Launch day and step-by-step guide email

Open enrollment toolkit      ❯      Launch day and step-by-step guide email

Description: Send this email at the beginning of the open enrollment period to guide employees through accessing and navigating the online portal. This email should also provide troubleshooting tips and contact information for assistance.


Copy email template below:

Subject line:
Open Enrollment Starts Today - A Step-by-Step Guide
Body:

Hi [employee first name],

We're excited to kick off this year's open enrollment period! Starting today, you can log in to the [company portal] and start to make your benefits selections. Here’s how you can view and select your benefits options for the year: 

1. Accessing the Portal:

To start, visit our Open Enrollment Portal at [Insert Portal URL]. Use your usual company login credentials. If it's your first time, you'll be prompted to set up a password – follow the on-screen instructions.

2. Navigating the Portal:

Once logged in, you'll see a dashboard that displays your current benefits and options available for the upcoming year. Click on each section to review, modify, or select new benefits. There's a 'Help' section that contains FAQs and video tutorials if you need further guidance.

3. Making Your Selections:

As you navigate through the options, you'll be able to compare different plans, view costs, and see any changes from the previous year. Remember, your selections are important – they'll determine your coverage for the entire next year unless you experience a qualifying life event.

4. Troubleshooting and Assistance:

Having trouble logging in? Reset your password using the 'Forgot Password' link on the login page. If you face any technical issues or have questions about the benefits, reach out to our HR team at [Insert email] or Slack us in our dedicated channel at [Insert channel name].

Remember, the open enrollment period will end on [Insert Closing Date]. Ensure you make your benefit selections by then. If no action is taken, your current benefits may either roll over or be reset, depending on our policy.

Thank you for taking the time to make informed decisions about your benefits. We're here to support you every step of the way.

Warm regards,

[Your Name/HR Team]

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