To access your Trinet payroll data, we'll need you to add us as an outside collaborator on your Trinet account. This gives us access to your payroll reports for bookkeeping. There are two Methods that can be used to set this up.

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Access to your Trinet Account with permissions to manage company users.

Method 1:

1. Log into your Trinet account

2. Navigate to 'HR Passport'

3. Click on 'My Company' and then 'Trusted Advisor Setup'

4. Fill in the necessary information:

Name: Bench Accounting

Email: thirdpartylogins+business.name@bench.co

SSN: 101010101

5. Return to 'HR Passport', click 'Find Person by Name' and enter Bench Bookkeeping to search

6. Once found, click on 'Assign Roles', click on 'Assign All Roles'

7. Return to HR Passport, click on Reports Access - Setup, then Maintain Users'

8. In the drop-down menu, choose Bench Bookkeeping to grant reports access. Click all boxes except 'Alerts' and then click on 'Add'

9. Return to 'Reports – Access Setup', then click on 'Setup User’s Access'. Tick the bullet next to Bench Bookkeeping

10. Scroll down to 'HR Insights Reports', click on 'Data Access/Packages', check all boxes and click 'Commit All'

11. Scroll down to 'Standard Reports', select 'ALL' for the 'Standard Reports' column and 'ALL' for the 'Full Admin' column

12. Scroll back to 'Dashboards', click 'Select All' and 'Commit'

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Method 2:

1. Log into your Trinet account and ensure that you are in the 'Admin' view (as opposed to 'Employee' - you can find this in the upper right corner)

2. Select 'Admin/Hiring' (Left side)

3. Select 'Hire/Rehire Employees'

4. Select 'Trusted Advisor'

5. Under Permission Assignment, choose 'Report Control & View Earnings Statements' Admin > Workforce Analytics > Reports > Admin > Manage Users > Payroll and Accounting, Tax & Compliance, Benefits Reports

6.Entitlements: Reports Builder

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Message your bookkeeper to let them know this has been completed, as the email invite link is not a regularly monitored inbox

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Once you've sent the invite and set the permissions, our team will receive the invitation and finalize access.

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I'm not sure what to use for the email address.

‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

Webpage: TriNet Platform Customer Login | Sign in to the TriNet Platform  

Source: Add & Manage Individual Users