Which of the following is a Stage 5 activity?

• A. Submit Onboarding Exception Request
• B. Complete Forecasting/Win Survey/Needs Assessment
• C. Review Proposal with Prospect
• D. Client Submits First Payroll

Answer: (D)

The key idea is the client lifecycle after implementation. Stage 5 is the post-go-live period when the client starts handling day-to-day payroll tasks and TriNet shifts toward ongoing support rather than setup activities. Submitting the client’s first payroll marks this transition into steady-state processing, showing the go-live is complete and payroll operations are now routine for the client.

The other options fit earlier parts of the process: submitting an onboarding exception request is part of the setup and troubleshooting during implementation; completing forecasting/win survey/needs assessment happens during the discovery/requirements phase; reviewing a proposal with the prospect occurs during the sales/proposal stage. These occur before the client is live, whereas submitting the first payroll reflects the client actively using the payroll service in a normal, ongoing cycle.