Open enrollment administration

This course will help you understand the benefit administrator’s tasks during online benefit enrollment. This includes how to test open enrollment in ESS Classic View, run enrollment reports and approve employee elections using the Enrollment Management dashboard.

Keep in mind that Insperity Benefits Specialists can build open enrollment plans for you as part of the services included in Workforce Acceleration so you can focus on running your business.

More Information

For more tools to leverage Insperity Workforce Acceleration for benefits enrollment, see:

• Self-paced training courses
  • Preparing for a successful open enrollment *
  • Setting up an Open Enrollment (Part A) *
  • Setting up an Open Enrollment (Part B) *
  • Creating an Open Enrollment Period *
  • Open Enrollment Troubleshooting *
  • How to use the Employee Benefits screen *
  • Group Term Life Insurance Entry *
  • Approving EOI Requests *

• Articles
  • Open Enrollment Setup *
  • Benefit Enrollment Messages – Sample Text *
  • Benefit Enrollment – Follow Life Event Enrollment Timeline *
  • Benefit Groups Functionality *
  • Benefit Reports *
  • Benefit enrollment from the employee’s perspective
  • How do I approve or decline an employee’s benefit elections?
  • Entering a life event
  • Benefits administration

* These resources require access to isolved University. You will need to log in to view the content. This article can help if you need to register for the University.

If you have questions or need assistance accessing the content, please contact your Benefits Specialist.