FREE GUIDE
Open Enrollment Checklist for HR Leaders
Stay organized and proactive this benefits season with this comprehensive checklist.
Annual Open Enrollment Checklist
Stay on track this benefits season!
Get started by copying the spreadsheet and adding your important dates to create your personalized timeline.
The open enrollment checklist guides you through every critical aspect of the process, from timeline planning to communication strategies. The checklist is organized into the following key areas:
- Pre-Enrollment Planning
- Communication Strategy
- Open Enrollment Period
- Post Enrollment
- Compliance & Reporting
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