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TriNet Integration

The TriNet and Expiration Reminder integration syncs employees into Expiration Reminder, automates credential and document expiration notifications, and keeps your compliance records aligned with your TriNet data.

 

Benefits of using TriNet & Expiration Reminder
  • Consolidate employees and their compliance information in one place.
  • Reduce manual data entry and the errors that come with it.
  • Keep employee credentials, licenses, and training up to date effortlessly.
How the Integration Works

Once connected, the TriNet and Expiration Reminder integration offers several powerful features:

  1. Employee Syncing — Employees in TriNet are automatically synced to Expiration Reminder as contacts. This includes key details such as:
    • Employee name
    • Email address
    • Mobile phone number
    • Job title
    • Department and manager
    Any updates made in TriNet will reflect in Expiration Reminder automatically on the next sync.
  2. Automatic Archiving for Departed Employees — If an employee is marked as terminated or deactivated in TriNet, they are automatically archived in Expiration Reminder. This ensures no notifications are sent to inactive employees, while their document history is kept for audits.
  3. Streamlined Notifications — Once synced, you can assign credentials, licenses, or training with expiration dates to employees in Expiration Reminder. Expiration Reminder then automatically notifies them when documents or certifications are nearing their due dates, ensuring timely renewals.
Connecting TriNet to Expiration Reminder
  1. Access the Integration Settings — Log in to your Expiration Reminder account, open the workspace settings menu where your name is listed in the top-left corner, and click Integrations to view the available integrations.
  2. Select TriNet — Scroll to the HRIS Integrations section and select TriNet.
  3. Enter Your Credentials — Confirm that you are an admin when prompted. A connection window opens where you provide your TriNet account details.
  4. Authorize Access — Follow the prompts to authorize Expiration Reminder to read employees data from TriNet. Review the information shared between the two applications and approve the connection.
  5. Finalize the Connection — Once authorized, the system configures the connection and runs the first sync. Click Finish to complete the setup.
Configuration Options

After setting up the integration, you can manage settings under the Configure button:

  • Enable or disable employee syncing as needed.
  • Trigger a manual sync at any time if you need an immediate update.
  • Update settings to match your organization's workflow.
Frequently Asked Questions

How often does data sync between TriNet and Expiration Reminder?

Data syncs automatically on a regular schedule. You can also trigger a manual sync from the Configure screen whenever you need an immediate update.

What happens when an employee leaves?

When someone is marked as terminated or deactivated in TriNet, they are automatically archived in Expiration Reminder so they stop receiving notifications, while their records remain available for audits.

Do I need to be an administrator to set up the integration?

Yes. You will be asked to confirm admin access when connecting TriNet, since the integration reads employees data from your account.