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How to Proof Post Open Enrollment

How to Proof Post Open Enrollment

Description of Issue

How do I close out Open Enrollment?

How to Proof/Post Open Enrollment

Context
  • Munis

  • Benefits Enrollment

  • Open Enrollment

  • Proof/Post

Cause

Informational

Resolution
  1. Navigate to the program Employee Benefits Enrollment

    1. Enterprise ERP > Human Capital Management > Human Resources > Benefits Administration > Benefits Enrollment > Employee Benefits Enrollment

  2. Select Search located in the toolbar→ Tab to Campaign Code > Enter Code > Click Accept

  3. Click Mass Approve to approve all Campaign records

  4. A message will pop up.  "This process will update all active and unposted records to enrollment status: APPROVED. Continue with mass approval?" Click Yes

  5. Click Proof/Post to post the Open Enrollment records to Employee Deductions

  6. Click Define to set the Proof/Post Criteria

           a. When Posting (Select Inactivate existing benefits within benefit section)

           b. Start Date (the first date of the payroll that the deductions for this Campaign will begin)

           c. Enrollment Date (the date the Campaign Period begins)

           d. Approval Date (Today's Date)

       7. Click Accept

       8. Click Output-Post

       9. Review Employee Deductions to ensure all deductions loaded correctly

Additional Information

Please contact Enterprise ERP HR Support with any additional questions

 

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