Please ensure your census data, whether uploaded manually or through integration, includes only US-based employees, as we currently support only US employees.
Follow these instructions to set up an integration between Namely and Cocoon, which will allow Cocoon to automatically pull in relevant employee data into our platform. An automatic sync will occur weekly to produce a new, accurate census file.
Note: this integration does not enable Cocoon to push employee leave or pay data back to Namely.
In your Cocoon Dashboard, navigate to “Settings” > “HR & Payroll”. Under “HR System”, you’ll see a “Set up integration” button.
2. Once you click the “Set up integration” button and you’ll see a modal that will ask you to read through and accept Cocoon’s Terms of Service.
3. Once you accept, you’ll be shown the Merge Link modal, which displays what exactly Cocoon will pull from Namely.
4. Once you click “Continue”, you’ll be guided through the remaining steps to enable the integration. You can find also find a step-by-step guide for the rest of the process here. If you run into any issues or errors, please reach out to Cocoon at [email protected].
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.