Use this first page of the Open Enrollment setup wizard to specify general information about the open enrollment period, including the description and dates. The ability to edit this information depends on the status of the open enrollment period.
Important information about dates
When you create an open enrollment, you set the date range when employees can enroll (the begin date through the end date) and the date when the benefits become effective.
If you set up multiple enrollment periods, the date range of one period must not overlap the date range of another period. This applies whether you are setting up a new open enrollment or changing an existing open enrollment dates.
Example: An open enrollment has a date range of 3/1 through 3/15 and effective date of 4/1. To avoid overlapping this open enrollment's dates, you must not set up another open enrollment with a Begin Date, End Date, or Plan Year Effective Date that is equal to or between 3/1 and 4/1.
| Item | Description |
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Enrollment Period |
Type text (no more than 60 characters) to clearly describe this enrollment period. This description will be displayed on each page as the employee proceeds through the open enrollment process. This text is also displayed for Reason for Change in Sage HRMS on the employee's Insurance/Savings Benefits detail pages. |
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Begin Date |
Enter the date that the open enrollment period will begin. This date must be after the current system date. You cannot change this date when the enrollment is In Progress. When this date matches the system date in HRMS Employee Self Service, the enrollment period opens. Employees can then select Open Enrollment on their menu to begin open enrollment. This date is displayed on the Open Enrollment Welcome page. |
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End Date |
Enter the date that the open enrollment period will end. This date must be after the Begin Date. When this date matches the system date in HRMS Employee Self Service, the enrollment period closes. If an employee selects Open Enrollment on their menu, a message displays saying that open enrollment is not available. This date is displayed on the Open Enrollment Welcome page. |
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Plan Year Effective |
Enter the date that the new plan year starts and the new benefits become effective (such as 01/01/2022). This date must be after the End Date. This date is displayed on the Open Enrollment Welcome page and all other pages as the employee proceeds through the open enrollment process. On the effective date, all employees actively enrolled in the benefit plans that were selected for open enrollment are updated with new plan rates, whether or not they participated in open enrollment. Note: If multiple employers are using the same benefit plan (that is set up at the enterprise level) and want to provide separate enrollment periods with different plan year effective dates for the same plan, you must set up a separate employer level benefit plan in HRMS Employee Self Service for each employer whose enrollment periods differ. |
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Employee Status |
Select the type of employees who are eligible to enroll during this open enrollment period—Active employees, employees on Leave of Absence, or Both. Note: If a plan's eligibility does not include terminated employees or employees on leaves of absence, the system will not permit the employee to enroll or make changes to any plans (they can only view the pages). Tip: If an active employee is terminated or put on a leave of absence after an open enrollment period has begun, the employee may still be able to access the open enrollment pages unless they are restricted from logging on to HRMS Employee Self Service. To restrict access, on the Logon Setup page, clear the relevant check boxes in the Employee Status area. |
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Displays the status of this enrollment period:
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Next step
After making selections for the items on this page, click > to go to the next page of the setup wizard, which is the Open Enrollment - Employer page.