Make Your Open Enrollment Process a Whole Lot Easier


The Open Enrollment period — aka once annual period when people can enroll in a health insurance plan — can be stressful. It can overwhelm both employees and employers with strict timelines, legal nuances, and tasks to complete.

But you don’t have to do it alone.

The Open Enrollment To-Do List helps companies stay organized during open enrollment season.

What you’ll get:

  • An editable 90-day workback schedule based on the day your new coverage begins
  • Easy to follow “to-do’s”
  • Helpful reminders, links, and resources

And answers to these questions:

  • When is open enrollment?
  • What are open enrollment deadlines?
  • What is a Qualifying Life Event?
  • What are some things employees can do to help save on health care costs?

What’s Inside?

Make Your Open Enrollment Process a Whole Lot Easier

Open Enrollment season is here, and in addition to the normal overwhelm of strict timelines, legal nuances, and tasks to complete, we’re also dealing with COVID-19, newly remote workforces, and the need for just about everything to be virtual.

Despite all these challenges, we know OE can run smoothly and efficiently!

And better yet, you don’t have to do it alone. There are two ways to make this OE season easier:

Use a checklist

HR experts built this Open Enrollment Checklist to help companies stay organized during your open enrollment season.

What you’ll get:

  • Employer/Admin checklist, Employee checklist, Commons Terms, and FAQs
  • An editable 90-day workback schedule based on the day your new coverage begins
  • Easy to follow “to-do’s”
  • Helpful reminders, links, and resources

And answers to these questions:

  • What do I need to consider before selecting benefit plans?
  • What’s trending & changing with benefits for small and midsize businesses?
  • What data do I need to collect, and how best to collect it virtually?
  • What information do I need to share with my employees?

Save a copy, print one for your desk, and follow the “to-do’s” to make open enrollment smoother! (see below for a preview)

Partner with Zenefits

Zenefits makes it easy to create and download benefits proposals, load custom benefits plans, launch and monitor open enrollment to staff, and submit enrollments to insurance carriers.Learn more. Or try it out.


What’s Inside?