Blog | HyBridge Solutions | Infor and UKG Consulting

Ready for Open Enrollment? Essential Tips for Using UKG Pro Effectively

Written by HyBridge Solutions | September 3, 2024

Open Enrollment is a critical time for both employers and employees, serving as the annual window where benefits decisions are made and finalized. The success of this period relies on one crucial factor: preparation. Preparing your workforce well in advance ensures a smooth and efficient open enrollment process, minimizing disruptions and maximizing participation.

Preparation should begin at least six months before the Open Enrollment period, starting with gathering comprehensive information about benefit plan changes. This includes vendor negotiations, updating vendor feeds, and configuring new benefit plans, deductions, codes, rates, and goals. UKG Pro offers robust tools and step-by-step processes to help your Benefits Team configure and confirm all plans and contingencies well ahead of time.

Preparing Your Workforce for Success

A well-prepared workforce is the backbone of a successful Open Enrollment. Communication plays a pivotal role in this preparation. The earlier you communicate changes and options to your employees, the more time they have to understand and make informed decisions. Distributing annual benefit guides by mail or during Open Enrollment sessions ensures that every employee can access the necessary materials. Hosting in-person and virtual sessions allows for a more comprehensive discussion of the details and provides a platform to address general questions.

Another essential aspect is ensuring employees have the proper tools and information to navigate the Open Enrollment process. Providing UKG Pro login instructions, along with any company-specific requirements, is crucial. A detailed document with screenshots and step-by-step instructions can ensure clarity and speed.

It's also important to remind employees that they don't need to open a new session if no changes are needed. This avoids unnecessary steps and helps maintain efficiency. However, employees must complete all steps if they start a new session, even if changes are optional.

If the workforce is not adequately prepared, a lack of awareness, miscommunication, and delays can arise. Therefore, proactive communication and providing accessible resources are vital to overcoming these common challenges.

Key Considerations for Preparing Your Workforce

When preparing your workforce for Open Enrollment, there are several key considerations to keep in mind:

1. Effective Communication: Ensuring employees are well informed about the upcoming Open Enrollment period, any benefits plan changes, and navigating the process is paramount. This includes clear, concise messaging across multiple channels like email, company internal communications, and face-to-face meetings.

2. Employee Education and Training: It is essential to provide employees with the knowledge and tools they need to make informed decisions. This can include training sessions, FAQs, and easy access to resources that explain their options.

3. Accessibility of Information: It is crucial to ensure that all information related to Open Enrollment is easily accessible to all employees. This includes having user-friendly platforms like UKG Pro, where employees can easily access their benefits information and complete their enrollment.

UKG Pro is equipped with tools that support these fundamental considerations, helping to streamline the communication, education, and accessibility needed for a successful Open Enrollment.

Leveraging UKG Pro

UKG Pro offers several functionalities that can significantly enhance the Open Enrollment process:

Review Business Rules: Ensure you have all the necessary deduction and benefit groups based on your employee population. Verify that the correct plans are included in the appropriate groups and review all applicable rules, such as Deduction/Benefit Types, Groups, and Plans. If possible, utilize the Test environment first to confirm that all changes and functionalities are working correctly before setting up in Production.

UKG Pro Benefits Open Enrollment Guide: This guide provides comprehensive instructions to ensure you have all the information needed for a successful Open Enrollment.

Open Enrollment Setup: Under your Administration role, you can access the Open Enrollment Setup, which offers a step-by-step guide for setting up your new session. This tool simplifies the process and ensures that all necessary steps are completed.

Final Steps for Success

As you approach the final stages of Open Enrollment preparation, there are a few additional steps to consider:

Communication Plan: Develop a detailed communication plan that outlines how you will inform employees about Open Enrollment, including critical dates, changes, and available resources.

Training: Provide training sessions for HR staff and employees to ensure everyone is comfortable with the process and understands how to use the available tools, such as UKG Pro.

About HyBridge Solutions

HyBridge Solutions is a national, privately held provider of professional services around leading ERP, HCM, WFM, and Organizational Change Management solutions. HyBridge partners with leading cloud SaaS providers, Infor and UKG, to improve customer, patient, and employee satisfaction. HyBridge Solution’s team of certified technical and functional associates is focused on providing each client with a uniquely configured solution to maximize utilization and investment in their applications.

To learn more about HyBridge Solutions and how we might be helpful to your organization, read more at www.hybridgesolutions.com