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 the template below:

Subject line option 1:
Open enrollment is live. Here's how to select 2027 benefits.
Subject line option 2:
Your step-by-step guide to open enrollment — starting today.
Body:

HTML/Formatted Version: 

[FIRST NAME],

Open enrollment is live — and you have until [CLOSING DATE] to select your benefit for 2027. Here’s how to do it.

Step 1 — Log in to the portal

Go to [PORTAL URL]. Use your usual company login credentials. First time? You'll be prompted to create a password — follow the on-screen instructions. Takes about 60 seconds.

Step 2 — Find your way around
Once you're in, your dashboard shows your current benefits and everything available for the upcoming year. Click any section to review, update, or select new coverage. There's also a Help section with FAQs and short video tutorials if you want a walkthrough.

Step 3 — Make your selections
Compare plans side by side, see cost differences, and review what's changed from last year. Take your time — what you choose now is your coverage for the full year. The only way to make changes after [CLOSING DATE] is a qualifying life event (marriage, new child, job change).

Step 4 — Troubleshoot if you hit a snag

  • Can't log in? Use the "Forgot Password" link on the login page.
  • Technical issue or benefits question? Email [HR EMAIL] or drop a message in [SLACK CHANNEL].

That's it. The whole process takes most people about 15–20 minutes.

Deadline: [CLOSING DATE]. If you take no action, your benefits will [ edit to match your policy]. Don't leave that to chance.

[FIRST NAME, LAST NAME]
[TITLE] | [COMPANY]

TL;DR Version: 

Open enrollment starts now. To enroll in 2027 benefits, go to [PORTAL URL], log in with your company credentials, and make your selections before [CLOSING DATE]. Compare plans, pick what fits, submit. Questions or login issues: [HR EMAIL] or [SLACK CHANNEL].

Plain-Text Version: 

Hi Team, 

Open enrollment is live. You have until [CLOSING DATE] to make your benefits selections.

Here's how:

  1. Go to [PORTAL URL] and log in with your company credentials. First time? Create a password when prompted.
  2. Review your current benefits and the options available for next year.
  3. Compare plans, check costs, and make your selections.
  4. Submit before [CLOSING DATE].

Can't log in? Use the "Forgot Password" link on the login page.
Other questions? Email [HR EMAIL] or message [SLACK CHANNEL].

If you take no action by [CLOSING DATE], your benefits will [ edit to match policy].

[SIGNATURE]

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