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About

Outsourced HR for
Small Businesses

Management team

Jason Mann

David Coburn

James Dawson

Headquarters

San Jose, CA

United States

Founded in

1993

Our Mission

Providing cutting-edge
HR outsourcing services,
with a human touch

As our client, you work closely with a dedicated support team consisting of an HR Manager, HR Associate, Payroll Manager, Payroll Associate and Benefits Specialist. You know the team personally and they get to know the finer details of your account. We deliberately maintain a low ceiling of 300 client employees (maximum) to be serviced by the team. This ensures that we always have sufficient resources to deliver exceptional customer service.

01

Dedicated Service Team

When you or your employees have a question or need immediate guidance, talking directly with a member of your personal team is what you need. Not a call center.

02

High-Tech &
High-Touch

Technology is great to reduce paperwork and to streamline processes, but a personal human touch is still the best way to deliver our uncompromising service.

03

Flexibility

We provide as much or as little flexibility as you need. You can customize all levels of your service, from your payroll schedule to your benefit offerings.

Our Story

At the frontier of HR & tech.

Founded by Susan Jochheim in 1993, during a time when women-owned businesses were still uncommon, particularly in the PEO industry, our company has grown through dedication and a deep sense of community. Now under the leadership of the next generation, with Jason Mann as President, we continue to uphold the values and close-knit culture established at the start. Our average employee tenure is nearly 20 years, reflecting the strong, family-like environment we've cultivated. It's common for new clients, who were once employees of our clients 10-20 years ago, to find themselves working with the same team members they knew back then, demonstrating our commitment to long-lasting relationships.

Today, we’re focused on staying ahead in the evolving PEO industry. Our goal is to reduce operating risk, add value, and help our customers reclaim the time they once spent managing their complex HR responsibilities.

With a team of experienced professionals, our mission is to provide a dependable and knowledgeable hands-on team that partners with our clients to offer quality benefits, navigate the complexities of employment compliance, and alleviate administrative burden.

EquityHR's human approach in providing HR services to companies, combined with a world class HRIS management and employee portal, has kept our client retention rate above 96%.

The 10 EquityHR standards

-1

Be Proactive, Not Just Reactive

Do your best to anticipate client needs rather than just react to their requests.

-2

3-Ring Pick-Up on Phones

All incoming phone calls are to be answered by the third ring.

-3

Live Person Option – “May I Help You?”

During normal business hours, a live person will always answer the phone and give the caller several options.

-4

Maintain Professional Attitude

Be courteous and friendly at all times.  Your goal should be to treat everyone (including co-workers) as if they were your most important client.

-5

Be Respectful of Client Time

Be on time for your appointments.  If you are late for an appointment, call as soon as you know that you are going to be late.

-6

Follow-Up

Always call a client back by the time you promised, even if it is to say that you don’t yet have the information they want and that you will get back to them later.  Your credibility as a service provider hinges on how well you keep your promises.

-7

Exceed Client Expectations

Only promise what you know that you can deliver and then work to exceed your promise.

-8

8/24 Rule

All client inquiries should be addressed within 8 hours, and resolved within 24 hours.  If the inquiry is not resolved within 24 hours, call the client and inform them of the status and elevate the inquiry to your team leader

-9

Above and Beyond – Personal Touch

Make going out of your way for your clients a habit.  By doing small, extra things for them, your service is remembered and our company differentiates itself from our competitors

-10

Ownership

If something goes wrong, assume responsibility regardless of whether or not it is your fault.

Work with a world-class team as we 
rethink HR and people management.

Have questions about what we can do for
your company? We’re here to help.