Automated Paylocity Open Enrollment Tracking
Every morning during open enrollment, WebRun opens Paylocity, checks which employees haven't completed their benefits elections, keeps the enrollment deadline current on the benefits admin's Google Calendar, and posts a Teams digest of who is still outstanding by department.
How do I track who hasn't completed Paylocity open enrollment?
WebRun tracks Paylocity open enrollment every morning during the election window. It finds employees who haven't completed their benefits elections, keeps the deadline current on the benefits admin's Google Calendar, and posts a Teams digest of who is still outstanding by department, 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
- The enrollment deadline stays current on the admin's calendar automatically
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
access.paylocity.comin a real browser with your saved login - no setup, no API keys. -
1
Paylocity - check enrollment status
paylocity.com
WebRun opens Paylocity to check enrollment status. - Open Paylocity and check benefits election status for the open enrollment window
- List employees who haven't completed their elections
- Group the list by department and manager
Done when Every incomplete enrollment is listed with department and manager.
-
2
Google Calendar - keep the deadline current
calendar.google.com
WebRun opens Google Calendar to keep the deadline current. - Confirm the enrollment deadline event is on the benefits admin's calendar
- Add a countdown reminder in the final week
Done when The benefits admin's calendar reflects the current deadline and countdown.
-
3
Microsoft Teams - digest who is outstanding
microsoft.com
WebRun opens Microsoft Teams to digest who is outstanding. - Post the outstanding count by department to the benefits admin channel
- Flag departments furthest behind
Done when The benefits admin has today's outstanding count in Teams.
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 a benefits plan?
No. Only the employee can make their own benefits elections in Paylocity. WebRun only tracks who hasn't finished and reminds the benefits admin.
Does it message individual employees to enroll?
No. The Teams 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 in Teams 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.