Related topics

Preparing for open enrollment and life events

Setting up open enrollment

Open Enrollment - Setup page

Open Enrollment - Employer page

Open Enrollment - Benefit Plans page

Open Enrollment - Welcome Page page

Open Enrollment - Links page

Open Enrollment - Exit Page page

Open Enrollment - Employer page

Use this page of the Open Enrollment setup wizard to select employers associated with this open enrollment period. All eligible employees (whose employee status matches what was selected on the Setup page) in the selected employers can enroll in benefit plans during this open enrollment period.

Note: If you are editing an enrollment period whose status is In Progress, you cannot make changes on this page.
However, if the status is Not Started, you can select or clear the check boxes of employers as needed.

Employers now can enable employees to continue their current benefits for the next benefit period instead of requiring them to pick each benefit election again during open enrollment. This passive enrollment is selected on this page if certain conditions are met. Details...

Passive enrollment is only possible:

  • If the employer has at least one open enrollment period with a status of Updated in which employees enrolled during the current or previous year.
  • The benefit plans from that open enrollment period must be still available for this open enrollment.

Even if passive enrollment is enabled, some employees may have to go through active enrollment (choose their benefit elections). When employees start their open enrollment, the Welcome page will display the benefit plans in which they are currently enrolled. If there is an asterisk in the Enrollment Status column, something about the benefit plan changed so the employee must choose their benefit elections. For example, the employee may have added the benefit plan for a life event or the administrator may have added that benefit plan for the employee in HRMS.

Items on the Employer page

 
Item Description

Employer

The list in this column includes all employers that are available for an open enrollment period—they are not currently being used for an existing enrollment period that has not yet been updated.

Select the check box before at least one employer.

Tip: You can click Select All to select the check boxes for all of the employers, or click Clear All to clear all of the check boxes.

Note: If you are editing an enrollment period whose status is In Progress, you cannot make changes on this page.
However, if the status is Not Started, you can select or clear the check boxes of employers as needed.

Passive Enrollment

If passive enrollment is possible for the selected employer, select the check box in this column to enable passive enrollment for that employer, and then select the open enrollment to be used.

Note: Only open enrollments with a status of Updated in which employees enrolled during the current or previous year are included in the drop-down list. If there are none, the check box and drop-down list are hidden. If passive enrollment is not possible for any of the employers, this area of the page is hidden.

Note: If you are editing an open enrollment period with a status of In Progress and at least one employee who works for the selected employer started enrolling, you cannot make changes to that employer's Passive Enrollment selections.

Select All

Click this button to select the check boxes for all employers in the Employer column.

Clear All

Click this button to clear all of the check boxes on this page.

 

Next step

After making selections for the items on this page, click Next to go to the next page of the wizard, which is the Open Enrollment - Benefit Plans page.