Self Service Toolkit - Open Enrollment Configuration Checklist

The Steps identified below are meant to serve as a checklist for configuring your upcoming package for Open Enrollment. These steps are reviewed in detail in the pages that follow. Below we have also identified a few important questions to ask yourself as you commence the OE configuration process to highlight potential action items and/or changes needed.

Steps for Open Enrollment Configuration:

1. Update Pay Schedules
2. Clear Alerts
3. Duplicate Benefit Package
4. Update Carriers
5. Review, Update and/or Add Benefits
6. Review, Update and/or Add Plans
7. Create a Rollover Mapping
8. Create Benefit Records
9. Review & Update OE Screens
10. Review & Update Event Settings
11. Test OE Event
12. Open OE Window for Eligible Employees

Important questions to ask prior to OE to identify action items or changes needed:

• Do you have Carrier Changes for the upcoming benefits package?
  
  • If so, you will need new carrier contact info (Carrier Name, Contact Name, Phone, Email)
• Are you adding benefits? Are you adding plans?
• Are there any significant plan changes?
• Which plans will have premium changes?
• Will you have compensation updates on or before the start on the new package?
  
  • If so, a compensation import/update will need to be completed prior to Creating Benefit Records (step 8)