 Suggested Timeline HR Training Schedule

1-2 weeks before Open

Enrollment begins (or before
group goes live)
1 day prior to Employee
Navigator Tuesday HR Training
1 week before Open Enrollment
1 week before Open Enrollment
3 days before Open Enrollment
1-30 days after Open
Enrollment closeout
Register HR user for Tuesday HR Training (Occurs at noon Eastern
on 2nd and 4th Tuesday each month)
Give HR Access (If HR is an employee, send employee registration
link then grant HR access once employee has registered so he/she
has only 1 set of login credentials / If HR is NOT an employee, add to
system under HR Users page and send registration link from system)
HR user completes Tuesday HR Training and logs into system to
begin review of site before going live
Schedule review with HR user to answer any questions and review
troubleshooting items for online enrollment
Follow up with HR user to confirm they have reviewed the system -
if they have questions or need additional training on system,
schedule broker/HR training
Schedule and complete 1:1 HR/broker training

Training Schedule For: _________________________________

Renewal Date: ________________ Open Enrollment Dates: ________________________

Expected Date
Task # Training Requirement Assigned To Completion Date Completed
Register HR user for Tuesday HR
1
Training
Give HR user access to Employee
2
Navigator
Confirm HR user completed Tuesday
3 HR Training and ask for any
questions
Schedule deadline for HR user sign
off - review basic HR functions,
4
employee registration/online
enrollment and other questions
Confirm HR user sign off and
5 schedule post Open Enrollment 1:1
HR/broker training

 
 Complete post Open Enrollment 1:1
6
HR/broker training