Edit or Delete an Enrollment Window

How do I edit or delete enrollment windows?

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

Benefits

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: 

Enrollment Window Status Editable Fields Additional Notes
Active
  • Enrollment name
  • Effective date for benefit elections
  • End date of the enrollment window
  • Benefit plan selections
  • Employee selections*

*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 them from the enrollment window.
Scheduled All fields are editable.  
Closed
  • Enrollment name
  • Benefit plan selections
  • End date for the enrollment window*
 *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.

Removing employees from an enrollment window

In the enrollment window setup, a warning message will appear if you attempt to remove an employee who has submitted benefit elections that are still pending. This will be a permanent deletion of data, and please use extra caution when using this option. To confirm removing the employee from the window and deleting their benefit election submission, type Delete in the text box and then clickYes, Delete Window.

Once an employee's benefit elections are approved, removing them from the enrollment window will not impact their approved elections, as the system will preserve them.

Delete an enrollment window

Keep in mind the following implications before deleting an enrollment window:

  • Approved benefit elections will remain unaffected.
  • Benefit elections pending approval will be automatically deleted.
  • Employees with incomplete elections will not be able to submit their benefit elections.
Benefits

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. 

Benefits

The system will bring up a warning message if you are deleting an enrollment window that has benefit elections pending approval. This action will permanently delete ALL pending benefit election submissions associated with the window. To confirm, type Delete and then select Yes, Delete Window.