OrgChart Now Help Guide

Table of Contents

TriNet Connector Setup

Audience

Audience: Administrators

Overview

TriNet is a cloud-based professional employer organization. Administrators can import data directly from TriNet into OrgChart Now. The following article provides step-by-step instructions for setting up a TriNet connector in OrgChart.

Setting Up a TriNet Connector
  1. Log in to OrgChart.

  2. Select More > Chart Settings.

  3. Click on the 5_2_ElipsesinSourcePanel.png icon (under the Main Data Source heading). The list of available Main Data Source connectors in displayed.

    5_2_TriNet_Select.png
  4. Enter the following information into the corresponding text boxes:

    • Company

    • Client ID

    • Client Secret

    5_2_TriNet_SetUp.png
  5. Click on Save, and then Refresh.