Annual Enrollment Setup

Sylvie Vincenti

Hi.  wanted to see what the best practice is for setting up annual benefit enrollment in V11.  Do you update the Annual Enrollment Event for the new dates, etc every year?  Or do you create a new Annual Enrollment Event specific for that year and inactivate the old one?  And do you have any Pros/Cons to the way you are doing it.  If you create a new one each year how long do you keep it on the list of events before you delete/purge it?

We are not live on V11 yet and trying to determine best practice for how our Benefit area should handle this.

Thanks

Syl

Rachel Lake

We've only just moved to V11 and had our first open enrollment. Our Infor Consultant recommended to create a new open enrollment every every single year rather than use the same one. We will inactivate it once we are comfortable with the new year's records. Not sure how long until we delete or purge, but it will likely be a long time!