Automated benefits eligibility audit using Prism Analytics improved compliance and reduced manual review time by 70%

helen_sys
Sat, 14 Jun 2025 09:23:00 +0000
Workday HCM

We successfully implemented an automated benefits eligibility audit system using Workday Prism Analytics that has transformed our quarterly compliance reviews. Previously, our benefits team spent 3-4 weeks manually reviewing eligibility records across 8,500 employees, cross-referencing employment status changes, life events, and enrollment periods. The manual process was error-prone and couldn’t keep pace with our growing workforce.

Our solution leverages Prism Analytics to create a real-time eligibility monitoring dashboard that automatically flags discrepancies between employee status and benefits enrollment. We built custom datasets that pull from Core HR, Benefits Administration, and Time Tracking modules, then applied business rules to identify potential issues like active benefits for terminated employees or missing enrollments for newly eligible workers.

The key innovation was implementing role-based security restrictions within Prism to ensure audit data remains confidential while still being accessible to authorized compliance officers and benefits administrators. We created three security tiers: full audit access for compliance team, read-only dashboard access for benefits managers, and exception-only notifications for HR business partners. This approach has reduced our audit cycle from weeks to real-time monitoring, with automated weekly summary reports replacing manual quarterly reviews.

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