TriNet

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Benefits of connecting TriNet to Windmill

Connecting TriNet to Windmill keeps your employee directory and reporting structure always in sync — without manual updates. When TriNet is the system of record, Windmill automatically:

• Imports new hires during scheduled syncs
• Updates manager → direct report relationships
• Reflects title, department, and org changes
• Archives employees when they leave the company

This ensures reviews, 1:1s, and feedback always match your actual org — no spreadsheets, no double entry.

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Connected data

Windmill syncs the following fields from TriNet: Windmill can also sync personal email, work location, and time-off records when TriNet provides them and the connection has the required authorization. Windmill does not store compensation, performance score, payroll, benefits, home address, Social Security Numbers, dates of birth, phone numbers, pronouns, or employment contracts as employee-profile fields. See Personally Identifiable Information for the canonical list.

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Permissions

To enable the integration, the connecting user must have:

• TriNet Admin access or API permissions
• Permission to read the People Directory and Org Structure

The connection uses a secure OAuth authorization flow through Merge.
Windmill never writes back to TriNet.
All data access is read-only.

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Managing employee + manager updates

If you need to:

• Change someone’s manager
• Move an employee to a new department
• Update a title
• Archive someone who has left

Make these updates in TriNet.

Windmill treats TriNet as the source of truth.
Editing a synced field directly in Windmill creates a manual override, and TriNet stops updating that field. Learn how to manage which fields sync to each employee.

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FAQs

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