How To: Add Benefits Enrollments After Open Enrollment Window Has Closed
Once the Open Enrollment window has closed, any new enrollments or changes to enrollments must be made by an HR Admin.
Go to the Benefits tab of the employee profile and under the Benefit Plans section, click the Add New button.
Note: If the employee waived plans during open enrollment and then changed their mind, you may need to delete the waived plan before adding the new coverage level. Remove the filter from the Coverage Level column to see waived plans.
Use the search bar to narrow down the plan list and select the Benefit Plan/Coverage needed.
Enter the Effective From date (usually the beginning of the new plan year) and click Save.
Depending on the coverage level selected, you may need to add a spouse and/or children to the plan. Click the Add button and select Add New or Add From Existing Contacts.
Once any necessary dependents have been added click Save.
Now the enrollment appears under the employee's active Benefit Plans.
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