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OPEN ENROLLMENT / SIX PRACTICAL TIPS

Open enrollment survival tips

6 ways to help employees understand and use their benefits

By Jeremiah Wiggins, People Operations Manager, Reperio Health

jeremiah wiggins reperio health

Open enrollment is the stretch of the year when every benefits question arrives at once.

Employees are comparing plans they only look at once a year, and HR is answering questions while keeping the whole process on schedule.

I've spent nearly a decade building people functions at growing companies, from a multi-site surgery center in Atlanta to health-data company Springbuk. This year I'm running my first open enrollment at Reperio. My background is in psychology, and the lesson I keep coming back to is this one:

Communicating a benefit and helping someone understand its value are two different things.

Jeremiah Wiggins

People Operations Manager, Reperio Health

Here are six things I'd tell any HR, benefits, or people leader
in the middle of OE.

TIP 01 / 06

Put the links within reach before anyone asks

Send one “where everything lives” note the day enrollment opens: HRIS login, carrier portals, plan guide, deadline, who to ask. Make information accessible before it becomes urgent. We can provide employees with every resource imaginable, but if they don't know where to find them when needed, then we've only created another barrier.

“The links you don't need until you do.”

TIP 02 / 06

Don't mistake communication for engagement

Employees are balancing their own workloads and priorities, so a benefits email is likely one of a few dozen they receive that day. Think beyond whether a message was delivered and consider whether employees understand what action they need to take.

TIP 03 / 06

Test the whole flow before invites go out

Run a test enrollment end to end with your broker, then confirm deductions land correctly in payroll. A seamless enrollment experience requires as much attention to what employees don't see as what they do.

“It's better to have it set up before you actually need it.”

TIP 04 / 06

Design for how people decide

Open enrollment often asks employees to navigate unfamiliar terminology, competing plan options, and decisions that could affect their families for an entire year. The goal is to simplify the decision-making process without oversimplifying the decisions themselves. Employees should leave open enrollment feeling confident in their choices and not just relieved that they've completed the process.

TIP 05 / 06

Make HR feel human

Create room for the questions employees hesitate to ask. Benefits can be deeply personal, and employees don't always feel comfortable admitting they don't fully understand their options. One thing I try to remain conscious of in HR is that familiarity with a process on our end doesn't mean familiarity on theirs.

TIP 06 / 06

Remind people what they already have

A benefit's real impact depends on whether employees know it exists and understand how to access it. Otherwise, even a well-designed benefits package risks becoming an underutilized investment. Open enrollment creates a natural opportunity to remind everyone of resources that are often overlooked or misunderstood.

After the deadline

The enrollment window closes on a set date. Questions about benefits keep coming all year, so the habits that get you through OE are worth keeping long after the deadline passes.

About the author

Jeremiah Wiggins is People Operations Manager at Reperio Health. He builds the people systems that keep growing teams running smoothly, with a psychology lens and nearly a decade in HR across healthcare and tech. Based in Dallas.

What's on your own OE survival list?
I'd like to hear it.

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