Purpose: This guide will explain how to edit and delete previously created enrollment windows when using Benefits Administration. You will also learn what information is editable after you create an enrollment window and understand the implications of deleting a window. 

Table of Contents

• Edit an enrollment window
• Delete an enrollment window

After you create an enrollment window, it will show up under the table on the Windows tab. To edit the window, hover over the enrollment window name and click on the pencil icon. Depending on the status of the window, you will be able to edit the following fields with some rules to keep in mind: 

• Active enrollment windows
  • Enrollment name
  • Effective date
  • End date
  • Plans
  • Add/remove employees 
    • Rule: If an employee has benefit elections pending approval and you remove the employee from the enrollment window, the system will automatically remove their pending elections as well. Any edits you make to the enrollment window will not affect employees with approved benefit elections, even if you remove the employee from the enrollment window.
• Scheduled enrollment windows
  • All fields are editable.
• Closed enrollment windows
  • Enrollment name
  • Plans
  • End date
    • Rule: You can extend the end date for the purpose of reopening the window. If you extend the end date, the active window rules will be applied. Keep in mind any edits to additional settings in the reopened enrollment window setup will affect employees with pending or incomplete benefit elections.

To delete a window, hover over the enrollment window name and click on the trash icon. A modal will appear for you to confirm the deletion of the window.