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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WorkflowMax
Score8 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
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.
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
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
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
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
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
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. TR verified that a representative sample of customers was invited. 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
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 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
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
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
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
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
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
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
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.
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
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
