Integrations: TriNet Zenefits

Contents

• Overview
• Field Mapping
• Configuration
• Technical Contact
• Data Sync
• Common Errors

Overview

The Betterworks TriNet Zenefits integration automates the transfer of user data between an organization’s TriNet Zenefits instance and Betterworks; ensuring that information remains up to date. This automation includes:

• Creating accounts for new employees. 
• Updating the accounts of existing employees (i.e. manager change, title change, etc.). 
• Deactivating the accounts of employees who are no longer with an organization.

Note: There are manual user management options (i.e. uploading a file or making individual updates).

Field Mapping

This integration leverages the TriNet Zenefits API to pull user data from the TriNet Zenefits employee record and apply it to the applicable Betterworks user account. 

Configuration

Note: The TriNet Zenefits integration must be configured by someone who is both, a “Super Admin” in Betterworks and an “Admin” in TriNet Zenefits. 

1. Access the Third-party integrations page.
   
   
   • Go to the Admin module. 
   • Select the Platform Configuration tab. 
   • Select Third-party integrations (under the Integrations header).
     
     
2. Scroll down to Zenefits. 

3. Click Set Up.
   
   
4. Click Sync with Zenefits. 

5. Enter your credentials. 

6. Click Sign In.
   
   
7. Use the TriNet Zenefits filters to exclude any users who should not be synced to Betterworks.
   
   
8. Click Authorize.
   
   
9. Click Sync Now.
   
   
10. Reach out to the Betterworks Support Team ([e-mail]) to designate your organization’s Technical Contact.

Technical Contact

The Technical Contact is the person (or group of people) who receives an automated email notification if any errors are found in the user data. We can only use one email address for the Technical Contact, so we highly recommend that organizations provide a group email address (i.e. [e-mail]). That way, multiple people will be notified.

Note: Error notifications apply to data that is sent to Betterworks. It does not apply to manual user management (i.e. uploading a file or making individual updates). If any errors are found during manual user management, the error message(s) will be displayed in a banner or preview panel. 

Data Sync

The data sync runs every day to ensure that records are kept up to date. 

Note: Any changes made through other user management options (i.e. uploading a file or making individual updates) will be overwritten by the TriNet Zenefits integration during the next data sync.

Common Errors

If there are any errors found in the user data to Betterworks, the Technical Contact will receive an automated notification by email. The notification will contain a downloadable error file and direct them to our error resource.