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HR · Payroll
Open enrollment tracker
Benefit elections are collected during open enrollment, and the agent sends the carrier files and chases anyone who has not enrolled.
Book a demoOpen enrollment tracker
Open enrollmentHarbor Foods · 2027 plan year · Benefits administration
Enrollment closes Sep 18 · Carrier effective date Jan 1, 2027
5/8 complete
Employee / paycheck
$1,098
Contribution total for this enrollment cohort
Employer / paycheck
$3,258
$84,708 annualized · 26 pays
Medical election mix8 employees
PPO 7504
HSA 20002
Waived medical1
Not selected1
Enrollment roster
8 enrollment recordsReview elections before generating the carrier eligibility file.
| Employee | Medical plan | Coverage tier | Employee / pay | Employer / pay | Enrollment status |
|---|---|---|---|---|---|
| PPO 750 | Family | $286 | $712 | Submitted | |
| HSA 2000 | Employee | $84 | $328 | Submitted | |
| PPO 750 | Employee + child | $198 | $566 | Submitted | |
| No medical | Dental only | $18 | $42 | Waiver review | |
| Not selected | — | $0 | $0 | Outstanding | |
| HSA 2000 | Family | $224 | $648 | Submitted | |
| PPO 750 | Employee + spouse | $176 | $524 | Life election missing | |
| PPO 750 | Employee | $112 | $438 | Submitted |
Ava Johnson
Operations · 2027 election
Medical
PPO 750
Coverage
Family
Effective
Jan 1, 2027
Payroll cycle
Biweekly · 26 pays
Contribution breakdown
SourcePer paycheckAnnual
Employee$286$7,436
Employer$712$18,512
Required next step
Election ready for carrier
Medical plan, tier, and both contribution amounts passed validation.
Workflow
What this app handles
Review the current state of employee benefit enrollment planning and complete “Submit carrier enrollment” from the same workspace.
Employee / Benefit selection
Connect the two source records needed for employee benefit enrollment planning and keep them current.
Eligible employees
142 is calculated from the current worklist. Enrollment window open.
Employee contribution / Employer contribution
Review evidence and status on each item, with exceptions brought to the front.
Submit carrier enrollment
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- Workday
HR and time-data sync
- Rippling
HR and benefits sync
- Gmail
Email read and send
- Google Drive
Document sync
- Benefits carriers
Plan options, eligibility, and enrollment status
- Payroll system
Coverage deductions and effective dates
Related apps
Apps used with this workflow
- HR · Payroll
Shift schedule builder
The agent builds the weekly production shift schedule from the production plan and approved PTO, and sends it to each employee's phone.
- HR · Payroll
Applicant tracker
The agent reads incoming applications, adds each candidate to the list, and books the interview with a text confirmation.
- HR · Payroll
Overtime watch
Time records show who is approaching 40 hours each week, and the agent alerts the supervisor before overtime kicks in.
TAILORED IMPLEMENTATION
Bring Open enrollment tracker into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.