Open Enrollment - Account Manager Support Scope

If you have not already done so, please email your Account Manager with the dates of your Open Enrollment Event. You should always notify your Account Manager if/when your Benefit Package start date is changing. We ask that you do this so that we may better allocate resources to meet the needs of the Open Enrollment season. Your Account Manager is always there to support you in the use of the system. However, it is not within the scope of the Account Manager to fully configure your system for open enrollment, but rather, to support you should you have any questions or problems as you prepare your system for Open Enrollment. The following grid provides a summary of responsibilities relative to preparing your system for Open Enrollment.

Activity

Account

Account Manager

Review of this document

X

 

Primary Role in Configuring System for Open Enrollment

X

 

Support Role in Configuring System for Open Enrollment

 

X

 Updating Benefits/ Carriers/ Plans/ Coverage Levels/ Premium Details X  
Roll Over Mapping X  
Creating Benefit Records X  
Importing Contribution Based Benefits X  

Testing System for Open Enrollment

X

 

Supporting Employees during Open Enrollment

X

 

Renewing Exports to Third Parties

X

X*

Testing Exports to Third Parties

X

X*

Coordinating post-Open Enrollment eligibility files to Third Parties

X

X*

Confirming post Open Enrollment eligibility files are successfully loaded by Third Parties

X

X*

 

Note: A support role is defined as assistance by your primary Account Manager to answer questions related to preparing your system for Open Enrollment, and/or a comprehensive review of this document.

Support beyond this scope will incur an additional fee. We would like to support you in any way possible. If you need additional assistance, we also offer Open Enrollment packages at an additional cost.

These packages are designed with various levels of support in assisting you and/or completing configuration of the HRIS system for functionality into your upcoming benefit year. Allowing a specialized representative to configure the majority of the upcoming open enrollment on behalf of your company and review everything for accuracy with you before your open enrollment begins.

Please contact your Account Manager immediately if you choose to have one of our specialized representatives complete the Open Enrollment configuration for you. Please keep in mind that our team needs change data at least 60-30 days prior to the planned start of the OE window in order to guarantee the OE start date. Data provided past this time-frame may incur a RUSH Professional Services Fee.

* Export (EDI File) Renewal support is included only with Package purchase unless otherwise arranged with your Account Manager.

Was this article helpful?
0 out of 0 found this helpful