Employee Navigator Integration for TriNet HR Plus Frequently Asked Questions

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Employee Navigator Integration for TriNet HR Plus Frequently Asked Questions

Q1. What is Employee Navigator and why did TriNet build this integration?

A1. Employee Navigator is a benefits administration platform for licensed health insurance brokers to manage their clients’ benefits and support enrollment for their clients and their employees. TriNet has built an integration between the HR Plus (ASO) platform and Employee Navigator to offer brokers and their clients the ability to continue administering benefits through the system they already use and are familiar with while leveraging TriNet HR Plus for HR and payroll administration.

This integration, automatically syncs new hires, terminations and payroll deductions across both systems, helping reduce manual work and improve data accuracy. In addition, client administrators and employees will be able to access Employee Navigator for enrollment and benefits information via Single Sign-On (SSO) from HR Plus for a more connected experience.

Q2. When will the Employee Navigator integration be available?

A2. The Employee Navigator integration is expected to be available first to net-new HR Plus clients as part of the initial rollout, anticipated to begin on or about June 4. Availability for existing HR Plus clients is expected to follow as part of a phased rollout, with timing still being determined.

Q3. Does Employee Navigator replace Benefits Administration in the HR Plus platform?

A3. No. TriNet HR Plus will continue to offer our native Benefits Administration solution. Employee Navigator will now be an alternative option for clients whose brokers already use Employee Navigator and want to maintain benefits administration there.

Q4. As a client, do I need to use a TriNet broker partner to set up the Employee Navigator integration?

A4. No. The Employee Navigator integration can be set up through either a TriNet broker partner or your own broker. However, your broker must first work directly with Employee Navigator to set up an Employee Navigator account in order to set up the integration with HR Plus.

Q5. Is there an additional cost for the Employee Navigator integration?

A5. Yes. The Employee Navigator integration is available as an add-on for $4 per employee per month (PEPM) and is based on the number of active employees on the HR Plus platform. The fee added will be added to your monthly TriNet bill.

Q6. Do I need to purchase a specific TriNet HR Plus package to enable the Employee Navigator integration?

A6. No. The Employee Navigator integration is available as an add-on for any TriNet HR Plus package. Keep in mind, your broker must be set up in Employee Navigator first before enabling the integration (see question #3).

Q7. What data is exchanged with Employee Navigator?

A7. The following data is exchanged:HR Plus to Employee Navigator. Employee census data from HR Plus will be sent to

Employee Navigator as part of the initial set up. In addition, any new hire, termination, rehire or employment change events (including compensation changes) will be sent to Employee Navigator on an ongoing basis.
Employee Navigator to HR Plus. Employee Navigator will send benefit deductions and employer contribution changes to the HR Plus payroll system in real-time as soon as the change occurs for an employee. Demographic updates that are made in Employee Navigator will be sent to HR Plus as a report rather than automatic updates (reference question 7 for additional details).

Q8. Will demographic changes made in Employee Navigator automatically update in HR Plus?

A8. No – TriNet will not automatically update certain employee demographic data in the HR Plus platform that is updated in Employee Navigator. Instead, when an employee makes certain demographic changes to their profile in Employee Navigator, the information will be sent to HR Plus and compiled into a Demographic Data Mismatch report that will be delivered via the Employee Navigator App tile so the information is available on-demand for updating HR Plus.

To access the report, broker/client admins will navigate to the “Employee Changes” tab in the Employee Navigator App, enter the desired Start/End Dates and click “Search”. The screen will refresh with the report view for broker/client admins to review and manually update in HR Plus.

Employee ID, date of change detected and the change to the following data points will be the fields included in the report:

• First Name

• Middle Name

• Last Name

• Sex

• Address1

• Address2

• City

• State

• Postal code

• County

• Home Phone Number

• Work Email Address

• Personal Email Address

• Termination Date

• Job Title

Q9. How frequently does TriNet sync data to Employee Navigator?

A9. Data syncs are just-in-time, meaning the changes should be visible in Employee Navigator in minutes after they are made in the HR Plus platform. There is also a "manual sync" option in Employee Navigator that can be run when needed by the clients or their brokers.

Q10. Will payroll deductions be automatically updated based on enrollment data from Employee Navigator?

A10. Yes – Employee Navigator will send benefit deductions and employer contribution changes to the HR Plus payroll system with the appropriate start and end dates as soon as the change occurs for an employee.

Q11. How do I set up the integration with Employee Navigator if my company is a net new client?

A11. If you are a prospective or net new ASO client, you should contact your TriNet representative to discuss Employee Navigator integration as part of your onboarding process. Once your company is set up on the HR Plus platform, a TriNet representative will help you through the steps, review pricing, applicable data‑sharing and integration terms, and help initiate the Employee Navigator integration.

Q12. What is the process for an existing client to sign up for Employee Navigator?

A12. For existing clients, the steps for existing clients will be shared at a later date as the integration becomes available for existing clients.

Q13. Are there any limitations or requirements I should be aware of before setting up the integration with Employee Navigator?

A13. The primary requirement to be aware of is that your broker must be set up in Employee Navigator first before setting up the integration with HR Plus.

Q14. Will I be able to access prior COBRA, ACA or Flex Benefits within HR Plus when the Employee Navigator integration is enabled?

A14. No – COBRA, ACA, FSA, HSA and Commuter Benefits functionality will be disabled and hidden when the Employee Navigator integration is enabled.

Q15. Will my employees be able to access Employee Navigator from the HR Plus mobile app?

A15. No. The HR Plus Mobile app is connected to the native benefits administration app in HR Plus and will not be visible to any clients that enables the Employee Navigator integrations. However, Employee Navigator has their own mobile experience that employers and their employees can access separately.

Q16. How are benefit changes handled close to payroll processing?

A16.Benefit elections and contribution changes made in Employee Navigator are sent directly to TriNet HR Plus payroll with effective start and end dates. Standard payroll cutoff rules apply based on the client’s pay schedule.

Q17. Where can I find additional resources about the Employee Navigator integration?

A17. Reach out to your Customer Relationship Manager for additional details about the Employee Navigator integration.

Broker-Specific FAQs

Q18. Do brokers need a separate agreement with TriNet to use the integration?

A18. No separate broker agreement with TriNet is required to enable the integration. However, the broker must have an active Employee Navigator account and work with the client and TriNet to complete setup.

Q19. Can brokers initiate or manage data syncs?

A19. Yes. Brokers can initiate manual data syncs within Employee Navigator if needed. Ongoing data updates from TriNet HR Plus are otherwise sent automatically in near real time.

Q20. What happens if a client changes brokers?

A20. If a client changes brokers, the new broker must be set up in Employee Navigator before continuing benefits administration and maintaining the integration with TriNet HR Plus.

Q21. Who should brokers contact for integration or setup questions?

A21. Brokers should work with their TriNet contact or the client’s TriNet representative for questions related to integration setup, data syncing, or ongoing support.

Q22. Does this integration affect broker of record (BOR) relationships?

A22. No. The Employee Navigator integration does not change broker of record relationships. Benefits continue to be administered through the broker relationship established with the employer.

Q23. Can brokers support multiple HR Plus clients using Employee Navigator at the same time?

A23. Yes. Brokers can continue supporting multiple employers using TriNet HR Plus through Employee Navigator, just as they do today for other clients using the platform

For Support

You can always reach out to our customer support team via this link: TriNet Customer Support

© 2026 TriNet Group, Inc. All rights reserved. This communication is for informational purposes only, is not legal, tax or accounting advice, and is not an offer to sell, buy or procure insurance. Reproduction or distribution in whole or in part without our express written permission is prohibited.