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
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
Here's a list of Sprinto checks available for TriNet integration, along with reference procedures on how to fix them:
Staff role should be assigned
All in-scope staff members must have an assigned staff role.
Staff role should be assigned
All in-scope staff members should have an assigned reporting manager.
Note: Top management roles like CEO, CTO, etc. are exceptions.
Staff role should be assigned
Define the joining date for all newly onboarded staff members.
Before you begin
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
Get the Client ID and Secret provisioned from your TriNet account.
Open the provision form from TriNet.
For the first question, “I am a” select TriNet Customer.
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.
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
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.
Get the API key from your TriNet account.
Once the Client ID and Secret you requested in Step 1 get added to your account, log in to the Developer Portal using your credentials.
Click on your email address at the top and select Apps.
Now, click on the relevant app and then copy the API key and Secret.
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.
Integrate Trinet on Sprinto
Go to Security Hub > Settings > Integrations > Active integrations, then click Connect next to TriNet.
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.
Enter your TriNet Company ID and click Submit.
Configure TriNet on Sprinto.
Go to Security Hub > People > Configuration, and click Manage.
On Staff information provider page, click Add staff.
On Add staff member page, select Add staff from HRMS, then click the details button next to TriNet.
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
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 Security hub > People > Configuration, click Manage, and then click Sync next to TriNet to refresh the synced information.
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