Assist an Employee with Enrollment During Open Enrollment

Login as an Employee
Click Proceed to Open Enrollment.
Eligible benefits will be presented in the workflow.
Enroll the employee in the preferred plans and coverage.
Click Next to move to the next plan in the workflow.
Review all the elections at the end of the workflow and click Confirm Elections. Once you confirm elections, a confirmation email is sent to the employee's work email address.
Click Switch To Admin to return to the admin view.

View an Employee's Record
Click + next to Enrollment Info.
Click OE Enrollments.
For plans with active open enrollment
1. Click Edit.
2. Make the selection on behalf of the employee.
3. Click Update.
4. The change reason will be defaulted to Open Enrollment. Click Submit to confirm the plan change.
For plans with passive open enrollment
1. If the employee has current elections, click Roll Over.
2. Otherwise follow the instruction for plans with active open enrollment.

Note: If the enrollment changes are made as an admin, the system will not send a confirmation email to the employee.

Login as an Employee
Click Proceed to Open Enrollment and you'll be taken to the confirmation page, which displays the plans and coverage details made by the employee for open enrollment.
Click Modify to make changes to that benefit.
Update the enrollment.
Click Update to save the change and return to the confirmation page.
Click Switch To Admin to return to the admin view.

View an Employee's Record
Click Edit next to Enrollment Info.
Click on Modify to make changes to that benefit.
Enter the Renewal Date as the Coverage Effective Date and then update the plan selection.

Note: Once an effective date is entered, the plan selection might change based on eligibility and the effective date of the plans.

Click Update, and you will be prompted to select a Change Reason. Select Open Enrollment from the drop-down menu and click Submit.