Open Enrollment Settings

REQUIREMENTS TO UTILIZE THE 

OPEN ENROLLMENT MODULE:

1. All health plans MUST be rolled over and created for the Open Enrollment period.
   
2. Position tracking records MUST exists for the first day of the date that the Health Plans are available on the Plans Available tab.  

The Open Enrollment settings can be found on the Setup >>  Employee Portal  >>  Open Enrollment  >>  Settings tab

Section 1

• The District should select the mode - Almost all Districts will be selecting "Open Enrollment"  The Binary Enrollment option was mandated by the State of NJ when the NJ Educators plan was initially introduced in 2020.  
• Calendar Year: enter the calendar year that will be utilized to look up the noted information
• Open From:  enter the dates that Open Enrollment will be available, or open, to staff members.   

Section 2

• If you are in the SEHP and you are having your staff utilize SchoolFi for Open Enrollment, you must complete the information in the red box.  Most Districts in the SEHP utilize the State's Open Enrollment module.  
• Select the health plan types that the District offers to it's employees

Section 3

• Line 1:  Check this box if you want the module to preselect the current plan that the staff members is enrolled.  This option is utilized by almost all districts.
• Line 2:  Check this box if you want the staff member to view / edit / verify all of the medical dependents .  This option is utilized by almost all districts.
• Line 3:  If all plans (prescription, Dental, Vision, Other and/or Other 2 are waived if healthcare is waived, check this box.

Section 4

• Review and edit the Welcome tab message:  This message will be displayed in the employee portal when staff members access the Open Enrollment tab.  We recommend you include any information/instructions the District feels are valuable to its staff members.
• Review and edit the Closed message:  This message will be displayed in the employee portal when a staff member accesses the Open Enrollment tab and the date is outside of the open enrollment period (set in Section 1)

Section 5

• Review and edit the Signing Statement on the Summary Tab:  This message will appear on the last tab in the open enrollment module.  If you want to utilize HTML to format the text in the signing statement, click the box noted in the example.  An example (as included in the illustration above), if the District wanted the text "true and complete" to be bold, the box should be checked and " <B> " should precede the text and " </B> " should follow the text

Section 6

• The District can create a PDF form that will be utilized to report the staff members open enrollment selections.  We have provided a sample PDF form for the "Filled" (titled OE) and the "Waived" (OE_W) options in the article.  These files can be downloaded and uploaded to the PDF forms tab in SchoolFi.  
• The Signing Pin when logged in as an Employee Portal user: field will set an override employee portal pin so that an administrator can sign and submit an open enrollment form on behalf of an employee.
  
  
  Uploading the PDF Forms into SchoolFi
  Navigate to the PDF forms tab and click on the Import button, then enter the code and the name of the file and click on import.