25min

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

Setting up the TriNet payroll app

Obtaining API credentials

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:

We are beginning our integration with ChartHop and need our TriNet API key information in order to properly sync data. Please reply to this email with the TriNet API key info and ensure implementation@charthop.com is included. ChartHop has previously integrated with the TriNet API and is CC'ed as the technical contacts. They can answer any technical questions you may have.

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.

Installing TriNet in ChartHop

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

  1. Navigate to Apps and Integrations in ChartHop,
  2. Find TriNet in the list of available apps,
  3. Click Install on the far right-hand side of the table.

Entering TriNet API credentials, and other config settings

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.

Syncing data from TriNet

Understanding synced data

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.

Running a single, on-demand sync from TriNet

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.

  1. Open ChartHop.
  2. Select the gear icon.
  3. Select Apps and Integrations.
  4. Find and select TriNet.
  5. 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.

Running a daily, automated sync from TriNet

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.

  1. Open ChartHop.
  2. Select the gear icon.
  3. Select Apps and Integrations.
  4. Find and select TriNet.
  5. Scroll down to the bottom of the page, and click on Run Daily.
  6. Click Save Settings when you are done.



Updated 04 May 2022
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