How to Open and Close Enrollment
Opening Enrollment in BerniePortal will unfreeze all benefits within that renewal date group, and will prompt the appropriate employees to make new elections. Only one group of benefits can be open at a time.
To open enrollment:
- Navigate to the “Benefits” then “Open Enrollment” tab.
- Hover over the action wheel for the desired renewal date, and select “Open Enrollment.”
- Opening Enrollment will:
- Move eligible employees into the “Awaiting Elections” status.
- Move the benefits listed in “Upcoming Offer” into “Current Offer”, and the benefits listed in “Current Offer” to “Prior Offer.”
- This action cannot be undone.
To close enrollment:
- Navigate to the “Benefits” then “Open Enrollment” tab.
- Hover over the action wheel for the desired renewal date, and select “Close Enrollment.”
- If this is the employer’s first Open Enrollment on BerniePortal, this action can only be completed once all eligible employees have made elections for the open enrollment period.
- If this is not the employer’s first Open Enrollment on BerniePortal, this action can be completed without all eligible employees making elections. Learn more about auto enrollment here!
- Didn't find what you were looking for? Send us a ticket.
Related Articles
What is Auto-Enrollment & How to Configure Auto-Enrollment
Auto-Enrollment provides a method for employers to automatically enroll employees in plans at renewal. When it’s time to close open enrollment, employers can configure auto-enrollment settings by matching each plan and coverage tier from the “Prior ...Viewing Auto-Enrollment Settings
Historical record-keeping is important! If the auto-enrollment feature is used, auto-enrollment settings can be viewed after enrollment is closed. To view past auto-enrollment settings: Select the “Benefits” tab, then the “Open Enrollment” tab. Hover ...Auto-Enrollment FAQs
To gain a better understanding of “Auto-Enrollment” in BerniePortal, check out the below sections of FAQ’s as well as situations where “Waive” will be the only option available for auto-enrollment. Anticipated FAQ’s: What if an employer is offering ...How to Configure Upcoming Offer - Benefits
If open enrollment is around the corner, you’ll need to update the benefits in BerniePortal to allow employees to make open enrollment elections! To do so, you’ll need to configure “Upcoming Offer” for each benefits subgroup. To configure upcoming ...Renewal Best Practices - Benefits
When it’s time to update your employer’s portal at Open Enrollment, you’ll want to be sure you follow the below step-by-step process and best practices. Open Enrollment Step-by-Step: Update and/or create all plans going through Open Enrollment under ...