Preparing for open enrollment and life events

There are two ways that employees can enroll in benefit plans or change their benefit elections.

• Open enrollment: Each year, your company announces benefit plan changes and monthly premium contribution rates for the next year. During this enrollment period, eligible employees can enroll in all benefit plans for which they are eligible and may make changes to their benefit plan selections.
• Life event: A qualified life event is a personal event (such as marriage or birth of a child) that lets the employee change their benefit plans outside of the normal open enrollment period. The event may affect their deductions, dependents, or tax withholding status.

During a company's open enrollment period or when life events occur, employees use a wizard process that steps them through the pages where they make their selections.

You can use the Sage Employee Self Service Benefits Planning Guide to help you establish an implementation plan, step you through a benefit plan implementation checklist, and provide examples of how to set up common types of benefit plans for open enrollment and life events.

Tip: We recommend that you collaborate with your certified Sage Business Partner for planning and implementation of your company'sHRMS Employee Self Service benefits enrollment.

Steps to prepare for open enrollment and life events

Perform these steps in Sage HRMS and HRMS Employee Self Service.

Steps in Sage HRMS

 

Step	Action
1	Set up benefit type code tables
2	Set up benefit rate tables
3	Set up insurance and savings benefit plans
4	Select which insurance plans and savings plans to provide for open enrollment
5	Update plan amounts with the plan rates for the new plan year

 

Steps in Sage Employee Self Service

 

Step	Action
6	Set up election codes
7	Set up plan groups
8	Set up benefit elections
9	Set up eligibility for benefits
10	Set up enrollment questions
11	Set up open enrollment
12	Set up life events