OrgChart Now Help Guide

Table of Contents

TriNet Configuration

Audience

Audience: Administrators

Overview

TriNet is a cloud-based professional employer organization. Administrators can import data directly from TriNet into OrgChart Now.

Configure your TriNet API
  1. Sign in to your TriNet account.

  2. Click on your email in the top right, and then select the My Apps option.

    TriNetAPIWelcome.png
  3. Click on the App Registration associated with OCN in the My Apps list. If this option is not available, contact your TriNet System Administrator to configure your OCN App Registration.

    TriNetAppRegistration.png
  4. Click on the TriNetADDKEY.png button (in the API Keys section) to add an API Key. The Create a Key Dialog appears.

    TriNetADDAPI.png
  5. Click on the Confirm button. The API Key has been added to the API Key list.

    TriNetConfirm.png
  6. Click on the TriNetCOPY.png icon next to the API Key and the Secret to copy and paste this information in a safe place. Refer to this information when setting up the TriNet Connector.

  7. Click on the TriNetSAVE.png icon at the bottom of the page.