Get Ready for Open Enrollment
Open enrollment is a busy time of year, but it shouldn’t be stressful for you and your team. We’ve gathered the resources and information you need to cut the complexity and manual work that come with it. Start with the Open Enrollment Playbook to build your process and communicate it to employees, then keep scrolling for training, timelines, FAQs, and support options, including what’s new this year.
Open Enrollment Prep
Open enrollment is the time of year HR leaders and employees typically dread the most. But it doesn’t have to be. These resources help you plan ahead, stay on schedule, and give your employees clarity from the start.
New this year: The OE and EDI project timelines are combined into one document, so every date you need to track lives in one place.
Keep working with your designated Benefits Consultant to complete any updates you need throughout the process.
Open Enrollment Training
Open Enrollment training has a new home and a new format this year. Complete the Open Enrollment Training Series on the Paycor Training Hub, then bring your questions to our live Q&A sessions and get answers from the OE team in real time. Training should take about an hour to complete.
Start with the training series — it’s a prerequisite for the live Q&A sessions. While on the Paycor Training Hub, you can also earn the Benefits Administration Pro Certification by completing the Benefits Advisor and Enrollments skill badge assessments.
Live Q&A Sessions
Held weekly throughout OE season. Bring your setup questions, timeline questions, and testing questions to the OE team and get answers on the spot. Complete the training series first, then register.
Your Open Enrollment Experience
With Paycor’s Open Enrollment Wizard, you get a step-by-step Paycor offers an Open Enrollment experience tailored to your organization. Complete the Open Enrollment Planning & Expectations Assessment to help us recommend the best experience for your needs.
Whether you use Technology-Enabled, Guided, or Expedited Enrollment, your Benefits Consultant will help ensure that your strategy aligns with your goals for a successful season.
Why choose Technology-Enabled Enrollment?
This option evolves the OE Wizard experience, blending flexibility with enhanced guidance.
Key benefits include:
- Control – More command over timelines and enrollment activities.
- Flexibility – Self-paced management with Benefits Consultant support.
- Efficiency – Streamlined workflows that reduce manual effort.
- Readiness – Built-in testing and validation tools for launch.
- Visibility – Clear tracking of progress, requirements, and next steps.
Expanded features now offer:
- Support for complex enrollment components.
- Options for hands-on support or accelerated timelines.
- Deeply consultative guidance from your Benefits Consultant.
What Stays the Same?
Testing, approvals, documentation, and milestones remain key. Your Benefits Consultant continues to be your trusted partner, and early planning is vital to help ensure a smooth launch.
(Premium Support customers have different OE timelines. For additional questions, contact your Benefits Consultant.)
Does your broker need access to Benefits Advisor?
Download the authorization form to add them as a contact on your account.
What Brokers Needs to Know
If you work with a healthcare broker (or if you are one) during Open Enrollment, click on the links below to make sure everyone stays informed.
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