Granting Accountant Access with TriNet Payroll

Please grant TristanCPA access to TriNet Payroll by following the instructions below.

• Log in to your TriNet account.

• From the "Admin/Manager" view on the TriNet platform, go to Hiring.

• Then, click Hire / Rehire Employees.

• Click on Trusted Advisor and then Continue.

• Complete the new hire form with TristanCPA's information:

• Name: ristanCPA Accountant

• Address:

• TristanCPA.com, Inc.

• Work Email Address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.

• Click Submit.

Once the Trusted Advisor information is submitted in TriNet Passport, a "Welcome" email will generate. From here permissions / roles will need to be assigned to TristanCPA.

• From the "Admin/Manager" View on the TriNet platform, go to Employees.

• Then click Permissions.

• Click Add on the right-hand side by TristanCPA Accountant's name.

• Assign the following permissions to TristanCPA:

• HR Administrator

• Integration Administrator

• Workforce Analytics Administrator

• Click Save.