Coordinate eligibility, employee communications, elections, payroll deductions and carrier reconciliation.
Use this guide as a starting point for a consistent internal process. Assign an owner, document outstanding items and adapt each step to your organization, workforce and jurisdiction.
Implementation tip: Do not only record what is missing. Assign every open item to a named person, set a due date and retain evidence when it is completed.
• Announcing enrollment before rates and employer contributions are confirmed.
• Assuming the carrier file and payroll deductions match without reconciliation.
• Sending personal benefits information through insecure channels.
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Benefits administrators, HR teams, payroll teams and business owners.
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