Please use these instructions to set up an integration between Paylocity and Cocoon, which will allow Cocoon to automatically pull in relevant employee data into our platform. Once set up, an automatic sync will occur weekly to produce a new, accurate census file. Please note: this integration does not enable Cocoon to push employee leave or pay data back to Paylocity.
Cocoon is an official Paylocity partner! Learn more.
Set-up instructions
In Paylocity
Sign-in to Paylocity.
Navigate to the Integrations Marketplace: HR & Payroll > Web App > Web Services > Integrations > "Browse Marketplace"
Search for Cocoon
Click "Begin Integration" and sign the PADE (“Paylocity Automated Data Exchange”) form
Submit the form and wait for Paylocity to confirm. It may take a few days for Paylocity to confirm the PADE request.
In Cocoon
Once Paylocity confirms that API Access has been enabled, return to your Cocoon dashboard and navigate to “Settings” > “HR & Payroll”. Under “HR System”, you’ll see a “Set up integration” button.
2. Once you click the “Set up integration” button and you’ll see a modal that will ask you to read through and accept Cocoon’s Terms of Service.
3. Once you accept, you’ll be shown the Merge Link modal, where you'll need to enter your Company ID. Please note that only one Company ID should be connected to an employer in Cocoon. Additional Company IDs should be connected to separate employer entities in Cocoon.
4. Once you click “Submit”, you’ll be guided through any remaining steps to enable the integration. You can find also find a step-by-step guide for the rest of the process here. If you run into any issues or errors, please reach out to Cocoon at [email protected].
Congratulations! You have now integrated your HRIS provider with Cocoon. No further action is needed on your end, Cocoon will now produce census files from the data pulled from Paylocity.
Please ensure your census data, whether uploaded manually or through an integration, includes only US-based employees, as we currently support only US employees.