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Open Enrollment Wizard Eligibility Checkpoint
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OE Wizard Tool
Benefits Advisor: Open Enrollment Wizard Tool
Course 4 of 11 in Resource Path: Benefits Advisor Badge
Open Enrollment can be tricky to navigate, but Paycor's Open Enrollment Wizard is a tool that can help optimize your OE setup! For eligible customers, this tool will walk you through each step of the configuration. Before taking this eLearning, make sure you are eligible by taking the quick quiz, OR chatting with a Benefit Advisor expert at Paycor.
By the end of this course, you will:
- Understand and confirm eligibility for utilization of the OE Wizard
- Apply best practices when leveraging the OE Wizard for setting up Open Enrollment
- Practice scenarios related to common actions taken in the OE Wizard such as, making changes, expiring a plan no longer offered, and deleting a plan
Overview:
The OE Wizard offers a streamlined approach to configuring the Benefit platform, aiding client administrators in overseeing the entire Open Enrollment process from beginning to end. The wizard simplifies the setup of plans, the creation of enrollment processes, and customization according to client requirements. Its design focuses on user-friendliness, providing a guided experience at every stage.