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Administrator Guide
Last Updated: 2024-08-09
Close Open Enrollment

Close Open Enrollment

Start open enrollment.
You manually close open enrollment events, even if you specify a closing date for an open enrollment window. An open enrollment doesn't close automatically on the specified closing date unless you manually close it or schedule it to close.
Closing open enrollment enables you to audit and edits elections before finalizing them.
You can close open enrollment at any time.
  1. Access the
    Open Enrollment Status Report
     .
  2. In the
    Currently Active Events
     section, locate the event you want to close and click
    View Details
    .
  3. In the
    Open Enrollment Processing
     section, select an option from the
    Actions
     menu:
    • Close Open Enrollment Now
    • Close Open Enrollment by Schedule
  4. On the
    Close Event
     page, select a date for the
    Close Employees with Enrollments Open Until
     prompt to close enrollments that specify an
    Open Until
     date. Select the
    Close Submitted Events Only
     check box to close only submitted events.
    You might have given employees different
    Open Until
     dates when you added them to open enrollment. You can only close open enrollment for employees with a specific
    Open Until
     date that falls on or before the date you select.
  5. (Optional) Close open enrollment by schedule.
    In the
    Schedule
     tab, select the
    Run Frequency
     and enter scheduling details. You can also finalize open enrollment immediately after it's scheduled to close by selecting the
    Finalize Events After Closing
     check box in the
    Open Enrollment Details
     tab.
Employees can no longer change their benefits elections. Open enrollment notifications disappear from employees' My Tasks, and the
Enroll in Benefits
 button disappears.
After open enrollment closes, Benefits Partners and Administrators can still change employee elections.
Open enrollment closes immediately or on the scheduled date.
Workday adds scheduled closure events to the
Active Schedules: Close Open Enrollment
 tab of the
Open Enrollment Status Report
 report.
Depending on the status of open enrollment when you close it, Workday applies different default election values.
You might need to close and finalize open enrollment multiple times.
  • Close open enrollment for any additional employees.
  • Finalize the open enrollment elections for all employees, if you haven't already scheduled open enrollment finalization.
    Once you finalize open enrollment, all finalized elections become effective on the event date. Workers, administrators, and partners can no longer edit elections, but administrators and partners can use the
    Correct Benefits
     task to make updates to a finalized election.
  • After closing and finalizing elections, run the
    Benefit Census
     report to view and record the benefit elections for all employees.
  • You can use the
    Benefit Changes
     and
    Enrollment Count
     reports.