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OrgChart Help Guide

TriNet Connector Setup

Audience

Audience: Administrators

Overview

TriNet is a cloud-based professional employer organization. Administrators can import data directly from TriNet into OrgChart. The following article provides step-by-step instructions for setting up a TriNet connector in OrgChart.

Setting Up a TriNet Connector

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

    5_2_1_CS_Source.png

  4. Click on the 5_2_ElipsesinSourcePanel.png icon (under the Main Data Source heading). The list of available Main Data Source connectors in displayed.

    5_2_TriNet_Select.png

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

    • Company

    • Client ID

    • Client Secret

    5_2_TriNet_SetUp.png

  6. Click on Save, and then Refresh.