Easily send your payroll data from Bob to TriNet via Bob's connector, found in Bob's Integrations area. Integrating Bob with TriNet's payroll system ensures your people data is always up to date and ready for your next pay cycle.

Integration details

Detail How it works
Integration type Bob → Trinet
Direction of data flow Bob to Trinet
Sync trigger Upon sync/ Scheduled sync
Support information support@hiBob.com

What data syncs?

The data is transferred into the following separate reports:

  • New hires: people who joined your organization
  • Changes: updates to personal, employment, or payroll information
Data mapping
Bob field TriNet field New hires Changes Notes
  Alternate ID     Requires creation of a custom field in Bob
First Name First Name ✔️ ✔️  
Middle Name Middle Name ✔️ ✔️  
Last Name Last Name ✔️ ✔️  
Gender Gender ✔️ ✔️  
Marital Status Marital Status   ✔️  
Ethnicity Ethnicity ✔️ ✔️  
Birth Date Birth Date ✔️ ✔️  
Work Email Work Email ✔️    
Start Date Start Date ✔️    
Reports to Supervisor ID ✔️ ✔️  
Job Title Job Title ✔️ ✔️  
Job Title Job Code ✔️   Requires mapping
Comp Change Reason Comp Change Reason   ✔️ Constant value "MRE" inputted (not a field in Bob)
Standard Hours Per Week Weekly Hours ✔️    
Comp Annual Rate Comp Annual Rate ✔️    
Comp Rate Comp Rate ✔️ ✔️  
Employee Type Employee type ✔️    
Comp Frequency Comp Frequency ✔️ ✔️  
Department Department ✔️ ✔️ Requires value mapping
Address line 1 Address Line 1 ✔️    
Address line 2 Address Line 2 ✔️    
City City ✔️    
State State ✔️    
Country Country ✔️ ✔️  
Zip Code Zip Code ✔️    
SSN National ID ✔️    
Site Location ✔️ ✔️  
FLSA Code FLSA Code ✔️    
Effective Date Effective Date ✔️ ✔️  

Before you begin

  • Review the general checklist on how to set up your pay cycles here.
  • Contact TriNet to inform them that you wish to integrate your payroll data with Bob. During this process, also ask for the following from TriNet, as your organization will need to sign an addendum with TriNet for the integration. After signing the addendum, TriNet will provide a developer account holding an app containing the required credentials.

How to set up the TriNet integration

  1. Contact TriNet to get your company ID.
  2. Log in to the developer account. 
  3. Click your name in the top right and click Apps. mceclip0.png
  4. Click your app name to enter the app item. mceclip1.png
  5. Under the “API Keys” section, copy the API Key and Secret.mceclip2.png
  6. Retrieve TriNet the codes of the following lists to create the value mappings in Bob:
    • Department
    • Job Title
    • Locations
  7. Login to your TriNet production account (not the dev account) as an admin.
  8. From the left panel, click Company Administration.
  9. From the top panel, click on  Departments and Location (for departments/locations mapping) OR Job Codes (for Job codes mapping).
  10. For each of the following tables above, right-click in the middle of the table, then select Export > Excel Export.
  11. Grab the Code column from each Excel sheet to place it in the Bob value mappings.

How to access the setup wizard in Bob

  1. From the left menu, select Settings > Integrations.
  2. Select Payroll.
  3. On the TriNet integration tile, click Connect. 
  4. Click Setup

The setup wizard will open with some preset settings in gray

Step 1: Details

  1. Name: Preset as TriNet.
  2. Transfer Type: Preset as API.
  3. In TriNet settings, select either Single company or Multiple companies. For each company, enter the Company ID that you received from TriNet.
  4. If you are managing multiple companies in TriNet, click Add company and enter a Company name for each one.
  5. In the API Key field, enter the API Key you have retrieved from the TriNet Developers account.
  6. Click Edit Client Secret and enter the Client Secret you retrieved from the Trinet Developers account.
  7. Click Next.

Step 2: Fields

This step has already been preset, so click Next to continue. 

Step 3: Value Mapping

Map Bob values to the corresponding payroll codes to ensure employee information is well translated.

You can map the values using one or both of the following methods: 

  • Via an imported value mapping list. 
  • Directly in Bob’s interface.

You may find that you only need one method or might choose to use both as needed. 

Note: While the Source in Bob and Name fields are configurable in the Value mapping step, we recommend keeping them as they were set up to allow for a seamless integration. That said, we have included the instructions on how to do so in case you wish to reconfigure this part.

How to map values via an imported value mapping list

You may import and export any other value mapping list to Bob using the following steps.

Notes:
  • This method is best suited for when you have long value mapping lists.
  • Use this method to import the information in the three validation lists you exported from Trinet (Job title, Departments, and Termination reason) to Bob.
  • In the Value mapping step, you may edit any of the pre-set value mapping lists and/or create additional ones:
  • If you edit an existing value mapping list using an imported one, it will override the original value mapping list’s data.

How to edit a pre-set value mapping list (e.g., add new job titles to the mapping list) via an imported value mapping list:

  1. Click the three-dot menu of the list you’d like to edit and select Edit
  2. From the Source in Bob dropdown, select the field from which the Bob list values are derived, e.g., “Job Title.”
  3. Enter the Name of the corresponding field in Trinet, e.g., “Job Title.”
  4. Click the import icon to override the existing value mapping list.
    This opens the Import value mapping list popup.
  5. Click Select template to open a Bob values list template dropdown menu.
  6. Scroll or search for the Bob value list (derived from a Bob field) you wish to use and select it.
  7. Click Download.
  8. Enter the value mapping list according to the instructions in the Excel sheet and save the document as an xlsx file.
  9. Go back to the value mapping list and click the import icon.
  10. Click on the Upload xlsx button.
  11. Search for your file and click to select it.
  12. Click Open.
  13. Click on Run import to begin importing your document to Bob.
  14. Review the value mapping list’s data for accuracy.

How to map values via Bob

In the Value mapping step, you may edit any of the pre-set value mapping lists and/or create additional ones:

To edit a pre-set value mapping list (e.g., add new job titles):

  1. Click the three-dot menu of the list you’d like to edit.
  2. Select Edit.
  3. To change the field that serves as the selected list’s Source in Bob field, click on its dropdown.
  4. Scroll or search for the Bob field you’d like to change to.

To edit an existing value:

  1. To edit the Bob value name: select the text in the Bob value field you wish to change (on the left) and enter the new Bob value name.

    Note: Make sure to use the exact name of the value in Bob.

  2. To edit the payroll system’s value name: select the text in the corresponding right field and enter the new Trinet value name.

To add a new value:

  1. Scroll to the row beneath the value mapping table.
  2. Enter the exact name of the value in Bob in the left text field.
  3. Enter the exact name of the value in Trinet in the right text field.

To create a new value mapping list:

  1. Click + Create new.
  2. From the Source in Bob dropdown, select the field from which the Bob list values are derived, e.g., “Job Title.”
  3. Enter the Name of the corresponding field in Trinet, e.g., “Job Title.”
  4. Create a mapping between a Bob value and the Trinet value using the following steps:
    • In the Bob value field, enter the name of the value in Bob, e.g., “Account Manager.”
    • In the field to the right of the Bob value field, enter the name of the value in Trinet, e.g., “AM.”

      Note: In some instances, the list values may be similar or identical, while in other instances, they may vary greatly. To ensure that data transfers accurately, enter each value in the value mapping.

    • Click + Add value.
    • Repeat as necessary.
    • Click Done.
  5. Repeat the above to create different value mapping lists as needed.
  6. Click Next once you’re done with the value mapping step.

Step 4: Field Mapping

Begin mapping the data flow between fields and values across Bob and Trinet.

Note: Trinet’s fields are already listed from the details entered in prior steps.

  1. To view all mapped fields, including non-editable ones, switch off the Editable mappings toggle. To view only the editable fields, switch the toggle on.
  2. Starting from the first row, select one of the following options from the Mapped with column that will best relay the data to the specified Trinet’s field.
    • Const: a constant value used by your Trinet settings, e.g., a company code, that will be the same value in every employee’s mapped field in Trinet.
    • Exact: a field in your Trinet settings that is an exact match with a Bob field, e.g., Trinet’s “Location” field is the exact match with Bob’s “Site” field.
    • Value mapping: a value mapping list that has been mapped in the previous value mapping step that best matches the field, e.g., “Job Title” value mapping list.
    • Empty value: a blank value if the field needs to transfer an empty value to the payroll system each time the data transfers.
  3. Under the Source column, select the Bob field or value that best corresponds with the external payroll’s field (specified in the same row):
    • If Const was selected, enter the value in the row’s Source text field.
    • If Exact was selected, scroll or search for the corresponding Bob value or field, e.g., “Site,” and select it.
    • If Value mapping was selected, select the value mapping list option as created from the Value mapping step, e.g., “Job title.”
  4. Repeat as needed for each row.
  5. Click Done.

Tip: Once you have configured your Trinet integration, you can set up the pay cycle(s) associated with Trinet Export.