Top 7 Tasks for HR Teams After Open Enrollment

December 5, 2022

Employees have signed up for their benefits, but there’s still work to be done. Here are seven things HR teams should to consider after open enrollment.

Top 7 Tasks for HR Teams After Open Enrollment

The open enrollment party may be over, but we still have some cleanup to do. Here are seven things to consider as you close up this year and prepare for the next year.

1. Double-check enrollments

Almost every year, someone forgets to add a dependent or intends to enroll and does not. You would be wise to reach out to employees one last time and make sure they’ve made the choices they intended to. Especially if you had an active enrollment, you might want to generate a list of employees who did not enroll and contact them to confirm their intent.

2.Don’t forget your COBRA participants

Make sure you or your administrator have updated all the materials – like benefits summaries and SBCs – and shared the new rates plus any changes with COBRA participants so they can change their elections if needed, too.

3. Check your notices

Did you distribute the required SBCs, CHIP notices, special enrollment rights notices and other notices? If they are included in your open enrollment materials or benefits guide, you’re all set. If not, send them as quickly as possible after open enrollment. In most cases, electronic distribution is acceptable.

4. Get input while the experience is fresh

If you truly want to assess and improve your open enrollment and communication process, now is the time to request input. Ask employees where they had difficulty, what they valued and what they’d like to see in the future. You don’t have to do a formal survey. You can send a brief email or gather a few people at a worksite or department meeting.

5. Debrief with your OE team

This is a good time to debrief on the process with your broker or consultant, too. Talk about employee feedback, how the process went and what you’d like to improve upon. It’s not too early to start talking about objectives and strategies for next year.  

6. Check your bill

Audit your first month’s bill to ensure rates have been entered correctly and premiums are calculating as they’re supposed to.

7. Remind employees of year-end and new year tasks

  • Deadlines for incurring and submitting FSA expenses
  • What happens to their FSA if they’re moving to an HSA plan
  • EOI and dependent documentation deadlines
  • W-2 delivery timeline (end January), 1095 delivery (early March)
  • Receiving and sharing new medical ID cards and looking for FSA and HSA cards in the mail (they may be unmarked)
  • Wellness program start dates and reminders
  • Beneficiary updates

These small actions after open enrollment can go a long way toward smoothing your employees’ transition into the new benefit year and make planning for next year a little easier.

About The Author

Susan Stasi

Susan Stasi
Email As Senior Account Executive, Benefits, Susan has more than 28 years of experience in employee benefits. Susan is responsible for client service and plan management with a primary focus on employer groups with 100+ employees. She specializes in complete account management including being an advocate for the employer and the employee to resolve administrative, claim and communication issues.

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