Edit or Delete an Enrollment Window

This guide provides instructions on editing and deleting enrollment windows within Benefits Administration. Users can edit active, scheduled, or closed enrollment windows, with specific fields available for modification depending on the window's status. For instance, in active windows, users can change the enrollment name, effective dates, and employee selections, while scheduled windows allow complete edits. Removing employees from an enrollment window requires caution, as it permanently deletes pending benefit elections. Deleting an enrollment window will not affect approved elections but will remove pending submissions and prevent incomplete elections from being submitted. Confirmation steps are necessary for both editing and deletion actions.

Jul 8, 2026
Knowledge

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How do I edit or delete enrollment windows?

Purpose: This guide will explain how to edit and delete previously created enrollment windows when using Benefits Administration. You will also learn what information is editable after you create an enrollment window and understand the implications of deleting a window.

Table of Contents

Edit an enrollment window
- Removing employees from an enrollment window
Delete an enrollment window

Edit an enrollment window

After you create an enrollment window, it will show up under the table on the Windows tab. To edit the window, hover over the enrollment window name and click on the pencil icon. Depending on the status of the window, you will be able to edit the following fields with some rules to keep in mind:

Enrollment Window Status	Editable Fields	Additional Notes
Active	Enrollment name Effective date for benefit elections End date of the enrollment window Benefit plan selections Employee selections*	If an employee has benefit elections pending approval and you remove the employee from the enrollment window, the system will automatically remove their pending elections as well.* Employees with approved benefit elections remain in the enrollment window and cannot be removed. In the window setup, these employees appear grayed out and display an Approved label to indicate their benefit elections are finalized. Any edits you make to the enrollment window will not affect employees with approved benefit elections.
Scheduled	All fields are editable.
Closed	Enrollment name Benefit plan selections End date for the enrollment window*	*You can extend the end date for the purpose of reopening the window. If you extend the end date, the active window rules will be applied. Keep in mind any edits to additional settings in the reopened enrollment window setup will affect employees with pending or incomplete benefit elections.

Enrollment Window Status

Editable Fields

Additional Notes

Active

Enrollment name
Effective date for benefit elections
End date of the enrollment window
Benefit plan selections
Employee selections*

*If an employee has benefit elections pending approval and you remove the employee from the enrollment window, the system will automatically remove their pending elections as well.

Employees with approved benefit elections remain in the enrollment window and cannot be removed. In the window setup, these employees appear grayed out and display an Approved label to indicate their benefit elections are finalized. Any edits you make to the enrollment window will not affect employees with approved benefit elections.

Scheduled

All fields are editable.

Closed

Enrollment name
Benefit plan selections
End date for the enrollment window*

*You can extend the end date for the purpose of reopening the window. If you extend the end date, the active window rules will be applied. Keep in mind any edits to additional settings in the reopened enrollment window setup will affect employees with pending or incomplete benefit elections.

Removing employees from an enrollment window

In the enrollment window setup, a warning message will appear if you attempt to remove an employee who has submitted benefit elections that are still pending approval. This will be a permanent deletion of data, and please use extra caution when using this option.

To confirm removing the employee from the window and deleting their benefit election submission, type Delete in the text box and then click Yes, Delete Window.

Once an employee's benefit elections are approved, the option to remove them from the enrollment window is no longer available. The system preserves their approved benefit elections.

Delete an enrollment window

Keep in mind the following implications before deleting an enrollment window:

Approved benefit elections will remain unaffected.
Benefit elections pending approval will be automatically deleted.
Employees with incomplete elections will not be able to submit their benefit elections.

To delete a window, hover over the enrollment window name and click on the trash icon. A modal will appear for you to confirm the deletion of the window.

The system will bring up a warning message if you are deleting an enrollment window that has benefit elections pending approval. This action will permanently delete ALL pending benefit election submissions associated with the window. To confirm, type Delete and then select Yes, Delete Window.

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