Organizations of all sizes are planning for the upcoming employee benefit open enrollment season. This is never an easy task.

Fortunately, XDuce can help ease the burden.

The benefits open enrollment process comprises three phases: preparation, the enrollment period, and post enrollment activities. XDuce can guide and support you through the phases of Open Enrollment.

Before the Open Enrollment Process –
Preparing for the Open Enrollment period:

XDuce can help your organization with running a trial open enrollment in a test instance to tune performance and validate plan configuration for the upcoming plan year.

  • Check payroll calendars.
  • Check plan year periods
  • Assess and update eligibility profiles and derived factors
  • Prepare program and plan configurations
  • Manage standard and variable rates
  • Start new coverage for flexible spending accounts (FSA)
  • Configure enrollment and rate display
  • Identify and resolve in-progress life events
  • Process trial open enrollment.

During the Open Enrollment Period –
You focus on monitoring and managing the: Open enrollment period, Participant enrollments, Intervening life events:

  • Generate the Participant Enrollment Results report.
  • Manage the open enrollment period.
  • Run the Evaluate Scheduled Event Participation and Enroll in Default Benefits processes.
  • Monitor processes and resolve errors.
  • My Information – Benefits (Self-Service).
  • Process life events that occur during the open enrollment period.
  • Manage and close the open enrollment window.
  • Generate the Participant Enrollment Results report.

After the Open Enrollment Period Ends:

  • Verify enrollment
  • Investigate incorrect enrollments
  • Close action items and certifications
  • Enter overrides
  • Inactivate plans that are no longer offered
  • Process life events that occur after open enrollment

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