Simplified Benefits Reconciliation for Workday Users
Reconciling carrier invoices against payroll, enrollment and COBRA records is often a tedious manual task. Workday’s HCM platform lacks a built-in benefit billing audit tool, so companies previously had to export data to spreadsheets and manually cross-check bills - a time-consuming, error-prone process. Since carrier billing cycles rarely align with payroll periods, totals often don’t match and discrepancies can carry over for months. This puts a major expense at risk of errors and premium leakage.
Tabulera’s Benefits Reconciliation module fills this gap by extending Workday with an automated benefits invoice reconciliation workflow. As a certified Workday partner, Tabulera connects via secure API to pull current Workday enrollment and payroll data. The platform matches carrier invoice line items against this data, flags discrepancies, and pinpoints their root causes for quick resolution. In practical terms, that means no more Excel spreadsheets for monthly benefit audits. Errors that would take hours to find manually are surfaced instantly.
Tabulera’s impact is substantial - cutting reconciliation time by up to 75% and helping eliminate costly premium write-offs by catching billing errors early. Every action in the process is tracked, creating an audit-ready trail for compliance. Benefits leaders can trust that payroll deductions, contributions, and carrier charges are accurate each month - without spending days on spreadsheets. Finance teams see more consistent monthly benefits spend with fewer surprises at financial close.
Key Features of Tabulera’s Benefits Reconciliation Solution
- Seamless Workday Integration: Connects directly with Workday via secure API to import the latest enrollment and payroll data - no more manual exports.
- Automated Invoice Matching: Matches carrier invoices against Workday records, flags discrepancies, and explains the cause of each variance.
- Time Savings & Efficiency: Automates up to 75% of the reconciliation workflow, reducing manual work and helping prevent premium overpayments.
- Variance Insight: Users gain clear insight into discrepancies, supported by contextual data. From there, they can take action outside the platform - such as notifying carriers or updating Workday records - to resolve issues. Tabulera identifies errors but does not make changes directly.
- Audit Trail & Reporting: Every step is logged to provide a complete audit trail. One-click audit-ready reports - featuring detailed activity logs and summary reconciliation results - give teams full visibility and control.
With Tabulera now available on the Workday Marketplace, HR leaders can modernize their benefits reconciliation process and eliminate time-consuming manual work. Workday users can leverage this partnership to focus on strategic initiatives - while Tabulera helps ensure benefits billing stays accurate.