Monthly Updates

What's New?

Discover what courses are new or have been updated each month. Utilize the filters available to find the course you need.

This course provides an overview of the FSA app.

Flexible Spending Account Admin Course Quick Learn Platform 101 Flexible Benefits NEW Course February 2025

Understanding Payroll Reversals

What is a Payroll Reversal and how to avoid them.

Payroll (Legacy) Running Payroll Payroll & Tax Admin Course Payroll and Banking Corrections Quick Learn Expert Series Updated Course February 2025

Compliance Assistant App 101

This course provides an overview of the Compliance Assistant App.

Compliance Admin Course Quick Learn NEW Course February 2025 Compliance Assistant

Understanding Stop Payments

What is a Stop Payment and how to avoid them.

Payroll (Legacy) Running Payroll Admin Course App Training Payroll and Banking Corrections Quick Learn Expert Series Updated Course February 2025

This course provides an overview of the HSA app.

Admin Course Health Savings Account Quick Learn Platform 101 Flexible Benefits Renewal/Open Enrollment Updated Course February 2025

Understanding Tax Notices

Learn about the different types of tax notices and how to resolve them.

Payroll (Legacy) Taxes Admin Course Expert Series Updated Course December 2024

Understanding Tax Filing Amendments

What is a Tax Filing Amendment and how to avoid them.

Payroll (Legacy) Taxes Auto-Registration Admin Course Payroll and Banking Corrections Expert Series Updated Course January 2025

Understanding Debit Failures

What is a Debit Failure and how to avoid them.

Payroll (Legacy) Running Payroll Payroll & Tax Admin Course Payroll and Banking Corrections Quick Learn Expert Series Updated Course January 2025

Performance Management 101

This course provides an overview of the Performance Management app.

45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 NEW Course Updated Course January 2025

How to Update my Tax Information

Learn how to update your tax withholdings.

Payroll (Legacy) Personal Information 30 Days 30 DAYS 30 days Taxes Payroll & Tax App Training Employee Course Quick Learn Updated Course January 2025

Scheduling App 101

Introductory tour of the Scheduling app.

Scheduling Employee Management Admin Course Manager Course Quick Learn Platform 101 Updated Course December 2024

Understanding Tax Setting Corrections

What is a Tax Setting Correction and how to avoid them.

Payroll (Legacy) Taxes Payroll & Tax Admin Course Payroll and Banking Corrections Quick Learn Platform Settings Expert Series Updated Course January 2025

Understanding Off-Platform Payroll Corrections

What is an off-platform Payroll Correction and how to avoid them.

Payroll (Legacy) Running Payroll Taxes Auto-Registration Payroll & Tax Admin Course Payroll and Banking Corrections Quick Learn Expert Series Updated Course December 2024

Understanding Payroll Corrections

What is a Payroll Correction and how to avoid them.

Payroll (Legacy) Running Payroll Taxes Auto-Registration Admin Course Payroll and Banking Corrections Quick Learn Expert Series Updated Course December 2024

Form W-2 Correction

What is a W-2 Correction and how to avoid them.

Payroll (Legacy) Running Payroll Taxes Payroll & Tax Admin Course End of Year Payroll and Banking Corrections Quick Learn Reports & Analytics Expert Series Updated Course November 2024

Business Intelligence App 101

Introductory tour of the Business Intelligence app.

Business Intelligence Admin Course Manager Course Reports & Analytics Platform 101 January 2024 NEW Course

Determining Reporting Method

Learn how to determine your reporting method

Time & Attendance Time Tracking Time & Scheduling App Training Employee Course Quick Learn Time Tracking & Requests NEW Course Updated Course November 2024

Requesting a Background Check using DISA Global Solutions

Learn how to request a background check with DISA Global Solutions

HR Hiring Onboarding Hiring & Onboarding Core / HR Admin Course App Training Integrations Quick Learn Client Admin NEW Course October 2024

Setting up Background Checks using DISA Global Solutions

Learn how to setup background checks with DISA Global Solutions

HR Hiring 30 Days 30 DAYS Hiring & Onboarding Core / HR Admin Course Integrations Quick Learn Platform Settings Client Admin NEW Course Updated Course October 2024

Basic Navigation of the DISA Global Solutions Platform

Learn how to navigate the DISA Global Solutions platform

HR Hiring Onboarding Hiring & Onboarding Core / HR Admin Course App Training Integrations Quick Learn Client Admin NEW Course October 2024

Setting Up 360Learning

Learn how to set up, access, and manage the 360 Learning integration.

Compliance Admin Course Integrations Quick Learn Employee Engagement NEW Course September 2024

Accessing 360Learning

Learn how to access and navigate the 360Learning app.

Compliance Employee Course Integrations Quick Learn Employee Engagement NEW Course September 2024

Directory App 101

Introductory tour of the Directory app.

Directory Employee Management Admin Course Quick Learn Platform 101 Updated Course August 2024

Company Profile App 101

Introductory tour of the Company Profile app.

Company Profile Admin Course Quick Learn Platform 101 Updated Course August 2024

How to Terminate an Employee as an Administrator

Learn how to terminate an employee as an administrator and how benefits may be impacted for eligible employees.

HR Hiring 60 Days COBRA 45 days 60 DAYS Benefits Administration Employee Management Admin Course Quick Learn Updated Course August 2024

How to Delete Reviews

Learn how to delete a performance review.

60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings Updated Course August 2024

Review Rating Scale

This course will take you through applying custom ratings to the review template.

60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings Updated Course August 2024

Creating a New Review

This course will take you through each step of creating a new review.

60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings Updated Course August 2024

Benefits Administration App 101

Introductory tour of the Benefits Administration app

Benefits Administration Admin Course Broker Course Quick Learn Platform 101 Updated Course August 2024

Navigating the Eligibility Mapping Tool

Learn about the eligibility mapping tool and how to navigate it .

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Renewal/Open Enrollment NEW Course August 2024

Managing Benefits Classes

This course will teach you how to create a ruleset, create a new class, & how to assign workers.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Renewal/Open Enrollment NEW Course August 2024

Managing Plan Eligibility

Learn how to manage and make changes to plan eligibility.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Renewal/Open Enrollment NEW Course August 2024

Understanding Employee Eligibility

Learn how to determine employee eligibility and how to correct it when needed.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Renewal/Open Enrollment Updated Course August 2024

How to Hire a New Employee

Learn the steps for hiring a new employee.

HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn Updated Course August 2024

Creating Custom Emails

Learn how to create and utilize custom emails.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings Updated Course August 2024

Introductory tour of the hiring app.

Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn Platform 101 Updated Course August 2024

How to View Personal Pay Stubs

Learn how to access, view, and download copies of your pay stubs.

Payroll (Legacy) 30 Days Employee Course Quick Learn Pay Stubs Updated Course July 2024

Navigating the Payroll Overview

Learn about the different features within the Payroll Overview page.

Admin Course Quick Learn NEW Course Payroll (New Experience) June 2024

Navigating the Payroll Details

Learn about the different features within the Payroll Details page.

Employee Management Admin Course Integrations Quick Learn NEW Course Payroll (New Experience) June 2024

Managing the Payroll Calendar

Understand how the payroll calendar works

Admin Course Quick Learn NEW Course Payroll (New Experience) June 2024

Managing and Approving Payroll

Learn how to manage, review and approve payroll.

Admin Course Quick Learn NEW Course Payroll (New Experience) June 2024

Creating an Adjustment Payroll

Learn how to create and adjustment payroll

Admin Course Quick Learn NEW Course Payroll (New Experience) June 2024

Adding an Off Cycle Payroll

Learn how to add an off cycle payroll

Admin Course Quick Learn NEW Course Payroll (New Experience) June 2024

Certree Integration Setup

Learn how to integrate Certree with TriNet

Employee Management Admin Course Integrations Quick Learn NEW Course May 2024

Certree Employer Correction Request

Learn how to complete a correction request as an administrator

Employee Management Admin Course Integrations Quick Learn NEW Course May 2024

Certree Employee Account

Learn how to manage your Certree account as an employee

Employee Management Employee Course Integrations Quick Learn NEW Course May 2024

Certree Completing a Verifier Request

Learn how to complete a verifier request as an employee

Employee Management Employee Course Integrations Quick Learn NEW Course May 2024

Creating Custom Fields

Learn how to create and utilize custom fields to automate employee data collection.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024

How to Select a COBRA Administrator

Learn how to set your COBRA Administrator.

COBRA Benefits Administration Admin Course Broker Course Quick Learn Platform Settings April 2024 Updated Course

Non-Exempt Notice Setup

Learn how to setup non-exempt notices in this step-by-step training.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024 Updated Course

Hiring Agreement Setup

Learn how to create a Hiring Agreement template.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024 Updated Course

Employee Handbook Setup

Learn how to create an employee handbook in this step-by-step training.

Hiring Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024 Updated Course

Offer Letter Setup

Learn how to create an offer letter template in this step-by-step training.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024 Updated Course

How to View Employee Pay Stubs

Learn how to access, sort, and download employee pay stubs.

Payroll (Legacy) 30 Days Employee Management Admin Course Quick Learn Reports & Analytics April 2024 Updated Course

Verifying an Employee's I-9

This course will walk you through how to verify an employee's I-9 documents in the platform.

Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn April 2024 Updated Course

Setting Up Optional Onboarding Questions

Learn how to enable/disable optional onboarding questions in the Hiring app.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024 Updated Course

Azure Integration

This course will walk you through how to setup the Azure integration.

Admin Course Integrations Quick Learn February 2024 NEW Course

401(k) Integration

This course will walk you through how to setup the 401(k) integration.

Admin Course Integrations Quick Learn Retirement Plans January 2024 NEW Course

Introduction to Project Codes

Learn how to setup and manage Project Codes in the platform.

Payroll (Legacy) Hiring Time & Attendance Employee Management Running Payroll Admin Course Quick Learn Platform Settings

Introduction to Multiple Pay Rates

Learn how to setup Multiple Pay Rates and add them in Payroll.

Payroll (Legacy) 15 Days Admin Course Quick Learn Platform Settings

Managing Multi Organization

Recorded webinar session where we'll review how to set up and manage multi-orgs.

Company Hub Customer Webinar/Podcast Platform Settings

Managing Work Locations, Departments & Positions

Learn how to add, remove, and edit various company settings.

Company Profile 60 Days 60 DAYS Admin Course Quick Learn Platform Settings

Labor Groups Percentage Allocation

How to set percentage allocation per labor group.

Payroll (Legacy) Employee Management Admin Course Quick Learn Platform Settings

Work locations and Payroll

Let's review how work locations impact payroll.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Platform Settings Expert Series

Fundamentals of the Hiring app

Performance Management

Fundamentals of the Performance Management app

Configuring the ACA Compliance App

Learn how to determine ALE status, confirm medical plans, and configure the lookback measurement.

ACA Compliance Compliance 90 Days Admin Course End of Year Quick Learn

How to Import 401k Data

Learn how to import 401k data to your account.

Payroll (Legacy) 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations

Entering Time in the iPad TimeKeeper App

Learn how to setup your profile and enter hours worked in the iPad TimeKeeper app.

Time & Attendance Employee Course Quick Learn Time Tracking & Requests

Garnishments in Payroll

Learn how to add and manage garnishments in payroll.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn Platform Settings Reports & Analytics

FSA Balance and Transactions

Learn where to view your FSA balance and transactions.

Flexible Spending Account Employee Enrollments Employee Course Quick Learn Flexible Benefits

Graphs & Charts in Business Intelligence

Learn how to navigate the graphs and charts available in the Business Intelligence app.

Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics

Understanding the ACA Compliance Overview Page

Learn about the ACA Compliance Overview page including pending actions.

ACA Compliance Compliance 90 Days Admin Course End of Year Quick Learn

Carrier Fulfillment 101

Understand what Carrier Fulfillment is and the types of benefits events supported.

Fulfillment Benefits Administration Admin Course Broker Course Quick Learn Platform 101

How to Edit or Delete Additional Adminstrators

Learn how to edit and remove admin roles and permissions.

Company Profile 60 Days Admin Course Quick Learn Platform Settings Client Admin

How to Enroll in Insurance Coverage Mid Year

Learn how to enroll in insurance coverage via a Qualifying Life Event.

Insurance Employee Enrollments Employee Course Quick Learn

Managing Payroll Report Settings

Learn how to change privacy settings for payroll reports.

Payroll (Legacy) 90 Days Admin Course Quick Learn Platform Settings Reports & Analytics

1099 Correction

What is a 1099 correction and why did you receive this charge.

Payroll (Legacy) Auto-Registration Admin Course End of Year Payroll and Banking Corrections Quick Learn

Creating a Change Letter

This course will walk you through how to create a Change Letter.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

Clocking In and Out - Mobile App

Learn how to use the Mobile app for clocking in and out in real time.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

Time Off Requirements

Learn about the different time off policy requirements.

Time Off 15 Days Admin Course Platform Settings Expert Series

Introduction to Open Enrollment

Learn about setting up and running a renewal through the platform.

Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment

Understanding Carrier Connection

Learn about Carrier Connection and the different services available: Portal Automation and EDI.

Fulfillment Benefits Administration Admin Course Broker Course Quick Learn

How to Update Your W-9 Information

Learn how to update your W-9 info as an Independent Contractor.

Personal Information Taxes Employee Course Quick Learn

Platform 101: Manager

Let's review the manager dashboard with this introductory tour.

15 Days Manager Course Quick Learn Platform 101

Goals Status Report

Learn how to download a Status Report of goals.

Admin Course Performance Management Manager Course Quick Learn Employee Engagement Reports & Analytics

Integrated Apps 101

Learn the benefits of integrated apps and how to enable apps on the dashboard.

Admin Course Integrations Quick Learn Platform 101

Hiring Contingent Workers

This course will walk you through how to hire Contingent Workers.

Hiring Contingent Workers Hiring & Onboarding Admin Course Manager Course Quick Learn

Understanding the Task Manager & Fulfillment Tasks

Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!

Fulfillment Benefits Administration Admin Course Broker Course Quick Learn

Time and Attendance App 101

Introductory tour of the Time & Attendance app.

Time & Attendance Admin Course Manager Course Quick Learn Platform 101

Understanding Employee Pay Schedule Changes

Let's review what happens when an employee's overtime exempt status changes.

Payroll (Legacy) Employee Management Running Payroll Admin Course Expert Series

Sending a Change Letter

This course will go through the steps of sending a Change Letter to an employee.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn

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.

POPS! The People Ops Podcast - Season 2

How to Access my Employee Documents

Learn how to manage your documents in the Personal Information App.

Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn

Viewing and Updating Employee Benefits Enrollments

Learn how to view and update employee benefits enrollments in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn

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?

POPS! The People Ops Podcast - Season 3

How To Change Open Enrollment Deadline

Learn how to change the open enrollment deadline in the platform.

Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment

Managing Your Company HSA

Learn how to manage your company's HSA app.

Admin Course Health Savings Account Flexible Benefits Expert Series

Payroll Detail Report

Let's review how to utilize the payroll detail report.

Payroll (Legacy) Running Payroll Admin Course Quick Learn Reports & Analytics

Generating W-2s in Payroll

Learn how to generate and download W-2 Forms.

Payroll (Legacy) Taxes Auto-Registration Admin Course End of Year Quick Learn

How to Run Payroll for Contingent Workers

Learn how to pay Contingent Workers from the Payroll app.

Payroll (Legacy) Contingent Workers 45 Days Running Payroll Admin Course Quick Learn

How to Cancel Insurance Coverage Mid Year

Learn how to cancel your insurance coverage via a Qualifying Life Event.

Insurance Employee Enrollments Employee Course Quick Learn

Report for Paycheck Protection Program Loan

This report provides a loan estimator and the information needed to apply for a Paycheck Protection Program loan.

COVID Product Updates

Updating Goal Email Notifications

Learn how to update your notification preferences on Performance Management related emails.

Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

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.

POPS! The People Ops Podcast - Season 2

Updating Company EIN

This course will walk through the steps of updating a company's EIN in the platform.

Payroll (Legacy) Company Profile Taxes Auto-Registration Admin Course Quick Learn Platform Settings

What to Expect with your First Pay Run

Learn about pay run status, editing pay runs, and processing pay runs.

Payroll (Legacy) 30 Days Running Payroll Auto-Registration Admin Course Quick Learn

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.

POPS! The People Ops Podcast - Season 1

How to Download Scheduling Reports

Learn about the Scheduling Conformance Report.

Scheduling 90 Days 60 days Admin Course Quick Learn Reports & Analytics

Uploading Employee Documents

Learn how to upload documents to an employee profile.

Documents 45 Days 45 DAYS Employee Management Auto-Registration Admin Course Manager Course Quick Learn

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.

POPS! The People Ops Podcast - Season 3

HR Office Hours: Families First Coronavirus Relief Act

We'll answer the most commonly asked question in regards to the HR 6201 Bill

HR Office Hours

Add and manage garnishment orders

Auto-Registration

Canceling an Employee's I-9 Verification

Learn how to cancel an employee's Form I-9 Verification.

Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn

Understanding Terminations and Payroll

Let's review how employee terminations impact payroll.

Payroll (Legacy) Directory Employee Management Running Payroll Admin Course Expert Series

How to Add Reported Tips to a Pay Run

Learn the step-by-step process for adding tips to an employee's pay run.

Running Payroll Admin Course Quick Learn Payroll (New Experience)

Documents App 101

Introductory tour of the Documents app.

Documents 45 Days 45 DAYS Auto-Registration Admin Course Quick Learn Platform 101

Premade Reports in Business Intelligence

This course provides an overview of the available premade reports.

Business Intelligence Admin Course Manager Course Quick Learn Reports & Analytics

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.

POPS! The People Ops Podcast - Season 3

Bulk Request Information from Workers

Learn how to use the Bulk Information Request tool for requesting information from multiple workers.

Directory Employee Management Admin Course Quick Learn

Managing Reviewers

Learn how to add and remove Reviewers from a performance review.

60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

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.

POPs Podcasts v2020

Understanding Pay Types

Let's review pay types and payroll.

Payroll (Legacy) Running Payroll Admin Course Platform Settings Expert Series

W-2 Preview Report

Let's review the W-2 preview report.

Payroll (Legacy) Taxes Auto-Registration Admin Course End of Year Reports & Analytics Expert Series

Understanding Reverse Wire

What is a Reverse Wire and how to avoid them.

Payroll (Legacy) Running Payroll Admin Course Payroll and Banking Corrections Expert Series

General Ledger Setup

Learn how to setup General Ledger and export data.

Payroll (Legacy) 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations

Updating Tax Rates and Deposit Schedules

Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

HR Office Hours: Reductions, Layoffs and Furloughs

We define and discuss reductions, layoffs and furloughs options in a tough climate

HR Office Hours

Managing Templates and Settings in the Payroll App

This course will go over how to manage template and settings for TriNet Payroll

15 Days Admin Course Quick Learn Platform Settings Payroll (New Experience)

Reverifying an Employee's I-9

Learn how to reverify an employee's I-9 in the platform.

Hiring Hiring & Onboarding Employee Management Admin Course Quick Learn

HR Office Hours: Engaging Your (Increasingly) Remote Team

Insights on why engagement matters even more now and how to leverage engagement tools.

HR Office Hours

HR Office Hours: Tips for a Healthy Remote Team

How to set up and think about well-being programs in your organization

HR Office Hours

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.

POPS! The People Ops Podcast - Season 3

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.

POPS! The People Ops Podcast - Season 1

Admin Basics Certification

Show off your tech mastery by becoming certified

How to Complete a Peer Review

This course will take you through each step of completing an assigned peer review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

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.

ACA Compliance Compliance 90 Days Admin Course End of Year Expert Series

How to Access W-2 Tax Forms

A walk through of how to access end of year tax documents.

Payroll (Legacy) Personal Information Taxes Employee Course End of Year Quick Learn

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

HR Office Hours

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.

POPs Podcasts v2020

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.

POPS! The People Ops Podcast - Season 3

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.

POPS! The People Ops Podcast - Season 3

How to Update my Personal Information

Learn how to update your personal details in the Personal Information app.

Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn

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.

POPS! The People Ops Podcast - Season 2

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.

POPS! The People Ops Podcast - Season 2

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.

POPS! The People Ops Podcast - Season 1

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?

POPS! The People Ops Podcast - Season 1

COVID Vaccine Tracking

Learn how to use TriNet to track vaccination status.

COVID Product Updates

Completing an Insurance Enrollment - Mobile App

Learn how to enroll in or decline benefits coverage from the Mobile app.

Insurance Hiring & Onboarding Employee Enrollments Employee Course Quick Learn Mobile App Renewal/Open Enrollment

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

HR Office Hours

Learn about the different types of Goals available in the Performance Management app.

Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement

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.

POPS! The People Ops Podcast - Season 3

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

HR Office Hours COVID Product Updates

HR Office Hours: A Framework for Diversity & Inclusion

Learn how to create diversity and inclusion in your organization.

HR Office Hours

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.

COVID Product Updates

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.

POPS! The People Ops Podcast - Season 2

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.

POPs Podcasts v2020

Q&A: Tax Tips: Getting ahead of year-end requirements

Ensure everything is in order for year-end tax requirements.

POPS! The People Ops Podcast - Season 2

HR Office Hours: CARES Act

Tips and resources to prioritize the right loans for your business and people

HR Office Hours

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?

POPS! The People Ops Podcast - Season 3

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.

POPS! The People Ops Podcast - Season 1

POPs Podcast: Remote Employee Engagement

Learn how to help your employees with productivity, relationships and motivation

POPs Podcasts v2020

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.

POPS! The People Ops Podcast - Season 1

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?

POPS! The People Ops Podcast - Season 3

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.

POPS! The People Ops Podcast - Season 2

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?

POPS! The People Ops Podcast - Season 3

HR Office Hours: Building Trust with Open Conversation

Learn how to better communicate with your people that will benefit your business.

HR Office Hours

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!

POPs Podcasts v2020

How to Send Employee Enrollment Forms

Learn how to send employee enrollment forms from carrier fulfillment tasks.

Fulfillment Benefits Administration Admin Course Broker Course Quick Learn

Registering Your Employee Account

Learn how to setup a existing employee account.

Hiring Personal Information Onboarding Employee Course Quick Learn Platform 101

Understanding Check Date Exceptions

What is a Check Date Exception and how to avoid them.

Payroll (Legacy) Running Payroll Admin Course Payroll and Banking Corrections Expert Series

How to Correct a Dependent's Insurance Coverage

Learn how to correct a dependent's insurance enrollment in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

Reporting an Employee's Leave of Absence

This course will walk you through assigning an employee to a LOA.

Time Off Employee Management Admin Course Quick Learn Time Tracking & Requests

Q&A: Part 2: Building Better Engagement

Inclusivity and belonging are essential elements of employee engagement. Explore ways to break down barriers to belonging.

POPS! The People Ops Podcast - Season 2

Creating a Review for Contingent Workers

Learn how to create a performance review for contingent workers.

Contingent Workers Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

How to Use the Quoting Tool

Learn how to use the Quoting Tool to shop for small group benefits plans.

Benefits Administration Admin Course Broker Course Quick Learn Quoting Tool

Creating Custom Reports

These course will walk you through how to create and run Custom Reports.

Business Intelligence 45 Days 45 DAYS Admin Course Quick Learn Reports & Analytics

HR Office Hours: Before Reopening: EEOC Guidelines to Know

Thinking about reopening? We address questions on screening, reasonable accommodations, hardships and more.

HR Office Hours

How to Track Time: Self Reporting Total Hours

Learn how to record time using self-reporting total hours.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

Gusto Sync Authentication

Learn how to authenticate your company's Gusto sync.

Pay Connect Admin Course Quick Learn Platform Settings

Q&A: The War on Workplace Anxiety

Advice for recognizing anxiety in the workplace, leading with empathy, and cultivating vulnerable conversations.

POPS! The People Ops Podcast - Season 3

Payroll Timeline

Let's review the payroll timeline feature.

Payroll (Legacy) Admin Course Quick Learn

Time & Attendance Settings

Learn how to adjust the settings in Time & Attendance.

Time & Attendance 60 Days 60 DAYS Admin Course Quick Learn Platform Settings

FSA Termination and End of Plan Year

Learn about FSA funds at the end of the plan year or end of employment.

Flexible Spending Account Employee Enrollments Employee Course Quick Learn Flexible Benefits

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?

POPS! The People Ops Podcast - Season 2

General Ledger 101

What is General Ledger and how to use the tool.

Payroll (Legacy) 60 Days Admin Course Quick Learn Platform 101 General Ledger & Accounting Integrations

HR Office Hours: COVID-19 Health Status Verification

Free tool you can use to verify employee COVID-19 health status and how it works

HR Office Hours COVID Product Updates

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.

POPS! The People Ops Podcast - Season 2

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.

POPS! The People Ops Podcast - Season 2

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?

POPS! The People Ops Podcast - Season 1

Leave of Absence and Payroll

Let's review how leave of absence affects payroll.

Payroll (Legacy) Time Off Employee Management Admin Course Expert Series

Q&A: OSHA Vaccine Mandate–What does this mean for me?

Learn what employers should be thinking about as the vaccine mandate nears implementation.

POPS! The People Ops Podcast - Season 2

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?

POPS! The People Ops Podcast - Season 2

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.

HR Office Hours

How to Link Accounts

Learn how to link multiple accounts to one hub.

Company Hub Admin Course Broker Course Manager Course Employee Course Quick Learn Platform 101

NetSuite Integration

Learn how to integrate NetSuite with your account.

Admin Course Integrations Quick Learn Payroll Accounting

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.

POPS! The People Ops Podcast - Season 3

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.

POPS! The People Ops Podcast - Season 1

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

POPs Podcasts v2020 COVID Product Updates

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.

POPS! The People Ops Podcast - Season 1

How to Use the Benefits Preview Link

Learn about the Benefits Preview Link and how to use it.

Hiring & Onboarding Benefits Administration Admin Course Broker Course Quick Learn

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?

POPS! The People Ops Podcast - Season 3

How to Update my Bank Information

Learn how to update your bank account details in the Personal Information app.

Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn

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.

POPS! The People Ops Podcast - Season 2

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.

POPS! The People Ops Podcast - Season 1

Setting Up Blackout Dates

Learn how to access, edit, and update your time off policies to reflect blackout dates.

Time Off 30 Days 30 DAYS Admin Course Quick Learn Platform Settings

How to View Pay Runs

Learn about pay run statuses and how to view pay runs in the platform.

45 Days Running Payroll Auto-Registration Admin Course Quick Learn Payroll (New Experience)

Entering Total Hours Worked - Mobile App

This course will go over how to enter your total hours worked in the mobile app.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

Creating a Time Off Policy

Learn how to create a time off policy in TriNet, including configuring PTO types, rules, holidays, employee assignments, and balance imports.

Time Off 30 Days 30 DAYS Admin Course Quick Learn Platform Settings

Exporting Schedules to a Third Party Calendar

Learn how to export a calendar from the Scheduling app.

Scheduling Employee Management Admin Course Quick Learn Platform Settings

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.

POPS! The People Ops Podcast - Season 1

How to Run Payroll

Learn how to approve a pay run.

Payroll (Legacy) 45 Days Running Payroll Auto-Registration Admin Course Quick Learn

Commuter Benefits Card and Balances

This course will take you through the basics of using your commuter benefits card.

Commuter Benefits Employee Enrollments Employee Course Quick Learn Flexible Benefits

Sage Intacct Integration

Learn how to integrate Sage Intacct with TriNet.

Admin Course Integrations Quick Learn Payroll Accounting

Failed Payment Resolution

What is a Failed Payment and how to avoid them.

Payroll (Legacy) Running Payroll Admin Course Payroll and Banking Corrections Expert Series

Updating People Hub Email Notifications

Learn how to update your notification preference on People Hub related emails.

People Hub Admin Course Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Payroll App 101

Introductory tour of the Payroll app.

Payroll (Legacy) Time & Attendance Admin Course Quick Learn Platform 101

Getting Started with Time & Attendance

This course covers the initial setup of Time & Attendance.

Time & Attendance 30 Days 30 DAYS Admin Course Platform Onboarding

Updating an Employee's Enrollment Period

Learn how to create, change, and cancel ongoing employee enrollments.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

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.

POPS! The People Ops Podcast - Season 1

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.

POPS! The People Ops Podcast - Season 1

Introduction to Payroll Reports

Learn about the different Payroll Reports available in the Payroll app.

Payroll (Legacy) 90 Days Admin Course Quick Learn Reports & Analytics

How to Correct an Employee's Insurance Plan

Learn how to correct an employee's insurance plan in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

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.

POPS! The People Ops Podcast - Season 2

Navigating the Benefits Administration App

Let's walk through the different features and tools available in the Benefits Administration app.

Benefits Administration Admin Course Broker Course Quick Learn Platform 101

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.

POPS! The People Ops Podcast - Season 2

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.

POPS! The People Ops Podcast - Season 2

Completing an Off Cycle Bonus Pay Run

This course will walk you through each step of completing an off cycle bonus pay run.

Payroll (Legacy) 45 Days Running Payroll Admin Course End of Year Quick Learn

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.

POPS! The People Ops Podcast - Season 1

POPS! Pivot: Doing Well by Doing Better Every Day

Learn about supporting employees from both quantitative and qualitative perspectives

POPS! The People Ops Podcast - Season 1

How to Access 1099 Tax Forms

A walk through of how to access end of year tax documents.

Payroll (Legacy) Personal Information Contingent Workers Taxes Employee Course End of Year Quick Learn

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.

POPS! The People Ops Podcast - Season 1

ACA Form Generation and Filing

Learn about the ACA form generation and filing form 1094-C and 1095-C.

Payroll (Legacy) ACA Compliance Compliance 90 Days Admin Course End of Year Quick Learn

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.

POPS! The People Ops Podcast - Season 1

FSA Enrollment and Contribution

Learn how to enroll and contribute to an FSA.

Flexible Spending Account Employee Enrollments Employee Course Quick Learn Flexible Benefits

Entering In and Out Times - Mobile App

Learn how to enter your start and end times worked in the mobile app.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

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?

POPS! The People Ops Podcast - Season 3

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.

POPs Podcasts v2020

Adding a Bonus to a Scheduled Pay Run

Learn how to add a bonus to a scheduled pay run.

45 Days Running Payroll Admin Course End of Year Quick Learn Payroll (New Experience)

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.

POPS! The People Ops Podcast - Season 3

Research and Development Tax Credit

How to claim an R&D Tax Credit in Payroll.

Payroll (Legacy) Taxes Admin Course Quick Learn

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?

POPS! The People Ops Podcast - Season 1

Deputy Integration and Setup

This course will walk you through how to setup and manage your Deputy integration.

Time Tracking Admin Course Integrations Quick Learn

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.

POPS! The People Ops Podcast - Season 1

Time Off App 101

Introductory tour of the Time Off app.

Time Off Admin Course Manager Course Quick Learn Platform 101

Time & Attendance Notes

Learn how to enable and use Notes when editing a time sheet in Time & Attendance.

Time & Attendance 45 Days 30 days 45 DAYS Admin Course Manager Course Quick Learn Platform Settings Time Tracking & Requests

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?

POPS! The People Ops Podcast - Season 3

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?

POPS! The People Ops Podcast - Season 3

New Hire Onboarding

Learn how to setup a new employee account and complete the onboarding steps.

Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn

Managing the People Hub

Learn about the different People Hub Settings and how to manage posts.

People Hub Admin Course Quick Learn Employee Engagement Platform Settings

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.

POPS! The People Ops Podcast - Season 3

Setting Up Recurring Shifts

Learn how to set up, edit, and publish recurring shifts to a schedule.

Scheduling 30 Days 30 DAYS 30 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

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.

POPs Podcasts v2020

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?

POPS! The People Ops Podcast - Season 1

How to Adjust a Previous Pay Run

Learn how to void or adjust a paycheck.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn

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.

POPS! The People Ops Podcast - Season 2

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.

POPS! The People Ops Podcast - Season 2

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.

POPS! The People Ops Podcast - Season 1

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.

POPS! The People Ops Podcast - Season 3

How to Track Time: Clocking In/Out

Learn how to clock in/out using the Time & Attendance app.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

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.

POPS! The People Ops Podcast - Season 1

Time and Attendance for Contingent Workers

This course will go over how to manage Contingent Workers in T&A.

Time & Attendance Contingent Workers Admin Course Manager Course Quick Learn Time Tracking & Requests

POPs Podcast: 5 Tips for Making a Payroll Switch

Learn about research on the importance of a modern payroll solution.

POPs Podcasts v2020

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?

POPS! The People Ops Podcast - Season 1

How to Terminate an Employee as a Manager

Learn how to terminate an employee as a manager.

Hiring 45 Days 45 days Employee Management Manager Course Quick Learn

Time Off Common Themes

Learn about different types of time off and common themes to consider.

Time Off 15 Days Admin Course Platform Settings Expert Series

Taxation of Bonuses

Let's review how bonus taxes affect payroll.

Payroll (Legacy) Running Payroll Taxes Admin Course Platform Settings Expert Series

Setting Up Goals

Learn how to create, update, and manage goals in the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Commuter Benefits 101

Learn about the basics of Commuter Benefits.

Commuter Benefits Employee Course Quick Learn Platform 101 Flexible Benefits

Adding Reported Tips to Payroll

Learn how to add Reported Tips as a Pay Type and apply them to an employee's pay.

30 Days Running Payroll Admin Course Quick Learn Platform Settings Payroll (New Experience)

Equal Employment Opportunity Report

This course will walk you through how to download the EEO report.

Business Intelligence Compliance Admin Course Quick Learn Reports & Analytics

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.

POPS! The People Ops Podcast - Season 1

How to Complete a Self Review

Learn how to complete an assigned self review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

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.

POPS! The People Ops Podcast - Season 1

How to Correct an Insurance Event Effective Date

Learn how to correct an employee's insurance enrollment effective date in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

Welcome Letter Setup

Learn how to create a welcome letter template in this step-by-step training.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings

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.

POPS! The People Ops Podcast - Season 3

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

Auto-Registration

Adding and Removing Reviewees to Recurring Reviews

Learn how to modify Reviewees to an existing review cycle.

Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

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.

POPs Podcasts v2020

Reviewing and Approving Time & Attendance

Learn how to review, edit, and approve timesheets.

Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

How to Manage and Approve Time Off

Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.

Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

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.

POPS! The People Ops Podcast - Season 2

FSA Filing a Claim

This course will walk you through the claim submission process.

Flexible Spending Account Employee Enrollments Employee Course Quick Learn Flexible Benefits

Managing Service Based Time Off Settings (BETA)

Learn how to add, delete and manage service based rules

Time Off Admin Course Quick Learn Platform Settings

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.

Time Off Admin Course Customer Webinar/Podcast End of Year Platform Settings

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.

POPS! The People Ops Podcast - Season 2

Navigating the Company Profile App

Learn about the different settings and features of the Company Profile app.

Company Profile 60 Days Admin Course Quick Learn Platform Settings

Requesting and Viewing Your Time Off

Learn how to view your time off and enter your requests in this step-by-step training.

Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

Commuter Cards After Employment and Cancelation

How to cancel your account and what happens to your funds after leaving a company.

Commuter Benefits Employee Enrollments Employee Course Quick Learn Flexible Benefits

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.

HR Office Hours

Creating a Review from a Template

This course will take you through creating a review from a template.

60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

Creating a Leave of Absence Policy

Learn how to create an LOA policy in the Time Off app.

Time Off Admin Course Quick Learn Platform Settings

How to Manage Schedules

This course will take you through the basics of adding, managing, and editing shifts.

Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn

Mapping Accounting Integrations

Learn how to sync your accounting software and map your chart of accounts.

Payroll (Legacy) 15 Days Admin Course Quick Learn General Ledger & Accounting Integrations

Goal Commenting

Learn how to view and post comments on Goals.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Okta Integration

Learn how to integrate Okta with your account.

Admin Course Integrations Quick Learn Essentials

Managing the Organization Chart

Learn how to setup and manage the org chart in the platform.

Directory Employee Management Admin Course Quick Learn Platform Settings

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.

POPS! The People Ops Podcast - Season 1

How to Rehire an Employee

Learn how to rehire a terminated employee.

Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn

Open Enrollment Reports

Learn about the different open enrollment reports available for download.

Benefits Administration Admin Course Broker Course Quick Learn Reports & Analytics Renewal/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.

HR Office Hours

HR Office Hours: Lessons in Reopening

Thinking about reopening? We discuss lessons learned on reopening during COVID

HR Office Hours

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.

Payroll (Legacy) Taxes Admin Course Customer Webinar/Podcast Payroll and Banking Corrections Platform Settings

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?

POPS! The People Ops Podcast - Season 2

Overtime Premium Calculations

Learn how to calculate overtime premiums in the platform Payroll.

Payroll (Legacy) Time & Attendance Running Payroll Admin Course Platform Settings Time Tracking & Requests Expert Series

How to Track Time: Self Reporting In/Out Times

Learn how to record time using self-reporting in/out times.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Submit a Claim

Learn how to submit a commuter benefits claim from the mobile app or desktop.

Commuter Benefits Employee Enrollments Employee Course Quick Learn Mobile App Flexible Benefits

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.

POPS! The People Ops Podcast - Season 2

HR Office Hours: Hiring & Onboarding - Remotely & Safely

Considerations around safe hiring, remote hiring, remote onboarding, as well as, addressing questions on opportunistic hiring

HR Office Hours

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.

POPS! The People Ops Podcast - Season 1

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.

POPS! The People Ops Podcast - Season 3

Managing Open Enrollment Progress

Learn about the tools to help you stay on top of employee open enrollment progress during renewal.

Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment

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?

POPS! The People Ops Podcast - Season 2

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.

POPS! The People Ops Podcast - Season 1

How to Setup One-on-Ones

Learn how to setup individual one-on-ones from the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

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.

COVID Product Updates

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!

POPs Podcasts v2020

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.

POPS! The People Ops Podcast - Season 2

Platform 101: Employee

Let's review the employee dashboard with this introductory tour.

15 Days Employee Course Quick Learn Platform 101

How to Generate and Sign the Summary Plan Description

Learn how to generate and sign the Summary Plan Description.

Compliance Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment

Hiring Settings for Contingent Workers

This course will go over custom emails and custom fields for Contingent Workers.

Hiring Contingent Workers Hiring & Onboarding Admin Course Quick Learn Platform Settings

Recording a Completed I-9

Learn how to record an employee's already completed I-9.

Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn

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.

POPS! The People Ops Podcast - Season 2

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”.

POPS! The People Ops Podcast - Season 1

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.

POPS! The People Ops Podcast - Season 3

Setting Up Meal Break Penalty

Learn how to setup and manage meal break penalties in Time & Attendance.

Time & Attendance Admin Course Quick Learn Platform Settings Reports & Analytics

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.

POPS! The People Ops Podcast - Season 2

Custom Reporting for Linked Companies

This course will go over how to create custom reports for multiple companies.

Company Hub Admin Course Quick Learn Reports & Analytics

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.

Payroll (Legacy) Taxes Admin Course End of Year Quick Learn

Completing an Insurance Enrollment

Learn how to enroll in or decline benefits coverage in the platform.

Insurance Hiring & Onboarding Employee Enrollments Employee Course Quick Learn Renewal/Open Enrollment

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.

POPS! The People Ops Podcast - Season 3

HSA Enrollment and Contributions

Learn how to enroll in your company's Health Savings Account.

Employee Enrollments Employee Course Health Savings Account Quick Learn Flexible Benefits

Managing Workers Documents

Learn how to manage your workers documents in the Documents App.

Documents Employee Management Admin Course Quick Learn

Bulk Edit Employee Earnings

This course will walk you through bulk editing employee earnings in a pay run.

45 Days Running Payroll Admin Course Quick Learn Payroll (New Experience)

Completing an Off Cycle Pay Run

This course will walk you through each step of completing an off cycle pay run.

Payroll (Legacy) 45 Days Running Payroll Admin Course Quick Learn

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

Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment

How to Send Open Enrollment Reminders

A step-by-step guide on how to send reminders to employees to complete open enrollment.

Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment

Engagement App 101

Introductory tour of the Engagement app.

Admin Course Quick Learn Employee Engagement Platform 101 Engagement

Pay Connect Sync for ADP Workforce Now

Learn how to sync your ADP Workforce account with the platform.

Pay Connect Admin Course Quick Learn Platform Implementation

Review Question Response Types

Learn about the different types of question responses available when creating a review.

Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

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.

POPS! The People Ops Podcast - Season 2

Tax Exemptions in Payroll

Let's review tax exemptions in payroll.

Payroll (Legacy) Running Payroll Taxes Admin Course Platform Settings Expert Series

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?

POPS! The People Ops Podcast - Season 1

How to Update Pay Templates in Bulk

This course will go through bulk updating pay template information in Payroll.

Payroll (Legacy) Running Payroll Admin Course Quick Learn Platform Settings

How to Export 401k Data

Learn how to export 401k data from your account.

Payroll (Legacy) 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations

How to Correct an Employee's Insurance Coverage

Learn how to correct an employee's insurance coverage in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

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.

POPS! The People Ops Podcast - Season 1

Commuter Benefits Enrollment and Contributions

Learn how to enroll and contribute to Commuter Benefits.

Commuter Benefits Employee Enrollments Employee Course Quick Learn Flexible Benefits

Managing Time Off

Learn how to manage your employees' time off

Pay Connect Sync for Paragon

Learn how to setup and manage your Paragon sync with the platform.

Pay Connect Admin Course Quick Learn Platform Implementation

Benefits Administration

Fundamentals of the Benefits Administration app

Benefits Benefits Administration

Company & Employee Data

Documentation and information required for initiation of service

Auto-Registration

Quickbooks Online Integration

Learn how to sync and map payroll transactions with QBO.

Payroll (Legacy) Admin Course Quick Learn General Ledger & Accounting Integrations

Getting Started with Payroll

This course covers the initial setup of Payroll.

Payroll (Legacy) 15 Days Admin Course Platform Onboarding

How to Generate and Sign the Section 125

Learn how to generate and sign your Section 125.

Compliance Benefits Administration Admin Course Broker Course Quick Learn Platform Settings

How to Delete Profile Picture

Learn how to delete your profile photo instead of simply replacing it.

Personal Information Employee Course Quick Learn

Payroll Learning Path

Payroll (Legacy) 30 Days 60 Days 90 Days 15 Days 45 Days

Quality Assurance

Administer first pay run and ongoing payroll

Auto-Registration

Auto-Registration

Time Off Policy Considerations

Learn what to consider before building a PTO policy like who should be offered PTO and how much to offer.

Time Off 15 Days Admin Course Platform Settings Expert Series

Renewal Plans & Plan Mapping

Learn where to find renewal plan information and plan mapping.

Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment

Learn about the basics of a Flexible Spending Account.

Flexible Spending Account Employee Course Quick Learn Platform 101 Flexible Benefits

Basics of Pay Connect

Learn how to configure the Pay Connect app.

Pay Connect Admin Course Quick Learn

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.

Payroll (Legacy) Admin Course Customer Webinar/Podcast End of Year Reports & Analytics

Manager Essentials

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

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

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

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

Extending an Employee's I-9

This course will walk you through how to manually extend an employee's I-9 documents.

Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn

Employee Essentials

Time Off Hiring Time & Attendance Personal Information Onboarding Time Tracking 30 Days 15 Days 45 Days 30 DAYS 30 days 45 DAYS 45 days

Employee Growth

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

Tax Registration & Onboarding

Setup and compliance with jurisdictions, work locations, payroll processing

Auto-Registration

Ensure company and employee data are accurate to avoid costly corrections

Auto-Registration

Let's get rid of manual processes and automate 1099s for contractors

Auto-Registration

Tax Filings & Payments

Tax registrations and settings for successful payments

Auto-Registration

Tax Jurisdictions in "Calculate Only"

Remit filings and maintain tax jurisdiction information to avoid penalties, interest, and correction costs

Auto-Registration

Reviewing and Completing Employee Details in ACA Compliance

Learn how to review employee data in the ACA Compliance app and complete missing data.

ACA Compliance Compliance 90 Days Admin Course End of Year Quick Learn

All in One Payroll Report

Let's review how to leverage the All-in-One payroll report.

Payroll (Legacy) Business Intelligence Admin Course Payroll and Banking Corrections Quick Learn Reports & Analytics

Introduction to Labor Distribution

Learn how to setup Labor Distribution groups and add them to payroll.

Payroll (Legacy) 15 Days Admin Course Quick Learn Platform Settings

HSA Rules & Regulations

Learn the rules and regulations of an HSA.

Employee Course Health Savings Account Quick Learn Flexible Benefits

Updating Tax Jurisdictions Level of Service

Learn about the different levels of service and how to update a tax jurisdiction's level of service.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

How to Reset or Delete a Pay Run

This course will walk you through how to reset or delete a pay run.

Payroll (Legacy) 45 Days Running Payroll Auto-Registration Admin Course Quick Learn

Editing Benefits Administrator Permissions

Learn about the different permissions and how to update them for a Benefits admin.

Company Profile 60 Days Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Client Admin

Adding Time Administrators

Learn how to setup the appropriate permissions for Time admins.

Time Off Time & Attendance Company Profile Scheduling Admin Course Quick Learn Platform Settings Client Admin

How to Add Additional Administrators

Learn how to add additional administrators to your company's account.

Company Profile 60 Days Admin Course Quick Learn Platform Settings Client Admin

HR Reference Library

This course provides a complete overview of the HR Reference Library app.

Compliance HR Reference Library Hiring & Onboarding Admin Course Quick Learn

HR Reference Library - Charts for Multi-State Employer

Learn about the features and functionality of the Charts for Multi-State Employer section.

HR Reference Library Admin Course Quick Learn

HR Reference Library - New Hires

Learn about the features and functionality of the New Hires section.

HR Reference Library Admin Course Quick Learn

[separator] TriNet Webinar Series- Employee Separations Best Practices Training

Click the courses below to discover more about employee separations best practices

HR Reference Library - HR Program Development

Learn about the features and functionality of the HR Program Development section.

HR Reference Library Admin Course Quick Learn

HR Reference Library - Advice & Guidance

Learn about the features and functionality of the Advice & Guidance section.

HR Reference Library Admin Course Quick Learn

HR Reference Library - Employee Handbook

Learn about the features and functionality of the Employee Handbook section.

HR Reference Library Admin Course Quick Learn

HR Reference Library - HR Updates

Learn about the features and functionality of the HR Updates section.

HR Reference Library Admin Course Quick Learn

Preparing for Year-End / Year-Start

Get ready for year-end/year-start Payroll and HR tasks

Introduction to TriNet Onboarding Checklist

Fundamentals of the TriNet platform

People Enablement

Fundamentals of the Well-being, People, Employee Engagement Survey apps

Product App 101 Courses

separator Separator

separator Separator

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.

POPS! The People Ops Podcast - Season 1

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.

POPS! The People Ops Podcast - Season 1

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.

POPS! The People Ops Podcast - Season 2

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?

POPs Podcast: Building a People & Culture Roadmap

Learn how to ensure your strategies are getting the attention and engagement required in your organization.

POPs Podcasts v2020

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.

HR Office Hours COVID Product Updates

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?

POPS! The People Ops Podcast - Season 2

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

HR Office Hours

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

HR Office Hours

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.

POPS! The People Ops Podcast - Season 3

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?

POPS! The People Ops Podcast - Season 1

Time & Scheduling

Fundamentals of the Time & Scheduling apps

Time Off Time & Attendance Scheduling

Fundamentals of the Payroll app

Payroll and Tax

Payroll Starter Kit

Recorded live trainings, videos, in-product walk-thru's & more to guide you through your first pay run

Employee Retention Credits

Learn how to apply Employee Retention Credits in Payroll

COVID Product Updates

Product Knowledge Check: Payroll

Gauge your understanding of the Payroll app

Product Knowledge Check: Basics

Gauge your understanding of the basics in the platform

Product Knowledge Check: Hiring

Gauge your understanding of the Hiring app

Product Knowledge Check: Time Off

Gauge your understanding of the Time Off app

Product Knowledge Check: Time & Attendance

Gauge your understanding of the Time & Attendance app

How to Terminate an Employee as a Manager

Learn how to terminate an employee as a manager.

Hiring 45 Days 45 days Employee Management Manager Course Quick Learn

How to Setup One-on-Ones

Learn how to setup individual one-on-ones from the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

How to Delete Reviews

Learn how to delete a performance review.

60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings Updated Course August 2024

How to Manage Schedules

This course will take you through the basics of adding, managing, and editing shifts.

Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn

Sending a Change Letter

This course will go through the steps of sending a Change Letter to an employee.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn

Platform 101: Manager

Let's review the manager dashboard with this introductory tour.

15 Days Manager Course Quick Learn Platform 101

Graphs & Charts in Business Intelligence

Learn how to navigate the graphs and charts available in the Business Intelligence app.

Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics

How to Rehire an Employee

Learn how to rehire a terminated employee.

Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn

How to Download Scheduling Reports

Learn about the Scheduling Conformance Report.

Scheduling 90 Days 60 days Admin Course Quick Learn Reports & Analytics

Requesting and Viewing Your Time Off

Learn how to view your time off and enter your requests in this step-by-step training.

Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

Reviewing and Approving Time & Attendance

Learn how to review, edit, and approve timesheets.

Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

Performance Management 101

This course provides an overview of the Performance Management app.

45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 NEW Course Updated Course January 2025

Setting Up Goals

Learn how to create, update, and manage goals in the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Goal Commenting

Learn how to view and post comments on Goals.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement

How to Manage and Approve Time Off

Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.

Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

How to Complete a Self Review

Learn how to complete an assigned self review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Setting Up Recurring Shifts

Learn how to set up, edit, and publish recurring shifts to a schedule.

Scheduling 30 Days 30 DAYS 30 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

How to Hire a New Employee

Learn the steps for hiring a new employee.

HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn Updated Course August 2024

Time & Attendance Notes

Learn how to enable and use Notes when editing a time sheet in Time & Attendance.

Time & Attendance 45 Days 30 days 45 DAYS Admin Course Manager Course Quick Learn Platform Settings Time Tracking & Requests

How to Complete a Peer Review

This course will take you through each step of completing an assigned peer review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Creating a Change Letter

This course will walk you through how to create a Change Letter.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

Understanding Tax Filing Amendments

What is a Tax Filing Amendment and how to avoid them.

Payroll (Legacy) Taxes Auto-Registration Admin Course Payroll and Banking Corrections Expert Series Updated Course January 2025

Bulk Edit Employee Earnings

This course will walk you through bulk editing employee earnings in a pay run.

45 Days Running Payroll Admin Course Quick Learn Payroll (New Experience)

Managing Templates and Settings in the Payroll App

This course will go over how to manage template and settings for TriNet Payroll

15 Days Admin Course Quick Learn Platform Settings Payroll (New Experience)

How to Run Payroll

Learn how to approve a pay run.

Payroll (Legacy) 45 Days Running Payroll Auto-Registration Admin Course Quick Learn

Product Knowledge Check: Payroll

Gauge your understanding of the Payroll app

Garnishments in Payroll

Learn how to add and manage garnishments in payroll.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn Platform Settings Reports & Analytics

How to Update Pay Templates in Bulk

This course will go through bulk updating pay template information in Payroll.

Payroll (Legacy) Running Payroll Admin Course Quick Learn Platform Settings

How to View Employee Pay Stubs

Learn how to access, sort, and download employee pay stubs.

Payroll (Legacy) 30 Days Employee Management Admin Course Quick Learn Reports & Analytics April 2024 Updated Course

Introduction to Payroll Reports

Learn about the different Payroll Reports available in the Payroll app.

Payroll (Legacy) 90 Days Admin Course Quick Learn Reports & Analytics

Generating W-2s in Payroll

Learn how to generate and download W-2 Forms.

Payroll (Legacy) Taxes Auto-Registration Admin Course End of Year Quick Learn

Managing Payroll Report Settings

Learn how to change privacy settings for payroll reports.

Payroll (Legacy) 90 Days Admin Course Quick Learn Platform Settings Reports & Analytics

Updating Tax Jurisdictions Level of Service

Learn about the different levels of service and how to update a tax jurisdiction's level of service.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Updating Tax Rates and Deposit Schedules

Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Updating Company EIN

This course will walk through the steps of updating a company's EIN in the platform.

Payroll (Legacy) Company Profile Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Completing an Off Cycle Pay Run

This course will walk you through each step of completing an off cycle pay run.

Payroll (Legacy) 45 Days Running Payroll Admin Course Quick Learn

How to Adjust a Previous Pay Run

Learn how to void or adjust a paycheck.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn

How to Reset or Delete a Pay Run

This course will walk you through how to reset or delete a pay run.

Payroll (Legacy) 45 Days Running Payroll Auto-Registration Admin Course Quick Learn

Labor Groups Percentage Allocation

How to set percentage allocation per labor group.

Payroll (Legacy) Employee Management Admin Course Quick Learn Platform Settings

How to View Pay Runs

Learn about pay run statuses and how to view pay runs in the platform.

45 Days Running Payroll Auto-Registration Admin Course Quick Learn Payroll (New Experience)

Updating Tax Rates and Deposit Schedules

Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Updating Tax Jurisdictions Level of Service

Learn about the different levels of service and how to update a tax jurisdiction's level of service.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Updating Company EIN

This course will walk through the steps of updating a company's EIN in the platform.

Payroll (Legacy) Company Profile Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Work locations and Payroll

Let's review how work locations impact payroll.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Platform Settings Expert Series

Understanding Payroll Corrections

What is a Payroll Correction and how to avoid them.

Payroll (Legacy) Running Payroll Taxes Auto-Registration Admin Course Payroll and Banking Corrections Quick Learn Expert Series Updated Course December 2024

Understanding Off-Platform Payroll Corrections

What is an off-platform Payroll Correction and how to avoid them.

Payroll (Legacy) Running Payroll Taxes Auto-Registration Payroll & Tax Admin Course Payroll and Banking Corrections Quick Learn Expert Series Updated Course December 2024

How to Adjust a Previous Pay Run

Learn how to void or adjust a paycheck.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn

Updating Tax Rates and Deposit Schedules

Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Updating Tax Jurisdictions Level of Service

Learn about the different levels of service and how to update a tax jurisdiction's level of service.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Updating Company EIN

This course will walk through the steps of updating a company's EIN in the platform.

Payroll (Legacy) Company Profile Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Work locations and Payroll

Let's review how work locations impact payroll.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Platform Settings Expert Series

Understanding Off-Platform Payroll Corrections

What is an off-platform Payroll Correction and how to avoid them.

Payroll (Legacy) Running Payroll Taxes Auto-Registration Payroll & Tax Admin Course Payroll and Banking Corrections Quick Learn Expert Series Updated Course December 2024

How to Adjust a Previous Pay Run

Learn how to void or adjust a paycheck.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn

Understanding Payroll Corrections

What is a Payroll Correction and how to avoid them.

Payroll (Legacy) Running Payroll Taxes Auto-Registration Admin Course Payroll and Banking Corrections Quick Learn Expert Series Updated Course December 2024

Documents App 101

Introductory tour of the Documents app.

Documents 45 Days 45 DAYS Auto-Registration Admin Course Quick Learn Platform 101

Uploading Employee Documents

Learn how to upload documents to an employee profile.

Documents 45 Days 45 DAYS Employee Management Auto-Registration Admin Course Manager Course Quick Learn

Managing the Organization Chart

Learn how to setup and manage the org chart in the platform.

Directory Employee Management Admin Course Quick Learn Platform Settings

Bulk Request Information from Workers

Learn how to use the Bulk Information Request tool for requesting information from multiple workers.

Directory Employee Management Admin Course Quick Learn

Graphs & Charts in Business Intelligence

Learn how to navigate the graphs and charts available in the Business Intelligence app.

Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics

Product Knowledge Check: Basics

Gauge your understanding of the basics in the platform

Creating Custom Reports

These course will walk you through how to create and run Custom Reports.

Business Intelligence 45 Days 45 DAYS Admin Course Quick Learn Reports & Analytics

Navigating the Company Profile App

Learn about the different settings and features of the Company Profile app.

Company Profile 60 Days Admin Course Quick Learn Platform Settings

1099 Correction

What is a 1099 correction and why did you receive this charge.

Payroll (Legacy) Auto-Registration Admin Course End of Year Payroll and Banking Corrections Quick Learn

Hiring Agreement Setup

Learn how to create a Hiring Agreement template.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024 Updated Course

Creating Custom Fields

Learn how to create and utilize custom fields to automate employee data collection.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024

Sending a Change Letter

This course will go through the steps of sending a Change Letter to an employee.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn

Employee Handbook Setup

Learn how to create an employee handbook in this step-by-step training.

Hiring Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024 Updated Course

Product Knowledge Check: Hiring

Gauge your understanding of the Hiring app

Verifying an Employee's I-9

This course will walk you through how to verify an employee's I-9 documents in the platform.

Hiring Hiring & Onboarding Admin Course Manager Course Quick Learn April 2024 Updated Course

Offer Letter Setup

Learn how to create an offer letter template in this step-by-step training.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings April 2024 Updated Course

New Hire Onboarding

Learn how to setup a new employee account and complete the onboarding steps.

Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn

Creating a Change Letter

This course will walk you through how to create a Change Letter.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

Creating Custom Emails

Learn how to create and utilize custom emails.

Hiring 30 Days 30 DAYS Hiring & Onboarding Admin Course Quick Learn Platform Settings Updated Course August 2024

How to Hire a New Employee

Learn the steps for hiring a new employee.

HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn Updated Course August 2024

How to Terminate an Employee as an Administrator

Learn how to terminate an employee as an administrator and how benefits may be impacted for eligible employees.

HR Hiring 60 Days COBRA 45 days 60 DAYS Benefits Administration Employee Management Admin Course Quick Learn Updated Course August 2024

Registering Your Employee Account

Learn how to setup a existing employee account.

Hiring Personal Information Onboarding Employee Course Quick Learn Platform 101

Payroll Detail Report

Let's review how to utilize the payroll detail report.

Payroll (Legacy) Running Payroll Admin Course Quick Learn Reports & Analytics

How to Setup One-on-Ones

Learn how to setup individual one-on-ones from the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Creating a New Review

This course will take you through each step of creating a new review.

60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings Updated Course August 2024

How to Complete a Self Review

Learn how to complete an assigned self review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Setting Up Goals

Learn how to create, update, and manage goals in the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Review Question Response Types

Learn about the different types of question responses available when creating a review.

Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

Adding and Removing Reviewees to Recurring Reviews

Learn how to modify Reviewees to an existing review cycle.

Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

Goal Commenting

Learn how to view and post comments on Goals.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Creating a Review from a Template

This course will take you through creating a review from a template.

60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

Updating Goal Email Notifications

Learn how to update your notification preferences on Performance Management related emails.

Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

How to Delete Reviews

Learn how to delete a performance review.

60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings Updated Course August 2024

Managing Reviewers

Learn how to add and remove Reviewers from a performance review.

60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

Creating a Review for Contingent Workers

Learn how to create a performance review for contingent workers.

Contingent Workers Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings

How to Complete a Peer Review

This course will take you through each step of completing an assigned peer review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Performance Management 101

This course provides an overview of the Performance Management app.

45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 NEW Course Updated Course January 2025

Review Rating Scale

This course will take you through applying custom ratings to the review template.

60 Days 60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings Updated Course August 2024

Learn about the different types of Goals available in the Performance Management app.

Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Goals Status Report

Learn how to download a Status Report of goals.

Admin Course Performance Management Manager Course Quick Learn Employee Engagement Reports & Analytics

How to Manage Schedules

This course will take you through the basics of adding, managing, and editing shifts.

Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn

How to Manage and Approve Time Off

Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.

Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

Setting Up Recurring Shifts

Learn how to set up, edit, and publish recurring shifts to a schedule.

Scheduling 30 Days 30 DAYS 30 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

How to Hire a New Employee

Learn the steps for hiring a new employee.

HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn Updated Course August 2024

How to Rehire an Employee

Learn how to rehire a terminated employee.

Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn

How to Terminate an Employee as a Manager

Learn how to terminate an employee as a manager.

Hiring 45 Days 45 days Employee Management Manager Course Quick Learn

Creating a Change Letter

This course will walk you through how to create a Change Letter.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

Sending a Change Letter

This course will go through the steps of sending a Change Letter to an employee.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn

Requesting and Viewing Your Time Off

Learn how to view your time off and enter your requests in this step-by-step training.

Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

Graphs & Charts in Business Intelligence

Learn how to navigate the graphs and charts available in the Business Intelligence app.

Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics

How to Download Scheduling Reports

Learn about the Scheduling Conformance Report.

Scheduling 90 Days 60 days Admin Course Quick Learn Reports & Analytics

Reviewing and Approving Time & Attendance

Learn how to review, edit, and approve timesheets.

Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

Time & Attendance Notes

Learn how to enable and use Notes when editing a time sheet in Time & Attendance.

Time & Attendance 45 Days 30 days 45 DAYS Admin Course Manager Course Quick Learn Platform Settings Time Tracking & Requests

Platform 101: Manager

Let's review the manager dashboard with this introductory tour.

15 Days Manager Course Quick Learn Platform 101

Graphs & Charts in Business Intelligence

Learn how to navigate the graphs and charts available in the Business Intelligence app.

Business Intelligence 45 Days 45 DAYS 60 days Admin Course Quick Learn Reports & Analytics

How to Download Scheduling Reports

Learn about the Scheduling Conformance Report.

Scheduling 90 Days 60 days Admin Course Quick Learn Reports & Analytics

How to Complete a Self Review

Learn how to complete an assigned self review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Platform 101: Manager

Let's review the manager dashboard with this introductory tour.

15 Days Manager Course Quick Learn Platform 101

Reviewing and Approving Time & Attendance

Learn how to review, edit, and approve timesheets.

Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

Time & Attendance Notes

Learn how to enable and use Notes when editing a time sheet in Time & Attendance.

Time & Attendance 45 Days 30 days 45 DAYS Admin Course Manager Course Quick Learn Platform Settings Time Tracking & Requests

Sending a Change Letter

This course will go through the steps of sending a Change Letter to an employee.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn

Goal Commenting

Learn how to view and post comments on Goals.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Performance Management 101

This course provides an overview of the Performance Management app.

45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 NEW Course Updated Course January 2025

How to Delete Reviews

Learn how to delete a performance review.

60 DAYS Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform Settings Updated Course August 2024

How to Manage and Approve Time Off

Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.

Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

Setting Up Recurring Shifts

Learn how to set up, edit, and publish recurring shifts to a schedule.

Scheduling 30 Days 30 DAYS 30 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

How to Complete a Peer Review

This course will take you through each step of completing an assigned peer review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Requesting and Viewing Your Time Off

Learn how to view your time off and enter your requests in this step-by-step training.

Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Manage Schedules

This course will take you through the basics of adding, managing, and editing shifts.

Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn

How to Setup One-on-Ones

Learn how to setup individual one-on-ones from the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Setting Up Goals

Learn how to create, update, and manage goals in the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

How to Terminate an Employee as a Manager

Learn how to terminate an employee as a manager.

Hiring 45 Days 45 days Employee Management Manager Course Quick Learn

How to Hire a New Employee

Learn the steps for hiring a new employee.

HR Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn Updated Course August 2024

How to Rehire an Employee

Learn how to rehire a terminated employee.

Hiring 60 Days 45 days 60 DAYS Hiring & Onboarding Admin Course Manager Course Quick Learn

Creating a Change Letter

This course will walk you through how to create a Change Letter.

Hiring 90 Days 45 days Employee Management Admin Course Manager Course Quick Learn Platform Settings

What to Expect with your First Pay Run

Learn about pay run status, editing pay runs, and processing pay runs.

Payroll (Legacy) 30 Days Running Payroll Auto-Registration Admin Course Quick Learn

How to Run Payroll

Learn how to approve a pay run.

Payroll (Legacy) 45 Days Running Payroll Auto-Registration Admin Course Quick Learn

Adding a Bonus to a Scheduled Pay Run

Learn how to add a bonus to a scheduled pay run.

45 Days Running Payroll Admin Course End of Year Quick Learn Payroll (New Experience)

Introduction to Payroll Reports

Learn about the different Payroll Reports available in the Payroll app.

Payroll (Legacy) 90 Days Admin Course Quick Learn Reports & Analytics

How to Add Reported Tips to a Pay Run

Learn the step-by-step process for adding tips to an employee's pay run.

Running Payroll Admin Course Quick Learn Payroll (New Experience)

Garnishments in Payroll

Learn how to add and manage garnishments in payroll.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn Platform Settings Reports & Analytics

How to Run Payroll

Learn how to approve a pay run.

Payroll (Legacy) 45 Days Running Payroll Auto-Registration Admin Course Quick Learn

Introduction to Project Codes

Learn how to setup and manage Project Codes in the platform.

Payroll (Legacy) Hiring Time & Attendance Employee Management Running Payroll Admin Course Quick Learn Platform Settings

Introduction to Multiple Pay Rates

Learn how to setup Multiple Pay Rates and add them in Payroll.

Payroll (Legacy) 15 Days Admin Course Quick Learn Platform Settings

Bulk Edit Employee Earnings

This course will walk you through bulk editing employee earnings in a pay run.

45 Days Running Payroll Admin Course Quick Learn Payroll (New Experience)

Managing Templates and Settings in the Payroll App

This course will go over how to manage template and settings for TriNet Payroll

15 Days Admin Course Quick Learn Platform Settings Payroll (New Experience)

How to Reset or Delete a Pay Run

This course will walk you through how to reset or delete a pay run.

Payroll (Legacy) 45 Days Running Payroll Auto-Registration Admin Course Quick Learn

Labor Groups Percentage Allocation

How to set percentage allocation per labor group.

Payroll (Legacy) Employee Management Admin Course Quick Learn Platform Settings

General Ledger Setup

Learn how to setup General Ledger and export data.

Payroll (Legacy) 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations

Introduction to Labor Distribution

Learn how to setup Labor Distribution groups and add them to payroll.

Payroll (Legacy) 15 Days Admin Course Quick Learn Platform Settings

How to Import 401k Data

Learn how to import 401k data to your account.

Payroll (Legacy) 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations

How to Adjust a Previous Pay Run

Learn how to void or adjust a paycheck.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn

How to View Employee Pay Stubs

Learn how to access, sort, and download employee pay stubs.

Payroll (Legacy) 30 Days Employee Management Admin Course Quick Learn Reports & Analytics April 2024 Updated Course

Managing Payroll Report Settings

Learn how to change privacy settings for payroll reports.

Payroll (Legacy) 90 Days Admin Course Quick Learn Platform Settings Reports & Analytics

Getting Started with Payroll

This course covers the initial setup of Payroll.

Payroll (Legacy) 15 Days Admin Course Platform Onboarding

What to Expect with your First Pay Run

Learn about pay run status, editing pay runs, and processing pay runs.

Payroll (Legacy) 30 Days Running Payroll Auto-Registration Admin Course Quick Learn

How to View Personal Pay Stubs

Learn how to access, view, and download copies of your pay stubs.

Payroll (Legacy) 30 Days Employee Course Quick Learn Pay Stubs Updated Course July 2024

How to Run Payroll for Contingent Workers

Learn how to pay Contingent Workers from the Payroll app.

Payroll (Legacy) Contingent Workers 45 Days Running Payroll Admin Course Quick Learn

How to View Pay Runs

Learn about pay run statuses and how to view pay runs in the platform.

45 Days Running Payroll Auto-Registration Admin Course Quick Learn Payroll (New Experience)

General Ledger 101

What is General Ledger and how to use the tool.

Payroll (Legacy) 60 Days Admin Course Quick Learn Platform 101 General Ledger & Accounting Integrations

How to Export 401k Data

Learn how to export 401k data from your account.

Payroll (Legacy) 60 Days Admin Course Quick Learn General Ledger & Accounting Integrations

Mapping Accounting Integrations

Learn how to sync your accounting software and map your chart of accounts.

Payroll (Legacy) 15 Days Admin Course Quick Learn General Ledger & Accounting Integrations

Completing an Off Cycle Pay Run

This course will walk you through each step of completing an off cycle pay run.

Payroll (Legacy) 45 Days Running Payroll Admin Course Quick Learn

Completing an Off Cycle Bonus Pay Run

This course will walk you through each step of completing an off cycle bonus pay run.

Payroll (Legacy) 45 Days Running Payroll Admin Course End of Year Quick Learn

Requesting and Viewing Your Time Off

Learn how to view your time off and enter your requests in this step-by-step training.

Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

Setting Up Blackout Dates

Learn how to access, edit, and update your time off policies to reflect blackout dates.

Time Off 30 Days 30 DAYS Admin Course Quick Learn Platform Settings

Creating a Leave of Absence Policy

Learn how to create an LOA policy in the Time Off app.

Time Off Admin Course Quick Learn Platform Settings

Reporting an Employee's Leave of Absence

This course will walk you through assigning an employee to a LOA.

Time Off Employee Management Admin Course Quick Learn Time Tracking & Requests

How to Manage and Approve Time Off

Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.

Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

Requesting and Viewing Your Time Off

Learn how to view your time off and enter your requests in this step-by-step training.

Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Setup One-on-Ones

Learn how to setup individual one-on-ones from the Performance Management app.

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

This course will go over how to enter your total hours worked in the mobile app.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

How to Track Time: Clocking In/Out

Learn how to clock in/out using the Time & Attendance app.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Track Time: Self Reporting In/Out Times

Learn how to record time using self-reporting in/out times.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Track Time: Self Reporting Total Hours

Learn how to record time using self-reporting total hours.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

Clocking In and Out - Mobile App

Learn how to use the Mobile app for clocking in and out in real time.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

Entering In and Out Times - Mobile App

Learn how to enter your start and end times worked in the mobile app.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

Performance Management 101

This course provides an overview of the Performance Management app.

45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 NEW Course Updated Course January 2025

How to Complete a Self Review

Learn how to complete an assigned self review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

How to Complete a Peer Review

This course will take you through each step of completing an assigned peer review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Goal Commenting

Learn how to view and post comments on Goals.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement

Setting Up Goals

Learn how to create, update, and manage goals in the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Platform 101: Employee

Let's review the employee dashboard with this introductory tour.

15 Days Employee Course Quick Learn Platform 101

New Hire Onboarding

Learn how to setup a new employee account and complete the onboarding steps.

Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn

How to Access 1099 Tax Forms

A walk through of how to access end of year tax documents.

Payroll (Legacy) Personal Information Contingent Workers Taxes Employee Course End of Year Quick Learn

How to Access W-2 Tax Forms

A walk through of how to access end of year tax documents.

Payroll (Legacy) Personal Information Taxes Employee Course End of Year Quick Learn

How to Update my Personal Information

Learn how to update your personal details in the Personal Information app.

Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn

How to Update my Bank Information

Learn how to update your bank account details in the Personal Information app.

Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn

How to Update my Tax Information

Learn how to update your tax withholdings.

Payroll (Legacy) Personal Information 30 Days 30 DAYS 30 days Taxes Payroll & Tax App Training Employee Course Quick Learn Updated Course January 2025

How to Access my Employee Documents

Learn how to manage your documents in the Personal Information App.

Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn

Exporting Schedules to a Third Party Calendar

Learn how to export a calendar from the Scheduling app.

Scheduling Employee Management Admin Course Quick Learn Platform Settings

Reporting an Employee's Leave of Absence

This course will walk you through assigning an employee to a LOA.

Time Off Employee Management Admin Course Quick Learn Time Tracking & Requests

How to Manage Schedules

This course will take you through the basics of adding, managing, and editing shifts.

Scheduling 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn

Creating a Leave of Absence Policy

Learn how to create an LOA policy in the Time Off app.

Time Off Admin Course Quick Learn Platform Settings

Time & Attendance Settings

Learn how to adjust the settings in Time & Attendance.

Time & Attendance 60 Days 60 DAYS Admin Course Quick Learn Platform Settings

Product Knowledge Check: Time Off

Gauge your understanding of the Time Off app

How to Manage and Approve Time Off

Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.

Time Off 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

Creating a Time Off Policy

Learn how to create a time off policy in TriNet, including configuring PTO types, rules, holidays, employee assignments, and balance imports.

Time Off 30 Days 30 DAYS Admin Course Quick Learn Platform Settings

Product Knowledge Check: Time & Attendance

Gauge your understanding of the Time & Attendance app

Reviewing and Approving Time & Attendance

Learn how to review, edit, and approve timesheets.

Time & Attendance 45 Days 30 days 45 DAYS Employee Management Admin Course Manager Course Quick Learn Time Tracking & Requests

Work locations and Payroll

Let's review how work locations impact payroll.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Platform Settings Expert Series

Updating Tax Rates and Deposit Schedules

Learn how to update a tax jurisdiction's tax rate and deposit schedules in the Payroll app.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

How to Access my Employee Documents

Learn how to manage your documents in the Personal Information App.

Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn

Requesting and Viewing Your Time Off

Learn how to view your time off and enter your requests in this step-by-step training.

Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Update my Personal Information

Learn how to update your personal details in the Personal Information app.

Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn

How to Track Time: Self Reporting In/Out Times

Learn how to record time using self-reporting in/out times.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Track Time: Self Reporting Total Hours

Learn how to record time using self-reporting total hours.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

Platform 101: Employee

Let's review the employee dashboard with this introductory tour.

15 Days Employee Course Quick Learn Platform 101

Clocking In and Out - Mobile App

Learn how to use the Mobile app for clocking in and out in real time.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

New Hire Onboarding

Learn how to setup a new employee account and complete the onboarding steps.

Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn

Entering In and Out Times - Mobile App

Learn how to enter your start and end times worked in the mobile app.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

How to Update my Bank Information

Learn how to update your bank account details in the Personal Information app.

Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn

Entering Total Hours Worked - Mobile App

This course will go over how to enter your total hours worked in the mobile app.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

How to Update my Tax Information

Learn how to update your tax withholdings.

Payroll (Legacy) Personal Information 30 Days 30 DAYS 30 days Taxes Payroll & Tax App Training Employee Course Quick Learn Updated Course January 2025

How to Access W-2 Tax Forms

A walk through of how to access end of year tax documents.

Payroll (Legacy) Personal Information Taxes Employee Course End of Year Quick Learn

How to Access 1099 Tax Forms

A walk through of how to access end of year tax documents.

Payroll (Legacy) Personal Information Contingent Workers Taxes Employee Course End of Year Quick Learn

Updating People Hub Email Notifications

Learn how to update your notification preference on People Hub related emails.

People Hub Admin Course Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Engagement App 101

Introductory tour of the Engagement app.

Admin Course Quick Learn Employee Engagement Platform 101 Engagement

Managing the People Hub

Learn about the different People Hub Settings and how to manage posts.

People Hub Admin Course Quick Learn Employee Engagement Platform Settings

Editing Benefits Administrator Permissions

Learn about the different permissions and how to update them for a Benefits admin.

Company Profile 60 Days Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Client Admin

How to Correct an Employee's Insurance Plan

Learn how to correct an employee's insurance plan in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

Introduction to Open Enrollment

Learn about setting up and running a renewal through the platform.

Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment

How to Generate and Sign the Summary Plan Description

Learn how to generate and sign the Summary Plan Description.

Compliance Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment

Carrier Fulfillment 101

Understand what Carrier Fulfillment is and the types of benefits events supported.

Fulfillment Benefits Administration Admin Course Broker Course Quick Learn Platform 101

Open Enrollment Reports

Learn about the different open enrollment reports available for download.

Benefits Administration Admin Course Broker Course Quick Learn Reports & Analytics Renewal/Open Enrollment

How to Select a COBRA Administrator

Learn how to set your COBRA Administrator.

COBRA Benefits Administration Admin Course Broker Course Quick Learn Platform Settings April 2024 Updated Course

How To Change Open Enrollment Deadline

Learn how to change the open enrollment deadline in the platform.

Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment

How to Correct an Employee's Insurance Coverage

Learn how to correct an employee's insurance coverage in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

Updating an Employee's Enrollment Period

Learn how to create, change, and cancel ongoing employee enrollments.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

Viewing and Updating Employee Benefits Enrollments

Learn how to view and update employee benefits enrollments in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn

How to Send Employee Enrollment Forms

Learn how to send employee enrollment forms from carrier fulfillment tasks.

Fulfillment Benefits Administration Admin Course Broker Course Quick Learn

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

Benefits Administration Admin Course Broker Course Quick Learn Platform Settings Renewal/Open Enrollment

How to Correct an Insurance Event Effective Date

Learn how to correct an employee's insurance enrollment effective date in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

How to Terminate an Employee as an Administrator

Learn how to terminate an employee as an administrator and how benefits may be impacted for eligible employees.

HR Hiring 60 Days COBRA 45 days 60 DAYS Benefits Administration Employee Management Admin Course Quick Learn Updated Course August 2024

Managing Open Enrollment Progress

Learn about the tools to help you stay on top of employee open enrollment progress during renewal.

Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment

Benefits Administration App 101

Introductory tour of the Benefits Administration app

Benefits Administration Admin Course Broker Course Quick Learn Platform 101 Updated Course August 2024

How to Use the Benefits Preview Link

Learn about the Benefits Preview Link and how to use it.

Hiring & Onboarding Benefits Administration Admin Course Broker Course Quick Learn

Understanding Employee Eligibility

Learn how to determine employee eligibility and how to correct it when needed.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Renewal/Open Enrollment Updated Course August 2024

How to Correct a Dependent's Insurance Coverage

Learn how to correct a dependent's insurance enrollment in the platform.

Benefits Administration Employee Enrollments Admin Course Broker Course Quick Learn Platform Settings

Navigating the Benefits Administration App

Let's walk through the different features and tools available in the Benefits Administration app.

Benefits Administration Admin Course Broker Course Quick Learn Platform 101

Understanding the Task Manager & Fulfillment Tasks

Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!

Fulfillment Benefits Administration Admin Course Broker Course Quick Learn

How to Use the Quoting Tool

Learn how to use the Quoting Tool to shop for small group benefits plans.

Benefits Administration Admin Course Broker Course Quick Learn Quoting Tool

How to Send Open Enrollment Reminders

A step-by-step guide on how to send reminders to employees to complete open enrollment.

Benefits Administration Admin Course Broker Course Quick Learn Renewal/Open Enrollment

Updating Tax Jurisdictions Level of Service

Learn about the different levels of service and how to update a tax jurisdiction's level of service.

Payroll (Legacy) Taxes Auto-Registration Admin Course Quick Learn Platform Settings

Documents App 101

Introductory tour of the Documents app.

Documents 45 Days 45 DAYS Auto-Registration Admin Course Quick Learn Platform 101

How to Access my Employee Documents

Learn how to manage your documents in the Personal Information App.

Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn

Uploading Employee Documents

Learn how to upload documents to an employee profile.

Documents 45 Days 45 DAYS Employee Management Auto-Registration Admin Course Manager Course Quick Learn

Garnishments in Payroll

Learn how to add and manage garnishments in payroll.

Payroll (Legacy) Running Payroll Auto-Registration Admin Course Quick Learn Platform Settings Reports & Analytics

Clocking In and Out - Mobile App

Learn how to use the Mobile app for clocking in and out in real time.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

Entering In and Out Times - Mobile App

Learn how to enter your start and end times worked in the mobile app.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

Entering Total Hours Worked - Mobile App

This course will go over how to enter your total hours worked in the mobile app.

Time & Attendance 45 DAYS Employee Course Quick Learn Time Tracking & Requests Mobile App

Goal Commenting

Learn how to view and post comments on Goals.

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

A walk through of how to access end of year tax documents.

Payroll (Legacy) Personal Information Taxes Employee Course End of Year Quick Learn

How to Access 1099 Tax Forms

A walk through of how to access end of year tax documents.

Payroll (Legacy) Personal Information Contingent Workers Taxes Employee Course End of Year Quick Learn

How to Update my Bank Information

Learn how to update your bank account details in the Personal Information app.

Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn

Platform 101: Employee

Let's review the employee dashboard with this introductory tour.

15 Days Employee Course Quick Learn Platform 101

New Hire Onboarding

Learn how to setup a new employee account and complete the onboarding steps.

Hiring Personal Information Onboarding 30 Days 30 DAYS 30 days Hiring & Onboarding Employee Course Quick Learn

How to Access my Employee Documents

Learn how to manage your documents in the Personal Information App.

Personal Information 30 Days 30 DAYS 30 days Employee Management Auto-Registration Employee Course Quick Learn

How to Update my Personal Information

Learn how to update your personal details in the Personal Information app.

Personal Information 30 Days 30 DAYS 30 days Employee Course Quick Learn

How to Update my Tax Information

Learn how to update your tax withholdings.

Payroll (Legacy) Personal Information 30 Days 30 DAYS 30 days Taxes Payroll & Tax App Training Employee Course Quick Learn Updated Course January 2025

Requesting and Viewing Your Time Off

Learn how to view your time off and enter your requests in this step-by-step training.

Time Off 45 Days 30 days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Track Time: Self Reporting In/Out Times

Learn how to record time using self-reporting in/out times.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

Performance Management 101

This course provides an overview of the Performance Management app.

45 Days 45 DAYS 45 days Admin Course Performance Management Manager Course Quick Learn Employee Engagement Platform 101 NEW Course Updated Course January 2025

How to Complete a Self Review

Learn how to complete an assigned self review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

How to Track Time: Self Reporting Total Hours

Learn how to record time using self-reporting total hours.

Time & Attendance Time Tracking 30 Days 45 DAYS Employee Course Quick Learn Time Tracking & Requests

How to Complete a Peer Review

This course will take you through each step of completing an assigned peer review.

60 Days 60 DAYS 60 days Performance Management Manager Course Employee Course Quick Learn Employee Engagement

How to Setup One-on-Ones

Learn how to setup individual one-on-ones from the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Setting Up Goals

Learn how to create, update, and manage goals in the Performance Management app.

60 Days 60 DAYS 60 days Admin Course Performance Management Manager Course Employee Course Quick Learn Employee Engagement Platform Settings

Generating W-2s in Payroll

Learn how to generate and download W-2 Forms.

Payroll (Legacy) Taxes Auto-Registration Admin Course End of Year Quick Learn

W-2 Preview Report

Let's review the W-2 preview report.

Payroll (Legacy) Taxes Auto-Registration Admin Course End of Year Reports & Analytics Expert Series

Product Knowledge Check: Payroll

Gauge your understanding of the Payroll app

Product Knowledge Check: Basics

Gauge your understanding of the basics in the platform

Product Knowledge Check: Hiring

Gauge your understanding of the Hiring app

Product Knowledge Check: Time Off

Gauge your understanding of the Time Off app

Product Knowledge Check: Time & Attendance

Gauge your understanding of the Time & Attendance app