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Sapling - Trinet Integration Guide

Alice McAnaw
Updated

Introduction

The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams.​​

Trinet is a powerful HR solution that provides benefits, compliance, payroll and risk management platform all in one place. 

With the Trinet integration, Sapling will:

  • Create Users: When a new hire completes preboarding in Sapling, they will automatically be created in Trinet

  • Update User Attributes: When a user profile is updated in Sapling, the corresponding user profile will be updated in Trinet

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How it Works

Create Users

  • When a new hire completes preboarding in Sapling, they will immediately be created in Trinet with their personal information and job details

  • Once you fully onboard the new hire in Trinet, they will then be invited to Trinet based on your company settings in Trinet
  • Check out the Supported Fields section for what fields are synced from Sapling to Trinet for user creation

Update User Attributes

  • When a user profile is updated in Sapling, the corresponding user profile will immediately be updated in Trinet

  • Check out the Supported Fields section for what fields are synced from Sapling to Trinet for user updates

Before Enabling the Integration

Sapling will only auto-create Trinet accounts for new hires that complete preboarding after the integration is enabled. 

As such, before enabling the integration you need to manually create Trinet accounts for all your existing Sapling users (if they don't already have one). For a speedier solution, please reach out to Trinet Support and ask if you're able to do so via bulk upload. 

Setting Up the Integration

Part 1: Retrieve your client ID, client secret, and company ID in Trinet

  1. From your home page, navigate to Integration Center
  2. Scroll down to find Trinet API and click "Get Started"
  3. Under Select an Integration, search for Sapling and click "Accept"
  4. Copy the client ID, client secret, and company ID for part 2 of the setup

Part 2: Enable the Trinet integration and configure the L/D/E filters in Sapling

  1. Under Administration Tools, navigate to Integrations

  2. Scroll down to find the Trinet integration and enable the integration slider
  3. Paste your Trinet client ID, client secret, and company ID
  4. Specify which Location, Department, and Employment Statuses the integration applies to
  5. If you'd like to integrate additional Trinet instances, click "Add Another Instance" and repeat all previous steps
  6. Once completed, click "Next"
  7. Confirm your configuration details and click "Activate" to complete the integration

Supported Fields

Kallidus is continually expanding the number of fields that sync between Sapling and Trinet.

Please note that is not possible to exclude or custom map any of the supported fields above, or map any additional fields at this time. 

Key Factors to be aware of

Field Name Matching

  • For the fields to sync correctly, the naming conventions must match between Sapling and Trinet for both the field names and field values (for dropdown fields)

Duplicating/Re-creating Users in Trinet

Where possible, please avoid duplicating or re-creating users (after deleting them) in Trinet. If you were to do so, the user's new Trinet profile will not be automatically linked to their existing Sapling profile, even if the Company Email matches. In this event, please reach out to our Support team so we can manually link those profiles for you on the back end. 

Filters in Sapling

Sapling supports filtering and allows you to identify what users you want to keep synced based on the following:

  • Location

  • Department

  • Employment Status

Looking to do more?

Want to build your own custom integration? Check out the publicly available resources below:

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