Brochure- TriNet Core Services - Keep Your Focus Where it Matters

Keep your attention on revenue—give

your company a proven way to contain

HR costs, minimize risk and relieve the

administrative burden of HR.

KEEP YOURFOCUS

where it matters

2 | Learn more at TriNet.com or call 888.874.6388

People don’t go into business to worry about HR.For years, small to medium-sized business

owners have been forced to spend precious

time and money on an in-house HR

infrastructure with solutions from a number of

external providers. Owners want to focus on

growing their business, but know that human

resources management can’t be ignored.

Companies of all sizes face increasing levels

of complexity in managing HR processes,

including regulatory pressures and escalating

health care costs. These challenges are

especially tough for small and medium-sized

businesses, which often don’t have the extra

resources needed to address these issues. The

time companies spend creating systems and

policies to manage HR is time better spent

perfecting their products or services.

Forward-thinking leaders of these businesses

have learned that the best HR strategy is the

TriNet strategy. TriNet provides bundled HR

products tailored by industry that enable

leaders to delegate their HR tasks to a single

provider. Clients gain access to comprehensive,

big-company benefits, timely payroll

processing, risk protection, HR professionals,

and a sophisticated cloud platform that makes

HR transactions simple, seamless, and efficient.

Today, thousands of small to medium-sized

companies trust us to manage the ever-

growing complexity of their HR responsibilities.

Partnering with TriNet allows our clients and

their employees to focus on what they do best

and outsource the rest.

With TriNet, SMBs finally have a trusted

partner to help them contain HR costs,

minimize employer-related risks, relieve

the administrative burden of HR, retain

employees—and gain the focus they need to

realize their ambitions.

3Learn more at TriNet.com or call 888.874.6388 |

Does your organization face challenges like:

• Dealing with the administrative burdens of HR?

• Managing the complexity of HR laws and regulations?

• Protecting against employer risks and liability?

• Maintaining focus on growing your business?


Today’s pace-setting executives understand the

importance of giving their company a competitive

advantage through stellar HR processes and services.

With the TriNet bundled HR products, small businesses

delegate their HR tasks to TriNet, and enjoy a

comprehensive set of services that are typically only

available to much larger organizations.

These end-to-end services include:

• Payroll: complete payroll and tax administration

in all 50 states

• Benefits: comprehensive employee benefit

packages

• Risk & Compliance: crucial assistance with

employer-related risk and compliance

• HR Professionals: professionals delivering best

practices guidance and expertise

• Cloud Platform: an industry-leading HR platform

By transforming a traditionally high-overhead HR

function into a series of services that empower all

levels of an organization, TriNet allows executives to

stay focused on what they do best, while improving the

lives of their employees and their families.

T R I N E T H R S E R V I C E S :

Big Company HR for Small to Medium-Sized Businesses


PAY R O L L S E R V I C E S & TAX A D M I N I S T R AT I O N :

Outsource Payroll Administration for Peace of MindManaging your payroll is a time-consuming process

that can pose a significant compliance challenge.

That’s why we manage it for you. Our payroll services

help you optimize the payroll function, mitigate payroll

and tax-related risk, and give you more time to do what

you do best: grow your business.

Our payroll administration services include:

• Direct support from a TriNet specialist for all your employees so they receive appropriate attention when they need it

• Payroll processing and administration with direct deposit and debiting for seamless payrolls

• Paperless payroll options, including e-pay stubs for employees

• Payroll and billing reports available online each pay period

• W-2 preparation and delivery

• Payroll and employment tax processing and payments

• Tracking and processing of paid time off

• Time and attendance management

• Simplified payroll submittal through our secure portal


TriNet offers a wide selection of comprehensive

employee benefit plans considered the best in the

industry. Our breadth of coverage includes everything

from comprehensive medical, life and disability

insurance to retirement services, commuter benefits

and Employee Assistance Programs.

We also work to make the plans as accessible and

user-friendly as possible. We support this package

with complete employee benefit administration and

compliance, helping you recruit and retain top talent

without having to deal with administrative headaches.

HEALTH CARE OPTIONS

• Medical: provides comprehensive medical coverage including preventative care, hospitalization, prescription drugs and mental health care

• Dental: covers preventative and diagnostic care, including routine check-ups, cleaning and X-rays

• Vision: covers eye exams, lenses, frames and contact lenses

• Health Care Flexible Spending Account: helps pay for eligible health expenses on a pre-tax basis

• Dependent Day Care Flexible Spending Account: helps pay for eligible dependent day care expenses on a pre-tax basis

• Cigna International Medical Benefits Abroad Program*: provides coverage for employees

traveling for business outside the U.S.

LIFE AND DISABILITY OPTIONS

• Basic Employee Life Insurance and Accidental Death and Dismemberment Insurance: a strong coverage level matched with an equal level of basic AD&D

• Supplemental Employee Life Insurance: maximum varies by HR product

• Supplemental Spouse/Domestic Partner/Dependent Life Insurance: maximum varies by HR product

• Supplemental Employee AD&D Insurance*: maximum varies by HR product

• Supplemental Spouse/Domestic Partner/Dependent AD&D*: maximum varies by HR product

• Employee Short-Term and Long-Term Disability Insurance: provides employees a percentage of income in the event of becoming disabled and unable to work

• Executive Individual Disability Insurance*: provides executives an increased percentage of income in the event of becoming disabled and unable to work

RETIREMENT OPTIONS

• Retirement Services: offers an elective 401(k)

plan with comprehensive options from top

retirement providers

OPTIONAL BENEFITS

• Voluntary Benefits*: offers Group Variable Universal Life (GVUL), group legal services plan, critical illness, veterinary pet insurance, group auto and home insurance, and annuities and lifelong income

• Employee Assistance Program*: provides 24-hour confidential assistance with stress, substance abuse, family and relationship problems - plus online resources

• Commuter Benefits: allows the payment of commuting costs such as parking and public transit with pre-tax dollars, and includes alternative forms of transportation

• Discounted Shopping and Entertainment: offers employee discounts on shopping and entertainment from more than 25,000 merchants at a national and regional level

• Aflac Insurance Policies*: provides accident insurance, cancer/specified-disease insurance, dental insurance, hospital confinement and intensive care insurance, life insurance, specified health event insurance, short-term disability

insurance, and vision insurance

*Benefit options vary by HR product.

C O M P R E H E N S I V E B E N E F I T P L A N S

The Right Benefit Plan for Everyone

R I S K P R OT E C T I O N A N D C O M P L I A N C E

TriNet Reduces Your Employer-Related RisksThe risk of compliance and legal liability lawsuits has

risen significantly in a business climate that has seen

an explosion of new laws and employer regulations.

With all of the changes ushered in by the Affordable

Care Act, it is challenging for companies to keep up with

regulations and stay compliant.

TriNet protects companies from risk with an innovative

shared employer relationship model—a Professional

Employer Organization—that lets TriNet assume many

of the responsibilities of being an employer on behalf of

its customers.

With this model, TriNet is able to share aspects of

employer-related risk with respect to paying workers,

administering payroll and benefits, and complying

with business regulations. TriNet also makes available

Employment Practices Liability Insurance.

By letting TriNet manage your risk and compliance,

you can focus on what you do best. To find out more

about the shared employer relationship model, read our

complementary white paper, “What is a PEO?”, which

can be found on our website.


http://www.trinet.com/company/news_and_press/resources/peo_fact.htm


C LO U D P L AT F O R M

Industry-Leading HR Platform: Online Self-Service, Analytics & Reporting and Mobile AppSelect features may not be available for certain HR products.

ONLINE SELF-SERVICE

TriNet equips your managers with web-based HR

self-service features and real-time data to do things

such as hiring and terminating employees, adjusting

employee pay, viewing real-time benefits data and

creating compensation reports. The same service

system allows employees to view and manage their

own payroll info, enroll in benefits, view paystubs and

W-2s, and more.

Unlike other HR providers, TriNet includes

sophisticated workflow capabilities to all but eliminate

paperwork and manual effort. And it offers employer-

level applications to help manage crucial tasks such as

benefits and compensation planning.

ANALYTICS & REPORTING

You likely have plenty of business data on hand. The

challenge is finding a way to analyze that data so

you can put it to use and gain the insights you need

to make smart business decisions. TriNet solves the

problem with a robust, enterprise-class analytics HR

reporting tool that lets you unlock the potential of

your business data.

You can manage your business data using

a variety of HR analysis reporting and

HR dashboard creation options. Custom

report capabilities are built using business

intelligence tools with highly intuitive

navigation and dynamic self-service HR

reporting capabilities.

TRINET MOBILE APP

Staying current with important personal

information, no matter where you are, is

now a fact of mobile life. The TriNet Mobile

App lets TriNet Passport clients and their

employees keep an eye on what’s going on

with their essentials.

Instead of having to log in at their desk or make a call

to TriNet in the middle of a busy day, the answers are

waiting 24/7 on their Android or iOS device.

The TriNet Mobile App provides essential data access

on the go:

• My Pay: See history, amounts, deductions and

compare checks

• My Benefits: View benefits, coverage amounts

and keep member number handy

• My Time: View available leave balance and

history, and request time off with manager

viewing and approval

• Company Directory: Access company-wide

contacts and email, and call from contact links

TriNet Mobile App is currently available only for

TriNet Passport.


H R T E A M

The Industry Standard for Expert HR SupportTriNet provides all customers with HR professionals

to complement and enhance HR and benefits

administration. The team includes relationship

managers, specialists and experts who address key

questions and provide valuable guidance across

all HR issues. TriNet service teams are a distinct

advantage for customers because they deliver flexible

and reliable ad hoc support as well as thorough and

precise expertise. Customers receive extra attention,

seamless HR and benefits administration, and the

critical, timely information essential to navigate the

complexities of HR.

TriNet HR Teams Ensure:

• Direct support from a TriNet specialist for all your

employees—appropriate attention when needed

• Day-to-day support for benefits and payroll issues

• Rapid resolution of common HR challenges

• Best practices guidance and expertise to address

complex issues such as compliance, pre-

employment screening, termination procedures,

safety plans and employee record management


I N D U S T RY S P E C I A L I Z AT I O N

HR Is Not One-Size-Fits-AllTriNet offers three bundled HR products, each designed to meet the specific needs of companies in different

industries. This specialization and focus enable each product to leverage industry expertise and best practices to

perfect the service for customers.

TriNet Ambrose features concierge service, top-tier benefits and direct access to HR guidance from experts and legal professionals. TriNet Ambrose offers deep HR expertise and cultural congruence with financial organizations.

TriNet SOI is a bundled HR solution for companies that often have a non-office- bound workforce. TriNet SOI includes essential HR services, risk mitigation and affordable benefits for companies that use different work arrangements, including full-time, part-time, hourly, temporary, seasonal or contract workers. The online time and attendance reporting tools empower small businesses to manage their workforce more efficiently.

With a Silicon Valley heritage, TriNet Passport serves the HR needs of nimble, fast-growing, entrepreneurial companies. TriNet Passport is designed to attract and retain the best talent for technology, life sciences and professional services companies.

Learn more at TriNet.com or call 888.874.6388Ambitions Realized

Founded in 1988 and headquartered in San Leandro, CA, TriNet is the industry leader in HR solutions for small to mid-sized businesses. TriNet services more than 9,000 clients employing 240,000+ (as of 3/31/14) people and manages more than $17 billion in payroll and insurance premiums per year. TriNet provides a comprehensive mix of bundled HR products, software and strategic services. The bundled HR products include core HR services and are tailored by industry.

TriNet Ambrose is a bundled HR product for financial services companies. The product features concierge service, top-tier benefits and direct access to HR guidance from experts and legal professionals. TriNet Ambrose offers deep HR expertise and cultural congruence with hedge funds, private equity and venture capital firms, family offices, registered investment advisors and other financial services firms.

Our clients achieve:

Better HR, providing the freedom to focus on generating revenue and the opportunity to attract in-demand talent.

Benefits

The richest benefits and health plans, designed to attract and retain key talent

• Medical – 8 health care plans with United HealthCare and 6 plans with Aetna

• Dental – 4 dental plans with MetLife

• Vision – VSP and UHC Vision

• Health Care and Dependent Day Care Flexible Spending Accounts

• Short-term and Long-term Disability Plans - MetLife

• Life Insurance – 4 plan options with MetLife

• Retirement – 401(k) plan with MassMutual; options for employer matching, profit sharing, and safe harbor

• Individual Disability Insurance - MassMutual

• Qualified Transportation Benefit Program – WageWorks

• Wellness Program

• Voluntary Benefits and Supplemental Insurance Plans

• Employee Perks and Discounts

More u

Concierge service, top-tier benefits




TriNet Passport is a bundled HR product for technology, professional services, biotech & life sciences, consulting, not-for-profit and education companies. The product features a four-tiered HR team aligned to employer and employee needs, an extensive selection of employee benefits, and an intuitive platform.


Better HR, providing the freedom to focus on generating revenue and the opportunity to attract in-demand talent.

Benefits Options

Wide selection of benefits plans designed to attract and retain key talent

• Medical – A variety of plan designs from 8 different providers including Aetna, Blue Cross Blue Shield, Blue Shield of California, Kaiser Permanente and more

• Dental – A variety of plan designs from 3 different providers including Aetna, Delta and MetLife

• Vision – Plans from Aetna and VSP

• Health Care and Dependent Day Care Flexible Spending Accounts

• Life Insurance/AD&D

• Short- and Long-Term Disability – A variety of plans from Aetna

• Executive Disability

• Retirement – 401(k) plan with Transamerica (Multiple Employer Plan); options for employer matching, profit sharing, and safe harbor

• Wellness Programs

• Employee Assistance Program (EAP)

• Voluntary Benefits and Services

• Supplemental Insurance Plans

• Educational Assistance Programs

• Pre-Tax Commuter Benefits

• Colleague Recognition and Referral Programs

• Employee Perks and Discounts

More u

HR team aligned to company needs, extensive benefits selection




TriNet SOI is a bundled HR product for manufacturing, construction, retail, hospitality, transportation and skilled trades. The product features the essentials of HR, including affordable benefits and workers’ compensation for full-time, part-time, seasonal, temporary or contract

workers.


Better HR, providing the freedom to focus on generating

revenue and the opportunity to attract in-demand talent.

Benefits

Affordable benefits plans to help contain HR costs

• Medical – A variety of plan designs from Aetna, Florida Blue, Kaiser Permanente and Humana

• Dental – One dental plan with Guardian

• Vision – One vision plan with EyeMed

• Health Care and Dependent Care Flexible Spending Accounts

• Short-term Disability – 5 plan options through Lincoln

• Long-term Disability – 9 plan options through Lincoln

• Life Insurance – 5 plan options through Lincoln

• Retirement – 401(k) plan with Transamerica (Multiple Employer Plan); options for employer matching, profit sharing, and safe harbor

• Individual Disability Policies and Additional Individual Insurance Products - Colonial

• Qualified Transportation Benefit Program – eflex

• Travel Assistance Coverage – Through Lincoln’s life policies

• Auto and Home Insurance Program

• Discount Programs More u

Flexible payroll, robust workers’ compensation protection


http://www.trinet.com/products/ambrose/default.htm

http://www.trinet.com/products/passport/default.htm

http://www.trinet.com/products/soi/default.htm

Learn more at TriNet.com or call 888.874.6388 |

T R I N E T C LO U D

Productivity Applications in the CloudThe TriNet Cloud includes a range of cloud

applications designed to increase your productivity

affordably and efficiently. These applications support

you and your workforce in managing everyday HR

tasks.

TRINET PERFORM

• Performance management is now simple, useful

and forward-looking. With real-time feedback,

streamlined reviews and review templates that

can be customized, Perform makes reviewing

more timely and accurate.

TRINET EXPENSE

• TriNet Expense eliminates collecting, storing,

submitting and tracking cumbersome paper

expense reports and receipts. Everything is

automated so you can manage the entire expense

report process from any device, whether that is

your smart phone, tablet or computer.

TRINET MARKETPLACE

• TriNet Marketplace is a free sales channel

available instantly to TriNet clients. Discounts,

offers and great values are available every day

to hundreds of thousands of people. SMBs

benefit from this channel by selling to

thousands of TriNet clients, and employees

benefit by saving money on a wide range of

products and services they access through

our HR portal.

TRINET TIME

• TriNet Time is fully integrated through our payroll

system for comprehensive management of all

your employees, including hourly and project-

based labor. The system includes powerful

reporting capabilities to track the impact of

different schedules on overtime expense, as well

as the precise labor costs for specific projects.

TRINET TRAVEL

• TriNet Travel provides access to hundreds of

airlines, thousands of hotels and dozens of car

rental companies. With access to low fares,

TriNet Travel users can control costs, track their

usage and use this transparency for better

management.

TRINET LEARN

• Help your employees become higher performers.

More than 500 courses (and growing regularly)

offer practical, useful knowledge with real-world

application lessons. Courses include accounting,

finance, computer skills, business writing, safety

and compliance practices, workplace ethics and

more. Employee development helps keep your

company competitive.

TriNet Time and TriNet Learn are currently available

only for TriNet Passport.

11

http://www.trinet.com/products/software/perform.htm

http://www.trinet.com/products/software/expense.htm

http://www.trinet.com/products/software/marketplace.htm

http://www.trinet.com/products/software/time.htm

http://www.trinet.com/products/software/travel.htm

http://www.trinet.com/products/software/learn.htm

| Learn more at TriNet.com or call 888.874.6388

T R I N E T S T R AT E G I C S E R V I C E S

Supporting Your Company’s GrowthOur Strategic Services are tailored to meet the needs

of small businesses at every point in their lifecycle.

These services equip you with an unparalleled ability

to acquire the best employees, align workforce goals

with high-level company objectives, drive new levels

of performance and productivity, and develop and

mentor your future leaders.

• Leadership Training trains and develops your

managers.

• Talent Acquisition helps you recruit the very best

talent to your company.

• Career Transitions supports your terminated

employees as they move to the next step in their

careers.

• Corporate Ethics Program provides incident

awareness and resolution best practices in

support of governance, risk and compliance

initiatives.

• Team Accelerator develops strong teams by

assessing each individual’s talents and strengths

as they relate to team performance.

• Compensation Consulting* helps you define

your compensation strategy, developed to meet

your business objectives.

*Strategic services vary by HR product.

12


Small to medium-sized company executives have

typically been forced to tolerate the challenges

associated with human resources because they had

no alternative. They had to use precious time and

energy on HR administrative details, assume full

responsibility of employer-related risks and work to

contain costs.

Thousands of small to medium-sized companies

trust TriNet to offer a better way. From executives

to employees, all levels of an organization gain

the advantages of big company HR processes and

services with a trusted partner to help contain HR

costs, minimize employer-related risks and relieve the

administrative burden of HR.

The Bottom Line: Your Life is Better with TriNet

aBenefits

• Contains no individual underwriting

• Ensures the depth and flexibility of choice

you need

aTechnology

• Offers online, role-based systems for both

managers and employees

• Enables easy administration of a multi-state

workforce

• Manages processes such as Paid Time Off,

Benefits Enrollment and Employee Onboarding/

Offboarding

aHR Professionals

• Provides clear processes and systems for

ensuring transparency and accountability

• Employs human capital consultants that are

SPHR/PHR certified/credentialed

• Conducts best-in-class human capital

assessments to ensure your company’s

compliance

aServices As You Grow

• Provides as-needed additional services such as

Talent Acquisition and Career Transitions

• Enables your organization to succeed at each

stage in its lifecycle

aOther Due Diligence

• Payroll services in all 50 states

• Workers’ Compensation from an A++

rated carrier

• Financial performance validated by Employer

Services Assurance Corporation

• Strong customer references from companies in

your industry

The HR Outsourcing ChecklistReady to outsource your HR? Make sure your new partner meets these requirements:


Put the power of TriNet to work for your company.Let us put our HR outsourcing services to work for you and help you focus on business success.

To learn more about how TriNet can support your organization:

Visit us onlineGo to TriNet.com for more information on our capabilities and services, plus valuable access to our TriNet Resources section featuring white papers, webinars, articles and more.

Contact us directlySpeak with a TriNet representative at 888-874-6388.

Or email us at [email protected]

http://www.trinet.com/

http://www.trinet.com/resources/default.htm

Documents

Brochure- TriNet Core Services - Keep Your Focus Where it Matters