How You Manage an Open Enrollment Window

The day after your open enrollment period ends, run the Close Enrollment process in the Evaluation and Reporting work area. If necessary, you can extend or adjust the open enrollment window.

Tip: If you haven't already done so, run the Enroll in Default Benefits process before closing enrollment.

Close Enrollment

To close enrollment:

1. Optionally, run the Close Enrollment process with the:

   • Validate parameter set to Roll back - database will not be updated

   • Audit Log parameter optionally set to Yes.

   Analyze the generated logs and reports. Investigate and fix any errors.

2. Run the Close Enrollment process with the

   • Validate parameter set to Save - database will be updated

   • Audit Log parameter set to No

Extend Open Enrollment

You can extend an open enrollment period when unexpected delays require additional days for certain participant population segments, or the entire population, to complete their annual enrollment selections.

In the Evaluation and Reporting work area use the Adjust Open Enrollment Window process to:

• Update the enrollment period end date, processing end date, and default enrollment date

• Provide an appropriate number of extension days

The generated log file displays the details of the new enrollment period for all participants.

If you ran the Close Enrollment process and you now want to reopen the event, you can run the Reopen Life Event process, selecting the event and the population parameters.

Tip: Use the Reopen Life Event process, selecting the Open event, with the Adjust Open Enrollment Window process to extend the annual enrollment window after reopening a closed Open scheduled event.