TriNet PEO is now an integrated payroll provider with Guideline. This means our system can sync with the payroll provider each night to update important information needed to administer the plan, such as input new hire or terminated employees, pull payroll reports, and adjust contribution rate changes made from the Guideline platform.
There are several steps you'll need to take in order to connect your TriNet PEO account to Guideline. If you've completed this process before with another integrated provider, please note that there are a few additional step to take, as TriNet does not connect through an immediate integration.
Below is a step-by-step guide to connect your TriNet PEO-Guideline integration.
Step 1
You will first need to navigate to your TriNet PEO account and find the keys from your TriNet dashboard.
How to request TriNet API keys: Navigate to the Admin - Manager tab on the left side of your dashboard and clink on the Integration Center tab.
Scroll down the list to the panel that says TriNet API, then click on the API card to expand. Click Get Started to generate the necessary API keys.
Step 2
Once you complete step 1b, you will be presented with a new screen asking you to select an integration to generate the API keys.
Select Guideline from the dropdown menu. Once an option is chosen in the dropdown, the box below will list the data Guideline will pull each night.
Click Accept to proceed to the next page.
Step 3
You'll now be taken to a page which displays the API keys you will need to copy to your Guideline dashboard to complete the integration.
Copy the Company ID, Client ID, and Client Secret into the appropriate inputs in the TriNet tasker in your Guideline dashboard to initiate the API connection.
Note: You will not be able to view the keys again after clicking OK. If you click OK before copying the keys, you will need to redo the entire process (disconnect from within TriNet and go back to Step 1 to generate new keys).
When ready, click OK.
When you get to the screen below, insert your Company ID, Client ID, and Client Secret into the Guideline tasker here.
Check the box to consent to the TriNet PEO integration.
Click the Continue button.
Step 4
TriNet must receive a signed 401(k) benefits setup form via email. To generate the form, you will first need to electronically sign the document within the Guideline task.
First Name
Last Name
Email
Phone Number
Provide your electronic signature by typing your name in the requested field. By signing, you are affirming you reviewed and understood Guideline’s terms and conditions.
Click the purple Sign and download button.
Step 5
If you are a new TriNet PEO customer, download the completed form.
Email the completed form to TriNet at 401k@trinet.com and click the box “Yes, I’ve emailed 401k@trinet.com the signed form.”
The completed form includes all the details on the 401(k) deduction for your 401(k) plan (Guideline pre-fills the information to ensure there’s no miscommunication between you and TriNet PEO). This form must be submitted 12 days prior to the check date for payroll to be setup in time for the next payroll run. If the form is submitted on time, TriNet will be able to set up the connection two days prior to the payroll run date.
Note: If you are an existing TriNet PEO customer, you do not need to send a form to TriNet as part of this process. Instead, you can simply check the box acknowledging you’ve sent the form to complete the task. The form will be saved in your Resource Library for safe keeping.
Click the Complete task button to finalized the payroll connection.
You’ve successfully set up your TriNet PEO-Guideline integration.