Self Configuration for Open Enrollment
A collection of step-by-step instructions for configuring your system for Open/Annual Enrollment.
- Introduction and Steps for Configuring your Open/Annual Enrollment
- Arcoro Provided Open Enrollment Services
- Open Enrollment Communication Strategy and Templates
- Helpful Reports to Review Prior to Open Enrollment
- Processing New Employees and Terminated Employees Prior to Open Enrollment
- Clearing Alerts for Open Enrollment
- Update Pay Schedules for Open Enrollment
- Create a New Benefit Package by Duplicating Current Package for Open Enrollment
- Updating Carriers for Open Enrollment
- Creating a Rollover Mapping for Open Enrollment
- Review, Update, and/or Add Benefits or Plans for Open Enrollment
- Updating Benefit Plan Premiums
- Updating Eligibility Rules for Open Enrollment
- Removing Cancelled Benefits for Open Enrollment
- Creating Benefits or Plans (w. Voluntary Life Benefit Example) for Open Enrollment
- Review Evidence of Insurability (EOI) Rules for Open Enrollment
- Review Evidence of Insurability (EOI) Rules for LTD/STD Benefits for Open Enrollment
- Update Employee Compensation with Import Template for Open Enrollment
- Reviewing and Update Open Enrollment Event Settings
- Configure Benefit Enrollment Screens for Open Enrollment
- Creating Benefit Records for Open Enrollment
- Recalculating Costs for Open Enrollment
- Testing Your Open Enrollment Event
- Creating an Open Enrollment Window for Employees
- Update Enrollment Window for New Hires
- Preparing and Monitoring Employees for Open Enrollment
- Verify the Username Format for Open Enrollment
- Hard Coding Pay Periods & Pay Date Exclusions for Open Enrollment
- Refreshing Admin Portal Alerts for Open Enrollment
- Using Before and After Benefit Reports to Compare/Verify Changes from Previous Year