Follow these instructions to set up an integration between Gusto 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 Gusto.
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 Gusto.
Once you click “Continue”, you’ll be taken to a screen in the modal where you’re shown how to retrieve the credentials (email + password and 2FA) needed to create the “link” between Cocoon and Gusto through Merge. This will also link to a resource Merge provides to show the exact steps you’d need to go through to gain the correct access level to input valid credentials.
Optionally, you can follow along here for steps to gain the correct access level needed for valid credentials.
Ask a Gusto admin to provision one of the below permissions sets to your Gusto account.
Recommended: Full Access
Minimum: Specific Role (Payroll, Finance & accounting, HR & Onboarding, and Benefits all must be checked).
Once the you’ve added this access level to the user whose credentials you will be using to establish the Cocoon and Gusto link, input the credentials into the Merge modal.
Once the credentials are submitted, you’ll see a loading screen indicating that Merge is establishing the link between Cocoon and Gusto, 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 provision the correct access level. If the issue persists, please contact Cocoon at [email protected].