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Documentation Index

Fetch the complete documentation index at: https://help.gowindmill.com/llms.txt

Use this file to discover all available pages before exploring further.

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 as soon as they’re added in TriNet
  • Updates manager → direct report relationships in real time
  • 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.

Connected Data

Windmill syncs the following fields from TriNet:
FieldDescription
Employee NameFull legal name
Work EmailUsed for login + account identity
Job TitleDisplayed in profiles and review cycles
Manager RelationshipDrives org structure and 1:1 pairings
Department / Org UnitUsed for grouping and cycle assignment
Employment Status (Active / Terminated)Automatically archives former employees
Start DateSupports new-hire ramp reviews and onboarding timing
Windmill does not sync compensation, performance score, home address, or demographic attributes.

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.

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.
Any edits made directly in Windmill will be overwritten on the next sync.

FAQs

Automatically every 24 hours, with the option to trigger a manual sync in Windmill.
No — the integration is strictly read-only.
Yes — Windmill respects TriNet’s organizational structure.
Only if they appear in TriNet as active workers with a manager assigned.