Track Workterra open enrollment before it closes
During open enrollment, WebRun opens Workterra daily, checks who has and hasn't completed enrollment by department, exports the status to Google Sheets, and emails the benefits admin a reminder of who still needs to enroll before the window closes.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track who hasn't completed Workterra open enrollment yet?
WebRun checks Workterra every day during open enrollment, tracking who has and hasn't completed enrollment by department. It exports the status to Google Sheets and emails the benefits admin a reminder of who still needs to enroll, flagging the departments furthest behind, so the window closes with as few stragglers as possible.
- Enrollment completion is visible by department every day
- Benefits admins know exactly who to chase before the window closes
- Fewer employees miss the enrollment deadline
Built for Benefits administrators · HR managers · People operations · mid-size and enterprise employers
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
workterra.comin a real browser with your saved login - no setup, no API keys. -
1
Workterra - check enrollment status
- Open Workterra and check enrollment status
- Read who has completed and who hasn't by department
- Note how many days remain in the enrollment window
Done when Every employee's enrollment status is captured.
-
2
Google Sheets - export status by department
google.com How to Automate Google Sheets
WebRun opens Google Sheets to export status by department. - Export today's status to the enrollment tracking sheet
- Group by department with a completion percentage
- Update daily as employees enroll
Done when Today's enrollment status is logged by department.
-
3
Gmail - email the completion reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to email the completion reminder. - Draft a reminder email with who hasn't enrolled by department
- Send it to the benefits admin, not employees directly
- Flag departments furthest behind
Done when The benefits admin has today's completion reminder.
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 it enroll employees or remind them directly?
No. WebRun emails the benefits admin only. Any employee-facing enrollment reminder is still sent by your team.
Does it change anyone's benefits elections?
No, it only reads completion status from Workterra. It never edits an employee's enrollment or elections.
What happens once enrollment closes?
The daily tracking stops once the window closes in Workterra, so it only runs while enrollment is actually open.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.