Excel Automation
Enrollment Report Audit
Filters active employees, matches them on SSN and compares every plan column between the Pre and Post enrollment reports. The audited workbook is saved to your Downloads folder.
1
Only rows with an Active status on both Pre and Post reports are evaluated.
2
Employees are matched and aligned on a normalised 9-digit Employee SSN.
3
Plan columns ending in Plan Name are audited, excluding core medical, dental, and vision.
4
Employer-paid and volume columns are picked automatically, skipping SP/CH variants.
5
All detected discrepancies are highlighted in yellow in the exported audit workbook in Downloads.
Input Files & Run
Header row 5 · .xlsx files
Ready