Tabulera Academy

HOW-TO GUIDES

Step-by-step guides to help you get things done in Tabulera.

Scheduling Workday Report Delivery to Tabulera via SFTP

Set up an outbound Workday EIB that delivers your TCensus and TPayroll reports to Tabulera over SFTP on a weekly, monthly or daily schedule.

September 11, 2026

Andrey Brych

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How-To

Scheduling Workday Report Delivery to Tabulera via SFTP

Set up an outbound Workday EIB that delivers your TCensus and TPayroll reports to Tabulera over SFTP on a weekly, monthly or daily schedule.

September 11, 2026

Andrey Brych

Read Guide

How-To

Reconciling Benefit Invoices against Workday Reports

Need to reconcile benefits invoices against Workday? This guide walks you through generating the reports inside Workday.

June 17, 2025

Andrey Brych

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How-To

Uploading Source Data

Learn how to upload and map Enrollment, Payroll, COBRA and Carrier Invoice Files.

April 15, 2025

Andrey Brych

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How-To

Benefits Reconciliation UI Overview

Understand how to navigate Tabulera’s Reconciliation UI to resolve variances faster.

April 2, 2025

Andrey Brych

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How-To

Carrier Access Manager

Access carrier invoices faster with Tabulera's auto-fill extension.

December 20, 2024

Andrey Brych

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How-To

Member Mapping

Learn how to link unmatched employee records in your system.

August 28, 2024

Andrey Brych

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How-To

Employee and Plan Mapping

Learn to map and merge plans and persons.

February 16, 2024

Andrey Brych

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PRODUCT UPDATES

What's new in Tabulera.

Product Updates

Mass Adjustment Template: Include All Employees for the Selected Period

October 6, 2026

Alexandra Garbar

Read Guide

October 6, 2026

Mass Adjustment Template: Include All Employees for the Selected Period

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September 17, 2026

Platform Updates September 2026: New Reports UI, Multi-Invoice Reports, and Plan Balance Redesign

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July 28, 2026

New Time-Saving features in Benefits Reconciliation

July 2026 adds an optional Notes field to bulk adjustments, four traceability columns plus a Running Balance to the Plan Balance Report, and Margin Fees.

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June 12, 2026

Automated plan balance adjustments

New in Benefits Reconciliation: the Mass Adjustment Template now calculates plan balance adjustments automatically. Clear balances in a few steps.

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May 15, 2026

Master Plan Pay Frequency, Variable Margin Fees, and Pre-Pay Visibility

The May 2026 release introduces a refreshed EDI module interface and a Tabulera Billing Dashboard, and further expands the functionality.

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March 11, 2026

New Invoice Lock Feature

Lock an invoice to finalize reconciliation and prevent further changes such as regenerating data or applying mass updates.

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February 4, 2026

February 2026 Platform Update

February platform update with improvements to benefits reconciliation, pre-pay invoice matching, variance tracking, notes visibility, and consolidated

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October 13, 2025

Faster Monthly File Uploads for Large Invoice Batches

With the new drag-and-drop upload, you can now simply drop all your monthly invoice files into the platform at once.

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May 28, 2025

Regenerate Invoices Without Leaving the Page

Quickly regenerate invoices right from the invoice view—no extra clicks, no backtracking.

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February 5, 2025

Mass Updates of Employee Records

The Mass Updates of Employee Records feature in the Benefits Reconciliation Module simplifies bulk editing of employee records.

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November 21, 2024

November 2024 Updates

We’ve introduced a count of "In Progress" items, Notes column search functionality, multi-month invoice refresh, and color-coded employee line items.

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September 12, 2024

Instantly Access to Employee and Company Data

Quickly find employee, dependent, or company data with just a few keystrokes, streamlining the process.

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August 19, 2024

August 2024 Update

In August, we launched updates to the Benefits Reconciliation Module, introducing Activity Logs, Paycheck dates, and a new Source Report.

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July 19, 2024

July 2024 Update

In July, we launched two important updates to the Benefits Reconciliation Module, enhancing our platform's versatility and efficiency.

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March 20, 2024

March 2024 Update

Discover powerful new features in our Benefits Reconciliation Module! Generate multiple reconciliation reports effortlessly, mass-enter beginning bala

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February 28, 2024

How to Login with 2FA

Enhanced platform security with our new Two-Factor Authentication (2FA) feature, ensuring secure access with every login.

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February 23, 2024

Benefits Reconciliation 3.2. Whats New?

Explore the latest enhancements in Tabulera's Benefits Reconciliation 3.2, including Manual Adjustments, Previous Period Resolved, Platform Guide.

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October 16, 2023

Benefits Reconciliation 3.1. Whats New?

Discover Tabulera Benefits Reconciliation 3.1: Enhanced features for streamlined reconciliation and user control.

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August 3, 2026

What's New in the Redesigned Benefits Reconciliation Module

A full walkthrough of the redesign — the invoice list, mapping wizard, member view, and reports.

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Blog & Insights

Benefits Open Enrollment: Employer Guide and Checklist

A complete open enrollment guide for employers: when the open enrollment period runs, key dates and deadlines, a step-by-step checklist, and tips that work.

October 9, 2026

Alexandra Garbar

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Articles

Managed EDI Services: Complete Guide for Business Owners

Learn what managed EDI services are, how they work, their benefits, costs, and how to choose an EDI managed service provider for your business.

October 2, 2026

Alexandra Garbar

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Articles

Best HRIS Systems: Top 10 Picks by HR Teams in 2026

Discover the best HRIS systems in 2026. Compare the top 10 HRIS platforms, features, pricing, pros and cons, and find the best HRIS software for your HR team

September 25, 2026

Alexandra Garbar

Read Guide

HOW-TO GUIDES

Scheduling Workday Report Delivery to Tabulera via SFTP

Scheduling Workday Report Delivery to Tabulera via SFTP

Reconciling Benefit Invoices against Workday Reports

Uploading Source Data

Benefits Reconciliation UI Overview

Carrier Access Manager

Member Mapping

Employee and Plan Mapping

Can't find what you need?

PRODUCT UPDATES

Mass Adjustment Template: Include All Employees for the Selected Period

Mass Adjustment Template: Include All Employees for the Selected Period

Platform Updates September 2026: New Reports UI, Multi-Invoice Reports, and Plan Balance Redesign

New Time-Saving features in Benefits Reconciliation

Automated plan balance adjustments

Master Plan Pay Frequency, Variable Margin Fees, and Pre-Pay Visibility

New Invoice Lock Feature

February 2026 Platform Update

Faster Monthly File Uploads for Large Invoice Batches

Regenerate Invoices Without Leaving the Page

Mass Updates of Employee Records

November 2024 Updates

Instantly Access to Employee and Company Data

August 2024 Update

July 2024 Update

March 2024 Update

How to Login with 2FA

Benefits Reconciliation 3.2. Whats New?

Benefits Reconciliation 3.1. Whats New?

What's New in the Redesigned Benefits Reconciliation Module

Blog & Insights

Benefits Open Enrollment: Employer Guide and Checklist

Managed EDI Services: Complete Guide for Business Owners

Best HRIS Systems: Top 10 Picks by HR Teams in 2026