Excel Automation
Plan Enrollment Finalization: Pre vs Post Comparison
Compares Plan Name, Coverage, Effective Date and Enrollment Status for matching SSNs in both directions, then writes two highlighted workbooks (PRE → POST and POST → PRE) into your Downloads folder.
1
Active employee records are matched bi-directionally based on normalised Employee SSN.
2
Key enrollment columns (Plan Name, Coverage, Effective Date, Enrollment Status) receive Post/Pre comparisons.
3
All generated Compare headers and mismatched cells are highlighted in yellow for fast visual auditing.
4
Two formatted workbooks land directly in your Downloads folder:
[Name]_PRE_TO_POST.xlsx and [Name]_POST_TO_PRE.xlsx.Input Files & Run
.xlsx files supported
Ready