Import your current employee roster from TriNet
To import an employee roster from TrNiNet into Jirav, follow these steps:
-
Connect TriNet to Jirav:
- Navigate to Setup ⚙️ > Actuals in Jirav.
- Select "Connect" next to TriNet.
-
Authenticate TriNet:
- The TriNet integration requires a Client ID, Secret, and Company ID to authenticate.
- Refer to Merge's "TriNet - How do I link my account?" guide for detailed instructions to obtain the Client ID, Secret and Company ID from TriNet.
-
Confirm Connection:
- After receiving the Client ID, Client Secret and Company ID from TriNet, return to Jirav.
- Enter your TriNet Client credentials and Company ID when prompted.
-
- Submit the information and await confirmation of a successful connection.
- Submit the information and await confirmation of a successful connection.
- Import Employee Roster:
- Once TriNet is authorized for Jirav, the "Connect" button will change to "Import."
- Click "Import" to synchronize the current employee roster with the Jirav Staffing table.
Be Aware:
The initial import process may take up to 24 hours to fully complete. During this time, it is possible you may see a partial list of employees as the import progresses in batches. Subsequent imports will be immediately available.