Automated HealthEquity Enrollment Deadline Tracking
Every morning during open enrollment, WebRun opens HealthEquity, checks which employees haven't completed their HSA or FSA elections, archives the dated enrollment report to Google Drive, and posts a Slack digest to the benefits admin with who's still outstanding.
How do I track who hasn't completed HealthEquity enrollment?
WebRun tracks HealthEquity open enrollment every morning during the election window. It finds employees who haven't completed their HSA or FSA elections, archives the dated report to Google Drive, and posts a Slack digest to the benefits admin with who's still outstanding, so the deadline closes with nobody missed.
- Open enrollment closes with a known, shrinking outstanding count
- Benefits admin gets a daily department level view, not a last day scramble
- A dated enrollment record archived every day in Google Drive
Built for Benefits administrators · HR operations · People teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
healthequity.comin a real browser with your saved login - no setup, no API keys. -
1
HealthEquity - check HSA and FSA enrollment status
healthequity.com
WebRun opens HealthEquity to check HSA and FSA enrollment status. - Open HealthEquity and check HSA and FSA election status for the enrollment window
- List employees who haven't completed their elections
- Group the list by department
Done when Every incomplete enrollment is listed with department.
-
2
Google Drive - archive the enrollment report
drive.google.com
WebRun opens Google Drive to archive the enrollment report. - Save the enrollment report as a dated file in the benefits folder
- Keep prior days' reports for comparison
Done when Today's enrollment report is archived in Google Drive.
-
3
Slack - digest who's outstanding
slack.com
WebRun opens Slack to digest who's outstanding. - Post the outstanding count by department to the benefits admin channel
- Flag departments furthest behind as the deadline nears
Done when The benefits admin has today's outstanding count in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun enroll employees in an HSA or FSA?
No. Only the employee can make their own election in HealthEquity. WebRun only tracks who hasn't finished and reminds the benefits admin.
Does it message individual employees to enroll?
No. The Slack digest goes to your benefits admin with department level counts, not direct messages to employees.
What happens after the deadline passes?
The daily check stops once open enrollment closes, and the final outstanding list stays archived in Google Drive for the admin's records.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.