Exporting a New Hire into TriNet Platform
When you move an applicant's workflow status to one of the Hired statuses, you will have the option to export a new hire's information into TriNet Platform so a record can be automatically created.
First you will log into your TriNet account (https://login.trinet.com).
If you need assistance with logging into your TriNet account, please contact Customer Support: firstname.lastname@example.org or 800.638.0461.
Once logged into your TriNet account you can log on from either your Employee View or the Admin/Manager View.
From the Employee view > click on People > Applicant Tracking
From the Admin/Manager view > click on Hiring > Applicant Tracking
To start the process, navigate to the candidate’s Talent Profile page in Applicant Tracking and click on the Workflow Status drop down to update to one of the Hired statuses.
Note – only Admin Role holders in the Applicant Tracking tool also holding the role of HR Authorizer within TriNet Platform can complete this action.
When you click on one of the Hired statuses, the New Hire Export pop-up box will display. Enter the new hire's prospective start date. Then, click on Create New Record. **
**Important Note: Address details (minimum of city/state) are required on the candidate Profile page for a candidate record to successfully export to the platform. You can use '*' if Remote.
All users on the hiring team within TriNet Applicant Tracking will receive a "Your Candidate has been Hired" notification.
All employees with the HR Authorizer role, listed within TriNet Platform, will receive an "HR Passport Workflow Notification" email to complete the process.
Next, log into TriNet Platform/HR Passport. From the Admin view, look for New Hires / In Progress, under the Hiring section of your main dashboard page, to find the new hire.
Then, click on View Unsubmitted or on the Employee’s name to open the record. Enter the additional required details for the new hire to create his or her new hire record, which will generate the Welcome Email on their actual start date.
What New Hire information is sent to TriNet Platform?
The integration will transfer the data available but is limited to the following list:
- Start Date
- First Name
- Last Name
- Email Address
- Phone Number
- Home Address
- Veteran Status
- FLSA Exempt
If you need assistance with the steps in TriNet Platform, please contact your Client Service Associate or email@example.com.
For help from the Cloud team, you can contact us at: firstname.lastname@example.org