End-to-End AP Automation Software Evaluation Guide

Your guide to understanding the benefits of end-to-end automation software and tips to help you find the perfect software partner.

Making a change to Accounts Payable processes can seem intimidating. There are countless solutions out there and picking the wrong one could leave your team in a worse place than where they started. Knowing what to prepare and how to engage in useful discussions both internally and with software vendors is essential to finding the perfect match for your organization. But where do you start?

This guide is designed to give you a head start on your evaluation journey with resources to help you research, evaluate, and eventually partner with an invoice-to-pay automation provider that will set up your finance team for long-term success.

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Internal I-9 Audit Guide + Checklist

As penalties for Form I-9 errors continue to rise, it’s more critical than ever to ensure your I-9 process is compliant with USCIS regulations. That’s why we’ve collaborated with employment law experts to bring you an essential two-part guide for conducting an internal audit in 2024.

Download our free guide and checklists to:

  • Learn the three-step process for ensuring error-free and compliant I-9s
  • Identify common errors and how to correct them
  • Optimize your I-9 process to mitigate future risks
  • Access printable checklists to streamline your audit process
  • Don’t risk costly fines and penalties – download our guide now and take control of your I-9 compliance!

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The Ultimate Guide To I-9 Compliance

You’ve got I-9 questions, we’ve got answers- straight from the experts. Get the compliance clarity you need with WorkBright’s ultimate guide to I-9 compliance. Struggling to find the I-9 answers you need? We hear you. Ensuring compliance has never been more important… or more confusing We’ve compiled the answers to your specific Form I-9 questions. From remote I-9 inspection to creating a squeaky-clean audit trail, we cover it all. This guide is jam-packed with answers to over 40 questions submitted from HR and recruiting professionals looking to gain clarity on compliance.

Get answers to your questions:

  • Can an I-9 be completed remotely?
  • How do I verify I-9 for remote employees?
  • How often do you need to reverify an I-9?
  • Who can be an authorized representative for Form I-9?

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Software To Combat Time Theft

Time theft can quietly cost companies in all industries significant amounts of money by employees clocking in for others, extending breaks or inflating timesheets. Without solutions like TimeTrex and diligent oversight, this issue can persist, undetected, draining profits. Combating time theft is crucial for both payroll precision and overall operational effectiveness.

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Internal I-9 Audit Guide + Checklist

As penalties for Form I-9 errors continue to rise, it’s more critical than ever to ensure your I-9 process is compliant with USCIS regulations. That’s why we’ve collaborated with employment law experts to bring you an essential two-part guide for conducting an internal audit in 2024.

Download our free guide and checklists to:

  • Learn the three-step process for ensuring error-free and compliant I-9s
  • Identify common errors and how to correct them
  • Optimize your I-9 process to mitigate future risks
  • Access printable checklists to streamline your audit process
  • Don’t risk costly fines and penalties – download our guide now and take control of your I-9 compliance!

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The Ultimate Guide To I-9 Compliance

You’ve got I-9 questions, we’ve got answers- straight from the experts. Get the compliance clarity you need with WorkBright’s ultimate guide to I-9 compliance. Struggling to find the I-9 answers you need? We hear you. Ensuring compliance has never been more important… or more confusing We’ve compiled the answers to your specific Form I-9 questions. From remote I-9 inspection to creating a squeaky-clean audit trail, we cover it all. This guide is jam-packed with answers to over 40 questions submitted from HR and recruiting professionals looking to gain clarity on compliance.

Get answers to your questions:

  • Can an I-9 be completed remotely?
  • How do I verify I-9 for remote employees?
  • How often do you need to reverify an I-9?
  • Who can be an authorized representative for Form I-9?

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Software To Combat Time Theft

Time theft can quietly cost companies in all industries significant amounts of money by employees clocking in for others, extending breaks or inflating timesheets. Without solutions like TimeTrex and diligent oversight, this issue can persist, undetected, draining profits. Combating time theft is crucial for both payroll precision and overall operational effectiveness.

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Preventing Workplace Violence Training Demo

By June 30, 2024, California employers must put in place a workplace violence prevention plan and provide workplace violence prevention training to employees. Employers in other states can face enforcement action from OSHA or tort liability for failing to take steps to prevent workplace violence.

View our on-demand demo of Traliant’s new Preventing Workplace Violence training course, which meets the requirements of California’s new workplace violence prevention law. The session is led by Elissa Rossi, Vice President of Compliance Services at Traliant, lawyer and former Assistant Attorney General of New York and Bailey Whitsitt, Corporate Counsel at Traliant. Elissa and Bailey will take participants through the interactive course content, discuss employer obligations under California law and review duties employers nationwide have to prevent workplace violence.

The 60-minute on-demand webinar demonstration will:

  • Take participants through the interactive course content.

    • Risk factors and warning signs of potential violence.
    • Reporting workplace violence.
    • Review of the required workplace violence plan.
    • De-escalation techniques.
    • How employees can protect themselves and others during a violent incident.
  • Discuss employer training obligations under CA law and what content must be included.
  • Address the importance of workplace violence training for employers nationwide (nearly 1/3 of employees have not received workplace violence training).

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Employment Law Fundamentals Certificate Program Demonstration

From interviewing to complying with overtime, leave, and reasonable accommodations laws, employees need to navigate a wide range of federal, state and local laws. It’s important your workforce knows how to comply with these laws to avoid the risk of violations and costly claims.

Join Traliant’s free 60-minute on-demand webinar demonstration of Traliant’s new Employee Law Fundamentals Certificate Program, led by Michael Johnson, Traliant Chief Strategy Officer, and former US Department of Justice attorney. Michael will take participants through this just released program consisting of 4 highly interactive, self-paced courses:

  • Interviewing and Hiring Lawfully.
  • Wage & Hour Fundamentals.
  • Disability, Pregnancy, and Religious Accommodations.
  • Family Medical, and Other Protected Leave (FLMA).

The demo covers:

  • Legal requirements for this training.
  • Instructional design elements and use of nuanced scenarios and critique exercises.
  • How we ensure 50-state compliance and keep the courses up to date.
  • How we answer user questions.
  • How we deliver the training and track employee completion.

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6 Ways to Create Greater Inclusivity + DEI Training Demonstration

Did you know that more than 80% of workers say they want to work for an organization that prioritizes inclusion and diversity?

Sarah Rowell, former CEO of Kantola and advisor to Traliant, as she presents a 60-minute on-demand webinar on why inclusion matters to companies and the steps HR professionals can take to build a more inclusive and collaborative culture where everyone can thrive and engage in achieving your organization’s strategic goals.

Immediately following the presentation, Nelli Gyongyosi, Director of Product Strategy & Education, will lead a live demonstration of Traliant’s new DEI: Creating Inclusive Workplaces training course. She will take participants through the highly engaging course content, where immersive storytelling – featuring unscripted interviews with people sharing real work experiences – provides learners with powerful insights into diverse perspectives and experiences within the workplace.

The course demonstration will cover: 

  • Individual and company motivations for increasing inclusivity and belonging. 
  • Impacts of microaggressions and unconscious bias.
  • Action steps employees can take to make individuals feel included, supported and valued.
  • Interactive story-based learning.
  • Accessibility to users with disabilities.
  • Including your DEI policies.

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Close Deals Faster by Getting Legal On Your Side

Uncover the five steps you can take to streamline collaboration between sales and legal and close deals faster.

Faster contracts mean faster business. Checking off these five steps will help you create harmony between your sales and legal teams and bring success to your entire company.

Download your free checklist and close deals 20% faster.

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The General Counsel Playbook

Starting a new job as a general counsel is always exciting, but you also need to ensure you’re set up for success day one.

This playbook will help you understand the eight key steps to take in order to hit the ground running.

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The Current State of Legal Technology

Lexion surveyed 200+ legal and sales professionals to learn where they stand on AI, preferred tech, collaboration, implementation, and more.

Dive deeper into this year's surprising findings, including:

  • Expectations and concerns over revenue growth
  • How teams like yours are finding efficiency with less
  • Job satisfaction and outlook across in-house teams
  • And more!

Fill out the form to unlock all that and more.

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How to Switch Payroll Providers

Don’t let the stress of switching payroll providers keep you chained to broken and frustrating payroll processes. We’ve laid out all the steps—including checklists and questionnaires—to give you a clear-cut path to finally breaking free.

This detailed guide to switching payroll providers includes:

  • Instructions for selecting and narrowing down a shortlist of new payroll contenders, including a checklist of due diligence tasks.
  • A questionnaire to bring to discovery meetings and demos.
  • Checklists of tasks and reminders for canceling with an old provider and coordinating with a new one.
  • A mini-checklist of all the payroll info you’ll need when switching.
  • Information on what to expect if you’re switching from an in-house solution, PEO, accounting firm, or a third party payroll software provider.

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