Setup Guide: TriNet HR Platform

This guide will walk you through creating an API key within TriNet and entering it into the linking flow.

Contents

• Prerequisites
• Generating your API key
• Copy and paste the API token into the link
• Permissions

Prerequisites

You need Admin permissions in your company's TriNet instance, or someone has granted you access. Before continuing, please make sure you are trying to connect to the TriNet HR Platform and not the TriNet PEO. This guide is for the TriNet HR Platform.

• TriNet HR Platform was formerly known as Zenefits. If you notice "zenefits" in the URL, you're in the right place!
• If the UI looks different from the screenshots included in this guide, you're probably using TriNet PEO. In the linking flow, go back and select the TriNet option - not Trinet HR.

Generating your API key

1. Open Company Profile, under Admin Apps.

2. Click on Custom Integrations.

3. Under Rest API Access, select Add Token.

4. When you configure the Permissions that you'd like to give access to the company you are connecting to, press Save.

Copy and paste the API token into the link

You have to click on the "eye" icon to reveal the API token. From there, you can copy and paste this token into the linking flow.

Permissions

Make sure the following items under People are checked off: EIN, Work Email, Vacation Requests, Vacation Types, and Status.

The screenshot below is just an example.