Open enrollment can be stressful, even for experienced teams. Competing priorities, tight deadlines, and system hiccups often get in the way. 

In this episode, Jeff Miller is joined by ERPA consultants Bethany Barno and Tyler Shepherd for a practical walkthrough of the open enrollment process on Workday. They cover how to build a realistic timeline, which configuration steps to focus on, and how careful testing can prevent costly mistakes.

In this episode, you’ll learn about:

• Common Workday configuration and business process issues
• How to assess your project’s level of effort and plan accordingly
• Improving communication and reporting during open enrollment

Things To Listen For:

(00:00) Intro

(03:09) Resources for open enrollment

(06:49) Common pitfalls in open enrollment

(12:17) Best practices for open enrollment

(25:04) How much effort does open enrollment take?

(28:08) The importance of cross-functional testing

Resources:

• Connect with the Team:
  • Bethany Barno
  • Tyler Shepherd
• Connect with Host: Jeff Miller 
• Connect with ERPA: www.ERPA.com 
• Check out ERPA’s Webinars: https://www.erpa.com/webinar/