The process of preparing and completing an annual enrollment can be overwhelming as you try to balance your day-to-day responsibilities. HR Works is here to help!

Below you will find helpful resources, tips and time-savers to assist you in preparing for a successful Open Enrollment. Additionally, you have been assigned an HR Works Consultant who will be there to support you through your Open Enrollment. If you have not yet spoken to your consultant, they will be contacting you shortly.

Year-End Resources

We understand that year-end is a hectic time of year. Balancing open enrollment activities, submitting payroll entries that affect your W-2’s and/or 1099’s, and staying abreast of statutory changes for the New Year can be time consuming and overwhelming.

To help you successfully navigate through year-end, we have compiled several resources, tips, and reminders below.

Audit Checklists

Audits that the Benefits Department complete for Client:

  • Employee Enrollments Comparison Report
  • Medical Waiver Report
  • Enrollment Event Activity Report
  • Pending EOI report
  • FSA/IRS Max Audit and outreach
  • Confirmation of dependents for ancillary and DCFSA
  • Age 65 in next calendar year
  • “Broken” dependencies for custom ADP plans.
  • FSA rollover/grace period & HSA contributions: