The Scenario
Open enrollment started Monday. Your benefits administrator has until Friday to verify that every employee's dependent records in BambooHR are complete and accurate before the carrier submission deadline.
Last year, two dependents were missed because their records in BambooHR were incomplete — wrong date of birth, no relationship listed. The carrier rejected the enrollment and the employee had to resubmit, which took three weeks to resolve.
This year, the administrator wants to pull every dependent record into a Google Sheet and review them systematically before the deadline.
The bad version:
- Open BambooHR, click into the first employee's profile, navigate to the Dependents section, note the dependent names, relationships, and dates of birth.
- Click back to the directory, find the next employee, repeat.
- After 20 employees realize there is no way to see all dependents across all employees in a single BambooHR view — you can only see one employee's dependents at a time.
- The enrollment deadline is Friday. There are 200 employees. Many have two or three dependents.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet and pulls all dependent records across all employees from BambooHR in one call.
Fetch all employee dependents from BambooHR and write employee ID, employee name, dependent name, relationship, and date of birth into this sheet.
SheetXAI queries the BambooHR dependents endpoint for every employee, flattens the results into one row per dependent, and writes them into the sheet with the columns needed for the eligibility review.
What You Get
- One row per dependent across all employees.
- Columns: employee ID, employee name, dependent name, relationship type, date of birth.
- All employees included — not just the ones who enrolled this cycle.
- Data lands in a format the benefits administrator can sort, filter, and annotate directly.
What If the Data Is Not Quite Ready
You need to flag dependents with missing or suspicious dates of birth
A missing date of birth or a date of birth in the future will cause carrier rejection.
Fetch all BambooHR employee dependents and write employee ID, employee name, dependent name, relationship, and date of birth. Flag any row where date of birth is empty or is after today's date with 'review needed' in a Status column.
You want to cross-reference against the carrier's current enrollment file
The carrier sent a CSV of currently enrolled dependents. You want to flag BambooHR dependents not in the carrier file.
Fetch all BambooHR employee dependents. Cross-reference each dependent against the 'CarrierFile' tab using employee ID and dependent name. Write 'in carrier file' or 'not in carrier file' in a Carrier column.
You only need dependents for employees in specific benefit plans
The review only covers the medical and dental plans — life insurance dependents are handled separately.
Fetch BambooHR dependents for employees enrolled in the medical or dental benefit plan and write employee ID, employee name, dependent name, relationship, and date of birth into this sheet.
Full pull, flag, and carrier cross-reference in one prompt
Fetch all BambooHR employee dependents. Flag rows with missing or future date of birth as 'dob-issue'. Cross-reference each row against the 'CarrierFile' tab — write 'match' or 'missing from carrier' in a Carrier column. Sort by employee name. Write into the 'DependentReview' tab.
The pattern: the pull, the data quality flags, and the carrier cross-check all happen in one instruction.
Try It
Get the 7-day free trial of SheetXAI and open your benefits review sheet, then ask it to pull the BambooHR dependent records before the enrollment deadline. You can also pull benefit member events alongside it to see which employees made plan changes this cycle.