1. Track Open Enrollment status using the Progress tool in the Benefits > Progress page.

2. Emails can be sent to employees who did not complete their elections during open enrollment using the Message Employees tool in the Benefits > Progress > Actions > Message Employees page.

  • The same message may be sent to those that have not started and those in progress.
  • Or, by removing one or the other, content can be customized for the appropriate audience.
  • Do not remove information in [ ], as they are mapped to include employee and company data.
  • Click Send.

3. Identify coverage tier or plan changes in the Enrollment Changes report in Benefits > Reports > Enrollment Changes.

4. Generate Employee Forms in Benefits > Reports > Enrollment Forms


  • If the carrier only expects forms for employees with changes during open enrollment, choose ENROLLMENT CHANGES ONLY when generating Enrollment Forms. 

  • When all information has been selected and marked, click Generate.
    • Forms are generated and available in Reports > Generated Reports.

5. Additionally forms can be generated for SPECIFIC EMPLOYEES ONLY.

  • Access the employee's Benefits.
  • Click Actions and select Enrollment Forms.
    • Forms are generated and available in Reports > Generated Reports

6. If the LATE OPEN ENROLLMENT option was used for a past open enrollment (start or end dates after the plan year start date), best practice is to disable the LATE OPEN ENROLLMENT? option by deselecting the checkbox. 

  •     If this option is left checked, both the Current (previous plan year) and Open Enrollment (new plan year) summaries will continue to display.

7. If all newly hired employees have completed their new hire elections, close existing plans by reverting the AVAILABLE END DATE to a date prior to the OE start date. 

  • If newly hired employees still need to complete elections in the current plan year, enter the open enrollment end date in the AVAILABLE END DATE field so the plan will automatically close after open enrollment. 

  • Plans do not have to be closed if new hire employees should still see current plans to complete their elections as long as the Benefits > Open Enrollment Details > Customize Plans? option is used so new hires can enroll for both plan years.

For more information on Managing Enrollments, click here.