Welcome to your benefits survey mission control center.

A well-designed survey can be the rocket fuel that propels your benefits renewals strategy, employee support, and workplace happiness to new orbit. Easily launch and customize your survey to achieve the best outcomes for your team — way ahead of renewals season!

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Template

Customize your employee benefits survey.

Clearly survey-building is a lost art form. So if you don’t have the bandwidth to create your own masterpiece, you can put those art supplies away. Because we did it for you.

Download the survey template using your preferred platform:
Google form
Simply click "Make a copy", edit as you see fit, and send away!
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PDF
Feel free to edit and make it your own.
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On-demand video
Resource

Survey Building Masterclass

Our team of benefits experts and advisors are sharing their top tips for every stage of the survey process — from building your questions, to analyzing results, to communicating key takeaways — all in bite-size on-demand videos.

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Mini-guide

Benefits survey fundamentals: Asking the right questions, getting the best results.

Setting the stage for success
Effective employee surveys are a powerful tool for HR leaders seeking to create stronger benefits offerings that drive employee satisfaction, retention, and overall well-being. To achieve this, it's crucial to set the stage for survey success by understanding the fundamental principles that guarantee successful outcomes. By gathering actionable feedback, you can enhance your benefits strategy, improve employee engagement, and stay ahead of the evolving needs of your workforce. This guide outlines all the key elements necessary to pull together an effective benefits survey.
Non-negotiables for successful survey outcomes
Before you begin, it’s important to understand the five non-negotiables and guiding principles of an employee benefits survey. Abiding by these principles are key to ensuring you are putting employees first and designing surveys that yield optimal outcomes.
  1. Commit to change. Don't ask if you're not willing to make changes. Empty questions that don’t lead to a direct action or outcome are a waste of both employees’ and your time.
  2. Everyone matters. Look at the trends, but don’t miss out on the outliers. A great benefits offering can offer value to the full spectrum of your employee population.
  3. Get the full story. Quantitative data draws the big picture, but qualitative data fills in the details. Make sure your survey captures both.
  4. Respect the trifecta. Literacy, adoption, and sentiment are crucial metrics to measure. An effective survey tests for all three.
  5. Transparency builds trust. Share key findings with participants afterwards.
Methods for getting the responses you need
Brevity is key
Keep it concise (~10 minutes to complete). Any longer and folks may dip out early. Any shorter and you might be missing key details.
Anonymity encourages honesty
If you want the nitty gritty, you’ll need to give folks the space to speak freely.
Open-ended questions cultivate deeper thoughts
Sometimes a multiple choice answer won’t cut it. Be sure to include plenty of feedback boxes to encourage elaboration.
Survey strategies in action

If you want to make a business case for building out your benefits offering, try asking...

If you want to save your employees some cash but don't know how, try asking...

If you want to determine how well your offering covers out-of-pocket costs, try asking...

If you want to make a business case for building out your benefits offering, try asking...
  • "If we offered one additional benefit that you do not have access to today, what would you want that to be?"
If you want to save your employees some cash but don't know how, try asking...
  • "Would you rather pay less on your monthly premiums, or have a lower deductible?
If you want to determine how well your offering covers out-of-pocket costs, try asking...
  • "To what extent do you feel financially stretched paying for your annual health costs?"
Resources

Your survey-building crash course.

Everything you need to know to build your employee benefits survey
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