- Self Configuration for Open Enrollment Overview
- Steps for Configuring your Open Enrollment
- Helpful Reports to Review Prior to Open Enrollment
- Clearing Alerts for Open Enrollment
- Update Pay Schedules for Open Enrollment
- Hard Coding Pay Periods & Pay Date Exclusions for Open Enrollment
- Duplicating a Benefit Package for the New Benefit Year
- Updating Carriers for Open Enrollment
- Review, Update, and/or Add Benefits or Plans for Open Enrollment
- Creating a Rollover Mapping for Open Enrollment
- Creating Benefit Records for Open Enrollment
- Testing your Open Enrollment Event
- Creating an Open Enrollment Window for Employees
- Open Enrollment Event Monitoring and Reports
- Self Service Toolkit - Compare/Verify Changes from Previous Year
- Verify the Username Format for Open Enrollment
- Self Service Toolkit - Refresh Admin Portal Alerts
- Self Service Toolkit - Pull Premiums Report & Eligibility Rules Report
- Self Service Toolkit - Update Employee Compensation
- Self Service Toolkit - Configure Enrollment Screens
- Self Service Toolkit - Update Premiums
- Self Service Toolkit - Open Enrollment Configuration Checklist
- Self Service Toolkit - What Affects My EDI Files?
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