Open enrollment, counted honestly

Two weeks into the window, leadership asks how enrollment is going, and the answer is a screenshot with no denominator. The honest tracker starts from the eligible population and makes every worker land in exactly one status.

RuleStatuses partition the eligible population: every eligible worker in exactly one bucket, buckets summing to the total, every day of the window.

Neverreport completion without the denominator and the chase list. A percentage with no names attached moves nothing before the deadline.

A screenshot with no denominator is not a tracker. The partition with names is.

◆ The tracker, day 10 of the windowstatuses that sum, shares that recompute.

Status	Workers	Share
Completed	224	70.00
In progress	64	20.00
Pending evidence	12	3.75
Not started	20	6.25
Eligible population	320	100.00

The 320 eligible are drawn from the same population of 351 the headcount page snapshots, minus the ineligible classes, so the denominator is a derivation, not an estimate. The 20 not started, grouped by manager, are the chase list; the 12 pending evidence are their own follow-up with a document, not a reminder. Sample values are illustrative, never client data.

◆ The two completion ratesreport both, label both.

Completed over eligible is 70.00 percent, the number leadership hears. Completed plus in progress is 90.00 percent, the number that predicts the deadline crunch. The tracker shows both with labels, because the gap between them, 64 workers mid-flow, is exactly where the last-week pileup comes from, and daily snapshots of this table show whether it is shrinking.

◆ After the window closesthe handoff that decides whether January reconciles.

The window's output is next year's enrollment fact and, through it, next year's deductions and employer cost. New plans' deduction codes go through the same pre-commit mapping gate as any pay component, so the plan year's first payroll reconciles instead of surprising, and the new premiums flow into the benefit cost tie from day one.

Use case

Problem

Enrollment progress is reported from screenshots with no denominator, and stragglers surface only at the deadline.

What we build

The window tracked from the enrollment fact: statuses partitioning the eligible population, snapshotted daily.

What you get

An honest completion rate with its chase list, the deadline crunch visible early, and a clean deduction handoff to payroll.

What is your enrollment completion rate, with a denominator?

We ship the tracker whose statuses sum, daily, with the chase list.

Talk to us

Terms on this page

eligible population: Everyone entitled to enroll. The denominator, derived.
partition: Every worker in exactly one status, statuses summing to the total.
pending evidence: Elected, awaiting a document. A follow-up, not a reminder.
chase list: Not-started workers grouped by manager for follow-up.
deadline crunch: The last-week pileup the in-progress count predicts.
deduction code: The payroll identifier a plan election maps to.
window: The open enrollment period. Tracked daily by snapshot.