Manage Open Enrollment Period

Process your open scheduled event so that participants can make their benefits elections.

At this point, you have:

• Completed your trial open enrollment where you validated your:

  • Programs and plans

  • Standard and variable rates

  • Enrollment and rate display configuration

• Configured flexible spending plans to start new coverage

• Closed unprocessed life events

• Finalized and closed action items

• Processed and resolved temporal event participation

During your trial open enrollment, you focused on performance and validation. Now during your actual open enrollment period, you focus on monitoring and managing the:

• Open enrollment period

• Participant enrollments

• Intervening life events

Task	Work Area	Phase I Trial Open Enrollment	Phase II Actual Open Enrollment
Generate the Participant Enrollment Results report.	Reports and Analytics	Identify test participants.	Compare enrollments before and after open enrollment. Identify any in-progress life events and resolve them before processing open enrollment.
Run the Evaluate Scheduled Event Participation and Enroll in Default Benefits processes.	Evaluation and Reporting	Yes	Yes
Monitor processes and resolve any errors.	Evaluation and Reporting Enrollment	Yes	Yes
Identify and fix performance issues.		Yes	Refine as required.
Iteratively, check plan configuration and rates using sample employees and fix errors as required. Back out the open life event. Correct setup. Rerun the open event.	Evaluation and Reporting Plan Configuration	Yes	Validate on an exception basis.
Enter enrollments.	Self-Service Enrollment	On a test basis	Yes
Process life events that occur during the open enrollment period.	Enrollment	Not applicable	Yes
Manage the open enrollment window.	Evaluation and Reporting	Not applicable	Yes
Close open enrollment.	Evaluation and Reporting	Not applicable	Yes