Renewal Best Practices - Benefits
Use this checklist when you prepare Benefits for open enrollment. Each step links to the article that covers that task in detail.
Who this is for: Employer users working in Benefits. Users who are masquerading as the employer use the same paths.
Open enrollment checklist
- Update or create plans under Benefits → Plans.
- Configure Upcoming Offer for each Benefits subgroup (Benefits → Subgroups, then the subgroup’s Upcoming Offer tab). Confirm the full set of plans on Offer Overview. If the employer has multiple renewal dates, include existing plans that are not currently going through open enrollment so Upcoming Offer reflects the full suite a new hire should be able to elect. See How to Configure Upcoming Offer - Benefits.
- Open enrollment from Benefits → Open Enrollment. In the renewal group row, open ACTIONS and select Open Enrollment. When you are ready to end the period, use Close Enrollment (and configure auto-enrollment if employees still need elections). See How to Open and Close Enrollment and What is Auto-Enrollment & How to Configure Auto-Enrollment.
Related Articles
How to Mass Update a Renewal Date for a Renewal Set of Benefits
Update the renewal date for an entire renewal set of plans at once from Open Enrollment, instead of editing each plan individually. Who can mass update a renewal date Employers with Benefits can mass update a renewal date. Global Admins working as ...
How to Open and Close Enrollment
Open enrollment for a renewal date group so eligible employees can make new elections. Closing enrollment ends the period and auto-enrolls employees who did not submit elections based on your auto-enrollment settings. Only one renewal date group can ...
Auto-Enrollment FAQs
Answers to common questions about auto-enrollment when you close open enrollment. For the full procedure, see What is Auto-Enrollment & How to Configure Auto-Enrollment. Who can use auto-enrollment: Employer users with access to Benefits → Open ...
What is Auto-Enrollment & How to Configure Auto-Enrollment
Auto-enrollment automatically enrolls employees who did not submit benefit elections before you close open enrollment. When you close enrollment, you match each Prior Offer plan and coverage tier to a Current Offer plan and coverage tier. Those ...
How to Configure Upcoming Offer - Benefits
Upcoming Offer is the set of benefits staged for open enrollment for a benefit subgroup. Configure it before you open enrollment so employees can elect the correct plans and contributions. For how Upcoming Offer differs from Current Offer and Prior ...