Benefit Open Enrollment Status Reporting

Benefit Open Enrollment Status Reporting

Purpose

This article outlines how to use the Benefit Open Enrollment Status report. Using this report during your annual Open Enrollment, you can determine who has started or completed their enrollment and who has not throughout the enrollment period.

How to View Open Enrollment Progress

Log in to your Elevated account and navigate from your menu to the Team Tab > Benefits > Reports > Benefit Open Enrollment Status.

Column Headers

  1. Current Benefit Profile (Effective) - Identifies the Employee's Benefit Profile as of today
  2. Employee EIN - Identifies which EIN (Company) the Employee is associated with
  3. Not Started - Employee has not yet started their Open Enrollment
  4. In Progress - Employee has at least started, but has not yet submitted for approval
  5. Completed - Employee enrollment has been Submitted and Approved
  6. Rejected - Employee enrollment has been Rejected and requires modifications by the employee
  7. Enrollment Status - Shows the status of the employee Enrollment, including (but not limited to)
    1. Not Started
    2. New
    3. Approved
    4. Submitted
    5. Rejected
    6. Modified


Notes
Please Note: This report updates every year at the start of your open enrollment period. If an employee completed their Open Enrollment last year, but has not started for their current year, their status will show as Not Started.