Data guides
TriNet: see how much data you have, then export it.
Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.
TriNet
HR & payroll
How to see how much data is in TriNet
- Sign in to the TriNet platform as an admin
- Open Reports → Workforce Analytics
- Run an employee listing (census) report that includes terminated employees
- Note the employee count and how many years of payroll history exist
Record employee count and years of payroll history; TriNet shows no storage figure, and Workforce Analytics may need an administrator role.
How to get a copy of your TriNet data
- Sign in as an admin
- Open Reports & Analytics
- Pick a standard report or build one in Report Builder
- Set filters and run it
- Export as PDF, Excel or CSV
Admins can export or schedule reports from Reports & Analytics in PDF, Excel and CSV formats. These include payroll register and general ledger reports.
TriNet is a PEO, so some records, such as benefits and tax filings, may sit with TriNet and need a support request.
These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.