Mass finalizing enrollments

Administrators can finalize enrollments en masse. Finalizing an enrollment event creates individual benefits for the elections that have been submitted.

Passive enrollment occurs when employees do not submit their election choices. This causes their existing benefits to continue unchanged when their enrollments are finalized.

If the employee's enrollment is in Draft or Started status when finalized, their current enrollments for plans that enable passive enrollment continue. Current enrollments for plans that do not enable passive enrollment are stopped. If the resource is not enrolled in at least one plan in the enrollment group, then the finalization of passive enrollment indicates an error. You can delete finalization errors only once.

If passive enrollment is not enabled for an enrollment rule and the employee does not submit elections, their existing benefits included in the enrollment are stopped.

Creating enrollment rules

  1. Select Benefits > Enrollment Events > Open Enrollment or select Benefits > Enrollment Events > Life Events.
  2. Select an enrollment event.
  3. Click Mass Finalize.
  4. You can select an enrollment status to finalize for open enrollments.
  5. Click Submit to process the enrollment status or click Schedule to schedule the action to run later.
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