{"id":408,"date":"2023-06-03T22:36:58","date_gmt":"2023-06-03T22:36:58","guid":{"rendered":"https:\/\/help.insperity.com\/?post_type=ht_kb&#038;p=408"},"modified":"2025-05-05T16:18:34","modified_gmt":"2025-05-05T16:18:34","slug":"open-enrollment-administration","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/hcm\/knowledge-base\/open-enrollment-administration\/","title":{"rendered":"Open enrollment administration"},"content":{"rendered":"\n<p>This course will help you understand the benefit administrator&#8217;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.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/learning.myisolved.com\/courses\/128\" style=\"background-color:#ff671f\"><strong><strong><strong><strong><strong><strong><strong>Benefits: 302 &#8211; Open Enrollment Administration<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong> course *<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-color\" style=\"color:#009639\">More Information<\/h3>\n\n\n\n<p>For more tools on benefits enrollment, see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Self-paced training courses\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/preparing-for-a-successful-open-enrollment\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/preparing-for-a-successful-open-enrollment\" target=\"_blank\" rel=\"noreferrer noopener\">Preparing for a successful open enrollment<\/a> *<\/li>\n\n\n\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/setting-up-an-open-enrollment-part-a\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/setting-up-an-open-enrollment-part-a\" target=\"_blank\" rel=\"noreferrer noopener\">Setting up an Open Enrollment (Part A)<\/a> *<\/li>\n\n\n\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/setting-up-an-open-enrollment-part-b\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/setting-up-an-open-enrollment-part-b\" target=\"_blank\" rel=\"noreferrer noopener\">Setting up an Open Enrollment (Part B)<\/a> *<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.myisolved.com\/courses\/124\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/courses\/124\" target=\"_blank\">Creating an Open Enrollment Period<\/a> *<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.myisolved.com\/courses\/129\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/courses\/129\" target=\"_blank\">Open Enrollment Troubleshooting<\/a> *<\/li>\n\n\n\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/how-to-use-the-employee-benefits-screen\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/how-to-use-the-employee-benefits-screen\" target=\"_blank\" rel=\"noreferrer noopener\">How to use the Employee Benefits screen<\/a> *<\/li>\n\n\n\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/group-term-life-insurance-entry\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/group-term-life-insurance-entry\" target=\"_blank\" rel=\"noreferrer noopener\">Group Term Life Insurance Entry<\/a> *<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/approving-eoi-requests\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/approving-eoi-requests\" target=\"_blank\">Approving EOI Requests<\/a> *<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Articles\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/articles\/1825\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/articles\/1825\" target=\"_blank\" rel=\"noreferrer noopener\">Open Enrollment Setup<\/a> *<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.myisolved.com\/library\/articles\/712\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/articles\/712\" target=\"_blank\">Benefit Enrollment Messages &#8211; Sample Text<\/a> *<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.myisolved.com\/library\/articles\/716\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/articles\/716\" target=\"_blank\">Benefit Enrollment &#8211; Follow Life Event Enrollment Timeline<\/a> *<\/li>\n\n\n\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/articles\/1659\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/articles\/1659\" target=\"_blank\" rel=\"noreferrer noopener\">Benefit Groups Functionality<\/a> *<\/li>\n\n\n\n<li><a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/creating-email-templates\/\" data-type=\"URL\" data-id=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/creating-email-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">Benefit Reports<\/a> *<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/open-enrollment-from-the-employees-perspective\/\" data-type=\"URL\" data-id=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/open-enrollment-from-the-employees-perspective\/\" target=\"_blank\">Benefit enrollment from the employee&#8217;s perspective<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-do-i-approve-or-decline-an-employees-benefit-elections\/\" data-type=\"URL\" data-id=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-do-i-approve-or-decline-an-employees-benefit-elections\/\" target=\"_blank\">How do I approve or decline an employee&#8217;s benefit elections<\/a><a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-do-i-approve-or-decline-an-employees-benefit-elections\/\" data-type=\"URL\" data-id=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-do-i-approve-or-decline-an-employees-benefit-elections\/\" target=\"_blank\" rel=\"noreferrer noopener\">?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/entering-a-life-event\/\" data-type=\"URL\" data-id=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/entering-a-life-event\/\" target=\"_blank\" rel=\"noreferrer noopener\">Entering a life event<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/benefits-administration\/\" data-type=\"URL\" data-id=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/benefits-administration\/\" target=\"_blank\">Benefits administration<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>* These resources require access to isolved University. You will need to log in to view the content.&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/registering-for-isolved-university\/\" target=\"_blank\">This article<\/a>&nbsp;can help if you need to register for the University.<\/p>\n\n\n\n<p>If you have questions or need assistance accessing the content, please contact your Benefits Specialist.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This course will help you understand the benefit administrator&#8217;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. More Information For more tools on benefits enrollment, see: * These resources require&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[45],"ht-kb-tag":[17],"class_list":["post-408","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-employee-benefits","ht_kb_tag-university"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/408","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/comments?post=408"}],"version-history":[{"count":12,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/408\/revisions"}],"predecessor-version":[{"id":9130,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/408\/revisions\/9130"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/media?parent=408"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-category?post=408"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-tag?post=408"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}