UKG Open Enrollment Process

This document provides a comprehensive overview of the steps involved in the UKG open enrollment process. It details the necessary actions to successfully navigate through the enrollment, ensuring users are guided through each stage of the process.

Step 1

Upon logging into UKG, navigate to the 'Home' tab. If multiple tabs are available, select the 'Home' tab.

Step 2

Locate 'Open Enrollment' on the 'My Benefits' widget. If it is not visible, click the hamburger menu, and navigate to 'My Benefits' > 'Enrollment'.

Step 3

To initiate the open enrollment process, click 'Get Started'.

Step 4

The first question will inquire if your spouse is covered. Please provide the necessary information.

Step 5

You can modify your selection regarding spouse coverage at this time if needed.

Step 6

Once you have reviewed or made changes, click 'Submit'.

Step 7

Click 'OK'. This will take you to the Open Enrollment screen. Thoroughly read the instructions in each section, and click 'Continue' in the upper right to proceed.

Step 8

This screen will display 'You and Your Family Members'. To add a family member, click 'Add Family Members', select someone from the list, or choose 'Add New' if they are not listed.

Step 9

If adding a dependent, provide the first name, last name, relationship, social security number, and birthdate.

Step 10

Ensure all required fields are completed accurately.

Step 11

For optional fields, if the dependent shares your address, select 'Use Employee Address'.

Step 12

Click 'Save' to store your entries.

Step 13

The newly added family member will appear on your 'You and Your Family' card. Click 'Continue'.

Step 14

The next section pertains to Medical plans. Review the available plans by clicking 'Review Plans'. Compare plans by selecting and clicking 'Compare'.

Step 15

This comparison provides a snapshot of high-level details for each plan.

Step 16

To waive medical coverage, select 'Decline Medical/Waive Medical'. To choose a coverage level, click 'Coverage Level Selection' and explore the available options.

Step 17

Based on your spouse's eligibility, you may or may not include them. To change your plan, click 'Selected'.

Step 18

If prompted to deselect, click 'OK' to choose another plan.

Step 19

Upon selecting a plan, relevant plan information will be displayed.

Step 20

Click 'Save' after selecting your medical plan. Proceed by clicking 'Continue' and apply the same process for dental coverage, such as switching to the Dental Buy-Up.

Step 21

In this instance, select the 'Employee' option.

Step 22

Select your desired options. Selected choices will be marked as 'Selected'. Click 'Continue'.

Step 23

Items marked with a green checkbox are completed. If a section lacks this, ensure completion. For the vision section, update your selection as necessary.

Step 24

If vision was previously declined, deselect 'Declined' to include it this year.

Step 25

To change your previous year's decision, click 'Continue'.

Step 26

Ensure any declined coverage is marked with 'Decline/Waive' at the top.

Step 27

Next, address the Company-Paid Plans section, noting that a beneficiary is required. Verify or select beneficiaries under the 'Company-Paid Life' section.

Step 28

To add or adjust beneficiaries or their percentages, make changes as needed. In this scenario, retain existing settings and click 'Continue'.

Step 29

For additional life insurance coverage, choose either selection or declination.

Step 30

Click 'Continue'. For additional coverages like voluntary accident or critical illnesses, make your choice or choose to waive.

Step 31

Upon completion of this section, click 'Continue'.

Step 32

The final section provides a summary of your selections and a cost breakdown per pay period.

Step 33

Download a PDF summary of your selections by clicking 'Download PDF'. Upon completion, click 'Submit'.

Step 34

Signing is crucial. Ensure the signature matches the case of your name as it appears.

Step 35

The signature is case-sensitive. Verify this before proceeding.

Step 36

Attention to case sensitivity is important. Confirm this detail.

Step 37

After verifying, click 'Accept'.

Step 38

In the instance of an error, such as an extra space, correct it.

Step 39

Click 'OK' after correction. You will receive a confirmation that your enrollment was successful.

Step 40

Click 'OK' again. You will be informed that your submission is pending approval.

Step 41

Your submission will remain pending until HR reviews and approves it. For inquiries, contact HR.