How to schedule the welcome emails
The final step before Open Enrollment for you to complete is to schedule the welcome emails to the employees. Navigate to the employer's "Enrollment Periods," tab to continue the checklist steps. Click on the blue "Send email invites" button under the "Schedule welcome emails," on the "Your Next Steps," checklist.
At the bottom of the screen, select the white "Schedule for later" button.
Select the date and time you would like the emails to be sent to the employees.
- We encourage you to use the date the Open Enrollment is scheduled to start.
- Please note Eastern Time Zone will be used for the selected time.
After entering the desired date and time, select the blue "Confirm schedule" button in the middle of the screen.
You will notice a green banner at the top of the page confirming the emails have been scheduled. In addition, you can see the email status for each employee is listed with the date and time you selected.
