TriNet
This app will sync your organizational roster from TriNet automatically on a daily basis. The following information is included:
- Contact info (emails, phones, addresses)
- Demographic info
- Compensation
- Managers
- Departments, Teams, Locations
- Start and end dates
To get started, your Implementation Specialist will need to know a primary contact email address, and the email address of a preferred C-level contact, so that they can fill out the TriNet Solution Engineering Form on your behalf.
Once the above form has been submitted by your Implementation Specialist, you will need to obtain API access from your TriNet representative. You will need the Client ID, Client Secret, and Company ID provided by TriNet.
Please email your TriNet representative (CC: implementation@charthop.com) with the following email copy:
Once you've received the necessary information from TriNet, do not share this information with anyone outside of your organization, as it enables direct access to your data within TriNet.
In order to use the API credentials you gathered above, you'll need to install the TriNet app in ChartHop. To install the TriNet app, simply
- Navigate to Apps and Integrations in ChartHop,
- Find TriNet in the list of available apps,
- Click Install on the far right-hand side of the table.
In order for ChartHop to access your TriNet data, you'll need to enter the TriNet API credentials you obtained above. In addition, there are a number of other configuration settings available to you.
Field | Description |
TriNet Client ID | This is the Client ID obtained from your TriNet representative. This field is required. |
TriNet Client Secret | This is the Client Secret obtained from your TriNet representative. This field is required. |
Company ID | This is the company identifier in TriNet. This field is required. |
Run Daily | With this option selected, the sync will run automatically every day. |
Push Changes to TriNet | With this option selected, ChartHop will push changes in pay to TriNet. |
Send Notification Email To | These users will be emailed every time a sync occurs with a summary of the changes. |
Notification Chat Channel | Send to a private chat channel (eg. #HR-Updates) when changes occur. |
For advanced config options, see Advanced options for payroll apps on the Get started with payroll apps page.
Please don't hesitate to contact implementation@charthop.com if you need assistance.
Once the TriNet payroll app has been properly set up, ChartHop will be able to pull TriNet data into your ChartHop account.
The table below lists all fields that are synced from TriNet to ChartHop during a sync. In the first column, we list the name of the field in ChartHop, and in the second column, we list the name of the field in TriNet.
ChartHop field | TriNet field | Transform type |
address.city | employees.homeAddress.city | one-to-one |
address.country | employees.homeAddress.country | transform |
address.postal | employees.homeAddress.postalCode | one-to-one |
address.state | employees.homeAddress.state | one-to-one |
address.street1 | employees.homeAddress.address1 | one-to-one |
address.street2 | employees.homeAddress.address2 | one-to-one |
base, hourly | employees.payInfo.compFrequency, employees.payInfo.compRate | transform |
birthdate | employees.bioInfo.birthdate | one-to-one |
contact.workemail | employees.employmentInfo.workEmail | one-to-one |
contact.workphone | employees.employmentInfo.workPhone | one-to-one |
date | employees.employmentInfo.serviceDate | one-to-one |
department | employees.employmentInfo.department.deptName | one-to-one |
employment | employees.employmentInfo.employeeType | one-to-one |
enddate | employees.employmentInfo.terminationDate | one-to-one |
ethnicity | employees.bioInfo.ethnicity | transform |
gender | employees.bioInfo.gender | transform |
location | employees.employmentInfo.location.locationName | one-to-one |
manager | employees.employmentInfo.supervisor.supervisorId | one-to-one |
name.first | employees.names[?(@.nameType == 'PRI')].firstName.first() | one-to-one |
name.last | employees.names[?(@.nameType == 'PRI')].lastName.first() | one-to-one |
name.middle | employees.names[?(@.nameType == 'PRI')].middleName.first() | one-to-one |
name.pref | employees.names[?(@.nameType == 'PRF')].firstName.first() | one-to-one |
startdate | employees.employmentInfo.serviceDate | one-to-one |
timeoff.approval | timeoffCalendar.status | transform-one-to-one |
timeoff.days | timeoffCalendar.date | transform-one-to-one |
timeoff.enddate | timeoffCalendar.date | one-to-one |
timeoff.hours | timeoffCalendar.hours | one-to-one |
timeoff.id | timeoffCalendar.employeeId, timeoffCalendar.date | transform |
timeoff.startdate | timeoffCalendar.date | one-to-one |
timeoff.type | timeoffCalendar.type | one-to-one |
title | employees.employmentInfo.businessTitle | one-to-one |
Transform Type refers to the logic employed when copying data from the source field to the target field. In many cases, one-to-one logic is employed, where the value in the source field is copied to the target field exactly as it is. In some cases, many-to-one or transform are listed, which indicates that the logic is more complex.
Any ChartHop user with sufficient permissions can trigger an on-demand sync from TriNet at any time. To sync your data for the first time, or subsequently on-demand at any time, follow the steps below.
- Open ChartHop.
- Select the gear icon.
- Select Apps and Integrations.
- Find and select TriNet.
- Scroll down to the bottom of the page, and click on Sync To Primary.
Upon clicking Sync to Primary, ChartHop will pull all of your org's current employee data from TriNet. Once completed, you will see a message indicating that the sync has been completed.
Permissions
To sync your TriNet data into ChartHop, your ChartHop user must have an access level of at least a Technical Owner. If you are not a Technical Owner and believe you should be, please contact support@charthop.com.
Any ChartHop user with sufficient permissions can set up an automated sync from TriNet at any time. To set up an automated sync, follow the steps below.
- Open ChartHop.
- Select the gear icon.
- Select Apps and Integrations.
- Find and select TriNet.
- Scroll down to the bottom of the page, and click on Run Daily.
- Click Save Settings when you are done.
