Overview

Process

  1. Log into TriNet.

  2. Select Admin/Manager view (top right).

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9c4f26b0-c952-46dc-89f9-582f23a2b3b5/Untitled.png

  3. Choose Manage Employees on the left navigation bar under the Employees header and select your name.

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/cc6a5fa5-049d-453b-9d93-3fe63c9f6dd0/Untitled.png

  4. A list of your Permissions should appear. If the Permissions tab is not available after selecting yourself, you do not have the required privileges to view Permissions.

  5. You will need three specific permissions to set up this integration: