Forms
Employees and Managers complete this form to authorize TriNet to withhold payroll deduction for client-approved and sponsored programs
Payroll Deduction Authorization
This process submission involves a correction of an employee's pay, by generating a refund invoice followed by the correct repayment.
Reverse/Reissue
This Department enters all company-level additions, changes, and edits in the HR Prod System
Table Management Team (TMT)
Displays a high-level summary of Payroll costs in invoice format
Invoice
Complete this form so that that your employer can withhold the correct federal income tax from your pay
W-4
You submit this process then a live check has been lost or sent to the incorrect address. it is the first step prior to issuing a repayment.
Stop payment
This Department Prints and mails all live payroll checks, paper earnings and termination Notifications
Distribution
Displays year to date invoice expenses, broken down by employee, and subtotaled by Department
Cost Center YTD
This form should be completed by management to authorize the start, change, or cancellation of worksite employee's repayment due to overpayment of wages
Overpayment of Wages Repayment Agreement
This Service order is created to request a correction either on wages or employee information for the previous year, which results in a W-2c
Prior year Adjustment
The department assists with collection for overpayment of wages to active and terminated employees that cannot be resolved by an overpayment of wages repayment agreement
Wage Recovery
Displays Employee-level details, on a quarterly basis, for state taxes, including the withholding and taxable gross amounts for state, unemployment, and disability taxes as well as allowable tax adjustments
Quarterly State Tax Summary (Adjusted)
Clients must complete this form when they process an equity transaction outside of TriNet and it involves Form W-2 reportable earnings
Equity transaction Questionnaire
We set up this process when the client want us to send a revised version of their payroll reports via PDF for Approval
Payroll Audit
This department processes prior year adjustments, tax adjustments, leave plan balance adjustments/reconciliation and repayment agreement forms
Payroll Reconciliation (Recon)
Displays employee wage information and employer charges on a per pay period basis that is customized for export to PDF
Payroll Register PDF with Employer Charges
This form needs to be filed for exempt individuals and individuals with a medical condition
Form 8843
This process involves completing a form to give rise to special enrollment rights outside the normal enrollment period: Marriage, new domestic partnership, birth, adoption and or new eligibility
Life Status Change
This department assists with State and Local income tax notices for California and Oregon only. State Audit request for all states except Alabama, Arizona, D.C., Hawaii, Missouri, Montana, New Hampshire, New Mexico, New York, Puerto Rico, Texas (except III-A), Utah, Virgin Islands and West Virginia
Tax Reporting Client-level
Displays year-to-date employee paycheck details so the user may pivot data with infinite customization
Check Details YTD with Invoice Level Charges