Joel Thome

  • Total activity 38
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Articles

Recent activity by Joel Thome Recent activity Votes

  • How to Approve Timesheets

    1. Expense Management
    2. Time

    Go to Time > Approve to view timesheets that are required approval by the user.  Select the timesheet that needs approval. Users will have the ability to approve, reject or forward the timesheet. ...

    • Joel Thome
    • Updated
    • 2 followers
    • 0 comments
    • -9 votes

  • How to Assign Time Licenses in Manage Users

    1. Expense Management
    2. Time

    To assign the licenses for Time, please go to Settings >  Company Settings > Manage Users. Select the employee that you would like to assign the licenses for Time. When view the Users information...

    • Joel Thome
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Add A Receipt

    1. Expense Management
    2. Receipts

    This article will walk you through the various ways to attach receipts to your expenses. Upload Receipt - Individual Expense: When viewing your expenses, Click the Add button in the receipt column ...

    • Joel Thome
    • Updated
    • 1 follower
    • 0 comments
    • -1 votes

  • Direct Pay Company Setup

    1. Expense Management
    2. Direct Pay

    What is TriNet Direct Pay? TriNet Direct Pay allows you to reimburse employee expenses directly from your company account to the employee's US bank account via ACH. The Direct Pay feature costs $10...

    • Joel Thome
    • Updated
    • 2 followers
    • 0 comments
    • -4 votes

  • TriNet Perform-How Can I Send Back A Review (Admin)

    1. Performance Management
    2. EMPLOYEE

    This article will explain how a manager and the admin user can send back a review to a user to make updates/edits to the review.  NavigationLog into TriNet (login.TriNet.com) and from the menus, se...

    • Joel Thome
    • Updated
    • 1 follower
    • 0 comments
    • 2 votes

  • How to Submit expense reports to Payroll

    1. Expense Management
    2. Payroll (Only for TriNet Clients)

    Who can submit reports to Payroll? Company Owner, Company Admin or Company Bookkeeper must have the TriNet Payroll integration activated in TriNet Expense Management and hold the full Payroll Entry...

    • Joel Thome
    • Updated
    • 2 followers
    • 0 comments
    • 23 votes

  • Manager - Finalize and Sign a Review

    1. Performance Management
    2. MANAGER

    This article explains how to complete the eSignature on a review once the review process has been completed.  Your company might have enabled a feature called "Final Comments".  The final comments ...

    • Joel Thome
    • Updated
    • 2 followers
    • 0 comments
    • 2 votes

  • Completing the Manager Portion of a Manager + Self Review

    1. Performance Management
    2. MANAGER

    Login to your main TriNet Platform.From the Left Menu (Employee view) click Performance and Learning then Goals and Review.From the left side menu click ReviewsThe Reviews page will show reviews th...

    • Joel Thome
    • Updated
    • 2 followers
    • 0 comments
    • 0 votes

  • TriNet Perform-Types of Roles and Permissions

    1. Performance Management
    2. DIRECTORY

    This article will explain the different roles and permissions within Perform as well as how to update a user's role/permission.  User Roles Roles define how you can interact with TriNet Perform.  ...

    • Joel Thome
    • Updated
    • 2 followers
    • 0 comments
    • -5 votes

  • Managers Releasing Reports

    1. Performance Management
    2. MANAGER

    Managers can release reports (completed reviews) once the review has been ended and the HR admin at your company has released reports to managers.  Managers can preview the report and then release ...

    • Joel Thome
    • Updated
    • 2 followers
    • 0 comments
    • 2 votes