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.
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Workday Adaptive Planning
Score7.8 out of 10
Mid-Size Companies (51-1,000 employees)
Workday Adaptive Planning streamlines planning workflows, using AI and real-time data integration to improve collaboration and provide predictive forecasts for better strategic analysis.
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.
It's well suited to any business where you have defined inputs, a layer of structured calculations and a defined output. In other words, any business situation! We use it in a law firm setting where it enables us to import staff plans, assign targets to each individual, thereby generating a revenue forecast linked to business capacity. From there, global assumptions determine staff and direct costs, with the user overlaying discretionary costs to arrive at a final P&L forecast. This is then summarised using the reporting and dashboarding layer to provide outputs to senior leaders for sign off.
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
It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform
It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product
It can be integrated with any system including ERP, BI or CRM
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
Expense reporting aspects are repetitive and hard to fully optimize.
Finance tracking is limited to basic reports with multiple levels or drill-down...hard to fully grasp without exporting data and massaging in something else (like Excel).
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
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
For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
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
It is an easy transition for Excel users, with more built-in analytical tools and no need to build formulas. It also has built-in reporting and integration with Microsoft Office products such as Excel and PowerPoint. For non-Finance users, there's an initial learning curve to get used to the tool.
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 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
There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
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
All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
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
Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
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
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
This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
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
They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
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
Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
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
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
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
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
We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
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.
It's facilitated a better financial literacy and management by the non-financial managers in the company, giving them a much better ability to see what they're spending, control it, and plan better in the future.
It's hard to quantify the ease of model and version management, but we could never do what we're doing now with our current staff. It would take a small army to replicate anything close to what Adaptive pulls off using Excel, if it's even 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
