UKG Integration for Benefits Reconciliation

STOP RECONCILING
BENEFITS IN EXCEL

Across our client base, roughly 2% of billed premiums contain errors. Tabulera's UKG integration helps you find and resolve them in minutes, not days.

Schedule Demo
Watch demo
Catch billing errors.
Speed up monthly audits.
Eliminate write-offs.

Why Benefits Carrier Invoice Processing Is So Complex?

The default workflow runs on a fragile chain. Enrollment goes to the carrier. The carrier sends an invoice. Someone reconciles it against enrollment in a spreadsheet, pays each carrier separately, and matches against payroll.

Data preparation

Each cycle starts with exporting UKG reports, cleaning files, and aligning formats to match the bills.

Misaligned timing

Carrier billing cycles and payroll frequencies rarely line up, so totals do not naturally match across UKG and the invoice.

No shared identifier

Carrier bills do not reference UKG SSNs or coverage IDs, so teams have to rely on assumptions to infer matches.

Custom logic everywhere

Spreadsheets rely on custom formulas and manual joins to make UKG workforce data line up with the invoice.

Streamline Benefits Reconciliation with the UKG Integration

Tabulera helps teams focus on employee-level variances instead of full invoice reviews.

Instant Start

The UKG integration replaces hours spent stitching together reports and carrier bills in Excel.

  • UKG data synced automatically each cycle
  • Simply drop in your monthly carrier invoices
  • Most records matched automatically

Noise Removed

No more reviewing employees with no issues. Only records with variances remain.

  • Clean records filtered out automatically
  • Focus only on employees with issues
  • Review time stays consistent each month

Explain Faster

No more digging through historical financial data to explain variances.

  • All employee charges and adjustments connected
  • Full variance history available in one view
  • Answers available without reopening prior periods
Schedule Demo

How Tabulera's UKG Integration Works

Tabulera introduces a structured workflow that is easy to learn, easy to manage, and consistent month to month.

Schedule Demo
1

Sync UKG data

A scheduled UKG report export delivers enrollment, payroll, and employee profile data to Tabulera securely.

2

Upload carrier invoices

Upload carrier invoices as received – no file cleanup, no reformatting, no renaming fields.

3

Match records automatically

Most records are matched automatically between UKG and the carrier invoice. When clarification is needed, the system prompts for quick input and retains the mapping.

4

Find variances

Tabulera filters out clean records and surfaces only categorized variances that need attention.

5

Resolve open variances

Every variance keeps its full transaction history. Each action updates the plan balance and feeds reconciliation reports, keeping explanations consistent month over month.

6

Maintain audit trail

Tabulera logs every step automatically – what was reviewed, adjusted, or written off, with full context.

7

Generate audit reports

With one click, teams generate audit-ready reports that include clear totals, employee-level detail, and the GL support Finance needs to close the month.

Works with List and Self-Bills

Each billing method has its own pros and cons, but all of them need to be reconciled to ensure billing accuracy. Tabulera's UKG integration for benefits reconciliation handles all three.

List-Billed Plans 

Carrier list bills often include inaccuracies - such as terminated employees still being billed, missing dependents, or miscalculated premiums.

Self-Billed Plans 

Self-billing avoids timing differences but leaves employers uncertain about which rates carriers may apply or when increases will take effect.

Mixed Models 

Many employers run a combination of self-billed and list-billed plans. This adds another layer of complexity by having two different reconciliation workflows to manage.

FAQ

Does Tabulera support UKG Pro, UKG Ready, and UKG Dimensions?

Yes - all three. The UKG integration runs the same way across UKG Pro, UKG Ready, and UKG Dimensions: a scheduled report export delivers enrollment, payroll, and employee profile data to Tabulera securely. The workflow is identical regardless of which UKG product you run.

Is the UKG sync secure?

Yes. Data moves from UKG to Tabulera over an encrypted SFTP connection, using a dedicated service account rather than employee credentials. Tabulera is SOC 1 Type 2 compliant.

How does the integration improve reconciliation accuracy?

Tabulera matches carrier invoices against the UKG data delivered through the automated sync. Only variances are surfaced for review, which reduces manual handling and helps teams catch billing issues earlier.

Does the UKG integration work with list-billed and self-billed plans?

Yes. The integration supports both within the same reconciliation process.

How long does it take to set up the UKG integration?

Most UKG integrations are set up in weeks, not months. Once the sync is live, reconciliation can start immediately with current data.

Is the UKG integration for employers, PEOs, or both?

Both. Direct employers use it to reconcile their own carrier invoices against UKG data. PEOs use it across multiple client groups, with each client's data kept isolated within the same workflow.

How does Tabulera connect to UKG?

Tabulera receives a scheduled report export from UKG that delivers enrollment, payroll, and employee profile data over a secure connection. The sync runs automatically on your payroll cadence - no manual file pulling or uploading from your team.

Connect your UKG instance to Tabulera

Move reconciliation out of spreadsheets, eliminate manual work, and prevent costly errors.

Schedule Demo