Workday Integration for Benefits Reconciliation

Audit benefit
invoices faster

Tabulera’s PrismHR integration syncs enrollment and payroll data automatically, speeding up reconciliation.

Schedule Demo
Tabulera is a PrismHR
Marketplace Partner
Watch Demo

Powering benefits reconciliation for PrismHR-based teams

Tabulera allows PrismHR PEOs to:

Reconcile
75%
Faster than in Excel
Keep up with growth
See billing variances down to each employee and plan.

Reconcile master and client-sponsored plans

Track variances over time with Notes and Color tags
Control write-offs at scale

How our PrismHR Integration Works:

With PrismHR integration, data stays in sync automatically. Reconciliation starts faster with no manual enrollment or payroll uploads.

1
Step

Connect PrismHR data sources

Our team takes care of the integration.

2

STEP

Upload your invoices

Pick reconciliation period

Drop in your carrier bills

Map invoice plans to Workday

3

Step

Select reconciliation type

Choose between payroll or enrollment reconciliation based on the issues you need to review.

Payroll Reconciliation

Uncover variances between contribution, deduction, and billed amounts.

Enrollment Reconciliation

See which employees or members are not eligible for coverage or are enrolled in the wrong plan.

4

Step

Resolve Issues

Save hours by skipping clean records. Use filters to turn large invoices into a short, actionable list of employee variances.
See deductions, contributions, and adjustments in one place. No need to jump between systems to understand the root cause.
Resolve variances by notifying carriers, correcting PrismHR data, or applying write-offs per policy.
More reasons to use Tabulera as a reconciliation platform for your PEO
Reduce Risk

Stay in control while matching premiums to payroll. Tabulera provides a workflow that’s easy to learn and manage.

  • A standardized reconciliation workflow used every month
  • Clear visibility into reconciliation status across clients
  • Confidence that the workflow is repeatable and documented
Eliminate Write-offs
More employees and plans mean more chances for errors. Prevent write-offs by catching issues early as you grow.
  • Surface variances as they appear, not months later
  • Resolve issues while carriers can still make corrections
  • Keep write-offs from compounding as volume increases
Process continuity
Reconciliation should not live in a protected file owned by one person. Tabulera moves the process into a shared system the whole team can rely on.
  • A standardized reconciliation workflow used every month
  • Clear visibility into reconciliation status across clients
  • Confidence that the workflow is repeatable and documented

FAQ

There is no charge for the setup or use of Tabulera’s Reconciliation module during the 90 Day Trial Period. The trial is limited to one invoice. After the trial period we can provide a quote for the on-going use. Our per employee per month pricing is based on the number of enrolled employees you anticipate reconciling each month.

The trial period begins once you provide a sample invoice, and we connect the payroll and enrollment data from PrismHR. We will also provide an overview session of our software.  

We support both comparing enrollment data to carrier invoices (enrollment reconciliation) and comparing payroll data to carrier invoices (payroll reconciliation) with the Tabulera Reconciliation Module. Our 60 Day Free Trial Period is designed to support a payroll reconciliation process.

Reconciliation should be done each time your carriers publish new invoices. Since the invoice adjustment timespan is usually limited to 60 days for most carriers, we suggest resolving the identified mismatches on the platform as soon as possible, as these mismatches between systems can have a significant impact on PEO’s businesses.

Depending upon the enrollment or payroll platform we can take a combination of system reports, flat files or API connections to obtain plan setup information. Customized rules for mapping enrollment and payroll data to carrier invoice information can be implemented with our setup team.

To the extent COBRA records appear on an invoice, Tabulera can receive the appropriate enrollment or remittance data from your COBRA administrator, this ensures that your invoices can be completely reconciled.

The Tabulera Portal is a role-based platform with various level of access and workflow authorisation.The system maintains a log of user interactions that can be reported.

The system maintains a running plan balance ledger at the employee and plan levels. This ledger can be adjusted with the appropriate authorization.

Yes, the implementation and ongoing support are provided by our knowledgeable support teams.

The majority of our panels and data within the application are downloadable into Excel, which is our default reporting tool.

Our implementation team will assist you with setting up the Web User and the Single Sign-On in the PrismHR platform. Afterwards, you’ll be able to log onto the platform and upload the healthcare or ancillary invoice of your choice. Our development team will require 48 hours to configure the remainder of the platform.

Yes. Tabulera integrates directly with PrismHR to sync enrollment and payroll data for benefits reconciliation.

Integrate your PrismHR instance with Tabulera.

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

Schedule Demo