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#NPTechClubATX: Outsourcing Your HR So You Can Focus On Your Mission

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https://local.nten.org/events/details/nten-austin-presents-online-outsourcing-your-hr-so-you-can-focus-on-your-mission/#/

One of our nonprofit tech club's primary goals is to share information about how nonprofits can accomplish more with less, and enhance their efficiency and effectiveness overall.

You rely on every dollar you raise, and manage your budget to build confidence with your board and constituents. With a single solution for your human resource functions (HR), you can predict your HR costs based on your forecasted growth, and keep your bottom line in view. It is important to have an administrative workflow in place while you are working to meet your mission, with such things as online payroll processing, tax reporting and remittance, PTO tracking and enterprise-level reporting capabilities.

Online self-service tools make it easy for staff to manage benefits, view pay information and update direct deposit, which means you’ll spend less time on these day-to-day issues.

Join Carlie Martin with TriNet to learn about managing human resources functions more efficiently and effectively. Carlie's focus is working with small and medium size organizations to help them reduce and contain HR and operational costs, mitigate employer related risk and attract talent through enterprise level benefit offerings.

Carlie will be joined on the webinar chat with Jim Lynch, Nonprofit Director for the Western Region for TriNet, Ryan Valentine, CFO of Texas Freedom Network (70 employees), and Thom Fulmer, Pastor at Northwest Community Church ( 7 employees).

This program will be held online courtesy of NetSquared and Zoom. A secure link will be shared with those who RSVP the day of the event. Talk with you then!

Published in: Government & Nonprofit
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#NPTechClubATX: Outsourcing Your HR So You Can Focus On Your Mission

  1. 1. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. For Powerpoint use only © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. How Nonprofits Benefit from PEOs Jim Lynch Nonprofit Director Western Region -TriNet June 1st, 2020 Carlie Martin Nonprofit Consultant - TriNet
  2. 2. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 1 Agenda Four options for handling HR What is a PEO? Advantages of using a PEO Due diligence when selecting the right PEO Live Testimonials: CFO- Texas Freedom Network and Pastor at Northwest Q&A © 2018 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies.
  3. 3. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. Four Options for Handling HR
  4. 4. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 3 Option for Handling HR – #1 Advantages: • The perception you have greater control • The perception that this is the most inexpensive alternative Disadvantages: • Limited expertise • Takes focus away from core responsibilities • Difficult to scale • Compliance risk You can do it yourself or delegate the job to current internal staff.
  5. 5. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 4 Option for Handling HR – #2 Advantages: • Satisfies any desire for control • May work well for a larger company Disadvantages: • Can be pricey • Still takes attention away from the business leader’s core responsibilities You can hire additional staff to run HR.
  6. 6. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 5 Option for Handling HR – #3 Advantages: • Addresses some growth needs • Helps in managing risk • Allows to choose features based on need Disadvantages: • Still creates additional work • Can be pricey • May not be the best option for a small business You can outsource to multiple vendors: one vendor for payroll, another for benefits and so on.
  7. 7. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 6 Option for Handling HR – #4 Advantages: • Flexible, scalable • Access to “big-company” infrastructure, benefits and experience • Access to HR expertise • Sharing of liability Disadvantages: • Employers fear loss of control • Confusion as to how it works You can use a PEO as a single vendor solution under a co-employer relationship.
  8. 8. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. Definitions
  9. 9. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 8 What is a PEO? A PEO is a professional employer organization. PEOs provide small to midsize size companies with outsourced human resources services, specifically employment and HR management services. Definition:
  10. 10. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 9 What is Co-Employment? • When working with a PEO for HR services, your company enters into a co-employment relationship called co- employment. • The PEO becomes the “employer of record” with payroll and payroll tax compliance, benefits administration, workers' compensation and other HR- related administrative tasks. • Your company remains the “worksite employer" and continues to retain day- to-day control and direction of the worksite employees. Definition:
  11. 11. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. Advantages of Using a PEO
  12. 12. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 11 Advantage of Using a PEO – #1 Flexible, scalable • Bundled HR solution covers your business as it grows • HR platform to handle as few as 1 and as many as 1,000 or more employees • Big company benefits • Ability to include value-added services as you grow
  13. 13. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 12 Advantage of Using a PEO – #2 Access to “big-company” infrastructure and benefits • More health care benefit options for employees and their families mean: • attract high caliber talent in your industry • retain your best employees • Retirement benefits • Top-rated voluntary benefits and discount programs • HR technology platform for administering benefits plans
  14. 14. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 13 Advantage of Using a PEO – #3 Access to HR expertise • Support for payroll and employee needs • HR and human capital consultants • Benefits administration • Employee issues • Strategic HR planning • Interview training, • Performance management, etc. • Support HR compliance with local, state and federal laws
  15. 15. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 14 Advantage of Using a PEO – #4 Ongoing HR compliance support • Workplace safety • Sexual harassment • Employer practices liability insurance • Affordable Care Act • New regulations
  16. 16. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. Due Diligence When Selecting a PEO
  17. 17. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 16 Five Tips for Selecting a PEO Access to HR expertise 1. Be sure the pricing makes sense 2. Verify they are legitimate and stable 3. Hire a PEO that knows your business landscape* 4. Find a PEO that provides HR expertise in addition to products 5. Look for big company benefits
  18. 18. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 17 PEO Client Stories Why they Selected PEO 1. Ryan Valentine CFO/COO Texas Freedom Network 70 employees 2. Thom Fulmer Pastor at Northwest Community Church 7 employees
  19. 19. © 2019 TriNet Group, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited. 18 Q&A Carlie Martin Nonprofit Consultant- TriNet Carlie.Martin@trinet.com 503.310.2472 Jim Lynch Nonprofit Director for the Western Region - TriNet Jim.Lynch@trinet.com 626.494.6773

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