> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Open Enrollment

> Manage open enrollment periods for benefits, track employee participation, and administer enrollment windows.

The Open Enrollment page manages benefits open enrollment periods and is available at `/hr/benefits/open-enrollment`.

## Overview

The Open Enrollment page (`OpenEnrollmentPage`, HR-11 Phase 3) allows benefits administrators to create, view, and manage open enrollment periods. The page displays a table of enrollment periods with status indicators (active, upcoming, past) and participation progress bars. Actions available per period include editing, copying, previewing employee views, sending email reminders, and deactivating periods. This route requires the `hr.benefits.admin` permission.

## Who it's for

Requires permission `hr.benefits.admin`.

## Before you start

* Benefit plans must be configured at `/hr/benefits/plans` before creating an enrollment period.
* Determine the enrollment window dates and which employee populations are eligible.

## Steps

1. Navigate to `/hr/benefits/open-enrollment`.
2. Click the action to create a new enrollment period.
3. Define the enrollment window dates and associated plans.
4. Save the period; employees in scope can then enroll via their self-service portal.
5. Monitor participation progress from this page.
6. Use the email reminder action to notify employees who have not yet enrolled.

## Key concepts

* **Open Enrollment Period** — A defined window during which employees can elect, change, or waive benefits coverage.
* **Participation Progress** — A visual indicator showing how many eligible employees have completed enrollment out of the total eligible count.

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr/benefits-routes.tsx
  * src/cores/hr/benefits/pages/admin/OpenEnrollmentPage.tsx
  * src/cores/hr/benefits/pages/admin/BenefitPlansListPage.tsx
</Accordion>