The Scenario
You are a benefits administrator at an 80-person company. Open enrollment closes in two weeks. Before you send the enrollment communication, you need to know who is enrolled in what plan, at what contribution level, so you can identify gaps.
The data is all in Gusto. Getting it into Excel — in a format you can analyze — is the problem.
The slow version:
- Navigate to each benefit plan in Gusto separately
- Export each plan's enrollment data as its own CSV
- Open four CSVs in Excel
- Try to combine them with VLOOKUP by employee name
- Find that the employee name field is formatted differently across plans
- Spend an hour patching the mismatches
- Open enrollment communication is overdue and the gap analysis has not started.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls enrollment data across all benefit plans from Gusto and writes it into the workbook in a combined format — one row per employee-benefit combination — without four separate exports.
Open the SheetXAI sidebar and type:
For every company benefit in Gusto, list all enrolled employees and their monthly deduction amounts — write to this workbook with one row per employee-benefit combination. Include employee name, benefit type, employee contribution, company contribution, and enrollment status. Sort by benefit type, then employee last name.
SheetXAI calls Gusto, pulls the enrollment records across all plans, and writes them into the workbook in one pass.
What You Get
A combined enrollment workbook ready for gap analysis:
- Employee name — consistent across all benefit types, no formatting mismatch
- Benefit type — Medical, Dental, Vision, or your company's plan names
- Employee contribution — monthly employee share
- Company contribution — monthly employer contribution
- Enrollment status — active, waived, or pending
One row per employee-benefit combination. Pivot tables give you enrollment counts per plan in seconds. A filter shows who waived. A conditional format flags missing coverage.
What If the Data Is Not Quite Ready
Benefits enrollment data has edge cases in any HR system.
When you need to flag employees not enrolled in any plan
Some employees waived all coverage. You need to identify them before enrollment closes.
Export all Gusto benefit enrollments to this workbook with employee name, benefit type, and enrollment status. Then identify any employee who has waived or is absent from all plan types and write their names into a separate "No Coverage" section at the bottom.
When you need per-plan enrollment counts for the broker
Your insurance broker wants a summary: how many employees enrolled in each plan tier, and the total monthly premium.
Pull all Gusto benefit enrollments and group by benefit type and coverage tier. For each group, show employee count, total monthly employee contribution, and total monthly company contribution. Write the summary to this workbook — one row per benefit-tier combination.
When contribution amounts need to be verified against the plan document
You have expected contribution amounts in column B of the Plan tab. You want to flag any mismatch.
Export all Gusto benefit enrollments to the Enrollments tab — employee name, benefit type, employee contribution, and company contribution. Cross-reference the employee contribution against the expected amounts in the Plan tab column B by benefit type. Write "MATCH" or "MISMATCH" into a Status column.
When you need enrollment data joined with compensation for actuarial analysis
Your benefits consultant wants to know the relationship between salary band and plan selection for the renewal negotiation.
Pull all active Gusto employees with their compensation into this workbook. Then pull their current benefit enrollments and join the two: employee name, compensation, benefit type, employee contribution, and company contribution. One row per employee-benefit combination. Sort by compensation descending.
The pattern: instead of combining multiple exports in Excel manually, you describe the analysis view and SheetXAI assembles the data for it.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to export your Gusto benefits enrollment data. The Gusto integration is included in every SheetXAI plan. For related workflows, see how to export the employee roster for compensation review or the Gusto in Excel overview.