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SentricHR.com
Open Enrollment Checklist
Open Enrollment is just around the corner and we want to help you prepare. To do that, we’ve created a checklist that highlights important things you should be doing before, during, and after Open Enrollment.
Follow along below or contact a Sentric representative with questions.
6-8 Weeks Before – Plan for ChangeGet a head start on the process by contacting your benefits provider(s) to determine any upcoming changes.
Start reviewing SentricWorkforce training materials in the Customer Hub or contact us to set up new benefit plans and/or discuss Concierge Service.
4-6 Weeks Before – Update DetailsAdd new plan(s), update existing plans, or update plan rates on your own or by contacting Sentric.
If you need extra support, contact Sentric at least 4 weeks before your Open Enrollment date to sign up for Concierge Service.
2-4 Weeks Before – Create Groups and Test the ProcessPlan for success by first creating your Open Enrollment groups and testing them in SentricWorkforce.
We also recommend getting a head start on your communications plan. Learn more in our eBook – Spreading the Word: Open Enrollment Communications.
Reminder: The deadline to sign up for Concierge Service is 4 weeks before your Open Enrollment go-live date.
SentricHR.com
Open Enrollment Checklist
1 Week Before – Add People to Your GroupsComplete your preparations by adding people to your Open Enrollment groups. Any employee added to a group will then be able to begin making their benefit selections in SentricWorkforce once your Open Enrollment period begins.
During Open Enrollment – Review, Approve, and RemindMonitor employees in the Open Enrollment Dashboard to see where they are in the process. If they’ve completed their selections, review and approve them.
Distribute reminder communications to those who have not yet completed the process.
Reminder: You must tell Sentric ASAP if the payroll deduction for your new rates will not start on the first payroll after the enrollment date.
Need help with Open Enrollment? Email [email protected] to sign up for Concierge Service.
After Open Enrollment – Complete the ProcessOnce all choices have been approved, you can then run the Open Enrollment Audit report and export results. Save this as your audit file for Open Enrollment. This report must be run prior to creating the benefit history records and after all selections have been approved.
Finally, create the benefit history records.
