Creating open enrollment events

  1. Select Benefits > Enrollment Events > Set Up > Enrollment Events.
  2. Click Create.
  3. Specify this information:
    Enrollment Type

    Select Open Enrollment.

    Enrollment Event
    Specify a unique code for the enrollment event.
    Description

    Specify a description, which the employee will see.

    Active

    The Active status is selected by default. Clear the check box to inactivate.

    Enrollment Date

    Specify the date that employees become enrolled in benefit plans for this event. This is the date that benefits will take effect.

    Enrollment Period

    Specify the date range for the period that enrollment is available for employees.

  4. Click Save.
  5. Continue by defining enrollment rules. See Creating enrollment rules.