TriNet Zenefits connector

Get your TriNet Zenefits data out before the standalone platform winds down.

TriNet announced in late 2024 that it is no longer selling the standalone Zenefits HRIS to new customers and is steering existing tenants toward its PEO and ASO offerings. Data Panda pulls your employees, employments, payroll, deductions, benefits, time-off and applicant records into your warehouse, so years of HR and payroll history stay yours regardless of which TriNet plan you end up on.

About TriNet Zenefits

TriNet's all-in-one HR product, folded into the PEO play.

Zenefits started in 2013 in San Francisco as an all-in-one HR, benefits and payroll platform for small and mid-market US employers. The product covered the whole people stack a lean HR team would otherwise stitch together from three or four tools: an employee directory, onboarding, time and attendance, paid time off, payroll runs with federal and state filings, benefits administration for medical, dental, vision and 401(k), and an optional applicant tracking module on top.

TriNet (NYSE: TNET), the Dublin, California Professional Employer Organization that has been running outsourced HR for SMBs since 1988, closed its acquisition of Zenefits on February 15, 2022 and rebranded the product TriNet Zenefits, later TriNet HR Platform and TriNet HR Plus. In December 2024 TriNet confirmed a strategy shift: it would stop selling the standalone HRIS-only plan and concentrate on its full-service PEO and ASO offerings, with a sizeable layoff round in the former Zenefits sales organisation. Existing standalone tenants keep working today, but the new-customer motion has moved on, and the runway for the HRIS-only experience is no longer open-ended.

This connector is built for that reality. It pulls the TriNet Zenefits API objects (companies, employees, employments, departments, locations, pay statements, deductions, benefits enrolments, time-off and applicants) into your warehouse, where the record can be reported on, lined up against finance and revenue data, and replayed into whichever HR or payroll system you land on next.

What your TriNet Zenefits data is for

What you get once TriNet Zenefits is connected.

HR and payroll reporting

Headcount, payroll cost, benefits enrolment and time-off in one picture, on a place you control regardless of which TriNet plan you end up on.

Active headcount and FTE per location, department and legal entity, with joiners and leavers per period
Gross and net payroll per pay period, broken down by earnings type, deductions and employer taxes
Benefits enrolment and time-off balances per plan and team, lined up against payroll cost

Migration and process automation

Replay TriNet Zenefits events into the HRIS or payroll system you migrate to, while the existing tenant keeps running.

Mirror new hires, terminations and pay-rate changes into the successor HRIS during the parallel run
Push benefit enrolments and 401(k) contribution changes into the new benefits broker portal as they happen
Provision identity and SaaS access from the migrated employee record, no longer from the closing tenant

AI workflows on the HR and payroll record

Put years of TriNet Zenefits payroll, benefits and onboarding history behind AI that does not need a live tenant to answer.

Pay-equity and compensation-band analysis on the full employment history, not on a CSV export
Benefits-cost forecasting that reads enrolment, age band and historical claim contribution from the warehouse
Natural-language Q&A on the archived employee, payroll and time-off record

Custom apps on your data

Lightweight tools on the migrated record so the HR ops team still has a workbench when the standalone HRIS is no longer the system of record.

HR ops workbench reading from the warehouse instead of the closing TriNet Zenefits tenant
Manager view of headcount, pay-rate changes, time-off and benefits enrolment after the migration
Audit-trail viewer for old payroll runs and benefits changes, kept available beyond the standalone plan

Use cases

Use cases we deliver with TriNet Zenefits data.

A list of concrete reports, automations and AI features we have built on TriNet Zenefits data. Pick the one that matches your situation.

Standalone-HRIS data archiveFull TriNet Zenefits record snapshotted into your warehouse before any tenant change, queryable forever after.

Payroll historyPay statements, earnings, deductions and employer taxes per employee per pay period across the years the tenant ran.

Benefits enrolment registerMedical, dental, vision and 401(k) enrolments per employee and dependent, with effective dates and contribution splits.

Time-off balances and patternsPTO, sick and unpaid leave per employee, balance carry-over and absence concentration named per team.

Headcount and FTE reportingActive employees per legal entity, department and location, with joiner and leaver counts per period.

Compensation-band analysisSalary, bonus and equity grants across role, level and tenure, ready for pay-equity and band-fairness review.

Onboarding completion trackingNew-hire workflow progress per cohort, with the I-9, W-4 and benefits-elect steps that consistently slip surfaced.

Applicant pipeline historyApplicants, jobs, sources and stage moves from the optional ATS module, kept across the platform transition.

Multi-state tax footprintEmployees per work state and home state, with the filings TriNet ran on the company's behalf for each.

Migration parallel runSide-by-side state of TriNet Zenefits and the successor HRIS during the cutover, with diffs flagged per object.

Custom-field preservationCustom fields on employees and applicants mapped and kept in the archive, not lost in the move to the next tool.

Audit trail beyond the tenantOld payroll runs, benefits changes and onboarding outcomes still readable after the standalone HRIS plan is gone.

Real business questions

Answers you will finally get.

Where will years of TriNet Zenefits payroll and benefits history live if we move off the standalone plan?

Pay statements, earnings, deductions, employer taxes, benefits enrolments, 401(k) contributions, PTO and onboarding records all snapshotted into your warehouse before any tenant change, with custom fields preserved. The HR or finance lead can still answer 'what did we pay out in March 2023, who was on the dental plan in Q4, who used 80% of their PTO last year' two years after the standalone HRIS is gone, instead of losing that record with the platform shift.

How do we keep payroll cost and headcount lined up with the GL across the move?

Active employees per legal entity from TriNet Zenefits, joined to the gross-pay and employer-tax lines per pay period and lined up against the personnel-cost and tax-payable accounts in the GL. Group close stops needing a live TriNet login to confirm the payroll line, because the underlying record already sits next to the journal entries in the warehouse.

Are we ready to migrate, and is the parallel run staying clean?

Side-by-side counts of employees, employments, pay statements, benefit enrolments and time-off records in TriNet Zenefits and in the successor HRIS during the cutover window, with the diffs named per object type. The migration owner sees the day a pay-rate change stopped propagating to the new system, instead of finding the gap in week three of the new HRIS going live.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Headcount and FTE per legal entity from the TriNet Zenefits record, joined to gross pay, deductions and employer taxes per pay period, lined up against the personnel-cost and tax-payable accounts in the GL. Group close stops needing a live TriNet login to confirm the payroll line, and the same number ties out before and after the platform shift.

For sales leaders

Open seller roles, hire dates, ramp windows and territory assignments from the TriNet Zenefits employee record replayed into the new HRIS so quota coverage does not break in the middle of a quarter. Sales leadership sees when the platform transition risks losing a hired AE start date, before the forecast call surfaces it.

For operations

Hiring funnel from the optional ATS module, time-off and onboarding throughput in one capacity picture across the migration. The COO sees which location is letting joiner records drift past day thirty during the cutover, and where the absence concentration falls in the weeks the team is short on TriNet Zenefits expertise.

Ideas

What you can automate with TriNet Zenefits.

Pair with HiBob

Migrate TriNet Zenefits employees and payroll history into HiBob

The TriNet Zenefits employee register, employments, departments, locations, custom fields and historical pay statements land in the warehouse, mapped to the equivalent HiBob shape, and replay as new worker, site and department records in Bob during the cutover. Onboarding and benefits-elect workflows in flight at the time of switch keep moving in Bob with the stage they were already in. The people lead sees a clean side-by-side count per object type, so the migration goes live on a known reconciliation, not a hopeful one.

Pair with Slack

Drive joiner, leaver and benefits-window Slack moments off the warehouse

While the standalone TriNet Zenefits plan winds down, joiner, leaver and benefits open-enrolment events flow from the warehouse (which holds both the TriNet Zenefits record and the successor HRIS record) into Slack rather than directly off TriNet, so the welcome message, the access-revoke ping and the open-enrolment reminder keep firing on day one regardless of which system the record lives in this week. People ops stops running a manual handoff queue across HR and IT through the transition.

Pair with HubSpot

Match HubSpot recruitment-marketing to TriNet Zenefits applicant outcomes

HubSpot careers-site visits, employer-brand campaigns and recruitment-newsletter performance lined up against the applicant-source field, stage progress and final hire outcome in the TriNet Zenefits ATS module, across the lifetime of the platform. Talent acquisition sees which campaigns produced applicants that reached the offer stage, not just clicks, and uses that read to budget the equivalent campaigns in the successor ATS instead of guessing.

Pair with Salesforce

Reconcile Salesforce seat plan against the TriNet Zenefits-staffed sales org

Active sellers, hire dates and ramp windows from the TriNet Zenefits employee record (and from the successor HRIS once the migration is in flight) joined to Salesforce user assignments, territories and quotas. Revenue operations sees the AE roles that hired in TriNet Zenefits but never made it into Salesforce as a user, and the Salesforce seats still active for people who left the company before the platform transition.

Pair with monday.com

Drive monday.com onboarding boards off the warehouse TriNet Zenefits record

New-hire records, I-9 and W-4 milestones and benefits-elect steps from TriNet Zenefits land on the monday.com onboarding board for the receiving manager, with the same checklist items the TriNet Zenefits workflow held. After the migration the same board reads from the successor HRIS instead, with no change at the manager's end. The receiving team does not feel the system change, only the people lead does.

Pair with Exact Online

Tie TriNet Zenefits headcount and payroll cost to Exact Online

Active headcount and FTE per legal entity from the TriNet Zenefits employee record joined to the personnel-cost and payroll-tax lines in Exact Online, with joiners and leavers per period and the cost variance against the headcount plan. Group finance sees the entity where two leaver records closed in March but the payroll line did not yet drop, before the next monthly close runs.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your TriNet Zenefits data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From TriNet Zenefits to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

TriNet Zenefits connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Is TriNet Zenefits still being sold, and what does that mean for our tenant?

TriNet announced in late 2024 that it would stop selling the standalone Zenefits HRIS-only plan to new customers and steer the business toward its full PEO and ASO offerings (TriNet PEO and TriNet HR Plus). Existing standalone tenants keep working today, but the new-customer motion has moved on. The point of this connector is to land the TriNet Zenefits record in your warehouse before any tenant change, so the payroll, benefits and people history outlives the standalone plan whatever path you pick next.

Which TriNet Zenefits objects land in the warehouse?

Through the TriNet Zenefits API the connector pulls Companies, Employees with their custom fields, Employments, Departments, Locations, Pay Statements with earnings, deductions and employer taxes, Benefits enrolments (medical, dental, vision, 401(k)), Time-off records and balances, and Applicants and Jobs from the optional ATS module. Authentication runs through a TriNet Zenefits API token scoped to your tenant. Custom fields on employees and applicants are preserved in the archive.

What if we have not picked the successor HRIS or payroll system yet?

The warehouse archive is independent of the successor choice. We pull TriNet Zenefits into the warehouse first; the migration into HiBob, BambooHR, Workday, Rippling, Gusto or whichever tool you land on can run against that archive on its own timeline. That removes the pressure to pick fast and migrate fast in the same window, which is the combination that loses payroll and benefits history.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your TriNet Zenefits setup and the systems around it. Together we pick the first thing worth building.

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