SMB Workshop
These are the four common departments that develop as a business grows and scales.
What are Finance, Sales & Marketing, Operations, and IT?
This payroll payment method sends money directly to an employee's bank account.
What is direct deposit?
This role is primarily concerned with employee engagement, culture, and retention.
Who is the CHRO/HR leader?
People don't care how much you know until they know how much you ____.
What is care?
This classification system uses a 6-digit code to group businesses by industry.
What is a NAICS code?
This is the term used to describe the required HR activities like payroll, insurance, licenses, and compliance that business owners must complete.
What is Tactical HR?
This benefit allows employees to meet with a doctor virtually.
What is telemedicine?
This TriNet buyer typically wants to know how much the solution costs and when they'll see ROI.
Who is the CFO?
This is the primary goal of the first discovery meeting.
What is understanding the prospect's pain points and business goals?
These are the 6 Verticals Trinet serves.
What is Main Street, Life Sciences, Technology, Professional Services, Financial Services, and Non-Profit?
This HR pillar focuses on attracting talent, retention, leadership development, career paths, culture, and compensation strategy.
What is Strategic HR?
This document is provided to help companies remain compliant based on employee locations.
What is an employee handbook?
This role primarily asks, "How does this save me time and improve operations?"
Who is the COO?
This team customizes product demonstrations around the prospect's priorities.
Who are the Pre-Sales Engineers (PSEs)?
This exchange is used for most TriNet clients.
What is Exchange 3?
This HR delivery model provides payroll, benefits, compliance support, HR expertise, technology, and shared risk/liability through a co-employment relationship.
What is a PEO (Professional Employer Organization)?
This program provides confidential support for employees and their families during difficult life events.
What is the Employee Assistance Program (EAP)?
These are examples of demographic information inside a company.
What are job titles, departments, and employee characteristics?
A salesperson notices the workers' compensation numbers don't align between the prospect's current setup and TriNet's quote. This team should be consulted.
Who is the Deal Team?
When a client's medical plan is carved out and remains with their existing broker, they are typically placed on this exchange.
What is Exchange 11?
According to the training, this is the biggest differentiator between an In-House or ASO model and a PEO model.
What is the shifting/sharing of risk and liability through co-employment?
This process allows employees to continue benefits coverage after employment ends.
What is COBRA administration?
7 signs that a company is an ICP for Trinet.
The company is growing rapidly
They operate in multiple states
They are profitable
They need HR support
They use manual processes
They have multiple disconnected systems
They need better technology
They are struggling to attract or retain talent
They are willing to collaborate
They have between 5–150 employees (ideal range)
Insurance Services is responsible for determining these two major pricing components.
What are medical pricing and workers' compensation pricing?
A prospect with a renewal increase of this percentage or higher will typically not be underwritten for TriNet-sponsored medical plans.
What is 35%