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Benefits Reconciliation Software for Workday HCM
Tabulera streamlines Benefits Premium Reconciliation for Workday HCM users
Catch billing errors.
Speed up monthly audits.
Eliminate write-offs.
Tabulera streamlines Benefits Premium Reconciliation for Workday HCM users
Workday is one of the most powerful HCM platforms, but it does not provide built-in tools to audit benefit premium bills. As a result, many organizations rely on a single team member to manage what is often their second-largest expense after payroll using a custom spreadsheet.
That person typically exports enrollment and payroll reports, then merges them with carrier list bills in Excel. Because carrier billing cycles and payroll frequencies rarely align, the totals almost never match. Unresolved balances are carried over month after month - and if the person maintaining the spreadsheet leaves, the entire process breaks down.
Built for modern benefit teams
Tabulera’s Reconciliation Module extends Workday benefits administration functionality to help HR and Finance teams save time on monthly premium reconciliation.
The platform automatically matches carrier invoices against Workday Enrollment and Payroll data, highlights discrepancies and shows the cause for each variance, and providing the information needed to resolve it.
Best of all, your team will never have to build and rely on an Excel sheet for manual, unreliable premium audits again.
Tabulera provides a repeatable workflow your benefits team can learn once and follow every month.
As a certified Workday Innovation Partner, Tabulera connects directly to Workday through a secure API.
This allows you to pull enrollment and payroll data automatically.
Add your carrier list-bills or self-bills in Excel. With Workday data already in place, you’re ready to reconcile.
Up to 75% of the reconciliation process is automated!
Tabulera speeds every step, from data mapping to variance detection.
Filter out employees without variances in one click, and let the pay frequency adjustment feature handle weekly and bi-weekly payrolls.
Every payroll deduction, contribution, COBRA payment, and carrier-billed amount related to the invoice being reconciled is recorded chronologically, making it easy to trace when a variance began.
Decide how to act based on company policy:
Each action updates the employee’s plan balance and is captured in the reconciliation reports.
Unlike Excel, every step in Tabulera is logged.
Auditors can see exactly what was reconciled, adjusted, or written off.
With one click, produce audit-ready reports for Finance and Accounting, including:
Benefits reconciliation impacts multiple stakeholders - from Finance to HR - and automation brings measurable gains to each group.
A large employer with 7,000 benefit-eligible employees struggled with premium leakage, averaging $136,944 in write-offs in Q1 alone. Manual reconciliation caused delays, errors, and unnecessary costs.
By implementing Tabulera’s Benefits Reconciliation Module, the client automated reconciliation, eliminated manual spreadsheets, and cut premium write-offs dramatically over the next 8 quarters.
Each billing method has its own pros and cons, but all of them need to be reconciled to ensure billing accuracy.
Carrier list bills often include inaccuracies - such as terminated employees still being billed, missing dependents, or miscalculated premiums.
Without reconciliation, these errors flow straight into overpayments or write-offs.
Self-billing avoids timing differences but leaves employers uncertain about which rates carriers may apply or when increases will take effect.
Errors can also arise from the complexity of eligibility rules and wash rule algorithms.
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.