Joel Thome

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  • Request Admin Training

      Interested in Admin training for TriNet Expense? Please reach out to the Cloud Product Support team at CloudProductSupportTeam@Trinet.com.

  • Manager - Send Back an Employee Self Review

    If an employee submits their self-review to their manager, they are unable to make changes or edits to their review responses.  This article shows how to send the self-review back to the employee s...

  • Quick Guide - Users

    For live employee training, click HERE to sign up for a free webinar! Alert: If you are unsure about your personal Expense access, please reach out to your manager.   1. Install Mobile App Our mobi...

  • How to Approve Timesheets

    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. ...

  • 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...

  • 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 ...

  • 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...

  • 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...

  • 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...

  • 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 ...