Monthly HR reconciliation
Multi-Department Social Security and Housing Fund Summary
Identify multi-department social-security, housing-fund, and adjustment workbooks, align records by person ID, preserve Excel formulas, and deliver a reviewable monthly detail with exceptions highlighted.
Solution overview
Turn the monthly grind of hunting records, copying amounts, and checking lists into upload → ClawX preparation → human exception review.
In this customer scenario, ClawX consolidates multi-department social-security, housing-fund, and adjustment/supplement tables into one standard monthly detail. It does not make final decisions for people; it finishes the most time-consuming spreadsheet work first and isolates items that need confirmation.
- It finds
- Automatically recognizes which social-security, housing-fund, and adjustment tables to use across departments, without manual file-by-file assignment.
- It merges
- Consolidates pension, medical, unemployment, work-injury, and housing-fund amounts onto one person-ID row to reduce copy-paste work.
- It alerts
- Records that appear on only one side are highlighted instead of being silently dropped, so handlers can focus review there.
Acceptance criteria: before vs. after
| Before | After | |
|---|---|---|
| Source-file handling | Open many monthly files with different formats | Source tables are identified and classified automatically |
| Person-level matching | Match two record types item by item by person ID | Same-person records are merged automatically |
| Amount split | Split employer and employee amounts manually | Employer, employee, and subtotal formulas are generated automatically |
| Workbook formatting | Write formulas, filters, and missing-data checks by hand | Headers, filters, freeze panes, and styling are unified |
| Exception follow-up | Return to source workbooks whenever a problem appears | Exception rows are highlighted yellow for focused review |
Customer background and business challenge
Enterprise type
Organizations with multiple departments or organization units that must prepare social-security, housing-fund, and adjustment records every month.
Business department
HR, finance, administration, or shared-services teams that need a consistent, traceable monthly deliverable.
Knowledge sources
Monthly filing tables, housing-fund contribution tables, supplement/adjustment details, historical templates, and handler rules.
Current pain point
There are many files, formats vary, and fields are inconsistent. Manual copying easily misses people or amounts, or breaks template formulas. ClawX’s value is to stabilize the standardization steps first, then hand uncertain items to people for confirmation.
Implementation panorama
Before · SOP
- 1Collect files from multiple departments
- 2Judge each workbook’s purpose manually
- 3Copy people and amounts row by row
- 4Add formulas and formatting manually
- 5Search for missing or abnormal records manually
After · SOP
- 1Upload or point to the monthly folder
- 2ClawX identifies source tables automatically
- 3The Skill consolidates by person ID
- 4Output a unified template with formulas
- 5Highlight exceptions for human confirmation
Real-world workflow
Put the files together
Place social-security, housing-fund, and supplement/adjustment tables in one folder.
ClawX identifies files
Determine each workbook’s purpose from file names and headers.
Consolidate by person
Merge amounts under the same person ID automatically.
Calculate automatically
Keep employer, employee, and subtotal values as Excel formulas.
Highlight exceptions and deliver
Output multiple department worksheets for review.
Implementation results
To protect customer privacy, this case does not disclose real enterprises, regions, department names, headcount, person IDs, or amounts. The outcomes below describe the operational results of the workflow.
| Before | After | |
|---|---|---|
| Source-table recognition | Handlers classify each workbook manually | Multi-type monthly source tables are identified automatically |
| Department delivery | Results are assembled into one mixed workbook by hand | Multiple departments are delivered as separate sheets |
| Field consistency | Field definitions and delivery formats vary by source file | Field definitions and delivery format are unified |
| Exception visibility | Missing or mismatched rows are easy to overlook while copying | Exception records are marked separately for review |
Before-and-after comparison
Before
Handlers switch among many workbooks, copy amounts, match people, rebuild formulas, and fix formatting. Month-end pressure is high when everything concentrates into a short close window.
After
ClawX completes identification, consolidation, calculation, and formatting first, then highlights exception points. Handlers move from moving data to reviewing the important problems.
Delivered value
Automatic source recognition
Recognize multi-department social-security, housing-fund, and adjustment tables without assigning each file manually.
Person-level consolidation
Merge contribution items under one person ID into a standard detail row.
Formula-preserving calculation
Keep employer, employee, and subtotal formulas so later corrections recalculate cleanly.
Exception highlighting
Flag one-sided or inconsistent records for human confirmation instead of dropping them silently.
Reusable monthly workflow
Operating workflow: identify multi-department source tables → consolidate by person ID → classify and summarize amounts → preserve Excel formulas → mark missing or inconsistent records → deliver department-level details.
Encode the company’s existing templates, handler rules, and review experience into a Skill so each month follows the same standard instead of being re-taught from scratch.
Privacy and review boundary
Standard Excel output
Multiple department sheets with filters, freeze panes, styling, and summary formulas for month-end review.
Privacy boundary
This case does not disclose real enterprises, regions, department names, headcount, names, or amounts.
Human confirmation
ClawX reads local multi-department social-security, housing-fund, and adjustment tables, merges by person ID, outputs department sheets, and highlights one-sided records for confirmation.
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