TriNet

Audience: Administrators

Overview

TriNet is a cloud-based professional employer organization for small and medium-sized businesses. Administrators can import data directly from TriNet into OrgChart. The following is a list of frequently asked questions (FAQs) pertaining to TriNet's compatibility with OrgChart.

FAQ

Q: How do I set up my connection to TriNet?

A: Click the following article to set up a TriNet connection.

Q: Can I pull photos from TriNet into my org charts?

A: Yes.

Q: Can I limit the fields that a user is able to pull from TriNet?

A: Confirm with your TriNet System Administrator that your current API Key Permissions allow selective queries.

Q: What fields can I pull from TriNet?

A: OrgChart supports most TriNet fields, with the following exceptions:

• 'customFields'

• 'employeeContacts'

• 'emergencyContacts'

• 'nationalIDs'

• 'homeAddress'

Q: Can I merge data from a secondary source with TriNet data?

A: Yes.

Q: Can I embed org charts (generated from TtriNet data) into my intranet?

A: Yes.

Q: Can I filter which records are included in my org charts?

A: Yes.

The following article provides step-by-step instructions for setting up a TriNet connector in OrgChart.

SETTING UP A TRINET CONNECTOR

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. The Data sources panel is displayed. Under the Main data sources heading click on the connector icon and then click on TriNet.

3. Enter the following information into the corresponding text boxes:

• Company ID

• Client ID

• Client Secret

4. Click on Save and then Refresh.