Employee Benefits Survey Template

This Employee Benefits Survey Template helps HR teams collect actionable insights on how employees perceive, use, and prioritize the benefits provided by your organization. From healthcare to retirement plans, this survey offers a structured way to evaluate the effectiveness of your benefits strategy and identify areas for improvement.

Delivered directly in Microsoft Teams via Teamflect, the survey ensures high participation while keeping everything within the flow of work—no need for third-party tools or links.

Use this template in Teamflect now

What does the Employee Benefits Survey template include?

Open Feedback on Missing Benefit

‍Invite employees to share ideas about benefits they’d like to see added to the current package.

Usage Data by Benefit Type‍

Multiple-choice questions allow employees to indicate which benefits they actively use, helping HR assess adoption rates.

Satisfaction Ratings‍

Star-based rating questions evaluate how satisfied employees are with specific benefit areas such as health insurance.

Agreement Scales‍

Likert scale questions (e.g., retirement plan effectiveness) help measure how well current benefits meet employee needs.

Benefit Prioritization Ranking‍

Ask employees to rank different benefits based on personal importance—guiding future budget allocation and program development.

Confidential Response Handling‍

Responses are private until submitted and can be made fully anonymous depending on your organization’s settings.

How to use the Employee Benefits Survey Template in Microsoft Teams & Outlook

This survey makes it easy to measure and improve your benefits strategy:

1. Customize based on your current offerings

Add or remove benefit types based on your organization's benefits package (e.g., wellness stipends, mental health apps, parental leave).

2. Launch the survey company-wide or by department

Deploy the survey across your entire organization or to specific teams as part of your annual or quarterly HR health check.

3. Collect responses inside Microsoft Teams

Employees can complete the survey directly in Teams or Outlook. There's no need to switch platforms or use external survey tools.

4. Analyze feedback using built-in dashboards

Use Teamflect’s HR analytics tool or export responses to Power BI to identify trends in satisfaction, coverage gaps, or benefit usage.

5. Use insights to shape future benefits

Turn employee feedback into action by adjusting perks and advantages, improving communication and enhancing your overall employee retention strategy.

Who should use this template?

This template is ideal for HR professionals looking to improve benefits programs and ensure offerings match employee needs.

Best for:

  • People Ops teams conducting annual benefits reviews
  • HR departments launching new benefit programs
  • Organizations planning for open enrollment or policy changes
  • Companies measuring ROI on their existing benefits
  • Teams focused on employee satisfaction, retention, and wellness

With the Employee Benefits Survey Template, you gain a clearer picture of what your workforce values, so you can invest in benefits that engage and retain top talent.

Suggested Reading

Why engagement surveys are worth doing — not just measuring

Use this template in Teamflect now

Frequently Asked Questions

Here are some of the most frequently asked and heavily researched questions about survey templates.

What is benefits survey?

What are the top 5 employee benefits?

How to survey employees about their benefits?

How do you write a good employee survey?

Suggested Templates