Open Enrollment Services
The work that makes open enrollment go smoothly starts well before it opens.
Open enrollment brings together changes across Benefits on a fixed calendar, often with effects that reach payroll and integrations. We help Workday Benefits teams identify what changed, understand what it affects, and work through the configuration and testing before employees begin enrolling.
How we approach open enrollment
Scope & planning
Understand the work before configuration begins
We identify what is changing this year, what those changes affect, and what the work will require.
Configuration
Configure what this year requires
We configure the changes identified in planning across plans and rates, eligibility, open enrollment setup, and provider integrations where applicable.
Testing
Test the changes and what they affect
We test eligibility, elections, rates, deductions, and other affected configuration, along with integrations where applicable.
Launch & follow-through
Launch, monitor, and follow through
We monitor enrollment status, work through issues as they arise, and support the steps that follow through close and finalization.
Experience on the team
Open enrollment cycles delivered across our team’s careers
Average years of Workday experience across the people supporting this work
Combined years of client-side benefits administration experience
What we help prevent
Problems that are easier to prevent than unwind
Open enrollment issues often come from the dependencies around a change, not the change itself. We identify those dependencies early so they can be tested and addressed before enrollment opens.
How we approach open enrollment
The work starts early and continues past launch
We plan backward from launch. Six to eight weeks is a useful rule of thumb, with the exact timeline shaped by the changes in scope and the dependencies around them.
01
Scope & Planning
We define the changes in scope, the dependencies around them, and the work they create before configuration begins.
02
Configuration
We carry the changes identified in planning into the relevant Benefits configuration, including plans and rates, eligibility, open enrollment setup, and provider integrations where applicable.
03
Testing
We test the configuration affected by the year’s changes, including eligibility, elections, rates, deductions, and provider integrations where applicable, then address what testing finds before launch.
04
Launch & Follow-Through
We stay with the work after launch, monitoring active enrollment and supporting the steps through close, finalization, and downstream follow-up where needed.
Every engagement plan includes
The same sequence on every engagement, planned before open enrollment is underway rather than improvised after it starts.
Why Sequoia
Built by people who know open enrollment from both sides.
We understand both the configuration work and what it takes to own open enrollment inside an organization. That perspective shapes how we plan, test, coordinate, and stay with the work after enrollment opens.
Structured Scope & Planning
We define the scope, timeline, effort, and dependencies before configuration begins, so the work is sized and sequenced around what this year’s changes actually require.
Consulting and Client-Side Experience
Our Open Enrollment work draws on people who have owned benefits administration from the client side as well as delivered it as consultants.
Documentation & Knowledge Transfer
We document the work and the reasoning behind it so your team is better prepared for the next enrollment cycle.
Readiness checklist
The checklist we use to prepare for open enrollment, yours to keep
Open enrollment gets harder when small dependencies are missed or when last year’s reasoning has to be rediscovered. This checklist captures the areas we work through when preparing for open enrollment so your team has a practical structure for the work. Download it and use it whether or not we ever work together.
What’s inside
Send me the checklist
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Want our perspective on your open enrollment plan?
Whether you are planning a major redesign or a smaller set of updates, we can help you understand what the changes will affect and what the work will require.