Adapting Your Open Enrollment to Today’s Workforce

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So much has changed in the year 2020 that even yearly business processes, like Open Enrollment, have to adapt to meet our team’s needs. With employees working remotely one of the biggest, and often overlooked, changes that companies need to consider is updating (or sometimes creating) their internal communication strategy to fit their workforce. Open Enrollment highlights a challenge that many companies are faced with today, how do you effectively communicate with an entire team who no longer reports to one central location? The short answer to this question is: proactively.

Watch the recording of our webinar covering this topic in more detail:

Click here to download the slides used during this presentation
Click here to read our blog – UKG Pro Open Enrollment: Simplified.

Communicating During Open Enrollment:

Keeping your team well informed on what their options are for Open Enrollment and when your sessions are open is crucial, and although this year it may need to look a little different it does not have to be any less effective.

Start your process by identifying your team and making sure you are all prepared for a smooth UKG Pro Open Enrollment. There are certain aspects of Open Enrollment configuration that are vital and should not be overlooked, see our blogs on Open Enrollment: Simplified and Best Practices for Effectively Managing Open Enrollment for more information around UKG Pro Core Open Enrollment.

Once your team decides on when you will hold your open enrollment session(s) it is time to schedule a presentation to communicate with your broader audience. This presentation is your opportunity to communicate everything open enrollment with your employees, so make sure that your open enrollment team recognizes how important it is. Start by identifying who will be the presenter, and then make sure the whole team supports them in their efforts to deliver a concise and relevant presentation that covers the appropriate content.

When scheduling when your team will deliver the presentation to your whole team, we recommend scheduling multiple presentations at varying times and on different days. Doing this will consider anyone who may be on vacation time or on a different shift. Try to schedule these presentations far in advance and get them on people’s calendars early, but remember, once you put something on a corporate calendar try as hard as you can not to move it. Rescheduling meetings can give the impression that your team is not prepared, even if that’s not the case.

Although the presentation you are preparing is extremely important, there are more supporting documents you should consider preparing to ensure your employees have everything they need to successfully complete their open enrollment sessions. These documents include:

  1. An invitation: A formal invitation letting your team know when the information sessions will be held for open enrollment. The invitations should be clear and include important information such as open enrollment dates as well as who to contact should they have any questions.
  2. Reminders: Remind your team of when the information sessions will take place, make sure they know that they can choose which one to attend and remind them of the type of information you will be going over. Use your existing communication tools to remind your team about this often, use #slack, e-mail, intranet pages and company huddles or meetings to remind your team to make sure every employee knows what to expect.
  3. A Presentation: The actual slides that your presenter will use are important, avoid the temptation of filling each slide with information, that will detract from the actual presentation. Instead, use the slides to communicate important points. Your presentation should begin and end with who your team can contact if they run in to any issues or have any questions about their sessions.
  4. “Benefits at a Glance” Document: This document should review your employee’s benefits and their different options in a concise way. At Mosaic, this document is also used during orientation, it’s a great way for employees to see all the benefits provided by your company in one central location. We also recommend modeling costs of common medical needs across your plans for an example; if you can show your employees what they would pay if they have a baby or break a leg, they will be able to make the best decisions for them and their families.
  5. An FAQ Document: An Frequently Asked Questions document is a great way to stay proactive. Your Open Enrollment team has probably been involved in this process before, ask them to think back to previous years, what questions do they have to answer every year? What information are employees always looking for? Use that data and put together a document to answer their questions before they even ask them!
  6. Follow-up: It is still important to follow-up with your team after your presentations. Make sure your follow-up includes a recording of your presentation as well as the slides you used during your presentation. Your follow-up should be before your open enrollment sessions close, so that your employees have time to review their options and make their elections.
  7. Office Hours: Finally, you should consider holding open office hours, communicate with your team when you are available to answer their questions and keep a line open for them to contact you during that time. This will make sure your team feels supported during this process and although they cannot come by your office to ask questions, they will still have a way to communicate with you in case they need any assistance.

With these assets prepared you will not only be able to keep your open enrollment project team on the same page but also ensure your entire team is prepared to complete their elections and have a smooth open enrollment experience.

Note: UKG Pro was formerly Ultipro.