PLATFORM / BENEFITS + COMPLIANCE / Carrier EDI + benefit reconciliation
BENEFITS + COMPLIANCE · Carrier EDI + benefit reconciliation
Every enrollment on the invoice. Every dollar reconciled.
Send 834 enrollment files to carriers and match every invoice line against payroll deductions, so you stop paying for people who left.
- EDI
- 834 enrollment feeds
- CARRIERS
- Medical, dental, vision, life
- BEN REC
- Invoice vs deductions, monthly
- EXCEPTIONS
- Flagged with dollar impact
WHAT'S INCLUDED
- 01
834 feeds
Change-only or full files on your schedule.
- 02
Invoice import
Carrier bills loaded automatically.
- 03
Deduction matching
Every line checked against payroll.
- 04
Termed + tier mismatches
Caught before the next invoice.
- 05
Credit tracking
Retro credits followed until received.
- 06
Audit trail
Every change and file logged.
HOW IT WORKS
A planned go-live, with parallel runs first.
- 01Discovery + design. We map entities, pay rules, deductions, and integrations.
- 02Data + configuration. YTD wages, tax accounts, benefits, and GL mapping loaded and tested.
- 03Parallel runs. One or more payrolls run beside your current provider and matched to the cent.
- 04Go live. Usually at a quarter or year start. Employees invited, your team trained.
QUESTIONS ABOUT Carrier EDI + benefit reconciliation
- Which plan includes carrier EDI + benefit reconciliation?
- It is included from the Complete HCM plan up.
- Does it share data with the rest of Worklio?
- Yes. Every module works from one employee record, so changes flow to payroll, time, benefits, and reporting automatically.
- Can we add it later?
- Yes. Modules can be added at any time; your data is already in place.
SECURITY
Audited controls on every module.
SOC 2 Type II, ISO 27001, 27018, and 9001. Layered access rights, two-factor authentication, and a full audit trail.
IMPLEMENTATION
A named team, parallel runs first.
Fastest for 50–500 employees, phased for multi-entity enterprises.
WORKLIO INSURANCE
Benefits and comp, billed with payroll.
Benefits admin is free when Worklio Insurance Services is your broker of record.
- PAYROLL AND TAXES PAID
- $35+ Billion
- ACH TRANSACTIONS
- 23+ Million
- W-2S / 1099S PROCESSED
- 4.3+ Million
- EMPLOYEES PAID
- 2.8+ Million
TRUSTED BY PARTNERS INCLUDING