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Employee benefits survey template
Separates the three reasons a benefit fails: nobody knows it exists, nobody values it, or it is too hard to use. A low satisfaction score gets a question about why, and anyone who gave up on using a benefit is asked which one and what got in the way. It ends with a ranking of where to invest next.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
We're reviewing our benefits and want to spend on what matters to you. Your answers are anonymous and take about five minutes.
How long have you worked here?
Which of these benefits did you know we offer?
Which have you used in the last year?
How important is each of these to you?
Overall, how satisfied are you with your benefits?
What's the main reason for that score?
When you've tried to use a benefit, how did it go?
Which benefit was it, and what got in the way?
Do you know where to find the details of what you're entitled to?
If we could improve one area, which matters most to you? Rank them.
Is there a benefit we don't offer that would make a real difference to you?
Ends with
Thank you, your answers will shape the review
The flow
Where each answer leads. Every route here is editable once the form is yours.
Single select
Multi select
Multi select
Matrix
Opinion scale
Long text
Single select
Long text
Yes / No
Ranking
Long text
What this template uses
- Single select
- Multi select
- Matrix
- Opinion scale
- Long text
- Yes / No
- Ranking
- 6 branches
Questions to consider
- Do the benefit lists match exactly what you offer, including anything specific to your country?
- Is the tenure question broad enough that nobody can be identified by it?
- Which changes are realistic this year, and should the ranking only include those?
- Who will explain the results to employees, and when?
How to use the responses
Compare the awareness and usage answers first: a benefit people rate as important but don't know about is a communication problem, not a budget one. Read the answers from people who gave up on a benefit and fix the process behind it before adding anything new. Use the ranking to shortlist where to spend, and tell employees what you found, including what you can't change and why.
How to customize and share it
- 1Replace the benefit lists and grid rows with the benefits you actually offer, using the names employees know them by.
- 2Edit the ranking to the areas you are genuinely able to invest in this year.
- 3Share the link through your usual internal channel, say it is anonymous, and avoid adding questions that could identify someone in a small team.
Frequently asked questions
What should an employee benefits survey ask?
Which benefits people know about, which they use, how important each one is to them, how easy they are to access and what is missing. Together those tell you whether a problem is awareness, value or access.
Should an employee benefits survey be anonymous?
Yes, in most cases. People are more open about pay and benefits when they can't be identified, so leave out names and keep demographic questions broad.
How often should I survey employees about benefits?
Once a year, ideally a few months before your benefits renewal, so the results can inform what you choose.
Can I change the benefits listed?
Yes. Use this template copies the survey into your account, where you can edit every question, option and branch before sharing it by link.