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Benefits Management -Open Enrollment

Benefits Open Enrollment Best Practices

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Reduce hassle & stress by being prepared for your Open Enrollment. Learn Open Enrollment best practices to successfully deploy this year’s benefit renewal. Topics on this subject at the Infinity Software 2014 User Group Conference included how to effectively prepare your benefits package for Open Enrollment, deploying a pleasant user experience, managing the overall OE process, reporting and reconciling.

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Page 1: Benefits Open Enrollment Best Practices

• Benefits Management -Open Enrollment

Page 2: Benefits Open Enrollment Best Practices

ProductConsultant

Introduction

Overview Agenda for OE Process

LiveDemo

FAQs

Joey SelanderBenefits Management Product Consultant

Team Lead

Page 3: Benefits Open Enrollment Best Practices

Open enrollment is a period of time set aside by an employer to educate employees on the group benefits available to them. The goal of open enrollment is to ensure that all employees receive a comprehensive overview of the benefit offerings to enable them to make informed decisions on what is best for themselves and their families. This is especially true when the employer offers voluntary benefits wherein the employee is responsible for paying the full cost of the benefit.

Page 4: Benefits Open Enrollment Best Practices
Page 5: Benefits Open Enrollment Best Practices

ProductConsultant

Introduction

Overview Agenda for OE Process

Live Demo

FAQs

• Clearing alerts• Pay schedules• Carriers• Package duplication• Benefit Changes• Eligibility Rules• Benefit configuration• Rollover mapping• Benefit processing• Event configuration• Event testing• Create OE window• EDI Reminder

Page 6: Benefits Open Enrollment Best Practices

ProductConsultant

Introduction

Overview Agenda for OE Process

Live Demo

FAQs

Page 7: Benefits Open Enrollment Best Practices

ProductConsultant

Introduction

Overview Agenda for OE Process

Live Demo

FAQs

• Online Help• Reports• Tool Kit• OE Brochure