Skip to main content

How do I track which employees have completed open enrollment?

See at a glance which employees have completed, started, or waived open enrollment — with a plan breakdown and CSV export.

Want to see how enrollment is going across your whole team, without checking employee profiles one by one? There's a dedicated dashboard for exactly that.

Steps

  1. Log in to your OS Benefits dashboard

  2. Click Admin > Manage Benefits > Enrollment Status

  3. Toggle between Current Coverage and the active Open Enrollment period using the tabs

What you'll see

  • Summary counts at the top: Completed, In Progress, Not Started, Waived, and Passive, plus your total employee count

  • A Plan Selections Summary showing how many employees selected each plan type (health, dental, vision, critical illness, etc.)

  • A full Enrollment Status Details list broken out by status, with employee name, email, enrollment type, effective date, plans selected, and monthly cost

You can filter the list by status or plan type, and click Export to CSV if you want to work with the data outside the dashboard. Click Refresh to pull the latest status at any time.

Questions about what you're seeing on this page?

Related Articles
Did this answer your question?