HGP RECONCILIATION COMMAND CENTER

Payroll / Benefits Reconciliation

Upload an Excel workbook with employees, benefit elections, payroll deductions, and correct amounts. The dashboard calculates possible refund amounts and creates a review table for HGP.

Priority
Employee Impact

Final numbers should be reviewed by HGP leadership, HR/payroll, accounting, and legal advisors where appropriate.

Important: This dashboard supports review and reconciliation. It does not make final payroll or legal decisions. HGP must approve final refund amounts before payment or employee communication.
Workers Loaded
0
Possible Refund Total
$0.00
Rows Needing Review
0
Source
Manual / Upload
SOURCE FILE IMPORT

Upload Employee Benefits Excel

Required or recommended columns: Employee ID, Employee Name, Department, Pay Period Start, Pay Period End, Benefit Type, Coverage Requested, Coverage Charged, Amount Deducted, Correct Amount, Review Status, Notes.

Ready. Upload an Excel file or load sample rows.
EMPLOYEE ADMINISTRATION

Benefits Reconciliation Table

Edit rows directly. Possible Refund is calculated as: Amount Deducted minus Correct Amount, never below zero.

Employee ID Employee Name Department Pay Start Pay End Benefit Requested Charged Deducted Correct Possible Refund Status Notes Action
WHAT HGP / BRIAN PROVIDES

Source Materials Needed

  • Payroll deduction reports for the last 3 years.
  • Employee benefit election forms or enrollment records.
  • Medical, dental, and vision plan rates by year.
  • Dependent/family coverage records.
  • Payroll provider exports.
  • Carrier invoices for benefit plans.
WHAT WE BUILD

Dashboard Functionality

  • Excel/CSV import workflow.
  • Editable worker reconciliation table.
  • Possible refund calculation.
  • Status tracking for review and approval.
  • CSV export for accountants, payroll, or HR review.
  • Future expansion into bank, credit card, grants, inventory, and fixed assets dashboards.