Testing Your Open Enrollment

Provides instructions and recommendations for testing your Open Enrollment prior to launch.

OVERVIEW

After your Open Enrollment has been configured, we recommend testing it out to ensure everything behaves as expected. The Open Enrollment dashboard allows you to set an OE Test Date specifically for this function. 

Refer to this video: https://vimeo.com/454420179/9d198c061d

TESTING CHECKLISTS

We recommend testing your Open Enrollment with a number of different employees based on your plan setup. Some questions to consider include:

  • Do I have multiple benefits classes? If so, test your Open Enrollment with an employee from each class.

  • Do I have different rates for plans with dependents? If so, test your Open Enrollment with different combinations of dependents.

  • Do I have any age-banded plans? If so, test your Open Enrollment with employees who fall into different age bands.

  • Do I have plans that are only available in certain states? If so, test with employees in those states, and employees not in those states, to ensure they're offered the correct plans.

  • Do I offer domestic partner benefits? If so, test with a domestic partner to ensure the rates are calculating correctly.



Here's a list of things to check for when you're testing your Open Enrollment:

  • Are the correct plans being offered to employees?

  • Are the rates correct?

    • Do the rates adjust appropriately if I add or remove dependents?

  • Are the employer contributions correct?

  • Am I able to waive plans appropriately?

  • Is the system prompting employees to enter PCP information (if applicable?)

  • Are all of my plan documents uploaded and linked in the proper place?

  • Are the optional instructions on the page correct and free of typographical errors?

  • Are salary-based plans calculating correctly?

  • Is the system respecting any minimums or maximums?

  • Are plans that require beneficiaries requesting them as they should? 

  • Are plan rules behaving as they should?

    • Examples:

      • Is HSA offered if you select an HDHP Medical Plan?

      • Is FSA not offered if an employee enrolls in HSA?

      • Are employees offered both Life and AD&D? 

Refer to this document for more information: Testing OE Checklist
 

HOW TO TEST AN OPEN ENROLLMENT

To test your Open Enrollment setup:

  1. Go to Manage Payroll > Enrollment Setup > Configuration > Employee List.

  2. Click Enroll next to the employee you would like to test.

  3. Select I had a major life event >  Open Enrollment - TEST!

    • ​​The Open Enrollment - TEST! option will only populate when you're viewing as an Admin and an Open Enrollment Start Date, End Date, and Test Date has been entered in the dashboard.

  4. Review the rates and plans to ensure they are correct.

  5. Click Return to Admin on the confirmation page.

    • You may test as many times as you would like with any employee.

  6. Click Reset to remove any false information and data from the test.

TIP:

Do not submit an enrollment during testing. If you submit the active enrollment session during testing, it will be recorded as a normal submission, and you will not be able to test the Wizard again.