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.