Employer Open Enrollment Checklist

Employer Open Enrollment Checklist

Concerned something may fall through the cracks with your upcoming benefits renewal? Simplify your open enrollment with this helpful checklist.


Establish an effective communication and educational plan.
Understand and educate employees on the scenarios of health care reform.
Educate employees on plan changes and the potential impact of those changes.
Use open enrollment to highlight the value of your health and benefits program.
Communicate early and often to the newly eligible.


Make the most of your benefits dollars by surveying employees on their preferences and priorities.
Consider adding a wellness program.
Use open enrollment as an opportunity to reinforce wellness campaigns.
Make voluntary benefits a big part of the message.
Highlight cost-saving opportunities.
Capture employee questions, communication preferences, and feedback to improve next year’s open enrollment process.


Leverage technology to increase employee accessibility and transition accountability to the employee.
Avoid the nightmare of paper forms by exploring online open enrollment programs and software.
Utilize texting and social media platforms to deliver reminders and helpful information to employees.


Identify all of the enrollment related materials that your employees need or are required to have:

Open enrollment schedule
Statement of current coverage
Plan-specific changes and rates
Plan-specific summaries
Open enrollment forms
Resource contact information
Frequently asked questions


Confirm that all forms are complete, accurate, and submitted.
Be sure that all employees have received ID cards.
Comply with all relevant health care reform requirements.
Verify that all payroll deductions and employer contributions are properly adjusted in payroll system.
Distribute all required notices.