Open Enrollment: Start Here (Checklist, Deadlines, and What to Do Next)

Use this guide if you’re not sure where to start with Open Enrollment.

Before you begin

• Confirm the Open Enrollment window shown in Paylocity (Benefits > Enrollment). Enrollment typically closes at 11:59 PM local time on the final day.
• Have dependent information ready (legal name, date of birth, address; SSN may be required for medical coverage).
• Plan to spend 15–30 minutes if you are reviewing multiple options.

Enrollment checklist

1. Log into Paylocity > Benefits > Open Enrollment.
2. Review plan options and costs (per pay period).
3. Confirm dependents (add/remove as needed). See: Adding/Removing Dependents in Paylocity.
4. Select your plans (Medical/Dental/Vision, HSA/FSA if applicable).
5. Review beneficiaries (if prompted).
6. Submit and save your confirmation page.

Common questions

• ‘I don’t see Open Enrollment.’ You may be in a different enrollment type (New Hire or Life Event). If you recently changed your status or had a qualifying event, see: Qualifying Life Events.
• ‘I don’t want benefits—do I need to do anything?’ In most cases, yes—waiving coverage still requires a submission.

Still need help?

Submit a Benefits ticket and include: (1) whether this is Open Enrollment vs Life Event, (2) what you’re trying to change, (3) screenshots of any error message.