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Effectively Manage Open Enrollment Checklist

Author: XpertHR Editorial Team

When to Use

Open enrollment season presents unique challenges for employers and can be a hectic time for both HR and benefits professionals and employees. Use this checklist to help effectively manage the open enrollment process and ensure employees understand the significance of open enrollment and are engaged in the process. Employers do not have to complete the following steps in sequential order to properly complete the checklist.

Customizable Checklist