TriNet vs SumTotal

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Our analysts compared TriNet vs SumTotal based on data from our 400+ point analysis of HR Management Software, user reviews and our own crowdsourced data from our free software selection platform.

SumTotal Software Tool

Product Basics

TriNet is a cloud-based HR solution that’s ideal for small and medium-sized businesses, focusing on payroll, benefits and compliance.

Acquired by TriNet in February 2022, Zenefits was previously recognized for its all-in-one approach to HR, emphasizing benefits administration and employee management. The platform supports onboarding new employees, tracking time and attendance, managing payroll and monitoring performance.

After running through the demo, I felt that navigation was particularly well-suited for beginners. Its simple layout streamlines administrative tasks without needing extensive HR expertise.

An issue a lot of workplaces face is handling employee burnout. Many users mention how easy it is to submit PTO, helping their employees take the time off they need without needing admin approval.

Another common HR challenge is benefits enrollment. With so many plan options, it’s easy to feel overwhelmed. On top of that, employees often have limited time to make decisions, which can lead to rushed choices or forgetting to enroll at all. TriNet addresses these challenges by providing tools like automated notifications and detailed cost breakdowns to simplify the enrollment process.

Users appreciate the user-friendly interface and automated processes, which lessen the manual workload for HR teams. Some consider it basic, but most value its straightforward design. In contrast, opinions vary on customer support wait times.

There are three pricing plans: Essentials $8 annually or $10 monthly, Growth $16 annually or $20 monthly, and Zen $27 annually or $33 monthly, all charged per user. For exact pricing information, we recommend requesting a quote from their website.

Overall, TriNet helps manage payroll, benefits and employee performance with tools like time tracking, automated payroll and employee engagement surveys.

What else can it do? Let’s take a closer look.


TriNet at a Glance

Support Options
  • Phone and email
  • Training videos
  • Help Center
  • Chat
Top Modules/Functions and Our Analyst Score
  • Time and attendance (100)
  • Document management (98)
  • Payroll management (95)
Strengths
  • User-friendly design
  • Easy benefits enrollment
  • Automation options
Limitations
  • Mixed reviews on customer support wait times.
  • Basic functionality may lack depth for advanced users.
Mobile Access Yes. (2.2 rating on Google Play)

Industry Specialties

Serves all industries, including but not limited to:

  • Healthcare
  • Technology
  • Manufacturing
  • Professional Services
  • Retail

Pricing Plans

Feature/Functionality

Essentials

Growth

Zen

Price

$8 annually, $10 monthly

$16 annually, $20 monthly

$27 annually, $33 monthly

Core HR Included

Yes

Yes

Yes

Benefits

Yes

Yes

Yes

Recruiting

Yes

Yes

Yes

Time and Attendance

Yes

Yes

Yes

HR Advisory Desk

Yes

Yes

Yes

People Analytics

No

Yes

Yes

Real-time Comparison Salary Data

No

Yes

Yes

Custom Compensation Benchmark Options

No

Yes

Yes

Goal Management

No

Yes

Yes

Employee Engagement Surveys

No

No

Yes

People Hub

No

No

Included

Payroll Tax Filing

Add-On

Add-On

Included

General Ledger

Add-On

Add-On

Included

Contractor payments

Add-On

Add-On

Included

read more...
SumTotal is a cloud-based HR Management software catering to mid-sized to large organizations. It packs a comprehensive suite of features covering talent acquisition, learning & development, workforce management, and performance management. Users praise its robust reporting & analytics, rich learning library, and mobile-friendly accessibility. However, the extensive customization options and powerful tools come with a steeper learning curve for administrators. Additionally, SumTotal's potential for high integration costs and higher price point compared to basic solutions make it less suitable for smaller companies. While some users struggle with complex content creation tools and limited instructor-led options, SumTotal shines in its ability to scale and adapt to dynamic needs, making it a strong contender for organizations seeking a feature-rich, customizable HR management platform, especially those with substantial training requirements and a dispersed workforce.

Pros
  • Comprehensive learning library
  • Robust reporting & analytics
  • Scalable for large organizations
  • Mobile-friendly learning
  • Customizable user experience
Cons
  • Steep learning curve for admins
  • Limited instructor-led options
  • Complex content creation tools
  • Potentially high integration costs
  • Pricey for smaller companies
read more...
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$5/User, Monthly
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Tailored to your specific needs
Small 
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Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Reduce Busy Work: Create approval workflows to make daily tasks more efficient. These workflows can be applied to any employee changes, including promotions, terminations and new hires. Automating these processes saves time and reduces administrative overhead. A couple of fully supported features that further cut down on manual work include ACA eligibility calculations and real-time data synchronization, according to our Express App.
  • Get Intelligent Insights: Access reports smoothly, from executives to administrators—with customizable permissions for security. Get real-time data through prebuilt reports on turnover, compensation, equal opportunity and more, plus create custom reports for your key KPIs.
    • TriNet fully supports timesheet management, custom fields, and charts and visualizations for data-driven decision-making.
  • Empower Employees: Let your employees take the reins with employee self-service (ESS) tools to manage their information, including viewing pay stubs and updating benefits elections.
    • New hires can self-enroll in benefits like healthcare and 401k during onboarding or later on.
    • Employees can update their personal info, such as family details, marital status updates, birthdays and work permits.
    • Self-service leave requests are moderately supported.
  • Provide Mobile Access: Check benefits, view pay stubs, access the company directory, clock in and out, and close tasks on the go. Admins can also cross off performance reviews, payroll and time off tasks right from their phones via mobile apps for iOS and Android devices.
    • Simplify PTO: View and request time off in a few steps on the mobile app.
  • Ensure Compliance: Ensure ACA compliance with built-in explanations, tailored configuration suggestions, e-filing, compliance status visibility, offboarding features and ERISA data storage.
  • Connect to Popular Platforms: Use third-party apps for ATS, productivity, 401(k), expense management, employee engagement, learning and development, and accounting (just to name a few). Apps include G Suite, Slack, OnPay and Salesforce.
  • Access TriNet Perks: Provide your employees access to discounts and corporate rates on brands like Costco, AMC Theaters, Disneyland, PODS, and Columbia Sportswear.
read more...
  • Employee Retention: Provide tools for employee development, management and learning practices that encourage employee retention. 
  • Enhanced Productivity: Talent managers can continuously onboarding to speed up overall productivity. 
  • Organizational Stability: Learning-centered employee development builds an agile workforce that is adaptable to changing business environments. 
  • Learning Ecosystem: Invest in research and development on the latest learning trends, which managers can leverage to enhance employees' learning experience. 
  • Talent Engagement: Engage top talent while moving through the recruitment process, understand the workforce, identify the best talent and build a seamless experience for candidates as well as hiring teams. 
  • Enhanced Candidate Experience: Offer smartphone-optimized sites with intelligent and automated interview tools, candidate matching, and an easy-to-use mobile app interface. Keep applicants informed about upcoming interview details via a user dashboard. 
  • Accelerated Time-to-Performance: Seamless onboarding training helps new hires get up to speed quickly. Provide unique company policies and work culture for them to become familiar with the company. 
  • Smooth Role Switch: Access onboarding plans for new roles that include defined goals, new teams and KPI’s that ensure a more seamless transition to new responsibilities. 
  • Robust Manager and Admin Capabilities: Managers and administrators can easily view, schedule, filter, mark up and share reports from a mobile dashboard. Leverage reporting tools, advanced reports and dashboards at a single click. 
  • Informed Compensation Plans: Create smart, data-driven compensation plans according to preset or custom parameters. Real-time performance insights and budget modeling make compensation informed, fair and cost-effective. 
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  • Payroll: Log on, go to your payroll overview, and you'll see tasks you need to complete at the top. Click open payroll and review and approve your next pay run. There are also indicators that let you know if anything looks off to prevent payroll errors.
    • Pay Cycle Tracking: Monitor pay cycles and important dates categorized by employee groups (exempt vs non-exempt) with downloadable calendar views.
    • Advanced Issue Notifications: Receive indicators for potential payroll issues prior to final approval, with advanced filters for insights (location, department, job code).
    • Reimbursements: Make reimbursements easy. Choose the type (like driving) and enter the amount right on the platform.
  • Integrations: Integrate with popular accounting software platforms like Xero and QuickBooks.
  • Benefits Administration: Offer standard medical, dental and vision benefits, along with life and disability insurance. Additionally, there are commuter benefits, COBRA administration, workers comp, FSA and HSA. Filter from hundreds of providers for easy comparison and manage their information from a dashboard.
    • Transparent Pricing: Know where your money's going with monthly cost breakdowns that lay out all the details, from dental to life insurance.
  • Time Management: Keep an eye on clock-in/out times and hours worked with real-time dashboards. Set up customizable PTO policies, streamline workflows, view calendars, approve requests with a click and let employees manage their sick days/time-off requests.
  • TimeKeeper iPad App: Protect against fraud and time theft by taking pictures of employees when they check in or out.
  • Performance Management: Leverage goal management, meetings, action items and performance tracking. Run peer and 360-degree reviews using prebuilt templates and customizable questions.
  • Document Management: Centralize employee documents, create custom folders and specify which employees have access.
  • Recruiting and Hiring: Handle all your hiring tasks digitally, fast track completing offer letters with templates and run background checks.
    • Job Post Sharing: Share job listings on free job boards and social media, or boost them on paid channels with just a few clicks.
    • Automated Communication: Send automated texts, emails and notifications to prevent candidates from getting stuck in one step of the hiring process.
    • Candidate Profiles: Click on a candidate's name to access their profile, where you can view their resume, scorecard, assessments, emails, and documents all in one place. Easily reject or advance candidates with just a click from their profile.
    • Seamless Hiring: Once you select a candidate for hire, simply choose their start date and hit "hire." Celebrate when they’re officially onboarded.
  • Onboarding: New hire info syncs across the suite, so you won't have to enter it twice (or worry about double entry). New employees can also manage their part of the process to keep everything accurate and on time.
    • Employee Progress Dashboard: Track who’s completed enrollment and send reminders or invitations to new hires.
  • Compliance Assistant: Use this built-in tool to track federal HR deadlines and set custom reminders. You’ll find detailed explanations of compliance deadlines that could affect your business and sync reminders with your personal calendar. There are also resources to provide a better understanding of regulatory requirements, including ACA, COBRA, EEOC and I-9 compliance.
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  • Talent Development: Provides combined functionality of talent onboarding, talent management and learning management solutions to cater to talent development requirements. 
  • Talent Acquisition: Helps create a streamlined hiring cycle, hire the right talent, engage fresh recruits and drive productivity from day one. 
  • Learning Management:  
    •  Helps provide a customized, personalized and engaging learning experience tailored to the skill and competency of individuals rather than the whole team. 
    •  Ease of access on all devices, along with an offline mode, ensures seamless and consistent access to content and courses. 
  • Talent Management: Personalized and intuitive tools help employees pursue career growth and development. Capabilities include performance management, 360-degree feedback, succession planning and compensation management. 
  • Performance Management: Provides comprehensive feedback and tools that make feedback actionable, constructive and insightful. Measures workforce productivity, progress and priorities in real time. 
  • Succession Planning: Enables talent managers to identify and assess skill gaps, build agile talent pools, and align employee success with business goals and objectives. 
  • Compensation Management: Simplifies and streamline compensation plans, and helps build competitive packages to attract and retain top recruits. Workflow automation and compensation management tools aid compliance with complex global policies. 
  • Workforce Management: Bundled payroll, benefits and expense management minimize time, cost and efforts while maximizing accuracy. Features include automated scheduling, time and attendance, absence management, and compliance. 
  • Applicant Tracking System: Includes real-time alerts and notifications for offer approvals, a unique dashboard and reports widgets, customizable requisitions, and a consolidated requisition workspace. 
  • Mobility: Provides access to tools and reporting capabilities at all times and from any location. The dashboard can be operated using a tablet, desktop, mobile app or a phone browser. 
  • Growth Edition: Caters to the needs of fast-growing small and medium-sized businesses. Includes webinars, instructor-led training, approvals, and additional learning resources that users can access and configure anytime. 
  • Extended Enterprise: Helps build a brand image, accelerate growth and drive new sources of potential revenue. Facilitates an enriched and optimized learning experience for distributors, partners and customers. 
  • Gamified and Collaborative Learning: Helps: 
    •  Assess and accelerate learning with gamification capabilities that include leaderboards, points, levels and badges. 
    •  Enhance employee engagement by identifying and rewarding the right learning behaviors. 
    •  Enrich the knowledge of new hires with collaborative learning, up-to-date content, feedback and social ratings. 
read more...

Product Ranking

#25

among all
HR Management Software

#23

among all
HR Management Software

Find out who the leaders are

Analyst Rating Summary

72
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34
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85
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57
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

TriNet
SumTotal
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Applicant Tracking And Recruiting Benefits Management Compensation Management Document Management Employee Engagement Employee Onboarding And Administration Employee Self Service Learning Management Payroll Management Performance Management Platform Capabilities Reporting And Dashboard Succession Management Time And Attendance Management Workforce Management 34 85 57 98 69 78 73 34 95 47 50 79 14 100 49 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

TriNet
SumTotal
+ Add Product + Add Product
Availability And Scalability Deployment Options Integrations And Extensibility Mobile Platform Security 100 50 75 100 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 1503 reviews
Fair User Sentiment 132 reviews
82%
of users recommend this product

TriNet has a 'great' User Satisfaction Rating of 82% when considering 1503 user reviews from 5 recognized software review sites.

69%
of users recommend this product

SumTotal has a 'fair' User Satisfaction Rating of 69% when considering 132 user reviews from 4 recognized software review sites.

5.0 (14)
n/a
4.0 (460)
3.2 (39)
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2.7 (7)
4.2 (822)
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4.0 (3)
4.0 (56)
3.7 (204)
2.9 (30)

Awards

SelectHub research analysts have evaluated TriNet and concluded it earns best-in-class honors for Time and Attendance Management and Training.

Time and Attendance Management Award
Training Award

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Synopsis of User Ratings and Reviews

Ease of Use: Many users find the platform simple to navigate, making it easy to view paychecks, track time and attendance, manage payroll, and administer benefits.
Automation: Payroll and benefits processes are largely automated, reducing manual tasks and improving efficiency.
Customer Support: The support team is often praised for being professional, friendly and helpful. There are various support options available, including chat and phone and the ability to track case submissions.
Smooth Benefits Enrollment: Most users like its insurance options (especially with it being all integrated right into the platform), including re-enrollment options, multiple language support and mobile enrollment. Overall, the majority found the process hassle-free.
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Robust Tools: All reviews on this feature suggest that SumTotal provides a robust set of talent development and management, payroll, and workforce management solutions.
Effective Tracking: According to 80% of reviews on tracking, the software optimizes talent management by tracking development and career growth.
Self-Service: Managers and employees can access and complete training courses at their convenience, according to all reviews on self-service.
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Basic Functionality: Users find the platform design on the basic side, which can be a double-edged sword. While it simplifies navigation, it may feel less intuitive.
Customer Support Wait Times: Some users reported long wait times and the need to connect with multiple support representatives. There are designated support representatives, but the availability depends on the plan you opt for.
Integration Challenges: There have been difficulties linking multiple companies within the platform, complicating things like time-off approvals.
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Outdated Course Content: About 70% of reviews on course content reported that some modules aren’t frequently updated, resulting in an outdated learning experience.
Non-Intuitive Functions: Most features and functions aren’t intuitive, making it difficult to navigate, according to all reviews on this aspect.
Access to Reports: Accessing and pulling reports is extremely tedious and slow, according to 100% of reviews on reporting.
Customer Service: All reviews on customer support suggest that customer service is very slow and unresponsive.
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In HR, you're responsible for a lot of paperwork for core functions like recruiting, tax filing, payroll and performance management (just to name a few). Trying to keep every document organized and secure the old-fashioned way might feel like managing the Smithsonian.;TriNet can alleviate your document management woes by keeping everything in one place in the cloud.Its platform includes HR management and administration tools, recruiting, payroll and benefits. Overall, I found the design practical and simple. It didn't leave me guessing where to find things.;Manage access to folders and documents, create custom folders and specify which employees have access. In the upper right corner, you'll find your profile along with an arrow that reveals menu options. The top right also features your inbox, notifications, help and a handy search bar.It has separate tabs for worker and company documents. Creating folders to stay organized is easy with the bright orange "Create New Folder" option. Each document allows you to hover over it, where you can click the pencil icon to edit or the trash can icon to delete.Manage employees’ benefits eligibility, view benefit costs and change enrollment details. Scroll down and see everything covered under your plan, from dental and vision to life insurance. To get employees on board, set your open enrollment dates and automate notifications.;Customize email invites, preview the employee experience and ensure no one misses enrollment – once it’s open, they’ll see it as a task at the top of their dashboard.;There’s no guessing when it comes to employee costs, the company contribution and total because it’s laid out clearly in the monthly cost breakdown. Plus, when enrollment time rolls around, there’s a start renewal link, side-by-side plan comparisons and a quoting tool.;My favorite feature is the step-by-step guide because even if you’ve gone through the labyrinth of benefits enrollment seemingly a hundred times, there’s still a lot of ground to cover, which makes setting everything up less overwhelming. Make your enrollment setup unforgettable with benefits checklists that ensure employees don’t miss important options.The payroll module is reasonably straightforward. The layout is on the simple side, featuring main menu optionhs including Overviews, People, Timeline, Reports, Taxes, Forms and Settings.;Just like conveniently passing by a coffee shop on your way to work, essentially every payroll task you have to check off is connected and easy to find. Manage employee notifications, download payroll reports and approve payroll — all in one place.;The candidate landing page is simple. It shows the person’s name to the very left; on the right, you can view their contact info (there’s a phone icon and email icon), location, workflow status, source (like your career page) and the date they applied.So, what happens after clicking a candidate's name? You get directed to their profile and, from there, view their resume, scorecard, assessments, emails and documents. There are options at the top to reject or advance candidates. Once they move to hiring, you select their start date and press hire candidate, and ta-da — you’re greeted with virtual confetti.;I like that there are conveniently automated communication options like sending text messages. It's especially helpful if you’re hiring multiple people and don’t want to lose track of candidates or get anyone stuck in one of the hiring steps.;While everyone learns things at their own pace, from my perspective, I found TriNet a good fit for beginners.;

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SumTotal users paint a mixed picture, praising its robust functionality and mobile accessibility while critiquing its clunky interface and steep learning curve. Many laud its comprehensive suite, encompassing everything from onboarding to performance management, finding it a one-stop shop for HR needs. One user gushes, "It's like having a whole HR department in the cloud!" However, ease of use seems to be a major sticking point. Comments like "The interface feels outdated and unintuitive" and "Learning curve is a mountain, not a hill" pop up frequently. This is often contrasted with praise for competitors like Workday, lauded for its sleek design and user-friendliness. One user sums it up: "SumTotal has the depth, Workday has the polish." Mobile accessibility shines as a bright spot, with users appreciating the ability to manage tasks on the go. This stands out compared to some competitors, making SumTotal a good fit for companies with a mobile workforce. Ultimately, SumTotal seems to be a powerful tool for organizations willing to invest the time and effort in mastering its complexities. As one user puts it, "It's not perfect, but it's incredibly versatile. If you can handle the initial climb, the view from the top is pretty good."

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