1. Track OE 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

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. Note, if the carrier only expects forms for employees with changes during open enrollment, choose ENROLLMENT CHANGES ONLY when generating Enrollment Forms. Additionally forms can be generated for SPECIFIC EMPLOYEES ONLY.


5. If the LATE OPEN ENROLLMENT option is used for open enrollments with start or end dates after the plan year start date, the best practice 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 ongoing.

6. 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 > Customize Plans? option is used so new hires can enroll for both plan years.

For more information on Managing Enrollments, click here.