Benefits Tech Audit Checklist
Use this 10-step checklist to spot system gaps, fix what’s broken, and reduce OE stress before Q4 hits.
Open Enrollment puts a lot of pressure on your HR team—and even more on your technology.
This Tech Audit Checklist is your step-by-step guide to reviewing the systems that power your OE experience, including:
- Platform integrations (HRIS, payroll, carriers)
- Scalability and performance under pressure
- Communication tools (email, SMS, intranet)
- ACA compliance and reporting readiness
- Reporting, analytics, and user permissions
Whether you’re planning ahead or still cleaning up from last year, this resource helps you:
- Identify and resolve gaps in your current setup
- Align your tech with OE timelines and goals
- Avoid last-minute disruptions during crunch time
Get the Tech Audit Checklist
Fill out the form below to download your free copy:
