Open Enrollment - [PDF Document] (2024)

Open Enrollment - [PDF Document] (1)

Using UltiPro to enter your information to complete Open Enrollment

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Selecting Open Enrollment Session

From the Dashboard use your mouse to hover over the “Myself” tab and then left click on the “Open Enrollment” as shown below.

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Using UltiPro to enter your information to complete Open Enrollment

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Click on the “2014 Open Enrollment Plan” Link as shown below.

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Using UltiPro to enter your information to complete Open Enrollment

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You will have two choices as shown below. You can either choose to make new selections which will allow you to make changes to

your current plan or to create a new plan if your have never had a plan.

NOTE: If you choose “make new election” you cannot go back to the pop up window and choose Stay enrolled in current

benefit plan and will have to complete new elections.

NOTE: If you choose “Stay enrolled in current benefit plans” you will skip to the end and review the confirmation page.

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Using UltiPro to enter your information to complete Open Enrollment

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If you choose “make new election” you will be taken to the “About Open Enrollment” Page, as shown below, where you can read about

open enrollment. You can also find out more information and locations, dates and times where you can go to and meet with HR and

recive assistance completing open enrollment.

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Using UltiPro to enter your information to complete Open Enrollment

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Once your are done reading click on the to continue on to the next step.

NOTE: You can use

you mouse to move

the “slider bar” up

and down to read

the entire page as

shown below

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Using UltiPro to enter your information to complete Open Enrollment

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On this page you can either click if you have no dependants or verify your beneficaries and dependents and click or you can

new dependents

Enter contact information in the pop up window as shown below and then click on button to go back and add more dependants

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Using UltiPro to enter your information to complete Open Enrollment

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Once your are done reviewing click on the to continue on to the next step

NOTE: You can use you

mouse to move the

“slider bar” up and

down to read the entire

page as shown below

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Using UltiPro to enter your information to complete Open Enrollment

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You will then move on to the next step of selecting a medical plan and choose either to decline the medical, select Medical HMO or

Medical PPO and the approriate options.

NOTE: If you decline you will see this message below. PLEASE read completely!

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Using UltiPro to enter your information to complete Open Enrollment

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An Example of what a complete selection might look like is provided below.

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Using UltiPro to enter your information to complete Open Enrollment

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This will move you to the next step of selecting your Dental plan.

You will then move on to the next step of selecting a Dental plan and choose either to decline the dental, select dental HMO or dental

PPO and the approriate options.

NOTE: If you decline you will see this message below. PLEASE read completely!

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Using UltiPro to enter your information to complete Open Enrollment

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An Example of what a complete selection might look like is provided below.

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Using UltiPro to enter your information to complete Open Enrollment

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This will move you to the next step of selecting your Vision plan.

NOTE: If you decline you will see this message below. PLEASE read completely!

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Using UltiPro to enter your information to complete Open Enrollment

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An Example of what a complete selection might look like is provided below.

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Using UltiPro to enter your information to complete Open Enrollment

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This will move you to the final step of confirming your elections or changes.

Open Enrollment - [PDF Document] (2024)

FAQs

What is an example of an open enrollment letter? ›

Dear [Company] Benefits-Eligible Employee: [Company] is pleased to announce that Open Enrollment [Year] – [Year] will begin [Date] and end [Date]. Open enrollment information and forms / instructions are enclosed.

How do you announce open enrollment to employees? ›

Your initial communication should announce that open enrollment is coming, detail key dates and deadlines, highlight important changes, and provide helpful resources or tips. Mark your calendars! Benefits open enrollment begins [MONTH DATE, YEAR] and ends [MONTH DATE, YEAR].

How to initiate open enrollment in Workday? ›

Selecting Your Benefits

Go to your Workday homepage and click on your My Open Enrollment icon . 2. Click on the first tab called Launch Open Enrollment.

How to have a successful open enrollment? ›

5 Steps To Prepare For A Successful Benefits Enrollment
  1. Plan ahead.
  2. Establish an efficient communication plan.
  3. Empower employees with the use of education.
  4. Leverage technology where possible.
  5. Prioritize post-open enrollment work as much as early planning.

How do you explain open enrollment? ›

An open enrollment period is a window of time that happens once a year — typically in the fall — when you can sign up for health insurance, adjust your current plan or cancel your plan. It's usually limited to a few weeks.

What is a sentence for open enrollment? ›

Examples of open enrollment in a Sentence

Many voters support open enrollment. the city's open enrollment policy Employees can sign up for new benefits during open enrollment.

How do you engage employees during open enrollment? ›

Enthuse employees with positive changes, like an enhanced wellness program, additional health coverage options, or increased retirement contributions. This will generate excitement and encourage them to participate in open enrollment.

What is the subject line for open enrollment email? ›

Use a clear subject line: The email subject line of your open enrollment email should clearly convey the purpose of the email and grab the attention of your employees. Consider using a subject line like “Important: Open Enrollment Begins Next Week” or “Don't Miss Your Chance to Review Insurance Coverage.”

What are three items that employees must consider the annual open enrollment period? ›

Your Open Enrollment Checklist
  • Take Stock of Your Own Situation.
  • Familiarize Yourself With Any Plan Changes.
  • Assess Healthcare Options.
  • Make FSA/HSA Elections.
  • Assess Dental and/or Vision Coverage.
  • Select Disability Insurance.
  • Review Life Insurance Coverage.
  • Review Other Benefit Options.
Sep 26, 2023

What is open enrollment ADP? ›

Open enrollment is the time when employees can make their elections for company-sponsored benefits for the new insurance policy year.

How do you enroll in Workday? ›

To enroll during the enrollment period, find the Open Enrollment Change task on your Workday home page. Click on that link or open it from your Workday Inbox.

How do I start an e verify enrollment process? ›

  1. Visit Enrollment Website and Accept Terms. ...
  2. Set up the Enrollment POC account.
  3. Determine Your Account Access. ...
  4. Select Your Employer Category. ...
  5. Enter Company Information. ...
  6. Provide Hiring Site Information. ...
  7. Register E-Verify Program Administrators and MOU Signatory. ...
  8. Review Information.
Aug 9, 2022

What is a true open enrollment? ›

Open enrollment is the annual period when individuals can renew, change or cancel their health insurance. Missing an open enrollment period can put you at risk for losing health coverage for a full year until the next annual open enrollment period.

How long is open enrollment for most employees? ›

Open enrollment is not required to be a certain length of time. Most employers have an open enrollment period of at least two to four weeks. Need help defining health benefit terms to employees? Check out and share the health benefit terms glossary here on SHRM.org.

What does enrollment letter from college look like? ›

This is to certify that __(Student's Full Name)___ is enrolled as a full-time student for the __(Spring/Summer/Fall/Winter) (Year)________ semester, pursuing a ___(Bachelor's/Master's/PhD)__ degree in __(Field of study)__.

What is an enrollment confirmation letter? ›

Proof of enrollment certifies registration (fee payment and enrollment status) and degrees earned. Proof of enrollment does not display courses or grades, but does include. month and day of birth. date(s) of admission. terms and dates of attendance.

Is an enrollment letter the same as an acceptance letter? ›

Ans: Universities issue offer letters as primary communication with the students for acceptance of their applications. The letter of enrollment is issued by an educational institution to confirm a student's current enrollment status.

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