SYSTEM FIT ASSESSMENT
Is your Benefits System OE Ready?
Name
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First Name
Last Name
Work Email
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example@example.com
Company Name
*
Job Title
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Plan Design & Setup
Can your current system enforce plan rules like age bands, dependent tiers, waiting periods, and life insurance maximums—without relying on manual workarounds?
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Yes—everything is system-driven
Somewhat—we’ve added patches
No—it’s fragile or manual in key areas
Have you validated that your plans are configured to match your actual benefit design - especially for things like life insurance limits, plan mapping by class, and eligibility logic?
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Yes—we’ve reviewed everything in the system
Sort of—we’ve spot-checked some areas
No—we’re assuming it’s set up correctly
Payroll & Enrollment Accuracy
Do you have to perform manual steps to ensure payroll deductions are accurate after Open Enrollment is completed?
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No—the system handles everything cleanly
Sometimes—we double-check key items
Yes—it’s part of our regular process
Are people ever removed from their elections mid-year and you're not sure why?
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Never
Occasionally—we catch it late
Yes - it’s happened and we couldn't trace the root cause
Employee Experience & Risk
Have employees experienced access-to-care issues in the past 6 months (e.g., at the pharmacy or doctor’s office), and you weren’t sure what caused it?
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No
A few times - resolved quickly
Yes - it became a real concern
Have employees ever been enrolled in the wrong plan because of configuration issues, mapping errors, or vendor mistakes?
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Once or twice
Yes—more than once, and it was a mess
No
Ownership, Testing & Accountability
Is there a single person or team clearly accountable for your benefits system config and testing?
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Yes
Somewhat—it’s shared
No—it bounces between HR, IT, and vendors
Do you use a formal OE project plan with system tasks, testing dates, and owner assignments—or is it still just in someone's head?
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Yes—structured and documented
Loosely managed in email or spreadsheets
No—it’s mostly in people’s heads
Calculation
Submit
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