Follow these instructions to set up an integration between BambooHR and Cocoon, which will allow Cocoon to automatically pull in relevant employee data into our platform.
Note: this integration does not enable Cocoon to push employee leave or pay data back to BambooHR.
In order for Cocoon to set up an integration with BambooHR, we will need you to provide us with an API Key and your BambooHR subdomain.
How to find your BambooHR subdomain
Login to BambooHR and click on Settings, then account and copy your BambooHR URL.
How to create an API Key
Navigate to your profile name, click on API Keys, click on Add New Key and add the label Cocoon. Once you have added a new API Key and set any relevant data access or permissions, please include it in the request form below (along with your BambooHR subdomain). If you do not have access to generate an API key in BambooHR, you may need to reach out to a colleague who has BambooHR administrator access.
How to Submit your Integration Credentials
A Cocoon Workspace Admin can provide the credentials directly to their Cocoon Admin Dashboard. Once logged in, navigate to ‘Settings’ → ‘HRIS & payroll system’ → ‘Edit.’
FAQ:
How does the BambooHR integration work?
The BambooHR integration is currently a one-way API integration from BambooHR to Cocoon. Once you receive confirmation from Cocoon that your integration has been completed, Cocoon will be able to automatically (and securely) pull your organization’s employee census information from BambooHR.
In the future, we plan to add additional integration functionality such as automatically updating leave statuses, leave dates and leave pay calculations in BambooHR.
How long will the integration take once I have submitted my request?
Once you submit your request, we are typically able to complete your integration within 2-3 business days.
Why does Cocoon need employee information to administer leave?
Compliance: Cocoon tracks employee eligibility information across federal, state, and local leave laws as well as any applicable FMLA or state entitlement balances. This requires Cocoon to be able to track worksite locations, employee tenures and headcount.
Payroll: Up-to-date salary information ensures accurate and timely delivery of payroll files.
Claims: Verified employee information ensures accurate cross-checking of information filed in claims (ie. incorrect spelling and birth dates).
Billing: Cocoon invoices based on the number of active US employees
Life Work Success Program: We use manager information to notify managers when a direct report is going on leave or their leave dates change.
What information does Cocoon need from BambooHR to administer leaves accurately?
Employee ID | Address | Work Location | Manager Information |
Employee Name | Hire Date | Salary / Pay Information | Disability Policy Eligibility (if applicable) |
Date of Birth | Job Title | FLSA Information (exempt, non-exempt) |
|
Phone Number | Work Email | Employment Status |
|
How often will Cocoon pull information using the integration?
Once the integration is set up, Cocoon will typically pull your organization’s employee census information on a weekly basis. This ensures that Cocoon is using accurate and up to date information for administering leaves.
Additional Questions:
For any additional questions, please reach out to [email protected]