It’s Coming! Are You Ready? Your UKG Pro Guide to Successful Open Enrollment

Open Enrollement

Warm weather, beach days, a much-needed vacation. Summer means a lot of things to a lot of people. But if you’re an HR professional, summer also means something else entirely: the start of open enrollment season. 

In our post-pandemic world, employees are looking for well-rounded compensation packages that go way beyond salary. They want enhanced benefits and better guidance on how to use their current offerings so they can be sure they’re making the most of them. Open enrollment is your chance to showcase your benefits package and, in doing so, to highlight the value your organization places on its people. Turnover is on the rise, and offering competitive benefits is one way to ensure your company doesn’t fall victim to the trend. 

We know hosting successful open enrollment is a tall order, and this year presents new challenges as you adjust to a workforce that’s a mix of teleworkers and on-site employees. But we’re here to help! Whether you’re using our standard UKG Pro™ Benefits solution or our premium UKG Pro™ Benefits Administration (formerly UltiPro Benefits Prime) product, we’ve got you covered with step-by-step guides and detailed checklists to help as you prepare to embark on this year’s open enrollment. Please note, if you’re not logged in to the UKG Ultimate Community, you may be asked to enter your credentials when accessing the links that follow.

Open Enrollement

PLAN AND STRATEGIZE (120 days out)

Start thinking about your configuration needs. Could you benefit from our expert consulting services, or do you plan to configure open enrollment sessions on your own? Whichever path you choose, we have the resources to support you.

UKG Pro Benefits

Open Enrollment Rollout Toolkit: From timelines to templates, this robust offering of open enrollment materials shares everything you need from six months out up to your launch date. Documents can be opened, saved to your desktop, personalized with your specific company information and rollout initiatives, and then printed or distributed within your company. Details have been organized into three phases but can be used to best fit your rollout plan.

Configure an Open Enrollment Session job aid: Step-by-step information for configuring open enrollment sessions.

UKG Pro Benefits Administration

Benefits Administration Open Enrollment Renewal Guide: Made specifically for our Benefits Administration customers, this guide provides links to key resources to help you prepare and configure benefit plans and rates, enroll employees, monitor elections, and test successfully.

Benefits Prime Open Enrollment Renewal Checklist: Step-by-step instructions for each phase of open enrollment, with recommended time frames, project requirements, and milestones. 

ALMOST THERE (60 days out)

Open enrollment is around the corner. Now is a great time to take a few refresher classes to ensure you’re ready. We offer a variety of training programs via our online education portal, UltiUniversity. If you’re not familiar with the site, check out our UltiUniversity tutorial and our recent blog post for an introduction. You can access the following relevant sessions by logging in to UltiUniversity (UKG Ultimate Community > Learning Center > UltiUniversity > Access UltiUniversity) and entering the course name in the search bar to register.

UKG Pro Benefits

Open Enrollment Session Configuration: 10 Things You Need to Know (1 hour; self-paced)
Gives you an overview of important concepts for planning and configuring open enrollment.

Life Events and Open Enrollment-Related Business Rules (20 minutes; self-paced)
Business rules represent a company’s operating parameters. In this course, you’ll learn which business rules impact Life Event and Open Enrollment functions and how your configuration choices affect your employees’ experience.

129 Open Enrollment Session Configuration and Troubleshooting (3 hours; live virtual)
Covers the gamut of open enrollment by outlining business rules, deduction/benefit plans, and session date configuration choices affecting open enrollment. 

UKG Pro Benefits Administration

Benefits Prime for Benefits Administrators (1 hour; self-paced)
Provides an overview on how to access and navigate Benefits Administration, with deep dives via videos and simulations that explore everyday tasks in greater detail. The course concludes with a brief self-check you can take to confirm your understanding of the content. 

Benefits Prime: Guided Renewal for Benefits Administrators (45 minutes; self-paced)
This course walks you through the self-service renewal that enables benefits administrators to prepare for open enrollment and to configure the new plan year through a guided workflow. You’ll be guided through each step of the process, get answers to commonly asked questions, and identify any steps that may require assistance   to complete.

READY, SET, GO (OE in session)

As your employees are busy making their benefits decisions, you can sit back and let UKG Pro help you monitor their progress. Use the All Open Enrollment Elections and Side by Side OE vs. Current Elections reports to verify employee elections and make quick updates as needed prior to sending final interface files to carriers. 


Cheers to you! Kick up your feet, pour a beverage of your choice, and raise a toast to a successful open enrollment. You’ve earned it.