Follow these instructions to set up an integration between Zenefits 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 Zenefits.
Step-by-step instructions
In Cocoon Dashboard, navigate to “Settings” > “HR & Payroll”. Under “HR System”, you’ll see a “Set up integration” button.
Click the “Set up integration” button and you’ll be shown a modal that will ask you to read through and accept Cocoon’s Terms of Service.
Once you accept, you’ll be shown the Merge Link modal, which displays what, exactly, Cocoon will pull from Zenefits.
Once you click “Continue”, you’ll be taken to a screen in the modal where you’re shown how to retrieve the credential (API key) needed to create the “link” between Cocoon and Zenefits through Merge. This will also link to a resource Merge provides to show the exact steps you’d need to go through to retrieve the Zenefits API key.
Optionally, you can follow along here for steps to retrieve the Zenefits API key needed.
Log into Zenefits, and navigate to “Company Profile”.
Navigate to the “Custom Integrations” tab.
Under “REST API Access”, click “Add Token”.
You’ll be asked to specify which permissions you wish to provision for this token. The default permissions already selected will be sufficient for Cocoon to produce census files based on the data pulled from Zenefits. For further clarification, the b fields should be selected:
Under “Company Locations”:
“Company’s Locations”
Under “Company Departments”:
“Company’s Departments”
Under “Company”:
“Companies”
“EIN”
“Legal name”
“Legal address”
Under “People”:
“People”
“Date of birth”
“Person’s Department”
“Home address”
“Person’s Location”
“Manager”
“Personal email”
“Personal phone”
“Status”
“Work email”
“Work phone”
Under “Employments”:
“Employments”
“Employment type”
“Termination type”
Under “Labor Groups”:
“Labor group types”
“Labor groups”
Under “Time Durations”:
“Time durations”
e. Once you’ve submitted these selections for permissions, select the “eye” icon to reveal the API key, then copy and paste it into the “Zenefits API key” field in the Merge modal within the Cocoon dashboard. Then click “Submit”.
6. Once the API key is submitted, you’ll see a loading screen indicating that Merge is establishing the link between Cocoon and Zenefits, then a success screen once the link has been created.
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 your provider - an automatic sync will occur weekly to produce a new, accurate census file.
If you see an error, review the instructions to obtain the API key. If the issue persists, please contact Cocoon at [email protected].