Joel Thome
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Articles
Recent activity by Joel Thome-
How to Assign Time Licenses in Manage Users
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...
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Add A Receipt
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 ...
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Direct Pay Company Setup
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...
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TriNet Perform-How Can I Send Back A Review (Admin)
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...
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How to Submit expense reports to Payroll
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...
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Manager - Finalize and Sign a Review
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 ...
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Completing the Manager Portion of a Manager + Self Review
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...
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TriNet Perform-Types of Roles and Permissions
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. ...
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Managers Releasing Reports
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 ...
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Goal Weighting and Scoring Guidelines
Goal scoring is based on a 1-5 weight that is selected during Goal creation and a 1-5 Star rating that is chosen by the manager, upon goal completion. Below you will find several examples of diffe...