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Choosing Your Benefits During Open Enrollment

Updated

This article explains how to choose your benefits in EmployeeXperience® (eX) when your employer opens enrollment: reviewing your details and dependents, picking a plan for each benefit, and submitting your choices.

On a computer: Benefits > Benefit Enrollment
On a phone: tap More, then Benefits, then Benefit Enrollment

You can also click Enroll now on the Benefit Enrollment card on the Home page.

NOTE: Benefit Enrollment only appears while your enrollment is open. If you expect to enroll and don't see it, sign out and back in. If it's still missing, contact your payroll administrator.

Start Your Enrollment
  1. Read the welcome message from your employer.
  2. Click Begin Enrollment.

On a computer, a progress ring, a list of the steps and your running total per paycheck are on the left. On a phone, the heading shows the step you're on, for example "Step 2 of 7".

Step 1 - Check Your Details and Dependents
  • Your Information shows your personal details. To change them, click Request a change to this Information. See Your Profile.
  • Your Dependent/Beneficiary Information lists the people on file. Click Edit to update someone, or Add Dependent/Beneficiary to add someone, then Save.

Add everyone you want to cover before you pick your plans.

Pick a Plan for Each Benefit

There's one step for each type of benefit, such as medical, dental or vision.

  1. Open the plan documents under Plan Information to compare plans.
  2. Under Your Plan Options, select a plan and coverage level. The cost per paycheck is shown.
  3. If you don't want this benefit and it's offered, choose Opt Out - Waive Coverage.
  4. Under Covered Dependents, tick the people this plan should cover.
  5. Click Next.

You must make a choice on each step. If you don't, eX shows "Selection is Required".

A medical step in Benefit Enrollment, with the progress ring and steps on the left, plan options, and covered dependents
Health Savings Account

If your employer offers one, choose Enroll or Waive for each plan. To enroll, enter the Per Payroll amount; eX works out the Monthly and Annual amounts. The plan shows the yearly maximum.

Confirm and Submit
  1. Check the summary of each benefit, your choice and its cost, and the Total Per Payroll Cost.
  2. Click Back to change something, or Submit Selections.
  3. Click Yes to confirm.

eX shows "Your Selections have been submitted". Click Return Home.

Important: After you submit, Benefit Enrollment shows "(This enrollment has been completed)". Click Review Enrollment to look back through your choices. If you need to change them, contact your employer.

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The screenshots shown in this article may differ slightly from your organization's configuration.