There are two primary areas where communication needs to be managed. The first is the home page message that displays for employees during the defined Open Enrollment period as soon as they land on their Home Page. This can be managed under the Settings tab by selecting the link for Home Page Welcome Message. You can "add communication" and assign it as the Welcome Open Enrollment [Home Page].
The second area to manage communication is in the email templates. Email templates allow you to create communication that can be emailed to the employees to provide them with details on Open Enrollment.
- Email templates can be managed year round under the Settings tab where you will select the link for "Email Templates". Here you can add email templates for Open Enrollment among other various automatic and manually generated emails.
- Open enrollment email templates can also be managed during an active open enrollment session within the open enrollment setup. From the open enrollment setup, select the Notification Library to view all OE templates and create new ones. Regardless of where the notifications are created, the Send Notification tool in the open enrollment setup will allow you to pull and send these notices out.
How to Turn on Automated Enrollment Emails
- Go to the company's Benefits tab > Enrollment
- Select an option from the drop-down menu next to Send email before open enrollment ends to setup for OE.
Options are: Never, 2 days, 5 days, 7 days, 10 days, 14 days. Emails will be sent every day until the employee either completes the enrollment (hits Agree on the Enrollment Summary) or the window ends. This means emails set to send at 5 days will send an email at 5 days, 4 days, 3 days, etc.