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HCM
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.

  1. 01Discovery + design. We map entities, pay rules, deductions, and integrations.
  2. 02Data + configuration. YTD wages, tax accounts, benefits, and GL mapping loaded and tested.
  3. 03Parallel runs. One or more payrolls run beside your current provider and matched to the cent.
  4. 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

Your next payroll could be your first one on Worklio.