Guideline headquartered in San Mateo offers a cloud-based 401k management software for businesses priced on a per employee basis.
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TriNet
Score8 out of 10
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TriNet provides small and medium size businesses (SMBs) with full-service HR and payroll solutions tailored by industry. TriNet also offers specialized services through client access to HR representatives for advice and notifications on impactful regulatory changes.
I believe that the only thing more broken than Guideline's product is their customer support. From initial contribution dates to the disastrous account closure that cost us personally thousands of dollars, this has been by far the worst SaaS and customer experience I've ever had in my career. If only 1) Guideline's product or 2) customer support had individually been broken, we would not have ended up in this state. I sent dozens and dozens of emails inquiring about oddities I was seeing in the product, but Guideline's reps only gave more conflicting and what ended up being grossly inaccurate feedback and status updates. I hope this review reaches anyone who is thinking of closing their Guideline account. Be extremely wary of what Guideline says and does in the account closure process and exact for detailed and exact timelines (you'll have to follow up many times...). For those of you who haven't yet selected a 401k provider, I'd recommend staying as far away from Guideline as possible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I truly believe TriNet is the best PEO out there. Our specialist, [...], was top notch and always made me feel special. I appreciate all the features available, not just for my employees but for me, as an HR specialist. The benefits I am now able to offer is why we joined but all the features and ease of use is what will keep us clients moving forward. My only issue was feeling a bit rushed through training. I was told I would get written procedures but they were pretty antiquated.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Customer support is great when working with Amy Hoffman. She's always very quick to respond and helpful. I'd say she's the thing that makes me want to stay with TriNet the most.
The webinars are very helpful. I utilize those frequently and our CFO has signed up for some as well.
The expense management system has been very helpful. There are a couple issues with it, but it's leaps better than what the company was doing before this system through TriNet.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I feel that the customer support was abysmal - In my experience, we were consistently given conflicting advice and statuses as we closed our account with Guideline. Despite many, many follow-ups attempting to clarify our current status and remaining steps to close the account, Guideline's reps continued to provide, I believe, misleading and inaccurate steps. This cost us thousands and thousands of dollars given Guideline was not able to appropriately pull the funds before closing the account.
Guideline's integrations - I believe there is clearly a broken pipeline between Guideline and Rippling. In my experience, contributions were not funded as expected when we first opened the account, and when we closed our account, there was no communication between Guideline and Rippling. Guideline continued to expect contributions into perpetuity despite closure of the account
I feel that Guideline's product itself is just broken in critical places - most importantly, statuses of contributions were reflected incorrectly in the software (Guideline thought funds were transferred, but they were not and Guideline never attempted to pull the funds from our bank). This, combined with the terrible customer support, cost us thousands and thousands of dollars after we closed our account. There are many absolutely critical features that are broken -> to give just one of many examples, it was not possible to update the bank account information and no error message was thrown. I was told that our account ended up in an exceptional state given our last payroll contribution date and account closure, but these seem like very basic things a 401k provider has to get right if there are going to manage people's money.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
e are currently seeing a massive shift in HR tech, with rapid strides being made in the integration of AI and Machine Learning models. These advancements allow for:Predictive analytics for workforce planning.Automated, intelligent chatbots for instant employee support.Smart data synthesis that provides actionable insights rather than just raw numbers.TriNet appears to be lagging in these areas, missing opportunities to leverage AI to reduce administrative overhead and improve data accuracy
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The platform is highly intuitive and user-friendly, making it easy to navigate for both admins and employees when handling everyday tasks like payroll processing, benefits enrollment, and HR reporting. The flexibility in HR and payroll features does not require a need for extensive training. The mobile app stands out as amazing, with a great interface that enables quick access to employee related items
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
We had an issue with application errors - took TriNet 5 months to fix it, mean while we had someone manually tracking and keeping up with many requests and questions about the application error which affected time off. When we were all registering for Benefits during open enrollment there were lots of bugs that caused issues with registering for benefits or being able to see what benefits were available
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
For the most part pages load quickly. Working for a software company we understand performance is everything, even a few seconds delay can feel like a lifetime, that being said, we ran into a few times where pages didn't load, information didn't load correctly, and an influx in users (like open enrollment) cause things to slow down
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The few questions that we've had have been answered quickly and helpfully. The implementation was a breeze and the onboarding contacts were really helpful. There was some stuff I had to learn about 401(k)s in making the decision to implement Guideline, but the Guideline team was helpful in pointing me in the right direction.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support overall is very good. There seems to be a good number of customer support staff and they are knowledgeable and pleasant to deal with and it almost all cases are able to resolve the question or issue very quickly. My only complaint would be having to wait in some cases as I'm based in the UK and the correct department may not be open 24 hours.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
it's been awhile, but I recall them being helpful. I got through a lot of it and when I needed help, they can walk me through it over the phone. It's also pretty user friendly in general at a platform. I don't really know what else to type, but they came and helped me in person and also when there was something new, they came and talked to me. They have not done that since with the new model that I hate
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Since this was already implemented. I have another employee briefly train me. Then Trinet rep gave me some training as needed for things that came up. For one payroll preview report I figured it could be done, but I had asked the rep to be sure. One important training was when there was an employee leaving the company.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
not applicable as I implementation was done 5 years ago and have no recollection of the details of the process. Above it says to skip question if not involved in the process but it will not allow me to skip it as it states explanation requitred thus making this process extremely frustrating.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We selected Guideline due to their relationship with Gusto, our payroll service. However, we did review alternative options for our 401k program and found them very competitive as to price and quality. We were thinking about going with one of the bigger companies like Schwab, E*TRADE, Ally, etc., but found Guideline to be the best choice for us based on price and ease of use.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I liked Rippling's software better than TriNet. However, the pricing on employee benefits was through the roof, and they don't offer many selections/options. If it was a software only decision, I would go with Rippling (the 2.0 version of Zenefits which TriNet offers). However, the software isn't a major need, compared to smooth payroll and benefits that I get from TriNet (and great service). I'm happy at TriNet long term as long as the health insurance rates aren't exhorbinant.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
We are a small company, do we use it across departments and sites? Yes, we are all remote working, so there are as many sites as there are people. We also have our entire staff using TriNet, so every department from Accounting, Admin, HR, Development, QA, and Management are all using this. Can't say for sure how great the scalability is as we are only about 30 employees
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Stay within HR Compliance - when the new laws about Salary change came into effect I received an email on impacted employees and how to address.
More involvement in employee benefits. With greater benefit selection more employees were able to find plans that suited their needs.
The TimeClock took a little time to get used to. It is still a little frustrating at times for hourly employees to be able to track how many hours they actually have for the week/pay-period. The off the clock meals count towards "hours" and employees have to subtract that out to be able to see what they need for the rest of the week.
