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Admin roles in Cocoon
Cocoon Support avatar
Written by Cocoon Support
Updated over 6 months ago

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 you 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 or eligibility details, pay breakdowns, and claim status information. Due to the amount of information available within Cocoon, we’ve given Workspace Admins the ability to assign the appropriate level of access to other admin users.

There are three admin roles in the Cocoon employer account:

At a glance, here’s what each admin role can do:

Workspace Admin

Pay Admin

Member

🛠 Actions

x

Add additional admins

x

Edit admin roles

x

Delete admin roles

x

Upload census

x

x

🔎 Views

View everything in Cocoon dashboard

x

x

View all admins and roles

x

x

x

View everything in Cocoon except pay information

x

✉️ Notifications

All leaves emails (E.g. new leave submitted, leave date changes, etc.)

x

x

All pay emails (E.g. census file is due, pay file is ready)

x

x

All escalation emails (E.g. Form not submitted by an employee, state portal login issues, etc.)

x

Workspace Admins

Workspace Admins have the highest level of access and visibility in your Cocoon account. They can:

  • View admins and which roles they have

  • Add additional admins and remove existing admins

  • Designate roles for admins

  • View all employee leave data

Workspace Admins will receive notifications for the following:

  • Leave emails (e.g. new leave is submitted, leave date change, upcoming leave, someone is returning soon, etc.)

  • Pay emails (e.g. census file is due, pay file is ready, excess employer benefits)

  • Escalation emails (e.g. SHC form not submitted by an employee, state portal login issues, missing information for claims form)

Pay Admins

Pay Admins have the same level of visibility as a Workspace Admin, but they cannot add, remove, or change admin roles. They can:

  • Upload a census

  • Download pay files

  • View admins and which roles they have

  • View all employee leave data

Pay Admins will receive notifications for the following:

  • Pay emails (e.g. census file is due, pay file is ready, excess employer benefits)

Members

Members have limited access to Cocoon. They cannot see pay information. They can:

  • View admins and which roles they have

  • View employee leave information (except pay)

Members will receive notifications for the following:

  • Leave emails (e.g. new leave is submitted, leave date change, upcoming leave, someone is returning soon, etc.)


Any questions? Please reach out to the Support team at:

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