Installing the TriNet app

This section covers setting up the TriNet integration app, which allows you to sync your employee roster to ChartHop. 
Review your payroll system data
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Obtain API Credentials for TriNet
For ChartHop to access your organization's TriNet payroll data, you need to obtain an API Client ID, Client Secret, and Company ID as an Integration Administrator. This information allows ChartHop to connect to TriNet to receive your employee data.
Sign in to TriNet
Navigate to the TriNet Integration Center
Select Get Started from the TriNet API section.
Select the applicable integration name from the Select an Integration drop-down menu and review the level of access being granted to the API Key before selecting Accept.
Copy the Company ID, Client ID, and Client Secret.
Be sure to copy these IDs in a safe place before navigating off this page as it will not be accessible again.
Select Ok when you've copied your API IDs and secret.
Note that you can revoke access at anytime by selecting Disconnect from within My Connected Apps. You can also generate a new API key and secret by disconnecting and repeating steps 1-5.
Install the TriNet app
After you have your TriNet API credentials, you can install the TriNet integration app in ChartHop.
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Connect the TriNet app
You'll be prompted to configure your payroll app when you select Install.
In the Enter your API credentials step, enter the following information that you received from your TriNet representative in the following order:
Client ID
Client Secret
Company ID
Select Next step.
Configure data sync settings for TriNet
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Configure advanced settings
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Expand the Advanced settings section. 
Use the following table to guide you through advanced settings decisions. 
Setting
Description 
Missing location information 


Select one of the two options for what should happen if location information is set for an open role:
Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop.
Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
Advanced sync options
Select the data changes you want to include in your sync. You can include some or all of the following employee data: 
Job titles 
Managers 
Groups 
Compensation 
Hire dates 
Overwrite person fields 


ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system.
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When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system. 
Historical data
Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
Exclude IDs 
To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas. 
Run an initial one-time sync of your payroll data
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Verify your data in ChartHop
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Configure your payroll app sync to run daily
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Setting	Description
Missing location information	Select one of the two options for what should happen if location information is set for an open role: Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop. Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
Advanced sync options	Select the data changes you want to include in your sync. You can include some or all of the following employee data: Job titles Managers Groups Compensation Hire dates
Overwrite person fields	ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system. When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system.
Historical data	Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
Exclude IDs	To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas.

Updated 04 Oct 2023

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