# TriNet Integration

TriNet is a cloud-based professional employer organization (PEO) that provides human resource management solutions to small and mid-size businesses. The services include payroll, benefits, and risk management.

### How does this integration help Sprinto <a href="#how-does-this-integration-help-sprinto" id="how-does-this-integration-help-sprinto"></a>

The integration primarily helps Sprinto retrieve staff-related information such as name, email address, job roles, onboarding dates, reporting managers, etc. These details are crucial for managing compliance needs related to people management. Sprinto initiates relevant checks if any of the required information needs to be updated to ensure compliance framework requirements are met.

#### Sprinto checks for **TriNet** <a href="#sprinto-checks-for-trinet" id="sprinto-checks-for-trinet"></a>

Here's a list of Sprinto checks available for TriNet integration, along with reference procedures on how to fix them:

| Sprinto check                            | Check description                                                                                                                                                  | Reference procedure                                                                                                                                  |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>Staff role should be assigned<br></p> | All in-scope staff members must have an assigned staff role.                                                                                                       | <p><br><a href="../../monitors/authentication-and-access-monitors/resolve-sprinto-check-for-removing-access-for-offboarded-users">How to fix</a></p> |
| <p>Staff role should be assigned<br></p> | <p>All in-scope staff members should have an assigned reporting manager.</p><p><strong>Note</strong>: Top management roles like CEO, CTO, etc. are exceptions.</p> | [How to fix](https://docs.sprinto.com/data-library/access/dashboard-actions/view-and-map-staff-access)                                               |
| <p>Staff role should be assigned<br></p> | <p>Define the joining date for all newly onboarded staff members.<br></p>                                                                                          | <p><br><a href="../../data-library/access/dashboard-actions/view-and-map-staff-access">How to fix</a></p>                                            |

### Before you begin <a href="#before-you-begin" id="before-you-begin"></a>

* Log in to Sprinto as an administrator.
* You must have a paid account on TriNet to build this integration with Sprinto.
* Ensure you have "Admin" access on the TriNet account you want to integrate.
* You need to provision Client ID and Secret for your TriNet account from the TriNet support. Follow step 1 in the below procedure for detailed instructions.

### Integrate Sprinto with TriNet <a href="#integrate-sprinto-with-trinet" id="integrate-sprinto-with-trinet"></a>

1. Get the Client ID and Secret provisioned from your TriNet account.
   * Open the[ provision form](https://forms.office.com/Pages/ResponsePage.aspx?id=rDmwZ3j1xkKbW6obW7A4jw_XyFTg_3JMiJg1sTzyG3BUOFlJNlpJR0M3NlpVTldBMDhVWkFBRDQzWSQlQCN0PWcu) from TriNet.
   * For the first question, “I am a” select TriNet Customer.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078409393/original/p0EUJ_7XnH3rmxtdrDc5WzqWH5tOD5F8IA.png?1702976512" alt="" width="563"><figcaption></figcaption></figure>
   * Then, answer the second to sixth questions according to your orgaization’s business information.
   * For the seventh question, “What we can help you with?” select Custom Integration.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078409484/original/KsAQlCc9mZ6KSCzQDq87TJFtWB_Tw5tE8A.png?1702976559" alt="" width="563"><figcaption></figcaption></figure>
   * For the eighth question, select “Other” and enter Sprinto as the application name you’re integrating with.
   * For the ninth question, provide the access-related details for integration. Below are the required permissions:

     ```
      GET /company/{company_id}/departments
     ```

     ```
      GET /company/{company_id}/employees?viewType=All
     ```

     ```
     GET /company/{company_id}/locations
     ```

     ```
      GET /manage-company/{company_id}/org-details
     ```
   * And add the following scopes:
     * **basic-read**
     * **hr-admin-read**
     * **hr-personal-read**<br>
   * At last, review the entered details and submit the request. After you submit the form, a TriNet representative will contact you to process your request.
2. Get the API key from your **TriNet** account.<br>
   * Once the Client ID and Secret you requested in Step 1 get added to your account, log in to the[ Developer Portal](https://developers.trinet.com/?linkPrefix=%2Faccounts) using your credentials.
   * Click on your email address at the top and select Apps.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078409582/original/yb9fnC0bmlBYjrrV_8bAimKovocWvl5Rxg.png?1702976616" alt="" width="563"><figcaption></figcaption></figure>
   * Now, click on the relevant app and then copy the **API key** and **Secret**.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078409599/original/DVtVOTfg6H_9zpSuwJ0cYZof0C73Pcj1zg.png?1702976649" alt="" width="563"><figcaption></figcaption></figure>
   * Take the following steps to get the Company ID:
     * On the **TriNet** portal, go to Money.
     * Navigate to Paychecks and Statements.
     * View a paycheck.
     * Find the Company ID and Copy it. You will need the Company ID on Sprinto to build the integration.
3. Integrate Trinet on Sprinto
   * Go to Settings > Integrations > Active integrations, then click Connect next to **TriNet**.

     <figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2Fy4Bn24SNFgfQYF3bqG1x%2FScreenshot%202025-09-25%20at%2015.33.34.png?alt=media&#x26;token=1069a4c5-3a70-4107-a10e-23652367a29f" alt="" width="563"><figcaption></figcaption></figure>
   * On **Integration** page, select the acknowledgment checkbox and click Connect to **TriNet**.\
     Note: Ensure you have a pop-up window enabled on your browser.
   * On the **TriNet** window, enter your API key and the Secret you have copied from Step 2, then click Submit.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078409643/original/3LAHiGiKp4qfgKNqgu3RNJjTUHw-YdjSVw.png?1702976699" alt="" width="375"><figcaption></figcaption></figure>
   * Enter your TriNet Company ID and click Submit.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078409714/original/3sNx0IxNDQcY4WZL_d5DXKjVQdYbL59lnw.png?1702976739" alt="" width="375"><figcaption></figcaption></figure>
4. Configure **TriNet** on Sprinto.
   * Go to Data Library > People > Configuration, and click Manage.
   * On Staff information provider page, click Add staff.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078410643/original/vyI0R7wvLW6vVyJid7pSJgI1lJgxVJzEkw.png?1702977259" alt="" width="563"><figcaption></figcaption></figure>
   * On Add staff member page, select Add staff from HRMS, then click the details button next to TriNet.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078410677/original/eU-UKugW67uG9_JIzYUaUw1EgNKzsc16Tw.png?1702977283" alt="" width="375"><figcaption></figcaption></figure>
   * On Add **TriNet** as a provider page, click Add **TriNet**.\
     Note: You should see “Connected” highlighted next to TriNet. This means the TriNet account is connected and ready for Syncing information.

### Final step <a href="#final-step" id="final-step"></a>

Note: After completing Step 4, wait 15 to 20 minutes to let Sprinto finish the data syncing process. Sprinto takes up to 24 hours to evaluate the synced data and activate the relevant Sprinto checks.

* If required, go to Data Library > People > Configuration, click Manage, and then click Sync next to TriNet to refresh the synced information.

  <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72078410706/original/hETl1YGEEgPwI8SzGx9mONLc3YEOGmpwhA.png?1702977304" alt=""><figcaption></figcaption></figure>
