Expensify’s integration with TriNet automates employee management by syncing employee data and approval workflows. This ensures seamless expense management when onboarding, updating, or offboarding employees.

Once connected, the TriNet integration will:

• Create Expensify accounts for full-time, active employees when they’re hired.
• Update approval workflows based on changes in TriNet.
• Deactivate Expensify accounts when employees are removed from TriNet.

Prerequisites

Before connecting Expensify with TriNet, ensure that:

• You are an admin in both TriNet and Expensify.
• You have a Control or Collect workspace in Expensify. If not, you’ll have the option to upgrade during setup.
• Every employee in TriNet has a work email address, as this is used as the unique identifier in Expensify.
• TriNet will sync all employees to one Expensify workspace. If your company uses multiple workspaces, you can select which one to connect during setup.

Connect TriNet to Expensify

Step 1: Enable the Integration

1. Go to Settings > Workspaces > [Workspace Name] > Accounting.
2. Under HR Integrations, select Connect to TriNet, then click Sync with TriNet.
3. Log in to TriNet using your admin credentials.
4. Authorize Expensify to access your TriNet account.

Note: You can exclude specific users from syncing before authorizing the connection.

Step 2: Configure the Approval Workflow

1. Choose the approval process that best fits your team:
   • Basic Approval: Employees submit reports to one final approver (default: Workspace Billing Owner).
   • Manager Approval: Reports first go to the employee’s direct manager before a final approver (default: Workspace Billing Owner).
   • Manual Configuration: Customize report submission manually. This option does not import manager data from TriNet.

FAQ

Will my employees receive a notification?

Yes, each employee will receive a welcome email at their work email address. This email includes account validation steps and a password setup link. Employees can also download the Expensify app for iOS and Android.

Note: The welcome email cannot be disabled.

Should I set up the integration from Expensify or TriNet?

It’s up to you! You’ll have the same setup options regardless of whether you start the sync from Expensify or TriNet.