TriNet Referral Rewards Program Terms and Conditions

Last updated: November 19, 2024

These terms and conditions (“Terms”) apply to the Referral Rewards Program ("Program") of TriNet Group, Inc. and its participating subsidiaries (“TriNet”). The purpose of the Program is to bring on new TriNet PEO clients through referrals. A “Participant” is an individual who submits a referral on the TriNet Referral Form here or here. Alternatively, a TriNet colleague can submit the Referral Form on a Participant’s behalf. A Qualified Referral (defined below) that becomes a TriNet Client (defined below) is defined as a “Referred TriNet Client.” By submitting the TriNet Referral Form (“Referral Form”), the Participant agrees to be subject to these Terms and TriNet’s Privacy Policy, as amended from time to time. Decisions of TriNet are final, binding and non-appealable. These Terms are independent of any other relationship between Participant and TriNet. To the extent permitted by applicable law, TriNet reserves the right to change or cancel the Program at any time.

ELIGIBILITY REQUIREMENTS

To be eligible for the Program a Participant must:

Provide complete details for a Qualified Referral in the Referral Form linked above;

Be an individual over 18 years old and a resident of the United States;

Not be a quota-carrying member of the TriNet sales team, any Divisional Vice President or above level TriNet colleague, any member of the board of directors of any TriNet company, including any such person’s immediate family and household members;

Not have an already existing referral relationship with TriNet;

Not be a broker, channel or alliance partner of TriNet;

Not be a paid employee of, or part of the decision-making process at, the company they refer;

A Trusted Advisor (TA) is eligible to participate in the Program.  A TA is an individual who is not a worksite employee (WSE) of a client company and does not receive TriNet services as WSEs do. However, a TA is authorized by the client company to have secure access to log in to the TriNet platform. The work a TA performs is for the direct benefit of the client company and not TriNet; and 

All participants in any other TriNet referral program relating to TriNet products and services are ineligible to participate in the Program. Individuals may not participate in the Program if doing so is prohibited by any law or regulation. TriNet reserves the right to disqualify any Participant it determines, in its sole discretion, is ineligible to participate or TriNet otherwise does not wish for the Participant to participate.

DEFINITION OF A QUALIFIED REFERRAL

A Qualified Referral must meet the following criteria: TriNet colleagues may not specify a preferred sales consultant for their referrals.

The information submitted on the Referral Form must be accurate in all respects;

The referral cannot be an Active Lead, an Existing TriNet Client, or a Spin-off of such. An “Active Lead” is defined as either a company or individual contacted by TriNet within the preceding 90 calendar days. An Existing TriNet Client is defined as any company or organization that currently receives services from TriNet. A “Spin-off” is defined as an entity that has 75% or more net WSEs through the direct acquisition or assumption from an Existing TriNet Client;

The referred contact cannot be an active WSE of an Existing TriNet Client;

Participant must have a pre-existing personal relationship with the referral. In other words, Participant may not acquire referrals through unsolicited e-mail to persons unknown to them, and may not submit referrals based on email lists or other similar harvested consumer lists;

The referral must be located within the United States, and only WSEs located within the United States will count toward the reward;

Former TriNet Clients are not eligible to be a referral;

Existing TriNet HR Platform clients are not eligible to be a referral;

Referral must work in an industry that TriNet services;

If referral only has 3-4 WSEs, then it must be in the Technology, Financial Services, or Life Sciences vertical;

The referral must have given the Participant express written consent to provide their details to TriNet, and to have TriNet contact them;

The referral cannot be for any of the following products: TriNet Learning Management; TriNet Expense Management, TriNet Performance Management, TriNet Applicant Tracking, TriNet Time and Attendance, TriNet Clarus R+D Solutions(collectively, “Cloud Services”); and

REWARDS FOR QUALIFIED REFERRALS

If a Qualified Referral results in a Completed First Meeting, (as indicated by a “Yes” tag in the First Meeting Completed field of the SFDC opportunity record) within 14 business days of the submission of the Referral Form with a TriNet sales consultant, then a $100 Tango Visa Virtual Incentive Account (“Gift Card Reward”) will be sent to the Participant via email. A Completed First Meeting must include the decision-maker who has full budgetary approval to purchase outsourced human resources and group health benefits. The Gift Card Reward will be sent via email to the Participant within 60 calendar days following the Completed First Meeting. Participant may not request cash or a substitute reward; however, TriNet reserves the right to substitute a reward (or a portion thereof) with another reward of equal or greater value if the reward (or portion thereof) is not available for any reason, as determined by TriNet in its sole discretion. The reward may be subject to fees, charges, minimum requirements, and/or expiration, in the sole discretion of Tango.

If a Qualified Referral signs up for professional employer services from TriNet (a “TriNet Client”) within 90 calendar days of the referral and remains a TriNet Client for more than 90 calendar days, a Cash Reward will be paid to the Participant. The Cash Reward amount is based on the TriNet Client’s number of WSEs paid on the first payroll with TriNet as outlined in the Referral Cash Reward Table below. Cash Rewards are processed at least 90 calendar days after the TriNet Client’s first complete payroll processed through the TriNet platform.

RULES FOR CRMs

The CRM New Client Representative Reward will be sent via email to the TriNet Customer Relationship Manager (CRM) within 60 calendar days following the first payroll date of the new TriNet Client. The CRM must be an active colleague at the time the CRM inputs the information in the referral form and at the time the reward is distributed.

If a CRM submits a Qualified Referral on behalf of a TriNet client, using their custom referral link, and the referral results in a Completed First Meeting within 14 business days of the submission of the link with a TriNet sales consultant, then a $100 Tango Visa Virtual Incentive Account (“CRM Reward”) will be sent to the CRM. The CRM must indicate that the contact they are submitting the referral on behalf of is a TriNet client, and they must indicate that they are on the CRM team. A Completed First Meeting must include the decision-maker who has full budgetary approval to purchase outsourced human resources and group health benefits.

The CRM Reward will be sent via email to the Participant within 60 calendar days following the Completed First Meeting. Participant may not request cash or a substitute reward; however, TriNet reserves the right to substitute a reward (or a portion thereof) with another reward of equal or greater value if the reward (or portion thereof) is not available for any reason, as determined by TriNet in its sole discretion. The reward may be subject to fees, charges, minimum requirements, and/or expiration, in the sole discretion of Tango.

If a TriNet CRM submits a Qualified Referral on behalf of a TriNet client and the referral results in a new TriNet Client, then the colleague will receive a $500 Tango Visa Virtual Incentive Account (“CRM New Client Representative Reward”).

The CRM New Client Representative Reward will be sent via email to the CRM within 60 calendar days after the new TriNet Client’s first complete payroll processed through the TriNet platform. The CRM must be an active colleague at the time the CRM inputs the information in the Referral Form and at the time the reward is distributed.

REFERRAL CASH REWARD TABLE

* Applicable for Technology, Financial Services, or Life Sciences verticals only

The Cash Reward will be issued in the form of a check and other method as deem appropriate by TriNet.

EXCLUSIONS

A TriNet colleague, other than TriNet CRM, who receives and/or inputs a referral on behalf of a current TriNet client is not eligible to receive a Cash Reward or Gift Card Reward. However, all TriNet colleagues may refer a non-TriNet client on behalf of themselves. All other rules apply according to these Terms.  TriNet reserves the right to disqualify any Participant that it determines, in its sole discretion, is ineligible to participate in the Program. TriNet has complete discretion as to who it will do business with and on what terms including, without limitation, whether to accept a referral as a customer. TriNet is not responsible for lost, misdirected or delayed referrals.

PROGRAM CANCELLATION AND TERMINATION

To the extent permitted by applicable law, TriNet may at any time, without prior notice, terminate or modify the Program or these Terms, or both. All questions or disputes regarding eligibility for the Program; eligibility for or reward of Cash or Gift Card Rewards, or both; or interpretation of these Terms will be resolved by TriNet in its sole discretion. TriNet reserves the right to void either Gift Card or Cash Rewards, or both, if it suspects that such Rewards were earned fraudulently, if it violates any law or regulations or these Terms, or in a manner otherwise not intended by TriNet. All questions or disputes regarding eligibility for or reward of CRM New Client Representative Reward or CRM Representative Reward, or both; or interpretation of these Terms will be resolved by TriNet in its sole discretion. TriNet reserves the right to void either CRM New Client Representative Reward or CRM Representative Reward, or both, if it suspects that such Rewards were earned fraudulently, if it violates any law or regulations or these Terms, or in a manner otherwise not intended by TriNet.

TAXES

Cash Rewards, Gift Card Rewards, CRM New Client Representative Rewards, and CRM Representative Rewards under the Program are subject to applicable federal, state and local taxes, to which the Participant shall be solely responsible. For non-TriNet colleagues, upon TriNet’s determination that the Participant should receive Cash Rewards or Gift Card Rewards, TriNet may contact the Participant to request a completed Form W-9. If the Participant does not respond to TriNet’s request to complete a Form W-9 or indicate a referral payment preference within 180 days, to the extent permitted by law, TriNet reserves the right to rescind and void the Participants’ Cash Reward or Gift Card Reward, or both. TriNet will report earnings under this Program as required by applicable law. Cash Rewards and Gift Card Rewards earned through this Program may be subject to federal, state, and local taxation and will be reflected on Form 1099 for all non-TriNet colleague Participants. For TriNet colleagues, any Cash Rewards, Gift Card Rewards, CRM New Client Representative Rewards, and CRM Representative Rewards received will be subject to federal, state, and local taxation and withholding and will appear as income on their Form W-2.

COMMUNICATIONS

By submitting the Referral Form, Participant may receive electronic communications from TriNet including advertising and marketing materials. To update the communications you receive from TriNet, visit the TriNet Communication Preference Center by clicking here.

GOVERNING LAW

The laws of the State of Delaware, without regard to its conflict of law provisions, will govern the Program and its Terms. Any causes of action arising out of or connected with Participant’s use of the Program, or its Terms, will be resolved exclusively by arbitration in the city of the TriNet office closest to the home of the Participant in accordance with rules and processes of either the American Arbitration Association or Judicial Arbitration and Mediation Services, Inc. For all TriNet colleagues, the choice of law and venue set forth in their Terms and Conditions Agreement shall govern.  

LIABILITY LIMITATIONS

In no event shall TriNet be liable for any direct, special, indirect or consequential damages, or any other damages of any kind, regardless of the type of claim or legal theory asserted, arising out of or in any way connected with (i) the Program; (ii) the use of or inability to use the site or any materials, or (iii) any claim attributable to errors, omissions, or other inaccuracies in the site or any materials.

For all TriNet colleagues, any and all disputes, claims, and causes of action arising out of, or connected with this Program or any rewards will be resolved pursuant to the terms of each participating colleague’s Terms and Conditions Agreement.