Overview: The integration with TriNet is done through an export/import process. When it comes time to run payroll, you simply export a Trinet-specific report and upload it into their system for payroll processing.
Instructions:
Additional Resources:
Set Up TriNet
You’ll want to start off by obtaining your TriNet Employee IDs and Payroll Codes from within your TriNet account.
If you’re not sure where to find these codes, reach out to an TriNet representative or your payroll provider to assist you.
1. Once you've obtained your TriNet Employee IDs and Payroll Codes, you'll want to enable the TriNet integration in Buddy Punch. Start by going to Settings --> Integrations:
2. On the integrations page, click the TriNet Payroll Settings button:
3. Here you'll want to enter your TriNet Payroll Codes. Save once done.
4. As a final step, you’ll want to take your Employee ID numbers obtained from your TriNet system and add them to each employee profile within Buddy Punch. The Employee ID entered into Buddy Punch needs to match what is found in TriNet to ensure all information is associated with the correct employee:
5. The PIN is used to identity the SSN in the report.
Export Time from Buddy Punch
1. To export time from Buddy Punch, start by going to Reports in the top navigation, followed by Payroll Export:
2. You'll then want to select which pay period and employees you want to run the report on. Click Run Report to populate the selected data. You'll then want to export the report by clicking Export followed by TriNet Format:
Important: When exporting the TriNet file do not open and resave the file using Excel. Excel will change the format of numbers. For example, a "001" would become a "1". You will want to use notepad to edit if needed.
Import Time Into TriNet
Information on how to upload time into TriNet can be found here: https://help.trinetcloud.com/hc/en-us/articles/211804348-Admin-Employee-Import-TIME-#:~:text=Upload%20your%20spread%20sheet%20by,%22Upload%20%26%20Validate%22%20button.&text=After%20clicking%20the%20%E2%80%9CUpload%20%26%20Validate,to%20be%20reviewed%20and%20validated.
Important. If you add new employees, make sure to add their Employee ID’s to Buddy Punch so they’ll be included in the TriNet export.
FAQ:
Q: Time is being applied to the wrong employees in TriNet. What am I doing wrong?
A: If time is being applied to the wrong employee in TriNet, then there's likely an issue with their Employee ID not matching in both systems. Please confirm that the Employee ID in Buddy Punch and TriNet match prior to exporting.