Open Enrollment Survival Kit
Thank you for downloading BambooHR's Open Enrollment Survival Kit.
Open enrollment is one of HR's busiest seasons—and we know how stressful it can be. From helping employees choose the right healthcare plan to answering last minute FAQs, your team will be counting on you for guidance.
We created this survival kit to help you feel empowered and confident, no matter what surprises open enrollment throws your way. From the first planning meeting to the final feedback submission, these templates and checklists were made to give you peace of mind.
Ready to learn more about how BambooHR powers benefits administration? Get a free demo today!
Preparing for Open Enrollment
As you gear up for open enrollment, these three resources will help you stay ahead of tasks and begin preparing employees to complete their elections on time.
We recommend downloading the checklist at least 12 weeks before your enrollment window opens. Each section covers important tasks broken down into weekly stages, plus tasks to complete during the enrollment period and after.
Open Enrollment Checklist
With weekly task lists, this checklist is a lifeline for HR pros tackling their first open enrollment, or a handy memory aid during a stressful time of year.
Open Enrollment FAQs
We've gathered (and answered!) common questions employees may ask you throughout the open enrollment process.
Email Template: Open Enrollment Kickoff
An email template for keeping your employees informed ahead of your open enrollment start date.
During Open Enrollment
Email Template: First Day of Open Enrollment
An email template for announcing the start of the open enrollment period.
Email Template: Open Enrollment Reminder
An email template for making sure employees complete their changes on time.
Advice for HR
“Communicate—and then communicate some more! Start messaging as early as you can and simplify where you are able. Use all channels at your disposal like Slack, email, video messages, and live webinars with Q&A sessions. With a great communication plan, open enrollment runs pretty smoothly and isn’t that stressful.”
—Nicole Wosje | Senior HR Consultant
After Open Enrollment
Advice for HR
"No comms plan is complete without a way to efficiently and anonymously collect employee feedback. If you want your employees to truly hear you, start by listening just as closely to them.”
—Joey Tirado-Grundvig | Benefits Specialist | BambooHR
Open Enrollment Feedback Survey
An email template and 2-question survey for collecting employee feedback.
Advice for HR
“Using any automation or information that is built into the HRIS or benefits portal will really help streamline the process and track completion rates for a successful outcome.”
—Melina Gillies | Chief People and Experience Officer | FlexNetworks
See BambooHR in Action
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Before BambooHR Benefits Administration®, it took MMA Space up to a full month to implement employees' benefits elections. Find out how employee self service and centralized employee records changed the game.
A Strategy-Focused HR Team Gained a Seat at the Table
At Cabinet Peaks, HR was once thought of as "the party planners and paper pushers." After implementing BambooHR Benefits Administration®, the department became a strategic powerhouse that increased weekly productivity by 30 hours.
A Broken Payroll System Was Finally Fixed With Benefits Administration
With BambooHR Benefits Administration®, employees at Repowered know exactly how much their health insurance costs, how to adjust their retirement withholdings, and how much PTO they've accrued.