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Benefits Open Enrollment Tracker
An open enrollment tracker for small businesses: see who has turned in their benefits forms, who still owes them, and what every plan costs per paycheck, in one spreadsheet you can hand straight to payroll. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- Status Board: days left in the window, percent complete, who still owes forms and a reminder email list ready to paste into BCC
- Elections log per employee per benefit, with a Check column that flags a wrong tier or a missing waiver reason
- Rate Sheet: what each plan and tier costs the employee per month and per paycheck, with the change from last year
- Deductions: the per-paycheck deduction schedule for payroll, every employee by benefit
- Cost Summary: employer and employee cost per month and per year, by plan and by benefit type
- Opens in Excel and in Google Sheets
$19.99one-time, no subscription
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What it does
- Status Board: days left in the window, percent complete, who still owes forms and a reminder email list ready to paste into BCC
- Elections log per employee per benefit, with a Check column that flags a wrong tier or a missing waiver reason
- Rate Sheet: what each plan and tier costs the employee per month and per paycheck, with the change from last year
- Deductions: the per-paycheck deduction schedule for payroll, every employee by benefit
- Cost Summary: employer and employee cost per month and per year, by plan and by benefit type
- Up to 15 plans and 150 employees, plus a filled example for a fictional 30-person company
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Status Board
- Rate Sheet
- Deductions
Works in
- Microsoft Excel 2016 or later and Microsoft 365, Windows and Mac
- Google Sheets: the PDF in your download has the link that makes your own Google Sheets copy
- No macros, no add-ins, nothing to install; not built for Excel mobile or Apple Numbers
Honest scope
This is a record-keeping template, not legal or HR advice. Leave, overtime and pay rules vary by state and by employer policy; the file reports what you enter and does not decide what anyone is entitled to.
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