Open Enrollment Guide
The Open Enrollment Template is purpose-built for HR teams and benefit coordinators who need to communicate plan options, important deadlines, and enrollment procedures to employees. Whether you’re distributing physical packets or hosting virtual info sessions, this template simplifies the enrollment process and ensures clarity.
Key Components:
- Enrollment Timeline: Clearly list enrollment start and end dates, along with key cutoffs.
- Plan Summaries: Provide overviews of medical, dental, vision, and other available benefits.
- Cost Breakdown: Illustrate premiums, deductibles, and copays in an easy-to-follow format.
- Enrollment Instructions: Step-by-step guidance on how to enroll online or through paper forms.
- Resources & Contact Info: Include FAQs, HR contact details, and links to additional resources.
Download Options:
- PowerPoint (PPTX): Excellent for in-person or virtual presentations during open enrollment meetings.
How to use this template
- Click on "Use this template" to create a copy of the template.
- Edit the template, and save it in PDF format.
- Access the RELAYTO template and update the PDF.
Note: If you created templates, they may be under the Personal tab. Business customers may see a Company tab with themed templates.
