Hosted by #NPTechClubATX 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!

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to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited.
For Powerpoint
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© 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. © 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. © 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. © 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. © 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. © 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. © 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. © 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

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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:

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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:

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to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited.
Advantages of
Using a PEO

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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

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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

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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

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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

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to their respective companies. Reproduction or distribution in whole or part without express written permission is prohibited.
Due Diligence
When Selecting
a PEO

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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

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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. © 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