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Benefits Tech Audit Checklist

June 30, 2025

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:

Steele Benefits is Now Part of Selerix.

Steele Benefits is now part of Selerix! Together, we deliver a comprehensive benefits administration, ACA compliance, and employee engagement solution.

We’re excited to support your next chapter!