The Scenario
Open enrollment started Monday. Your benefits administrator has until Friday to verify every employee's dependent records in BambooHR are complete and accurate before the carrier submission.
Last year, two dependents had incomplete records — wrong relationship, missing date of birth. The carrier rejected the enrollments and the affected employees lost coverage for three weeks while the corrections were processed.
This year, the administrator wants to pull all dependent records into Excel and review them before submitting anything.
The bad version:
- Open BambooHR, click into the first employee's profile, navigate to Dependents, note each dependent's name, relationship, and date of birth.
- Go back to the directory, click into the second employee, repeat.
- After 20 employees realize there is no cross-employee dependent view in BambooHR — you can only see one employee's dependents at a time.
- There are 200 employees. Many have two or three dependents. The deadline is Friday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls all dependent records across all employees from BambooHR in one call.
Pull all BambooHR dependents and paste employee number, dependent name, relationship type, and birth date into the Excel 'BenefitsEnrollment' sheet for eligibility review.
SheetXAI queries the BambooHR dependents endpoint for every employee, flattens the results into one row per dependent, and writes them into the BenefitsEnrollment worksheet.
What You Get
- One row per dependent across all employees.
- Columns: employee number, dependent name, relationship type, date of birth.
- All employees included — not just those who made changes this cycle.
- Data lands ready to sort, filter, and annotate in the workbook.
What If the Data Is Not Quite Ready
Flag dependents with missing or future dates of birth
Pull all BambooHR dependents into the BenefitsEnrollment sheet. Add a Status column: write 'review needed' if date of birth is empty or is after today's date, otherwise leave blank.
Cross-reference against the carrier's current enrollment file
Pull all BambooHR dependents. Cross-reference each row against the CarrierFile sheet using employee number and dependent name. Write 'in carrier file' or 'missing from carrier' in a Carrier column.
Only pull dependents for employees in the medical or dental plans
Pull BambooHR dependents for employees enrolled in the medical or dental plan. Write employee number, dependent name, relationship, and date of birth into the BenefitsEnrollment sheet.
Full pull, data quality flags, and carrier reconciliation in one prompt
Pull all BambooHR dependents. Flag missing or future date of birth as 'dob-issue' in a Status column. Cross-reference against the CarrierFile sheet — write 'match' or 'carrier gap' in a Carrier column. Sort so carrier gaps appear first. Write into the BenefitsEnrollment sheet.
The pattern: the pull, the data quality check, and the carrier comparison all happen in one instruction.
Try It
Get the 7-day free trial of SheetXAI and open your benefits review workbook before the enrollment deadline, then ask it to pull the BambooHR dependent records. You can also pull benefit member events alongside it to see which employees made plan changes this cycle.