Employee Benefits Survey Tempate

Understanding what your employees truly want from their benefits package isn’t just good practice — it’s a business imperative. Employee benefits represent a major investment, yet they’re only effective if they align with your team’s evolving needs and preferences.

That’s where this employee benefits survey template comes in. Designed to help HR teams gather honest, actionable feedback, this template allows you to assess satisfaction, identify gaps, and refine your offerings based on real employee input — not assumptions. Whether you’re preparing for open enrollment or simply want to optimize your total rewards strategy, this tool is your starting point for a data-informed approach.

This template includes a thoughtful mix of 36 questions covering key areas of your benefits program, such as:

• Healthcare and insurance – Gauge understanding, satisfaction, and access to care.
• Financial and retirement benefits – Uncover interest in programs like 401(k), student loan support, and financial wellness.
• Perks and wellbeing – Learn what workplace perks employees use and value most.
• Paid time off and work-life balance – Explore how supported employees feel when taking leave.
• Overall satisfaction and inclusivity – Measure how your benefits stack up and how inclusive they feel to your team.

Designed with best practices in mind — like using a variety of question types, ensuring anonymity, and encouraging demographic insights — this survey empowers you to make targeted improvements that truly resonate. It also fosters transparency and trust when you share your findings and clearly communicate next steps. Use this template ahead of your annual planning cycle or as a pulse check throughout the year to keep your benefits strategy aligned with what matters most: your people.