Enabling and using the TriNet Zenefits integration

Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be configured by Super Admins
Permissions • To enable: Manage API credentials and manage integrations
• To use: View profiles and associated job postings
Packages LeverTRM, LeverTRM for Enterprise

As an official TriNet Zenefits partner, Lever makes it easy to automatically push hired candidate information over to TriNet Zenefits. Candidate data from Lever will dynamically populate a new Zenefits employee profile, minimizing the time spent on manual data entry. And if your team is using TriNet Zenefits offer workflows, you can even push a candidate out of Lever and into TriNet Zenefits to kick off the offer process! Here’s how:

Enabling the integration

  • Navigate to your account's Integrations page in Settings.
  • Find the Zenefits logo and click the toggle.

Lever integrations and API page with arrow pointing to zenefits in list

  • After you’ve toggled on the TriNet Zenefits integration, you will be prompted to enter the Company ID for your TriNet Zenefits account, as well as a Client Secret token generated through TriNet Zenefits. These can be generated at https://secure.zenefits.com/dashboard/#/ats/1/connect

Lever zenefits setting showing company ID field and client secret field

  • You’ll also have the chance to choose a Contact. Who’s the contact? This is the individual who should be notified if there is ever a problem exporting a candidate into TriNet Zenefits. Hint: if you’re setting up the integration, it probably should be you!
  • To confirm that you have entered all information correctly, click “Verify”. This will send a test request to TriNet Zenefits to ensure that Lever can successfully authenticate using the Company ID and Client Secret token that you provided.

Zenefits verify connection with arrow pointing to verify button

  • Does your team use TriNet Zenefits offers instead of Lever’s offers? Go ahead and turn on Zenefits offers instead of Lever’s offers! If you use offers in Lever, choose Lever’s offers workflow.

Lever zenefits setting with choose lever offer flow and use zenefits offers outlined

  • Congratulations, you’re all set! Click the “Done” button.

How does the integration work?

When you mark a candidate as “Hired” in Lever, here’s a list of all of the data that gets transferred from Lever to TriNet Zenefits. You’ll see all of this data displayed within a story on the candidate’s profile.

Lever candidate profile with exported candidate to zenefits information


The profile story letting you know that the data was transferred from Lever to TriNet Zenefits will take a few seconds to load. In addition, this story is secret by default since it may contain sensitive data about the candidate’s offer. Since it’s secret, this story is only visible to account Super Admins, Admins, or those with Sensitive Information Privileges.

Here are each of the fields that are sent from Lever to TriNet Zenefits:

Lever Candidate Field Description TriNet Zenefits Profile Field
Name Candidate's name (required) First name, Last name
Email Candidate email (required) Contact info
Phone Number Phone number on the candidate profile Contact info
Resume We send the first resume in the Resumes section. If there are no resumes, we send the first file in the Files section.  Learn the difference between resumes and files here. Metadata
Job title Candidate's job title Job info
Job location Candidate's job location Job info
Reports to Candidate reporting manager Job info
Start date Date when candidate will start on your team Job info
Offer date Date candidate was sent an offer Job info
Salary Candidate's annual salary Job info
Interviewers List of interviewer's with names and scores Metadata


Next time you mark a candidate as hired in Lever, a new employee record will be available in TriNet Zenefits. You will need to go through the "Hire/Add Employee" flow to start working on the candidate in TriNet Zenefits. Right at the top of the "Hire Employee" form will be a searchable field labeled "Import candidate from Lever"!

What if I choose to use TriNet Zenefits offers?

If you use TriNet Zenefits’ offer workflows, Lever makes it easy to push candidates over to TriNet Zenefits. When you move a candidate into the “Offer” stage of your pipeline, a blue “Send to Zenefits” button will appear. Clicking this button will immediately send this candidate over to TriNet Zenefits.

Lever candidate profile with arrow pointing to send to zenefits button

In addition, you can always use the [...] menu to send the candidate over to Zenefits:

Lever candidate profile with dropdown action menu and arrow pointing to send to zenefits

Jump in and give the integration a spin today!

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