As an Admin, what can I see on the Policy eligibility and balances tab?
In Cocoon you can answer two entitlement questions.
At the start of a particular leave, what leave entitlements was the employee eligible to receive?
As of today, how much time does an employee have remaining under federal and state entitlements at the end of a leave?
For parental, medical, and caregiver leaves submitted after November 2023, you can view the eligibility criteria Cocoon used for each relevant entitlement to help you better understand why an employee is eligible or not eligible for each one.
To get there, navigate to any individual leave in your Admin Dashboard and click on the Policy eligibility and balances. There, you will see a table with each relevant entitlement for the type of leave sought and whether or not the employee is eligible for it. Click the arrow icon next to each entitlement's name to expand it for further details.
You can then click “Balances” to view their anticipated balance as of the end of the leave.
What details can I see?
Cocoon uses a combination of employer-provided information and census data to automatically determine an employee’s eligibility. In the details of each entitlement, we surface the entitlement-specific criteria (Criteria), a brief description of what it means, and the information provided about the employee we rely upon to make our determination (Evaluation status).
Examples of criteria include:
Location: whether the employee works at a qualifying worksite under applicable federal or state law rules. Cocoon presumes all employees are employed at qualifying worksites unless the admin says an employee does not work at an eligible worksite from their census.
Tenure: any required length of service with the employer as of the anticipated leave start date.
Cocoon assumes a single continuous period of employment and does not consider any prior periods of employment at your company.
Cocoon counts periods of employment even if an employee is not actually working (e.g., on paid or unpaid leave, PTO, vacation, etc.)
Hours worked: any required number of hours the employee must work as of the anticipated leave start date. Cocoon uses actual working time as compared to time that is paid but not actually worked (e.g., paid leave, PTO, vacation).
What balance details can I see?
For any leave, you can view latest anticipated balance at the leave's end date in Cocoon:
total days
used days
remaining days
These balances reflect all submitted leaves, including those that are pending review. Excluded are denied and deleted leaves.
Total days is calculated by multiplying expected_weekly_hours from the census by the number of leave weeks provided by time entitlements and commitments. Cocoon may adjust leave balances to reflect changes in an employee's scheduled work hours during an employee's leave.