll Admin Course Customer Webinar/Podcast End of Year Reports & Analytics
Job Benchmarking in Compensation Management
Job Benchmarking in Compensation Management
Learn how to search employee data using the benchmarking tool.
FREE
2 min
90 Days Compensation Management Admin Course Quick Learn Reports & Analytics
How to Access my Employee Documents
How to Access my Employee Documents
Learn how to manage your documents in the Personal Information App.
FREE
3 min
Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn
Payroll App 101
Payroll App 101
Introductory tour of the Payroll app.
FREE
3 min
Payroll Time & Attendance Admin Course Quick Learn Platform 101
How to Cancel Insurance Coverage Mid Year
How to Cancel Insurance Coverage Mid Year
Learn how to cancel your insurance coverage via a Qualifying Life Event.
FREE
2 min
Insurance Employee Enrollments Employee Course Quick Learn
Time Off Policy Considerations
Time Off Policy Considerations
Learn what to consider before building a PTO policy like who should be offered PTO and how much to offer.
FREE
3 min
Time Off 15 Days Admin Course Platform Settings Expert Series
HR Library HR Apps
HR Library HR Apps
This course will go over the HR Apps feature in the HR Library app.
FREE
1 min
60 Days Compliance 60 DAYS HR Library Admin Course Quick Learn
HR Library State Laws
HR Library State Laws
This course will go over the State Laws feature in the HR Library app.
FREE
2 min
60 Days Compliance 60 DAYS HR Library Admin Course Quick Learn
Sending a Change Letter
Sending a Change Letter
This course will go through the steps of sending a Change Letter to an employee.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn
Viewing and Updating Employee Benefits Enrollments
Viewing and Updating Employee Benefits Enrollments
Learn how to view and update employee benefits enrollments in the platform.
FREE
7 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn
How to Use the Benefits Preview Link
How to Use the Benefits Preview Link
Learn about the Benefits Preview Link and how to use it.
FREE
2 min
Hiring & Onboarding Benefits Administration Admin Course Broker Course Quick Learn
Uploading Employee Documents
Uploading Employee Documents
Learn how to upload documents to an employee profile.
FREE
2 min
Documents 45 Days 45 DAYS Employee Management Auto-Registration Admin Course Manager Course Quick Learn
End of Year Payroll W-2 Overview
End of Year Payroll W-2 Overview
In this course, we'll review the W-2 preview tool and best practices at the end of the year.
FREE
3 min
Payroll Taxes Admin Course End of Year Quick Learn
Managing Workers Documents
Managing Workers Documents
Learn how to manage your workers documents in the Documents App.
FREE
4 min
Documents Employee Management Admin Course Quick Learn
NetSuite Integration
NetSuite Integration
Learn how to integrate NetSuite with your account.
FREE
6 min
Admin Course Integrations Quick Learn Payroll Accounting
Reviewing and Completing Employee Details in ACA Compliance
Reviewing and Completing Employee Details in ACA Compliance
Learn how to review employee data in the ACA Compliance app and complete missing data.
FREE
9 min
ACA Compliance Compliance 90 Days Admin Course End of Year Quick Learn
Review Question Response Types
Review Question Response Types
Learn about the different types of question responses available when creating a review.
FREE
5 min
Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Reporting an Employee's Leave of Absence
Reporting an Employee's Leave of Absence
This course will walk you through assigning an employee to a LOA.
FREE
5 min
Time Off Employee Management Admin Course Quick Learn Time Tracking & Requests
Getting Started with Time & Attendance
Getting Started with Time & Attendance
This course covers the initial setup of Time & Attendance.
FREE
7 min
Time & Attendance 30 Days 30 DAYS Admin Course Platform Onboarding
Setting Up Recurring Shifts
Setting Up Recurring Shifts
Learn how to set up, edit, and publish recurring shifts to a schedule.
FREE
3 min
Scheduling 30 Days 30 DAYS 30 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
401(k) Integration
401(k) Integration
This course will walk you through how to setup the 401(k) integration.
FREE
Admin Course Integrations Quick Learn Retirement Plans
Quality Assurance
Quality Assurance
Administer first pay run and ongoing payroll
FREE
2 Courses
Auto-Registration
Payroll Errors
Payroll Errors
FREE
1 Course
Auto-Registration
How to Invite Employees to Open Enrollment
How to Invite Employees to Open Enrollment
A step-by-step guide on how to invite employees to open enrollment after it has already launched
FREE
1 min
Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment
Updating Tax Jurisdictions Level of Service
Updating Tax Jurisdictions Level of Service
Learn about the different levels of service and how to update a tax jurisdiction's level of service.
FREE
7 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Canceling an Employee's I-9 Verification
Canceling an Employee's I-9 Verification
Learn how to cancel an employee's Form I-9 Verification.
FREE
1 min
Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn
Updating Tax Rates and Deposit Schedules
Updating Tax Rates and Deposit Schedules
Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.
FREE
4 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Requesting and Viewing Your Time Off
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
HR Library Handbook Builder
HR Library Handbook Builder
Learn about the Handbook Builder feature of the HR Library app.
FREE
5 min
Compliance HR Library Admin Course Quick Learn
Creating a Review from a Template
Creating a Review from a Template
This course will take you through creating a review from a template.
FREE
3 min
60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Labor Groups Percentage Allocation
Labor Groups Percentage Allocation
How to set percentage allocation per labor group.
FREE
Payroll Employee Management Admin Course Quick Learn Platform Settings
Time Off Common Themes
Time Off Common Themes
Learn about different types of time off and common themes to consider.
FREE
4 min
Time Off 15 Days Admin Course Platform Settings Expert Series
How to Track Time: Self Reporting Total Hours
How to Track Time: Self Reporting Total Hours
Learn how to record time using self-reporting total hours.
FREE
2 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
Introduction to Labor Distribution
Introduction to Labor Distribution
Learn how to setup Labor Distribution groups and add them to payroll.
FREE
7 min
Payroll 15 Days Admin Course Quick Learn Platform Settings
Understanding Check Date Exceptions
Understanding Check Date Exceptions
What is a Check Date Exception and how to avoid them.
FREE
6 min
Payroll Running Payroll Admin Course Payroll and Banking Corrections Expert Series
People Analytics Metrics, Guidebooks, and Topics
People Analytics Metrics, Guidebooks, and Topics
Learn how to use Metrics, Guidebooks, and Topics features.
FREE
60 min
Business Intelligence Admin Course People Analytics Quick Learn Reports & Analytics
Directory App 101
Directory App 101
Introductory tour of the Directory app.
FREE
3 min
Directory Employee Management Admin Course Quick Learn Platform 101
Setting Up Blackout Dates
Setting Up Blackout Dates
Learn how to access, edit, and update your time off policies to reflect blackout dates.
FREE
3 min
Time Off 30 Days 30 DAYS Admin Course Quick Learn Platform Settings
Introduction to Open Enrollment
Introduction to Open Enrollment
Learn about setting up and running a renewal through the platform.
FREE
3 min
Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment
Updating People Hub Email Notifications
Updating People Hub Email Notifications
Learn how to update your notification preference on People Hub related emails.
FREE
2 min
People Hub Admin Course Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Completing an Off Cycle Bonus Pay Run
Completing an Off Cycle Bonus Pay Run
This course will walk you through each step of completing an off cycle bonus pay run.
FREE
2 min
Payroll 45 Days Running Payroll Admin Course End of Year Quick Learn
Understanding Carrier Connection
Understanding Carrier Connection
Learn about Carrier Connection and the different services available: Portal Automation and EDI.
FREE
7 min
Fulfillment Benefits Administration Admin Course Broker Course Quick Learn
Business Intelligence App 101
Business Intelligence App 101
Introductory tour of the Business Intelligence app.
FREE
3 min
Business Intelligence Admin Course Manager Course Reports & Analytics Platform 101 January 2024
Performance Management 101
Performance Management 101
This course provides an overview of Performance Management.
FREE
3 min
45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 January 2024
Compensation Management 101
Compensation Management 101
Introductory tour of the Compensation Management app.
FREE
3 min
HR Compensation Management Colleague Course Core / HR Admin Course App Training Quick Learn Reports & Analytics Platform 101 January 2024
How to View Employee Pay Stubs
How to View Employee Pay Stubs
Learn how to access, sort, and download employee pay stubs.
FREE
1 min
Payroll 30 Days Employee Management Admin Course Quick Learn Reports & Analytics
Managing Templates and Settings in the Payroll App
Managing Templates and Settings in the Payroll App
This course will go over how to manage template and settings for TriNet Payroll
FREE
5 min
Payroll 15 Days Admin Course Quick Learn Platform Settings
Renewal Plans & Plan Mapping
Renewal Plans & Plan Mapping
Learn where to find renewal plan information and plan mapping.
FREE
3 min
Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment
Navigating the Benefits Administration App
Navigating the Benefits Administration App
Let's walk through the different features and tools available in the Benefits Administration app.
FREE
6 min
Benefits Administration Admin Course Broker Course Quick Learn Platform 101
Research and Development Tax Credit
Research and Development Tax Credit
How to claim an R&D Tax Credit in Payroll.
FREE
2 min
Payroll Taxes Admin Course Quick Learn
Payroll Detail Report
Payroll Detail Report
Let's review how to utilize the payroll detail report.
FREE
4 min
Payroll Running Payroll Admin Course Quick Learn Reports & Analytics
Managing Open Enrollment Progress
Managing Open Enrollment Progress
Learn about the tools to help you stay on top of employee open enrollment progress during renewal.
FREE
4 min
Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment
Understanding Tax Notices
Understanding Tax Notices
Learn about the different types of tax notices and how to resolve them.
FREE
13 min
Payroll Taxes Admin Course Expert Series
HSA 101
HSA 101
Learn about the basics of a Health Savings Account.
FREE
6 min
Employee Course Health Savings Account Quick Learn Platform 101 Flexible Benefits
Zywave Learning Integration
Zywave Learning Integration
This course will walk you through how to setup Zywave Learning.
FREE
3 min
Admin Course Integrations Quick Learn Learning & Development
Quickbooks Online Integration
Quickbooks Online Integration
Learn how to sync and map payroll transactions with QBO.
FREE
5 min
Payroll Admin Course Quick Learn General Ledger & Accounting Integrations
Reviewing and Approving Time & Attendance
Reviewing and Approving Time & Attendance
Learn how to review, edit, and approve timesheets.
FREE
9 min
Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
Setting Up Meal Break Penalty
Setting Up Meal Break Penalty
Learn how to setup and manage meal break penalties in Time & Attendance.
FREE
6 min
Time & Attendance Admin Course Quick Learn Platform Settings Reports & Analytics
Azure Integration
Azure Integration
This course will walk you through how to setup the Azure integration.
FREE
7 min
Admin Course Integrations Quick Learn February 2024
Introduction to TriNet Onboarding Checklist
Introduction to TriNet Onboarding Checklist
FREE
2 min
Basics
Basics
Fundamentals of the TriNet platform
FREE
11 Courses
Directory
People Enablement
People Enablement
Fundamentals of the Well-being, People, Employee Engagement Survey apps
FREE
3 Courses
Product App 101 Courses
Product App 101 Courses
FREE
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Learning Path
Learning Path
FREE
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Q&A: Are four-day work weeks just a trend?
Q&A: Are four-day work weeks just a trend?
Four-day work weeks have become a popular recruiting and retention strategy. Learn questions to ask yourself about four-day work weeks and the way your organization structures the week.
FREE
5 min
POPS! The People Ops Podcast - Season 3
POPS! Q&A: Office Policies for Newly Legalized Marijuana
POPS! Q&A: Office Policies for Newly Legalized Marijuana
Thoughts and advice on how #peopleops leaders should be thinking about employee marijuana use—medical and recreational.
FREE
7 min
POPS! The People Ops Podcast - Season 1
POPS! Q&A: Should leaders keep third rail topics out of the workplace?
POPS! Q&A: Should leaders keep third rail topics out of the workplace?
When it comes to addressing sensitive topics at work, a lot of companies choose the path of least resistance. But with more workers expecting to bring their full selves to work, this approach isn’t working anymore.
FREE
4 min
POPS! The People Ops Podcast - Season 1
PIVOT: Rethinking Talent Acquisition with Adrian Russo, MotoRefi
PIVOT: Rethinking Talent Acquisition with Adrian Russo, MotoRefi
As the nature of work continues to change, so too should the hiring process. Learn how to create a sublime candidate experience, hire based on business needs, and form partnerships to bolster recruiting efforts.
FREE
20 min
POPS! The People Ops Podcast - Season 2
POPS! Q&A: How do you keep your remote staff engaged?
POPS! Q&A: How do you keep your remote staff engaged?
Effective engagement is not a one-and-done solution. As the work environment continues in a state of flux, how can companies keep their remote staff engaged?
FREE
5 min
POPs Podcast: Building a People & Culture Roadmap
POPs Podcast: Building a People & Culture Roadmap
Learn how to ensure your strategies are getting the attention and engagement required in your organization.
FREE
29 min
POPs Podcasts v2020
HR Office Hours: Round #2 PPP - Fast Tracking Applications & Tax Deferrals
HR Office Hours: Round #2 PPP - Fast Tracking Applications & Tax Deferrals
Learn how TriNet supports the PPP application and how to fast track your application directly from Payroll.
FREE
10 min
HR Office Hours COVID Product Updates
Q&A: What's HR's role in implementing federal mandates?
Q&A: What's HR's role in implementing federal mandates?
With city, state, and federal laws constantly changing, how can HR departments stay up-to-date to ensure compliance?
FREE
10 min
POPS! The People Ops Podcast - Season 2
HR Office Hours: Reopening your Business - Tools & Templates
HR Office Hours: Reopening your Business - Tools & Templates
Preparations you do can do now to reopen your business with a kicking start, including our Coronavirus Comeback Kit
FREE
25 min
HR Office Hours
HR Office Hours: Healthcare and Flex Spending - What the IRS Has Changed and How to Manage it
HR Office Hours: Healthcare and Flex Spending - What the IRS Has Changed and How to Manage it
What you need to know about the FSA and Health Plan Changes due to COVID
FREE
21 min
HR Office Hours
Q&A: Why should I re-recruit our staff?
Q&A: Why should I re-recruit our staff?
Reviewing your handbook every year is always a good practice, but after a year like 2021, it’s critical to ensure your policies are up to date.
FREE
4 min
POPS! The People Ops Podcast - Season 3
POPS! Pivot: Be Well, For Yourself and Your Business with Nicola Taggart, Life & Leadership Success Strategist
POPS! Pivot: Be Well, For Yourself and Your Business with Nicola Taggart, Life & Leadership Success Strategist
Well-being is a very personal thing, because everyone's a little different. So how can a small business leader help every individual on their team feel better and be well?
FREE
37 min
POPS! The People Ops Podcast - Season 1
Time & Scheduling
Time & Scheduling
Fundamentals of the Time & Scheduling apps
FREE
10 Courses
Time Off Time & Attendance Scheduling
Payroll
Payroll
Fundamentals of the Payroll app
FREE
18 Courses
Payroll and Tax
Payroll and Tax
FREE
7 Courses
Payroll Starter Kit
Payroll Starter Kit
Recorded live trainings, videos, in-product walk-thru's & more to guide you through your first pay run
FREE
Employee Retention Credits
Employee Retention Credits
Learn how to apply Employee Retention Credits in Payroll
FREE
4 min
COVID Product Updates
Product Knowledge Check: Hiring
Product Knowledge Check: Hiring
Gauge your understanding of the Hiring app
FREE
Product Knowledge Check: Time Off
Product Knowledge Check: Time Off
Gauge your understanding of the Time Off app
FREE
Product Knowledge Check: Time & Attendance
Product Knowledge Check: Time & Attendance
Gauge your understanding of the Time & Attendance app
FREE
Customer Community Company Data
Customer Community Company Data
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Customer Community Garnishments
Customer Community Garnishments
Complete the challenge to understand your obligations and earn points inCustomer Community.
FREE
Auto-Registration
Customer Community Tax Filings & Payments
Customer Community Tax Filings & Payments
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Product Knowledge Check: Payroll
Product Knowledge Check: Payroll
Gauge your understanding of the Payroll app
FREE
Customer Community Tax Registration and Onboarding
Customer Community Tax Registration and Onboarding
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Product Knowledge Check: Basics
Product Knowledge Check: Basics
Gauge your understanding of the basics in the platform
FREE
Hiring Agreement Setup
Hiring Agreement Setup
Learn how to create a Hiring Agreement template.
FREE
3 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
Creating Custom Fields
Creating Custom Fields
Learn how to create and utilize custom fields to automate employee data collection.
FREE
6 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
Sending a Change Letter
Sending a Change Letter
This course will go through the steps of sending a Change Letter to an employee.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn
Employee Handbook Setup
Employee Handbook Setup
Learn how to create an employee handbook in this step-by-step training.
FREE
2 min
Hiring Hiring & Onboarding Admin Course Quick Learn Platform Settings
Product Knowledge Check: Hiring
Product Knowledge Check: Hiring
Gauge your understanding of the Hiring app
FREE
Verifying an Employee's I-9
Verifying an Employee's I-9
This course will walk you through how to verify an employee's I-9 documents in the platform.
FREE
4 min
Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn
Offer Letter Setup
Offer Letter Setup
Learn how to create an offer letter template in this step-by-step training.
FREE
4 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
New Hire Onboarding
New Hire Onboarding
Learn how to setup a new employee account and complete the onboarding steps.
FREE
4 min
Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn
Creating a Change Letter
Creating a Change Letter
This course will walk you through how to create a Change Letter.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
Creating Custom Emails
Creating Custom Emails
Learn how to create and utilize custom emails.
FREE
5 min
Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings
How to Hire a New Employee
How to Hire a New Employee
Learn the steps for hiring a new employee.
FREE
4 min
HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
How to Terminate an Employee as an Administrator
How to Terminate an Employee as an Administrator
This training will walk you through the termination flow from an administrator's point of view.
FREE
2 min
HR Hiring 60 Days 45 days 60 DAYS Employee Management Admin Course Quick Learn
Registering Your Employee Account
Registering Your Employee Account
Learn how to setup a existing employee account.
FREE
3 min
Hiring Personal Information Onboarding Employee Course Quick Learn Platform 101
Payroll Detail Report
Payroll Detail Report
Let's review how to utilize the payroll detail report.
FREE
4 min
Payroll Running Payroll Admin Course Quick Learn Reports & Analytics
How to Setup One-on-Ones
How to Setup One-on-Ones
Learn how to setup individual one-on-ones from the Performance Management app.
FREE
9 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Creating a New Review
Creating a New Review
This course will take you through each step of creating a new review.
FREE
13 min
60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
How to Complete a Self Review
How to Complete a Self Review
Learn how to complete an assigned self review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Setting Up Goals
Setting Up Goals
Learn how to create, update, and manage goals in the Performance Management app.
FREE
6 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Review Question Response Types
Review Question Response Types
Learn about the different types of question responses available when creating a review.
FREE
5 min
Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Goal Commenting
Goal Commenting
Learn how to view and post comments on Goals.
FREE
3 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Adding and Removing Reviewees to Recurring Reviews
Adding and Removing Reviewees to Recurring Reviews
Learn how to modify Reviewees to an existing review cycle.
FREE
3 min
Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Creating a Review from a Template
Creating a Review from a Template
This course will take you through creating a review from a template.
FREE
3 min
60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Updating Goal Email Notifications
Updating Goal Email Notifications
Learn how to update your notification preferences on Performance Management related emails.
FREE
1 min
Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
How to Delete Reviews
How to Delete Reviews
Learn how to delete a performance review.
FREE
3 min
60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Managing Reviewers
Managing Reviewers
Learn how to add and remove Reviewers from a performance review.
FREE
2 min
60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Creating a Review for Contingent Workers
Creating a Review for Contingent Workers
Learn how to create a performance review for contingent workers.
FREE
2 min
Contingent Workers Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
How to Complete a Peer Review
How to Complete a Peer Review
This course will take you through each step of completing an assigned peer review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Performance Management 101
Performance Management 101
This course provides an overview of Performance Management.
FREE
3 min
45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 January 2024
Applying Custom Ratings to Reviews
Applying Custom Ratings to Reviews
This course will take you through applying custom ratings to the review template.
FREE
1 min
60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
Types of Goals
Types of Goals
Learn about the different types of Goals available in the Performance Management app.
FREE
3 min
Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Goals Status Report
Goals Status Report
Learn how to download a Status Report of goals.
FREE
2 min
Admin Course Performance Management Manager Course Quick Learn Employee Engagement Reports & Analytics
How to Manage Schedules
How to Manage Schedules
This course will take you through the basics of adding, managing, and editing shifts.
FREE
8 min
Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn
How to Manage and Approve Time Off
How to Manage and Approve Time Off
Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.
FREE
5 min
Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
Setting Up Recurring Shifts
Setting Up Recurring Shifts
Learn how to set up, edit, and publish recurring shifts to a schedule.
FREE
3 min
Scheduling 30 Days 30 DAYS 30 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
How to Hire a New Employee
How to Hire a New Employee
Learn the steps for hiring a new employee.
FREE
4 min
HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
How to Rehire an Employee
How to Rehire an Employee
Learn how to rehire a terminated employee.
FREE
2 min
Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
How to Terminate an Employee as a Manager
How to Terminate an Employee as a Manager
Learn how to terminate an employee as a manager.
FREE
3 min
Hiring 45 Days 45 days Employee Management Manager Course Quick Learn
Creating a Change Letter
Creating a Change Letter
This course will walk you through how to create a Change Letter.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
Sending a Change Letter
Sending a Change Letter
This course will go through the steps of sending a Change Letter to an employee.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn
Requesting and Viewing Your Time Off
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
Graphs & Charts in Business Intelligence
Graphs & Charts in Business Intelligence
Learn how to navigate the graphs and charts available in the Business Intelligence app.
FREE
4 min
Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics
How to Download Scheduling Reports
How to Download Scheduling Reports
Learn about the Scheduling Conformance Report.
FREE
1 min
Scheduling 90 Days 60 days Admin Course Quick Learn Reports & Analytics
Reviewing and Approving Time & Attendance
Reviewing and Approving Time & Attendance
Learn how to review, edit, and approve timesheets.
FREE
9 min
Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
Time & Attendance Notes
Time & Attendance Notes
Learn how to enable and use Notes when editing a time sheet in Time & Attendance.
FREE
5 min
Time & Attendance 45 Days 30 days 45 DAYS Admin Course Manager Course Quick Learn Platform Settings Time Tracking & Requests
Platform 101: Manager
Platform 101: Manager
Let's review the manager dashboard with this introductory tour.
FREE
13 min
15 Days Manager Course Quick Learn Platform 101
Graphs & Charts in Business Intelligence
Graphs & Charts in Business Intelligence
Learn how to navigate the graphs and charts available in the Business Intelligence app.
FREE
4 min
Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics
How to Download Scheduling Reports
How to Download Scheduling Reports
Learn about the Scheduling Conformance Report.
FREE
1 min
Scheduling 90 Days 60 days Admin Course Quick Learn Reports & Analytics
How to Complete a Self Review
How to Complete a Self Review
Learn how to complete an assigned self review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Platform 101: Manager
Platform 101: Manager
Let's review the manager dashboard with this introductory tour.
FREE
13 min
15 Days Manager Course Quick Learn Platform 101
Reviewing and Approving Time & Attendance
Reviewing and Approving Time & Attendance
Learn how to review, edit, and approve timesheets.
FREE
9 min
Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
Time & Attendance Notes
Time & Attendance Notes
Learn how to enable and use Notes when editing a time sheet in Time & Attendance.
FREE
5 min
Time & Attendance 45 Days 30 days 45 DAYS Admin Course Manager Course Quick Learn Platform Settings Time Tracking & Requests
Sending a Change Letter
Sending a Change Letter
This course will go through the steps of sending a Change Letter to an employee.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn
Goal Commenting
Goal Commenting
Learn how to view and post comments on Goals.
FREE
3 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Performance Management 101
Performance Management 101
This course provides an overview of Performance Management.
FREE
3 min
45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 January 2024
How to Delete Reviews
How to Delete Reviews
Learn how to delete a performance review.
FREE
3 min
60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
How to Manage and Approve Time Off
How to Manage and Approve Time Off
Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.
FREE
5 min
Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
Setting Up Recurring Shifts
Setting Up Recurring Shifts
Learn how to set up, edit, and publish recurring shifts to a schedule.
FREE
3 min
Scheduling 30 Days 30 DAYS 30 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
How to Complete a Peer Review
How to Complete a Peer Review
This course will take you through each step of completing an assigned peer review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Requesting and Viewing Your Time Off
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Manage Schedules
How to Manage Schedules
This course will take you through the basics of adding, managing, and editing shifts.
FREE
8 min
Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn
How to Setup One-on-Ones
How to Setup One-on-Ones
Learn how to setup individual one-on-ones from the Performance Management app.
FREE
9 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Setting Up Goals
Setting Up Goals
Learn how to create, update, and manage goals in the Performance Management app.
FREE
6 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
How to Hire a New Employee
How to Hire a New Employee
Learn the steps for hiring a new employee.
FREE
4 min
HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
How to Terminate an Employee as a Manager
How to Terminate an Employee as a Manager
Learn how to terminate an employee as a manager.
FREE
3 min
Hiring 45 Days 45 days Employee Management Manager Course Quick Learn
How to Rehire an Employee
How to Rehire an Employee
Learn how to rehire a terminated employee.
FREE
2 min
Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
Creating a Change Letter
Creating a Change Letter
This course will walk you through how to create a Change Letter.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
Requesting and Viewing Your Time Off
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
Setting Up Blackout Dates
Setting Up Blackout Dates
Learn how to access, edit, and update your time off policies to reflect blackout dates.
FREE
3 min
Time Off 30 Days 30 DAYS Admin Course Quick Learn Platform Settings
Creating a Leave of Absence Policy
Creating a Leave of Absence Policy
Learn how to create an LOA policy in the Time Off app.
FREE
8 min
Time Off Admin Course Quick Learn Platform Settings
Reporting an Employee's Leave of Absence
Reporting an Employee's Leave of Absence
This course will walk you through assigning an employee to a LOA.
FREE
5 min
Time Off Employee Management Admin Course Quick Learn Time Tracking & Requests
How to Manage and Approve Time Off
How to Manage and Approve Time Off
Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.
FREE
5 min
Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
Adding a Bonus to a Scheduled Pay Run
Adding a Bonus to a Scheduled Pay Run
Learn how to add a bonus to a scheduled pay run.
FREE
3 min
Payroll 45 Days Running Payroll Admin Course End of Year Quick Learn
Introduction to Payroll Reports
Introduction to Payroll Reports
Learn about the different Payroll Reports available in the Payroll app.
FREE
9 min
Payroll 90 Days Admin Course Quick Learn Reports & Analytics
How to Add Reported Tips to a Pay Run
How to Add Reported Tips to a Pay Run
Learn the step-by-step process for adding tips to an employee's pay run.
FREE
3 min
Payroll Running Payroll Admin Course Quick Learn
Garnishments in Payroll
Garnishments in Payroll
Learn how to add and manage garnishments in payroll.
FREE
7 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn Platform Settings Reports & Analytics
How to Run Payroll
How to Run Payroll
Learn how to approve a pay run.
FREE
5 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
Introduction to Project Codes
Introduction to Project Codes
Learn how to setup and manage Project Codes in the platform.
FREE
9 min
Payroll Hiring Time & Attendance Employee Management Running Payroll Admin Course Quick Learn Platform Settings
Introduction to Multiple Pay Rates
Introduction to Multiple Pay Rates
Learn how to setup Multiple Pay Rates and add them in Payroll.
FREE
5 min
Payroll 15 Days Admin Course Quick Learn Platform Settings
Bulk Edit Employee Earnings
Bulk Edit Employee Earnings
This course will walk you through bulk editing employee earnings in a pay run.
FREE
4 min
Payroll 45 Days Running Payroll Admin Course Quick Learn
Managing Templates and Settings in the Payroll App
Managing Templates and Settings in the Payroll App
This course will go over how to manage template and settings for TriNet Payroll
FREE
5 min
Payroll 15 Days Admin Course Quick Learn Platform Settings
How to Reset or Delete a Pay Run
How to Reset or Delete a Pay Run
This course will walk you through how to reset or delete a pay run.
FREE
1 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
Labor Groups Percentage Allocation
Labor Groups Percentage Allocation
How to set percentage allocation per labor group.
FREE
Payroll Employee Management Admin Course Quick Learn Platform Settings
General Ledger Setup
General Ledger Setup
Learn how to setup General Ledger and export data.
FREE
7 min
Payroll 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations
Introduction to Labor Distribution
Introduction to Labor Distribution
Learn how to setup Labor Distribution groups and add them to payroll.
FREE
7 min
Payroll 15 Days Admin Course Quick Learn Platform Settings
How to Import 401k Data
How to Import 401k Data
Learn how to import 401k data to your account.
FREE
4 min
Payroll 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations
How to Adjust a Previous Pay Run
How to Adjust a Previous Pay Run
Learn how to void or adjust a paycheck.
FREE
6 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn
How to View Employee Pay Stubs
How to View Employee Pay Stubs
Learn how to access, sort, and download employee pay stubs.
FREE
1 min
Payroll 30 Days Employee Management Admin Course Quick Learn Reports & Analytics
Managing Payroll Report Settings
Managing Payroll Report Settings
Learn how to change privacy settings for payroll reports.
FREE
3 min
Payroll 90 Days Admin Course Quick Learn Platform Settings Reports & Analytics
Getting Started with Payroll
Getting Started with Payroll
This course covers the initial setup of Payroll.
FREE
16 min
Payroll 15 Days Admin Course Platform Onboarding
How to View Personal Pay Stubs
How to View Personal Pay Stubs
Learn how to access, view, and download copies of your pay stubs.
FREE
1 min
Payroll 30 Days Employee Course Quick Learn Pay Stubs
What to Expect with your First Pay Run
What to Expect with your First Pay Run
Learn about pay run status, editing pay runs, and processing pay runs.
FREE
5 min
Payroll 30 Days Running Payroll Auto-Registration Admin Course Quick Learn
How to Run Payroll for Contingent Workers
How to Run Payroll for Contingent Workers
Learn how to pay Contingent Workers from the Payroll app.
FREE
2 min
Payroll Contingent Workers 45 Days Running Payroll Admin Course Quick Learn
How to View Pay Runs
How to View Pay Runs
Learn about pay run statuses and how to view pay runs in the platform.
FREE
2 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
General Ledger 101
General Ledger 101
What is General Ledger and how to use the tool.
FREE
4 min
Payroll 60 Days Admin Course Quick Learn Platform 101 General Ledger & Accounting Integrations
How to Export 401k Data
How to Export 401k Data
Learn how to export 401k data from your account.
FREE
3 min
Payroll 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations
Mapping Accounting Integrations
Mapping Accounting Integrations
Learn how to sync your accounting software and map your chart of accounts.
FREE
2 min
Payroll 15 Days Admin Course Quick Learn General Ledger & Accounting Integrations
Completing an Off Cycle Pay Run
Completing an Off Cycle Pay Run
This course will walk you through each step of completing an off cycle pay run.
FREE
4 min
Payroll 45 Days Running Payroll Admin Course Quick Learn
Completing an Off Cycle Bonus Pay Run
Completing an Off Cycle Bonus Pay Run
This course will walk you through each step of completing an off cycle bonus pay run.
FREE
2 min
Payroll 45 Days Running Payroll Admin Course End of Year Quick Learn
What to Expect with your First Pay Run
What to Expect with your First Pay Run
Learn about pay run status, editing pay runs, and processing pay runs.
FREE
5 min
Payroll 30 Days Running Payroll Auto-Registration Admin Course Quick Learn
How to Run Payroll
How to Run Payroll
Learn how to approve a pay run.
FREE
5 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
Work locations and Payroll
Work locations and Payroll
Let's review how work locations impact payroll.
FREE
3 min
Payroll Running Payroll Auto-Registration Admin Course Platform Settings Expert Series
Updating Tax Rates and Deposit Schedules
Updating Tax Rates and Deposit Schedules
Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.
FREE
4 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Requesting and Viewing Your Time Off
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Setup One-on-Ones
How to Setup One-on-Ones
Learn how to setup individual one-on-ones from the Performance Management app.
FREE
9 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Entering Total Hours Worked - Mobile App
Entering Total Hours Worked - Mobile App
This course will go over how to enter your total hours worked in the mobile app.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
How to Track Time: Clocking In/Out
How to Track Time: Clocking In/Out
Learn how to clock in/out using the Time & Attendance app.
FREE
3 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Track Time: Self Reporting In/Out Times
How to Track Time: Self Reporting In/Out Times
Learn how to record time using self-reporting in/out times.
FREE
3 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Track Time: Self Reporting Total Hours
How to Track Time: Self Reporting Total Hours
Learn how to record time using self-reporting total hours.
FREE
2 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
Clocking In and Out - Mobile App
Clocking In and Out - Mobile App
Learn how to use the Mobile app for clocking in and out in real time.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
Entering In and Out Times - Mobile App
Entering In and Out Times - Mobile App
Learn how to enter your start and end times worked in the mobile app.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
Performance Management 101
Performance Management 101
This course provides an overview of Performance Management.
FREE
3 min
45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 January 2024
How to Complete a Self Review
How to Complete a Self Review
Learn how to complete an assigned self review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
How to Complete a Peer Review
How to Complete a Peer Review
This course will take you through each step of completing an assigned peer review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Goal Commenting
Goal Commenting
Learn how to view and post comments on Goals.
FREE
3 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Setting Up Goals
Setting Up Goals
Learn how to create, update, and manage goals in the Performance Management app.
FREE
6 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Platform 101: Employee
Platform 101: Employee
Let's review the employee dashboard with this introductory tour.
FREE
11 min
15 Days Employee Course Quick Learn Platform 101
New Hire Onboarding
New Hire Onboarding
Learn how to setup a new employee account and complete the onboarding steps.
FREE
4 min
Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn
How to Access 1099 Tax Forms
How to Access 1099 Tax Forms
A walk through of how to access end of year tax documents.
FREE
2 min
Payroll Personal Information Contingent Workers Taxes Employee Course End of Year Quick Learn
How to Access W-2 Tax Forms
How to Access W-2 Tax Forms
A walk through of how to access end of year tax documents.
FREE
2 min
Payroll Personal Information Taxes Employee Course End of Year Quick Learn
How to Update my Personal Information
How to Update my Personal Information
Learn how to update your personal details in the Personal Information app.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn
How to Update my Bank Information
How to Update my Bank Information
Learn how to update your bank account details in the Personal Information app.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn
How to Update my Tax Information
How to Update my Tax Information
Learn how to update your tax withholdings.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Taxes Employee Course Quick Learn
How to Access my Employee Documents
How to Access my Employee Documents
Learn how to manage your documents in the Personal Information App.
FREE
3 min
Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn
Exporting Schedules to a Third Party Calendar
Exporting Schedules to a Third Party Calendar
Learn how to export a calendar from the Scheduling app.
FREE
4 min
Scheduling Employee Management Admin Course Quick Learn Platform Settings
Reporting an Employee's Leave of Absence
Reporting an Employee's Leave of Absence
This course will walk you through assigning an employee to a LOA.
FREE
5 min
Time Off Employee Management Admin Course Quick Learn Time Tracking & Requests
How to Manage Schedules
How to Manage Schedules
This course will take you through the basics of adding, managing, and editing shifts.
FREE
8 min
Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn
Creating a Leave of Absence Policy
Creating a Leave of Absence Policy
Learn how to create an LOA policy in the Time Off app.
FREE
8 min
Time Off Admin Course Quick Learn Platform Settings
Time & Attendance Settings
Time & Attendance Settings
Learn how to adjust the settings in Time & Attendance.
FREE
3 min
Time & Attendance 60 Days 60 DAYS Admin Course Quick Learn Platform Settings
Product Knowledge Check: Time Off
Product Knowledge Check: Time Off
Gauge your understanding of the Time Off app
FREE
How to Manage and Approve Time Off
How to Manage and Approve Time Off
Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.
FREE
5 min
Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
Creating a Time Off Policy
Creating a Time Off Policy
Learn how to create a time off policy in the platform.
FREE
19 min
Time Off 30 Days 30 DAYS Admin Course Quick Learn Platform Settings
Product Knowledge Check: Time & Attendance
Product Knowledge Check: Time & Attendance
Gauge your understanding of the Time & Attendance app
FREE
Reviewing and Approving Time & Attendance
Reviewing and Approving Time & Attendance
Learn how to review, edit, and approve timesheets.
FREE
9 min
Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
How to Access my Employee Documents
How to Access my Employee Documents
Learn how to manage your documents in the Personal Information App.
FREE
3 min
Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn
Requesting and Viewing Your Time Off
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Update my Personal Information
How to Update my Personal Information
Learn how to update your personal details in the Personal Information app.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn
How to Track Time: Self Reporting In/Out Times
How to Track Time: Self Reporting In/Out Times
Learn how to record time using self-reporting in/out times.
FREE
3 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Track Time: Self Reporting Total Hours
How to Track Time: Self Reporting Total Hours
Learn how to record time using self-reporting total hours.
FREE
2 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
Platform 101: Employee
Platform 101: Employee
Let's review the employee dashboard with this introductory tour.
FREE
11 min
15 Days Employee Course Quick Learn Platform 101
Clocking In and Out - Mobile App
Clocking In and Out - Mobile App
Learn how to use the Mobile app for clocking in and out in real time.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
New Hire Onboarding
New Hire Onboarding
Learn how to setup a new employee account and complete the onboarding steps.
FREE
4 min
Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn
Entering In and Out Times - Mobile App
Entering In and Out Times - Mobile App
Learn how to enter your start and end times worked in the mobile app.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
How to Update my Bank Information
How to Update my Bank Information
Learn how to update your bank account details in the Personal Information app.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn
Entering Total Hours Worked - Mobile App
Entering Total Hours Worked - Mobile App
This course will go over how to enter your total hours worked in the mobile app.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
How to Update my Tax Information
How to Update my Tax Information
Learn how to update your tax withholdings.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Taxes Employee Course Quick Learn
How to Access W-2 Tax Forms
How to Access W-2 Tax Forms
A walk through of how to access end of year tax documents.
FREE
2 min
Payroll Personal Information Taxes Employee Course End of Year Quick Learn
How to Access 1099 Tax Forms
How to Access 1099 Tax Forms
A walk through of how to access end of year tax documents.
FREE
2 min
Payroll Personal Information Contingent Workers Taxes Employee Course End of Year Quick Learn
Updating Tax Jurisdictions Level of Service
Updating Tax Jurisdictions Level of Service
Learn about the different levels of service and how to update a tax jurisdiction's level of service.
FREE
7 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Updating People Hub Email Notifications
Updating People Hub Email Notifications
Learn how to update your notification preference on People Hub related emails.
FREE
2 min
People Hub Admin Course Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Engagement App 101
Engagement App 101
Introductory tour of the Engagement app.
FREE
14 min
Admin Course Quick Learn Employee Engagement Platform 101 Engagement
Managing the People Hub
Managing the People Hub
Learn about the different People Hub Settings and how to manage posts.
FREE
6 min
People Hub Admin Course Quick Learn Employee Engagement Platform Settings
Editing Benefits Administrator Permissions
Editing Benefits Administrator Permissions
Learn about the different permissions and how to update them for a Benefits admin.
FREE
2 min
Company Profile 60 Days Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Administrators
How to Correct an Employee's Insurance Plan
How to Correct an Employee's Insurance Plan
Learn how to correct an employee's insurance plan in the platform.
FREE
2 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
Introduction to Open Enrollment
Introduction to Open Enrollment
Learn about setting up and running a renewal through the platform.
FREE
3 min
Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment
How to Generate and Sign the Summary Plan Description
How to Generate and Sign the Summary Plan Description
Learn how to generate and sign the Summary Plan Description.
FREE
3 min
Compliance Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment
Carrier Fulfillment 101
Carrier Fulfillment 101
Understand what Carrier Fulfillment is and the types of benefits events supported.
FREE
4 min
Fulfillment Benefits Administration Admin Course Broker Course Quick Learn Platform 101
Open Enrollment Reports
Open Enrollment Reports
Learn about the different open enrollment reports available for download.
FREE
2 min
Benefits Administration Admin Course Broker Course Quick Learn Reports & Analytics Renewal/Open Enrollment
How to Select a COBRA Administrator
How to Select a COBRA Administrator
Learn how to set your COBRA Administrator.
FREE
1 min
COBRA Benefits Administration Admin Course Broker Course Quick Learn Platform Settings
How To Change Open Enrollment Deadline
How To Change Open Enrollment Deadline
Learn how to change the open enrollment deadline in the platform.
FREE
1 min
Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment
How to Correct an Employee's Insurance Coverage
How to Correct an Employee's Insurance Coverage
Learn how to correct an employee's insurance coverage in the platform.
FREE
7 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
Updating an Employee's Enrollment Period
Updating an Employee's Enrollment Period
Learn how to create, change, and cancel ongoing employee enrollments.
FREE
6 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
Viewing and Updating Employee Benefits Enrollments
Viewing and Updating Employee Benefits Enrollments
Learn how to view and update employee benefits enrollments in the platform.
FREE
7 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn
How to Send Employee Enrollment Forms
How to Send Employee Enrollment Forms
Learn how to send employee enrollment forms from carrier fulfillment tasks.
FREE
3 min
Fulfillment Benefits Administration Admin Course Broker Course Quick Learn
How to Invite Employees to Open Enrollment
How to Invite Employees to Open Enrollment
A step-by-step guide on how to invite employees to open enrollment after it has already launched
FREE
1 min
Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment
How to Correct an Insurance Event Effective Date
How to Correct an Insurance Event Effective Date
Learn how to correct an employee's insurance enrollment effective date in the platform.
FREE
2 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
How to Use the Benefits Preview Link
How to Use the Benefits Preview Link
Learn about the Benefits Preview Link and how to use it.
FREE
2 min
Hiring & Onboarding Benefits Administration Admin Course Broker Course Quick Learn
Managing Open Enrollment Progress
Managing Open Enrollment Progress
Learn about the tools to help you stay on top of employee open enrollment progress during renewal.
FREE
4 min
Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment
Benefits Administration 101
Benefits Administration 101
Introduction to the Benefits Administration app.
FREE
2 min
Benefits Administration Admin Course Broker Course Quick Learn Platform 101
Navigating the Benefits Administration App
Navigating the Benefits Administration App
Let's walk through the different features and tools available in the Benefits Administration app.
FREE
6 min
Benefits Administration Admin Course Broker Course Quick Learn Platform 101
Understanding Employee Eligibility
Understanding Employee Eligibility
Learn how to determine employee eligibility and how to correct it when needed.
FREE
3 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn
How to Correct a Dependent's Insurance Coverage
How to Correct a Dependent's Insurance Coverage
Learn how to correct a dependent's insurance enrollment in the platform.
FREE
2 min
Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings
Understanding the Task Manager & Fulfillment Tasks
Understanding the Task Manager & Fulfillment Tasks
Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!
FREE
8 min
Fulfillment Benefits Administration Admin Course Broker Course Quick Learn
How to Use the Quoting Tool
How to Use the Quoting Tool
Learn how to use the Quoting Tool to shop for small group benefits plans.
FREE
9 min
Benefits Administration Admin Course Broker Course Quick Learn Quoting Tool
How to Send Open Enrollment Reminders
How to Send Open Enrollment Reminders
A step-by-step guide on how to send reminders to employees to complete open enrollment.
FREE
1 min
Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment
Documents App 101
Documents App 101
Introductory tour of the Documents app.
FREE
3 min
Documents 45 Days 45 DAYS Auto-Registration Admin Course Quick Learn Platform 101
How to Access my Employee Documents
How to Access my Employee Documents
Learn how to manage your documents in the Personal Information App.
FREE
3 min
Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn
Uploading Employee Documents
Uploading Employee Documents
Learn how to upload documents to an employee profile.
FREE
2 min
Documents 45 Days 45 DAYS Employee Management Auto-Registration Admin Course Manager Course Quick Learn
Customer Community Company Data
Customer Community Company Data
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Customer Community Garnishments
Customer Community Garnishments
Complete the challenge to understand your obligations and earn points inCustomer Community.
FREE
Auto-Registration
Garnishments in Payroll
Garnishments in Payroll
Learn how to add and manage garnishments in payroll.
FREE
7 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn Platform Settings Reports & Analytics
Generating W-2s in Payroll
Generating W-2s in Payroll
Learn how to generate and download W-2 Forms.
FREE
6 min
Payroll Taxes Auto-Registration Admin Course End of Year Quick Learn
W-2 Preview Report
W-2 Preview Report
Let's review the W-2 preview report.
FREE
6 min
Payroll Taxes Auto-Registration Admin Course End of Year Reports & Analytics Expert Series
Clocking In and Out - Mobile App
Clocking In and Out - Mobile App
Learn how to use the Mobile app for clocking in and out in real time.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
Entering In and Out Times - Mobile App
Entering In and Out Times - Mobile App
Learn how to enter your start and end times worked in the mobile app.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
Entering Total Hours Worked - Mobile App
Entering Total Hours Worked - Mobile App
This course will go over how to enter your total hours worked in the mobile app.
FREE
3 min
Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App
Goal Commenting
Goal Commenting
Learn how to view and post comments on Goals.
FREE
3 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement
How to Access W-2 Tax Forms
How to Access W-2 Tax Forms
A walk through of how to access end of year tax documents.
FREE
2 min
Payroll Personal Information Taxes Employee Course End of Year Quick Learn
How to Update my Bank Information
How to Update my Bank Information
Learn how to update your bank account details in the Personal Information app.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn
How to Access 1099 Tax Forms
How to Access 1099 Tax Forms
A walk through of how to access end of year tax documents.
FREE
2 min
Payroll Personal Information Contingent Workers Taxes Employee Course End of Year Quick Learn
Platform 101: Employee
Platform 101: Employee
Let's review the employee dashboard with this introductory tour.
FREE
11 min
15 Days Employee Course Quick Learn Platform 101
New Hire Onboarding
New Hire Onboarding
Learn how to setup a new employee account and complete the onboarding steps.
FREE
4 min
Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn
How to Access my Employee Documents
How to Access my Employee Documents
Learn how to manage your documents in the Personal Information App.
FREE
3 min
Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn
How to Update my Personal Information
How to Update my Personal Information
Learn how to update your personal details in the Personal Information app.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn
How to Update my Tax Information
How to Update my Tax Information
Learn how to update your tax withholdings.
FREE
2 min
Personal Information 30 Days 30 DAYS 30 days Taxes Employee Course Quick Learn
Requesting and Viewing Your Time Off
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Track Time: Self Reporting In/Out Times
How to Track Time: Self Reporting In/Out Times
Learn how to record time using self-reporting in/out times.
FREE
3 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
Performance Management 101
Performance Management 101
This course provides an overview of Performance Management.
FREE
3 min
45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 January 2024
How to Complete a Self Review
How to Complete a Self Review
Learn how to complete an assigned self review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
How to Track Time: Self Reporting Total Hours
How to Track Time: Self Reporting Total Hours
Learn how to record time using self-reporting total hours.
FREE
2 min
Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
How to Complete a Peer Review
How to Complete a Peer Review
This course will take you through each step of completing an assigned peer review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
How to Setup One-on-Ones
How to Setup One-on-Ones
Learn how to setup individual one-on-ones from the Performance Management app.
FREE
9 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Setting Up Goals
Setting Up Goals
Learn how to create, update, and manage goals in the Performance Management app.
FREE
6 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
How to Setup One-on-Ones
How to Setup One-on-Ones
Learn how to setup individual one-on-ones from the Performance Management app.
FREE
9 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
How to Delete Reviews
How to Delete Reviews
Learn how to delete a performance review.
FREE
3 min
60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings
How to Manage Schedules
How to Manage Schedules
This course will take you through the basics of adding, managing, and editing shifts.
FREE
8 min
Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn
Sending a Change Letter
Sending a Change Letter
This course will go through the steps of sending a Change Letter to an employee.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn
Platform 101: Manager
Platform 101: Manager
Let's review the manager dashboard with this introductory tour.
FREE
13 min
15 Days Manager Course Quick Learn Platform 101
Graphs & Charts in Business Intelligence
Graphs & Charts in Business Intelligence
Learn how to navigate the graphs and charts available in the Business Intelligence app.
FREE
4 min
Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics
How to Rehire an Employee
How to Rehire an Employee
Learn how to rehire a terminated employee.
FREE
2 min
Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
How to Download Scheduling Reports
How to Download Scheduling Reports
Learn about the Scheduling Conformance Report.
FREE
1 min
Scheduling 90 Days 60 days Admin Course Quick Learn Reports & Analytics
Requesting and Viewing Your Time Off
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests
Reviewing and Approving Time & Attendance
Reviewing and Approving Time & Attendance
Learn how to review, edit, and approve timesheets.
FREE
9 min
Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
How to Complete a Peer Review
How to Complete a Peer Review
This course will take you through each step of completing an assigned peer review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
Performance Management 101
Performance Management 101
This course provides an overview of Performance Management.
FREE
3 min
45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 January 2024
Setting Up Goals
Setting Up Goals
Learn how to create, update, and manage goals in the Performance Management app.
FREE
6 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings
Goal Commenting
Goal Commenting
Learn how to view and post comments on Goals.
FREE
3 min
60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement
How to Complete a Self Review
How to Complete a Self Review
Learn how to complete an assigned self review.
FREE
2 min
60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement
How to Manage and Approve Time Off
How to Manage and Approve Time Off
Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.
FREE
5 min
Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests
Setting Up Recurring Shifts
Setting Up Recurring Shifts
Learn how to set up, edit, and publish recurring shifts to a schedule.
FREE
3 min
Scheduling 30 Days 30 DAYS 30 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
How to Hire a New Employee
How to Hire a New Employee
Learn the steps for hiring a new employee.
FREE
4 min
HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn
Time & Attendance Notes
Time & Attendance Notes
Learn how to enable and use Notes when editing a time sheet in Time & Attendance.
FREE
5 min
Time & Attendance 45 Days 30 days 45 DAYS Admin Course Manager Course Quick Learn Platform Settings Time Tracking & Requests
How to Terminate an Employee as a Manager
How to Terminate an Employee as a Manager
Learn how to terminate an employee as a manager.
FREE
3 min
Hiring 45 Days 45 days Employee Management Manager Course Quick Learn
Creating a Change Letter
Creating a Change Letter
This course will walk you through how to create a Change Letter.
FREE
2 min
Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings
Overview in Compensation Management
Overview in Compensation Management
Learn the different sections of the overview tab and how to best utilize its data.
FREE
3 min
Compensation Management 45 Days 45 DAYS Admin Course Quick Learn Reports & Analytics
Salary Insights in Compensation Management
Salary Insights in Compensation Management
Learn how to best utilize the Salary Insights tool for compensation decisions.
FREE
2 min
90 Days Compensation Management Admin Course Quick Learn Reports & Analytics
Setting up Compensation Management
Setting up Compensation Management
Learn how to set up the Compensation Management app.
FREE
4 min
Compensation Management 45 Days 45 DAYS Admin Course Quick Learn Reports & Analytics
Settings in Compensation Management
Settings in Compensation Management
Learn how to access and make changes in the Settings tab.
FREE
2 min
90 Days Compensation Management Admin Course Quick Learn Reports & Analytics
Job Benchmarking in Compensation Management
Job Benchmarking in Compensation Management
Learn how to search employee data using the benchmarking tool.
FREE
2 min
90 Days Compensation Management Admin Course Quick Learn Reports & Analytics
Understanding Tax Filing Amendments
Understanding Tax Filing Amendments
What is a Tax Filing Amendment and how to avoid them.
FREE
2 min
Payroll Taxes Auto-Registration Admin Course Payroll and Banking Corrections Expert Series
Customer Community Tax Filings & Payments
Customer Community Tax Filings & Payments
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Bulk Edit Employee Earnings
Bulk Edit Employee Earnings
This course will walk you through bulk editing employee earnings in a pay run.
FREE
4 min
Payroll 45 Days Running Payroll Admin Course Quick Learn
Managing Templates and Settings in the Payroll App
Managing Templates and Settings in the Payroll App
This course will go over how to manage template and settings for TriNet Payroll
FREE
5 min
Payroll 15 Days Admin Course Quick Learn Platform Settings
Managing Payroll Report Settings
Managing Payroll Report Settings
Learn how to change privacy settings for payroll reports.
FREE
3 min
Payroll 90 Days Admin Course Quick Learn Platform Settings Reports & Analytics
Product Knowledge Check: Payroll
Product Knowledge Check: Payroll
Gauge your understanding of the Payroll app
FREE
Garnishments in Payroll
Garnishments in Payroll
Learn how to add and manage garnishments in payroll.
FREE
7 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn Platform Settings Reports & Analytics
How to Update Pay Templates in Bulk
How to Update Pay Templates in Bulk
This course will go through bulk updating pay template information in Payroll.
FREE
7 min
Payroll Running Payroll Admin Course Quick Learn Platform Settings
How to View Employee Pay Stubs
How to View Employee Pay Stubs
Learn how to access, sort, and download employee pay stubs.
FREE
1 min
Payroll 30 Days Employee Management Admin Course Quick Learn Reports & Analytics
Introduction to Payroll Reports
Introduction to Payroll Reports
Learn about the different Payroll Reports available in the Payroll app.
FREE
9 min
Payroll 90 Days Admin Course Quick Learn Reports & Analytics
Generating W-2s in Payroll
Generating W-2s in Payroll
Learn how to generate and download W-2 Forms.
FREE
6 min
Payroll Taxes Auto-Registration Admin Course End of Year Quick Learn
How to Run Payroll
How to Run Payroll
Learn how to approve a pay run.
FREE
5 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
Updating Tax Jurisdictions Level of Service
Updating Tax Jurisdictions Level of Service
Learn about the different levels of service and how to update a tax jurisdiction's level of service.
FREE
7 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Updating Tax Rates and Deposit Schedules
Updating Tax Rates and Deposit Schedules
Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.
FREE
4 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Updating Company EIN
Updating Company EIN
This course will walk through the steps of updating a company's EIN in the platform.
FREE
2 min
Payroll Company Profile Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Completing an Off Cycle Pay Run
Completing an Off Cycle Pay Run
This course will walk you through each step of completing an off cycle pay run.
FREE
4 min
Payroll 45 Days Running Payroll Admin Course Quick Learn
How to Adjust a Previous Pay Run
How to Adjust a Previous Pay Run
Learn how to void or adjust a paycheck.
FREE
6 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn
How to Reset or Delete a Pay Run
How to Reset or Delete a Pay Run
This course will walk you through how to reset or delete a pay run.
FREE
1 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
Labor Groups Percentage Allocation
Labor Groups Percentage Allocation
How to set percentage allocation per labor group.
FREE
Payroll Employee Management Admin Course Quick Learn Platform Settings
How to View Pay Runs
How to View Pay Runs
Learn about pay run statuses and how to view pay runs in the platform.
FREE
2 min
Payroll 45 Days Running Payroll Auto-Registration Admin Course Quick Learn
Updating Tax Rates and Deposit Schedules
Updating Tax Rates and Deposit Schedules
Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.
FREE
4 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Updating Tax Jurisdictions Level of Service
Updating Tax Jurisdictions Level of Service
Learn about the different levels of service and how to update a tax jurisdiction's level of service.
FREE
7 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Updating Company EIN
Updating Company EIN
This course will walk through the steps of updating a company's EIN in the platform.
FREE
2 min
Payroll Company Profile Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Work locations and Payroll
Work locations and Payroll
Let's review how work locations impact payroll.
FREE
3 min
Payroll Running Payroll Auto-Registration Admin Course Platform Settings Expert Series
Understanding Off-Platform Payroll Corrections
Understanding Off-Platform Payroll Corrections
What is an off-platform Payroll Correction and how to avoid them.
FREE
2 min
Payroll Running Payroll Auto-Registration Admin Course Payroll and Banking Corrections Expert Series
How to Adjust a Previous Pay Run
How to Adjust a Previous Pay Run
Learn how to void or adjust a paycheck.
FREE
6 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn
Understanding Payroll Corrections
Understanding Payroll Corrections
What is a Payroll Correction and how to avoid them.
FREE
2 min
Payroll Running Payroll Auto-Registration Admin Course Payroll and Banking Corrections Expert Series
1099 Correction
1099 Correction
What is a 1099 correction and why did you receive this charge.
FREE
2 min
Payroll Auto-Registration Admin Course End of Year Payroll and Banking Corrections Quick Learn
Updating Tax Rates and Deposit Schedules
Updating Tax Rates and Deposit Schedules
Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.
FREE
4 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Updating Tax Jurisdictions Level of Service
Updating Tax Jurisdictions Level of Service
Learn about the different levels of service and how to update a tax jurisdiction's level of service.
FREE
7 min
Payroll Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Updating Company EIN
Updating Company EIN
This course will walk through the steps of updating a company's EIN in the platform.
FREE
2 min
Payroll Company Profile Taxes Auto-Registration Admin Course Quick Learn Platform Settings
Work locations and Payroll
Work locations and Payroll
Let's review how work locations impact payroll.
FREE
3 min
Payroll Running Payroll Auto-Registration Admin Course Platform Settings Expert Series
Understanding Off-Platform Payroll Corrections
Understanding Off-Platform Payroll Corrections
What is an off-platform Payroll Correction and how to avoid them.
FREE
2 min
Payroll Running Payroll Auto-Registration Admin Course Payroll and Banking Corrections Expert Series
How to Adjust a Previous Pay Run
How to Adjust a Previous Pay Run
Learn how to void or adjust a paycheck.
FREE
6 min
Payroll Running Payroll Auto-Registration Admin Course Quick Learn
Understanding Payroll Corrections
Understanding Payroll Corrections
What is a Payroll Correction and how to avoid them.
FREE
2 min
Payroll Running Payroll Auto-Registration Admin Course Payroll and Banking Corrections Expert Series
Customer Community Tax Registration and Onboarding
Customer Community Tax Registration and Onboarding
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Documents App 101
Documents App 101
Introductory tour of the Documents app.
FREE
3 min
Documents 45 Days 45 DAYS Auto-Registration Admin Course Quick Learn Platform 101
Uploading Employee Documents
Uploading Employee Documents
Learn how to upload documents to an employee profile.
FREE
2 min
Documents 45 Days 45 DAYS Employee Management Auto-Registration Admin Course Manager Course Quick Learn
Managing the Organization Chart
Managing the Organization Chart
Learn how to setup and manage the org chart in the platform.
FREE
4 min
Directory Employee Management Admin Course Quick Learn Platform Settings
Bulk Request Information from Workers
Bulk Request Information from Workers
Learn how to use the Bulk Information Request tool for requesting information from multiple workers.
FREE
5 min
Directory Employee Management Admin Course Quick Learn
How to Access HR Library App
How to Access HR Library App
Learn how to register for and access the HR Library app.
FREE
2 min
Compliance 15 Days HR Library Admin Course Quick Learn
Graphs & Charts in Business Intelligence
Graphs & Charts in Business Intelligence
Learn how to navigate the graphs and charts available in the Business Intelligence app.
FREE
4 min
Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics
HR Library App 101
HR Library App 101
Introductory tour of the HR Library app.
FREE
4 min
Compliance 15 Days HR Library Admin Course Quick Learn
Product Knowledge Check: Basics
Product Knowledge Check: Basics
Gauge your understanding of the basics in the platform
FREE
Creating Custom Reports
Creating Custom Reports
These course will walk you through how to create and run Custom Reports.
FREE
8 min
Business Intelligence 45 Days 45 DAYS Admin Course Quick Learn Reports & Analytics
Platform 101: Admin
Platform 101: Admin
Let's review the admin dashboard with this introductory tour.
FREE
14 min
Implementation 15 Days Admin Course Quick Learn Platform 101
Navigating the Company Profile App
Navigating the Company Profile App
Learn about the different settings and features of the Company Profile app.
FREE
6 min
Company Profile 60 Days Admin Course Quick Learn Platform Settings
Product Knowledge Check: Hiring
Product Knowledge Check: Hiring
Gauge your understanding of the Hiring app
FREE
Product Knowledge Check: Time Off
Product Knowledge Check: Time Off
Gauge your understanding of the Time Off app
FREE
Product Knowledge Check: Time & Attendance
Product Knowledge Check: Time & Attendance
Gauge your understanding of the Time & Attendance app
FREE
Customer Community Company Data
Customer Community Company Data
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Customer Community Garnishments
Customer Community Garnishments
Complete the challenge to understand your obligations and earn points inCustomer Community.
FREE
Auto-Registration
Customer Community Tax Filings & Payments
Customer Community Tax Filings & Payments
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Product Knowledge Check: Payroll
Product Knowledge Check: Payroll
Gauge your understanding of the Payroll app
FREE
Customer Community Tax Registration and Onboarding
Customer Community Tax Registration and Onboarding
Complete the challenge to understand your obligations and earn points in Customer Community.
FREE
Auto-Registration
Product Knowledge Check: Basics
Product Knowledge Check: Basics
Gauge your understanding of the basics in the platform
FREE