Open Enrollment (OE) is a crucial period for your organization. As an admin, you can test and review the setup in GoCo to ensure accuracy before employees enroll. Follow this guide to prepare seamlessly.
Step 1: Test the Full Open Enrollment Experience
Before launching Open Enrollment, it’s essential to test the setup and ensure that all plans, rates, and eligibility rules align with your company’s offerings. This step not only prevents confusion but also builds employee trust in the process. Only admins have access to do this. Check out this article on who can see the OE banner.
- Login into GoCo & navigate to your profile in GoCo.
- Click the OE banner at the top of the page.
- Complete the enrollment steps just as an employee would.
- Verify the accuracy of plan details, documents, and employee contributions.
- Ensure a seamless flow through each step, checking for missing or incorrect information.
Step 2: Review Key Sections in the Benefits App
Once testing is complete, click into the Benefits app, change the ‘As Of’ date to the first date of the new plan year, and review the following sections:
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Plans
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- Go to the Plans tab.
- Review each benefit plan (Health, Dental, Vision, etc.).
- Confirm the carrier information is correct for each plan.
- Verify all benefit plan options under each carrier are accurate.
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Eligibility
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- Navigate to the Eligibility tab.
- Review the company classes and the waiting period for benefits.
- Note: This section is most impactful for new hires and has minimal impact on OE for existing employees.
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Contributions
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- Open the Contributions tab.
- Verify the contributions for each benefit plan.
- Ensure the company and employee contributions are accurate for every plan. Please note that this will be listed as a monthly amount, not per pay period.
Key Points to Remember
- Double-check all plan documents and rates shared by your broker. Any discrepancies can impact the OE process for employees. You can view these while testing the OE experience.
- Ensure we’ve incorporated any updates or changes provided by the broker, such as new plan rates or options.
- Testing and reviewing in advance reduces the risk of errors when employees begin their enrollment.
Next Steps
Once you’ve completed testing and reviewing, reach out to our benefits team to activate Open Enrollment for employees. For more information on managing who has completed open enrollment, check out this article.
For more guidance or support, contact our team. We’re here to help make OE smooth and successful for your organization.
Published 2.3.25