Cocoon automates the most complex parts of compliance, claims, and payroll, so HR teams can focus on what they do best: caring for employees. This may mean you’re on a call with an employee and need some information about their leave, or you’re just checking and want to see how the leave is progressing. With the Cocoon Admin dashboard, all of this is at your fingertips – log in to easily view employee leave details, pay breakdowns, and claim information.

Before jumping into the anatomy of the admin dashboard it’s important to call out that there are three admin types within Cocoon - Workspace admins, Pay admins, and Members. Workspace admins have the highest level of access and can assign roles to other admin accounts based on the level they should be granted. This allows teams using Cocoon to have more oversight on the depth of information admins have access to. Admins with higher permissions (e.g. Workspace Admins) will be able to see more information – like pay details – than others (e.g. Members).

There’s a lot you can do with Cocoon, and here’s a quick rundown of the most important things to know when you’re just getting started. Cocoon’s software and features are constantly evolving. Your screen may look a little different than these screenshots, but the key concepts remain the same!

When you log into the Admin dashboard, the first thing you will see is your list of tasks, which notify you of any outstanding action items for your team to address within the employer dashboard. The current list of tasks you will be notified about are as follows:

We anticipate adding more task types later this year to ensure you have full visibility into your to-do's within Cocoon.

Easily use the drop downs to filter tasks by the following:

A "blocking employee" task is a high-priority task that indicates an employee is blocked unless the employer takes action. This will be associated with personal leaves and leave accommodations, as an employer determines whether or not the employee's leave submission is approved.

For any completed tasks, you will be able to see when a task was completed and by whom. This ensures your entire admin team is on the same page about what's been done, and you have a record of your team's actions within Cocoon.

You’ll spend the majority of your time in the Leaves tab. From here, you can view key metrics to date, dynamically filter all of the leaves taken with Cocoon, view employee pay breakdowns, and see who’s returning soon.

Easily use the dropdown to filter leaves with Cocoon by the following:

By clicking the icon to the right of the filter, you are able to download all leave data including additional details for each leave leg an employee has submitted in Cocoon.

For more detailed information on a specific employee on leave, click on their name to view additional details. At this level we surface employee email, leave type, state, leave breakdown, leave dates, and claims information.

Please note that depending on which admin role you are assigned, you may only have access to some employee leave data based on that roles permissions. For information regarding what information is available by role please see Admin roles in Cocoon.

Leave Breakdown

From this timeline view, we’ll surface employee entitlements and sources of pay throughout the employee's leave. When toggled to 'pay' in the upper right corner, the timeline graphic will highlight full pay, partial pay, and no pay portions of the leave. By toggling on to the time icon, you will see what entitlements are available to the employee during their leave.

By clicking on the timeline bar itself, both while toggled on pay or entitlements, you will see a detailed breakdown of the source of pay or entitlement, as well as the dates that are covered.

Leave dates & Claims statuses

Scroll down to view a breakdown of the employee’s leave dates by leave type. For example, for birthing parents, we’ll break out any pre-birth disability, post-birth disability, and bonding dates as applicable.

If there are any claims associated with the employee’s leave, we’ll surface those here and display the status.

Pay tracker

At the very bottom of the page you will see the employee's pay tracker. Once an employee on an active leave starts to receive pay from your company and other benefit providers, those payment details are visible here.

In the settings page, you are able to view and manage other admins.

As your HR team grows and changes, easily add more admins by clicking ‘Invite Admin’ in the right corner of this tab. This brings you to the settings page where you are able to view and manage other admins. All you’ll need is their first and last name and email and the admin role. When selecting the role, Cocoon provides what permissions are available to that role so you are able to select the correct role. After entering their details, clicking ‘Invite’ will immediately send them a welcome email to create a password for their account.

Adding a user as an admin will allow them to access this dashboard, from which they can view company leaves, add other admins, and view and add benefits.

As a final step in your onboarding process, you will be asked to add and highlight the benefits you’d like to show employees within Cocoon. We understand that these benefits may change after onboarding. From the Benefits tab, you can self-serve and add, edit, or delete benefits. For existing benefits, click on the pencil icon to edit or the trashcan icon to remove completely. To add a new benefit you’ll need a name, link, and short description (150 characters max).

Here’s how the content shows up for employees:

The first section of the policies tab is our policy tool generator, and is only available to Admins. This tool allows you to filter by leave type to see what your different employees will see available to them when planning a leave in Cocoon based on whether they are birthing or non-birthing, the state they are located in, their tenure, and whether or not they are taking pre-birth time. This tool was designed to help you as the admin see the different elements of an employees leave and what is available to them based on their unique situation.

The remainder of the policy tab is the same information that is available to all employees when planning their leave. This policy tab reflects the policy information that was gathered during your onboarding. It is intended to be a short, succinct, summary of your policy and not a copy of your policy or handbook. It allows employees to quickly understand what time and pay is available to them throughout their leave.

If you need to make an update to any of the information, please contact

[email protected]

The support tab will bring you to Cocoon's help center. Today, Cocoon has both an employee and employer help center. The Employer Resource Center will be your go to for all post launch education. Use the Employer Resource Center to learn more about the employee experience, what to expect for payroll, how census reminders work, or additional education about leave in general. Please bookmark this in your browser for ease of access.

The settings tab reflects the information about your company that was gathered during your onboarding process including general company information, admin access, your private disability provider, state account access through private carriers (NY and HI only), your pay and HRIS systems, as well as your employer coverage for state and federal laws.

It is important that all of this information is accurate and up to date as information on this page is reflected in employee leave timelines, and impacts their claims and pay. Please review this page on a regular basis and make updates as needed. For any information you can not update directly, please reach out to [email protected].