First year use by long time CFO
September 21, 2018

First year use by long time CFO

Walter Tendler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with TriNet

Whole organization for payroll, medical benefits, and HR.
  • Medical Insurance - as a smaller company with 15 employees we cannot command any pricing power in the health insurance market. TriNet makes it possible for us to offer better plans at a lower premium because we are part of a large group.
  • Online communication with employees: From day 1 the employee gets direct contact with TriNet online and can handle most of their own issue. In a tech company like ours, that is expected by the younger employees (really most employees).
  • HR checklist: When an employee is hired TriNet forces us to gather I-9 data, social security number, address, contact info etc. from day one. Nothing is left open.
  • The service is a bit expensive but that is relative to what it would cost us to do the things in-house or with another vendor.
  • The reporting is OK but traditionally CFOs like easy access to YTD payroll registers to tie out wages. TriNet does not give us access to the quarterly Federal and State filings (941s) because that is done as part of a larger group. In some cases the reporting could be a bit easier to understand. In the menu now there are about 18 choices and not all of them are used or useful. They should take a hard look at who uses what on a regular basis and narrow down the choices to prevent information overload.
Things do not always work perfectly and I have run into scenarios where I need help (leave of absence with partial pay or no pay for injury, maternity or paternity). I have always been able to get help with things when I need it on a timely basis. I have also needed to get an employee their health benefits card quickly and TriNet made that possible.
The platform takes a little training but once a user has done it a few times, it is fairly intuitive in terms of navigation. Also, TriNet makes sure you get early warning about things that need action through both messages on the platform and advance email.
  • Takes the place of a part time HR person.
  • Much more efficient to hire and terminate employees and to maintain HR compliance which is especially important in California.
  • We do not use it for recruiting but maybe we should look into that feature.
TriNet does much more than Paychex.
Works well for smaller early stage companies because of instant access to better benefits and online access from day one. It makes it easy to onboard a new employee. I usually work with companies that have fewer than 50 employees so I cannot speak to the use case for larger companies.

TriNet Feature Ratings

Employee demographic data
Not Rated
Job profiles and administration
8
Workflow for transfers, promotions, pay raises, etc.
10
Organization and location management
Not Rated
Compliance data (COBRA, OSHA, etc.)
10
Pay calculation
10
Benefit plan administration
10
Direct deposit files
10
Salary revision and increment management
10
Reimbursement management
8
Approval workflow
Not Rated
Balance details
Not Rated
Annual carry-forward and encashment
Not Rated
View and generate pay and benefit information
10
Update personal information
10
View job history
10
View company policy documentation
10
Employee recognition
Not Rated
Report builder
7
Pre-built reports
8
Performance plans
Not Rated
Performance improvement plans
Not Rated
Review status tracking
Not Rated
Review reminders
Not Rated
Candidate search
Not Rated
Candidate development
Not Rated
New hire portal
10
Manager tracking tools
9
Corporate goal setting
Not Rated
Individual goal setting
Not Rated
Line-of sight-visibility
Not Rated
Performance tracking
Not Rated
Job Requisition Management
Not Rated
Publish to Social Media
Not Rated
Job Search Site Posting
Not Rated
Applicant Tracking
Not Rated
Notifications and Alerts
Not Rated