Installation Guide for trinet models including: TriNet Integration With Employee Cycle, TriNet, Integration With Employee Cycle, Employee Cycle, Cycle

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BambooHR + TriNet Integration Guide
Overview
Employee Information The integration between TriNet and BambooHR allows you to seamlessly transfer employee information between both platforms. While the integration is bidirectional each single type of update is performed in only one direction.
Important: Only information for US-based employees will be transferred between the systems. Please review the Pre-Integration Checklist carefully prior to enabling the integration. Not completing the checklist can result in errors, missing data or wrong employees being updated.
New Hires 1) When you are ready to hire an employee, proceed with hiring them in
BambooHR. TriNet will pull the employee information from BambooHR as follows: · New hire employee must be a US-based full-time or part-time
employee (no contractors or interns). Only employees with full or part time Employment Status in BambooHR will be considered for the update to TriNet. · New hire employee information must contain at least one of the following to be added to TriNet ahead of the hire date: o Social Security number o Address Line 1
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2) Your TriNet Administrator will receive an email notification to log into TriNet and complete the New Hire Forms. These forms will pre-populate with the information entered into BambooHR if this option was selected during the setup.
3) Complete and submit the forms online. 4) The employee will be onboarded in TriNet. 5) The TriNet Employee ID of the new hire will display in the BambooHR
employee profile on their date of hire. Employee Changes ­ Job Information
1) Enter any changes to an employee's job information into BambooHR.
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BambooHR Change

TriNet's Event TypeReason Code

Description

Only Job Title Changed

Job Reclassification TLC

Only Department Changed Transfer

DEP

Only Location Changed

Transfer

LOC

Only Supervisor Changed Transfer

ROR

More Than One Item Change Transfer

ROR

Job Title Change Change Department Change Location Reorganization Reorganization

2) These changes will update in TriNet and will display in the Employee Profile. The following reason codes will be assigned.

Important: While BambooHR allows for editing and removal of existing job information, it is required to always add a new row for every change made so the integration will function properly. Editing or deleting an existing row can cause misrepresentation of the information in TriNet. Transactions with an effective date of 14 days in the past or older will be ignored.

Employee Changes ­ Compensation Changes

1) Enter any changes to an employee's compensation in BambooHR. (only supports US-based employees with annual and hourly pay frequencies).

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2) These changes will update in TriNet and will display in the Employee Profile. (Pay Change, Promotion, Demotion and reason code values are based on the mapping information provided during configuration)
Important: While BambooHR allows for editing and removal of existing job information, it is required to always add a new row for every change made so the integration will function properly. Editing or deleting an existing row can cause misrepresentation of the information in TriNet. Transactions with an effective date of 14 days in the past or older will be ignored.

Employee Self-Service Changes
These are changes made by an employee to their personal information within the self-service portal, i.e. home address, contact information, name, gender, ethnicity or marital status changes. These changes must be entered into TriNet.
1) Employees or authorized HR personnel make changes to personal information in TriNet.
2) These changes are pushed to BambooHR. (See "What Information is Exchanged" for a complete list)

Important: For the integration to work properly, changes to personal information must originate in TriNet. If you allow your US employees (managed by TriNet) to access the BambooHR self-service portal, we recommend disabling the edit function for these users. Modify access levels for the individuals that have access to the BambooHR self-service portal. Please make sure the Basic Info, Address and Contact sections of the Personal tab are set to view only.
Terminated Employees If an employee is terminated at TriNet, their user account will be deactivated from BambooHR if this preference was selected during the setup. The integration will add TriNet's termination reason code to BambooHR if necessary.

What Information is Exchanged

BambooHR API
address1 address2 city country dateOfBirth

Description
Employee's first address line Employee's second address line Employee's city Employee's country Employee's birthdate

New Hire
Y Y Y Y Y

Compensat ion Changes

Job Chang es

Emp Self
Y Y Y Y Y

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department
division ethnicity

Employee's CURRENT

department. Either department or division is

Y

mapped to TriNet

Employee's CURRENT division.

Either department or division is

Y

mapped to TriNet

Employee's ethnicity

Y

firstName gender hireDate

Employee's first name

Y

Employee's gender (Male or Female)

Y

Employee's hire date

Y

homeEmail

Employee's home email address

Y

homePhone jobTitle lastName

Employee's home phone number

Y

The CURRENT value of the

employee's job title, updating this field will create a new row in

Y

position history.

Employee's last name

Y

location

Employee's CURRENT location

Y

middleName

Employee's middle name

Y

mobilePhone

Employee's mobile phone number

payChangeReason

The reason for the employee's last pay rate change.

Y

payRate

Employee's CURRENT pay rate (i.e. $8.25).

Y

Y

payType

Employee's CURRENT pay type "Salary" or "Hourly".

Y

Y

ssn stateCode supervisorId

Employee's Social Security number

Y

The 2- character abbreviation for

the employee's state (US only).

Y

Read only.

The 'employeeNumber' of the

employee's CURRENT supervisor.

Y

Read only.

workEmail workPhone zipcode

Employee's work email address

Y

Employee's work phone number, without extension.

Employee's ZIP code.

Y

Y
Y Y Y Y
Y Y Y Y Y Y Y
Y Y
Y Y Y

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Disclaimer © 2025 TriNet Group, Inc. All rights reserved. This communication is for informational purposes only, and all rights and obligations between the parties, including those regarding your use of TriNet's online systems, are solely those set forth in your written TriNet Services Requisition and the terms referenced therein. Nothing herein is legal, tax or accounting advice. Reproduction or distribution in whole or part without express written permission is prohibited. All trademarks, service marks, logos, and any other proprietary designations of TriNet used herein are trademarks of TriNet. Any other referenced third-party trademarks, service marks, logos, and any other proprietary designations are the property of their respective owners. "Employee" as used here and on the integration platform refers to worksite employees, which are employees who work for a TriNet customer company.
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