TriNet PEO

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Initial Integration Set Up

TriNet requires a security review in order to set up the integration with Finch. Plan on at least two weeks for the review to be completed. Contact your Finch Developer Success Engineer to initiate the process. If you do not have an assigned Developer Success Engineer, please email developers@tryfinch.com. More details regarding the process can be found in the Security Reviews section of our Implementation Guide.

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Product Field Support

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Deductions

• To create any new benefits in TriNet, the employer will need to contact TriNet directly to create the retirement savings plans (Finch will only support 401k and 401k Roth for TriNet since these are the only benefits where we can automate enrollment). Employers will need to submit a Retirement Plan Summary Setup form with TriNet’s retirement team at least 12 days before the first pay date that needs to have their first deductions. If the benefits needs to be edited, the employer will need to again work with TriNet directly each time. This is because the TriNet API cannot accommodate creating or editing employer-wide benefits. Finch can still enroll users into a benefit automatically, but the benefit will have to be created by the employer.
• TriNet does not support custom_pre_tax/custom_post_tax deductions and contributions.