Summary
The Open Enrollment batch process is used to set up and maintain a deduction and benefit enrollment cycle for your organization's employees. The settings specified in this process will determine which employees are eligible and when those employees will be able to log in to the Open Enrollment online application and complete the enrollment process.
Once the enrollment process is complete, the deductions selected here will be processed though a Bulk Deductions batch and attached to the employee records.
Step by Step
1 Create an Open Enrollment batch.
2 Specify the Open Enrollment settings.
3 Send the open enrollment notifications.
4 Review the employees associated with the selected enrollment plans. This is an optional step.
5 Display any warnings. This is an optional step.
6 Print the Open Enrollment Proof List.
7 Export the open enrollment data. This is an optional step.
8 Commit the Open Enrollment batch.