Admin Essentials
Time Off Requirements
Learn about the different time off policy requirements.
FREE
2 min
Time Off Common Themes
Learn about different types of time off and common themes to consider.
FREE
4 min
Time Off Policy Considerations
Learn what to consider before building a PTO policy like who should be offered PTO and how much to offer.
FREE
3 min
Offer Letter Setup
Learn how to create an offer letter template in this step-by-step training.
FREE
4 min
Welcome Letter Setup
Learn how to create a welcome letter template in this step-by-step training.
FREE
4 min
Hiring Agreement Setup
Learn how to create a Hiring Agreement template.
FREE
3 min
Setting up Background Checks using DISA Global Solutions
Learn how to setup background checks with DISA Global Solutions
FREE
3 min
Non-Exempt Notice Setup
Learn how to setup non-exempt notices in this step-by-step training.
FREE
5 min
Setting Up Optional Onboarding Questions
Learn how to enable/disable optional onboarding questions in the Hiring app.
FREE
1 min
Creating Custom Emails
Learn how to create and utilize custom emails.
FREE
6 min
Creating Custom Fields
Learn how to create and utilize custom fields to automate employee data collection.
FREE
3 min
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.
FREE
19 min
Setting Up Blackout Dates
Learn how to access, edit, and update your time off policies to reflect blackout dates.
FREE
3 min
Getting Started with Time & Attendance
This course covers the initial setup of Time & Attendance.
FREE
7 min
Setting Up Recurring Shifts
Learn how to set up, edit, and publish recurring shifts to a schedule.
FREE
3 min
How to Manage and Approve Time Off
Learn how to view PTO policies, employee PTO balances, and how to approve employee time off requests.
FREE
5 min
Requesting and Viewing Your Time Off
Learn how to view your time off and enter your requests in this step-by-step training.
FREE
6 min
Time & Attendance Notes
Learn how to enable and use Notes when editing a time sheet in Time & Attendance.
FREE
5 min
How to Manage Schedules
This course will take you through the basics of adding, managing, and editing shifts.
FREE
8 min
Reviewing and Approving Time & Attendance
Learn how to review, edit, and approve timesheets.
FREE
9 min
Graphs & Charts in Business Intelligence
Learn how to navigate the graphs and charts available in the Business Intelligence app.
FREE
4 min
Creating Custom Reports
These course will walk you through how to create and run Custom Reports.
FREE
8 min
Documents App 101
Introductory tour of the Documents app.
FREE
3 min
Uploading Employee Documents
Learn how to upload documents to an employee profile.
FREE
2 min
How to Hire a New Employee
Learn the steps for hiring a new employee.
FREE
4 min
How to Rehire an Employee
Learn how to rehire a terminated employee.
FREE
2 min
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.
FREE
6 min
Time & Attendance Settings
Learn how to adjust the settings in Time & Attendance.
FREE
3 min
Managing Work Locations, Departments & Positions
Learn how to add, remove, and edit various company settings.
FREE
3 min
Creating a Change Letter
This course will walk you through how to create a Change Letter.
FREE
2 min
Sending a Change Letter
This course will go through the steps of sending a Change Letter to an employee.
FREE
2 min
How to Download Scheduling Reports
Learn about the Scheduling Conformance Report.
FREE
1 min
Admin Basics Certification
Show off your tech mastery by becoming certified
FREE
Managing the Organization Chart
Learn how to setup and manage the org chart in the platform.
FREE
4 min
Creating a Leave of Absence Policy
Learn how to create an LOA policy in the Time Off app.
FREE
8 min
Reporting an Employee's Leave of Absence
This course will walk you through assigning an employee to a LOA.
FREE
5 min
Introduction to Project Codes
Learn how to setup and manage Project Codes in the platform.
FREE
9 min
Verifying an Employee's I-9
This course will walk you through how to verify an employee's I-9 documents in the platform.
FREE
4 min
Recording a Completed I-9
Learn how to record an employee's already completed I-9.
FREE
2 min
