Fundamentals of Open Enrollment
Learn the basics of configuring and administering your Open Enrollment at Namely.
Learn how to prepare, launch, and administer a successful Open Enrollment for your employees in Namely.
Learning Objectives:
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Configure plans using our Plan Setup Assistant
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Test your open enrollment configuration in the Open Enrollment Dashboard
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Approve or reject benefits enrollments
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Review post-open enrollment elections and deductions
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PREPARING FOR OPEN ENROLLMENT
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WE RECOMMEND REVIEWING THESE ITEMS PRIOR TO OPEN ENROLLMENT SEASON TO ENSURE YOUR COMPANY IS SET UP FOR SUCCESS.
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Preparing Benefits Administration for Open Enrollment Tune-up your site before you launch your Open Enrollment to ensure things run smoothly. |
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How to add and edit company benefit classes. |
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Updating an Employee's Benefits Class Learn how to update an employee's benefits class. |
OPEN ENROLLMENT AND CARRIER FEED PROJECTS
LEARN HOW YOU CAN PARTNER WITH OUR BENEFITS EXPERTS TO CRAFT A SEAMLESS ENROLLMENT EXPERIENCE FOR YOU AND YOUR EMPLOYEES.
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Planning for your Open Enrollment in Namely Discover the benefits of working with Namely on setting up your company's Open Enrollment. |
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Submitting an Open Enrollment Project How to initiate a partnership with our Project Services team to build Open Enrollment in Namely. |
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Open Enrollment Projects: Frequently Asked Questions Answers to frequently asked questions related to the Open Enrollment Projects offered at Namely. |
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Submitting an Open Enrollment Carrier Feed Review and Modification Project If you have Carrier Feeds, Namely will ensure your carriers receive your OE elections in a timely manner with this project. |
CONFIGURATION AND LAUNCH
OUR PLAN SETUP ASSISTANT AND ENROLLMENT SETUP PLATFORM MAKE BUILDING OPEN ENROLLMENT PLANS AND RATES A SNAP.
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Learn how to create Life Events (like Open Enrollment) that your employees can use to enroll in Benefits. |
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Creating and Mapping Coverage Lines After your Life Events are set up, choose which coverages can be enrolled in during the event. |
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Plan Setup Assistant User Guides Learn how to set up coverage lines and plans using our Plan Setup Assistant. |
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Test your Open Enrollment prior to launching it to ensure everything behaves as expected! |
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Namely Recommended: Open Enrollment Kick-Off Kit Download our sample Open Enrollment e-mail and newsfeed banners. |
ADMINISTERING OPEN ENROLLMENT
TACKLE THESE OPEN ENROLLMENT-RELATED ADMINISTRATIVE TASKS WITH OUR OPEN ENROLLMENT DASHBOARD.
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Using the Open Enrollment Dashboard Build your Open Enrollment, confirm and finalize employee elections with our Open Enrollment Dashboard! |
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Managing Qualifying Life Events During Open Enrollment Learn how to handle QLEs during Open Enrollment. |
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Managing New Hires during Open Enrollment How to manage new hire elections during Open Enrollment. |
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View, Change, or Enroll in Benefits Provides employees with instructions for viewing, changing, or enrolling in benefits. |
POST-OPEN ENROLLMENT TASKS AND DATA REVIEW
REVIEW AND AUDIT YOUR EMPLOYEES' ENROLLMENT INFORMATION.
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Election Summary Report – Open Enrollment Dashboard View a summary of all elections made by employees and their dependents directly from the OE Dashboard! |
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Employee Notice Report for Passive Enrollments Review enrollment information for passively-enrolled employees. |
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Post-Open Enrollment Election and Deduction Audit Validate the benefits enrollment and deduction data on your employees' profiles to ensure it matches their election benefits. |
KNOWLEDGE CHECKS AND ADDITIONAL RESOURCES
TEST YOUR KNOWLEDGE AND REVIEW OUR ADDITIONAL RESOURCES TO LEARN MORE!
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Fundamentals of Open Enrollment: Knowledge Checks Test your knowledge! Try to answer these questions before revealing the answer hidden in the collapsed fields. |
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New Benefits Administrator Guide Read our guide to familiarize yourself with everything a Benefits administrator needs to know. |
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Namely Toolkit: Open Enrollment Learn everything related to Open Enrollment in Namely. |