Looking for Employee Benefits Coordinator Templates to download? See the main templates that a Employee Benefits Coordinator would use in their day-to-day work.
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Employee Benefits Coordinator Templates
Contents
Employee Benefits Coordinator Templates
There is a huge number of templates that someone in the Employee Benefits Coordinator role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Employee Benefits Coordinator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Benefits Enrollment Form
2. Employee Benefits Summary
3. Benefits Cost Analysis Spreadsheet
4. Open Enrollment Announcement
5. Benefits Plan Comparison Chart
6. COBRA Notification Letter
7. Employee Termination Checklist
8. Benefits Audit Checklist
9. FMLA Request Form
10. Benefits Communication Plan
Reports
Reports are often prepared by a Employee Benefits Coordinator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Employee Benefits Enrollment Report
2. Benefits Cost Analysis Report
3. Benefits Utilization Report
4. Employee Benefits Satisfaction Survey Report
5. Benefits Compliance Report
6. Benefits Program ROI Report
7. Benefits Communication Effectiveness Report
8. Benefits Claims Analysis Report
9. Benefits Vendor Performance Report
10. Benefits Program Benchmarking Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Employee Benefits Coordinator does and how they do it.
1. New Employee Onboarding SOP
2. Benefits Enrollment SOP
3. Open Enrollment SOP
4. Employee Termination SOP
5. Leave of Absence SOP
6. Benefits Communication SOP
7. Benefits Audit SOP
8. COBRA Administration SOP
9. Retirement Plan Administration SOP
10. Employee Benefits Reporting SOP
Presentations
Employee Benefits Coordinator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Benefits Overview
2. Open Enrollment Presentation
3. Retirement Planning Seminar
4. Health and Wellness Workshop
5. Employee Assistance Program Orientation
Legal Docs
There are several key times when a Employee Benefits Coordinator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Employee Benefits Enrollment Form
2. Health Insurance Waiver Form
3. Retirement Plan Enrollment Form
4. Flexible Spending Account Reimbursement Form
5. Family and Medical Leave Act (FMLA) Request Form
Health & Safety Templates
Health & Safety templates for a Employee Benefits Coordinator ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Safety Meeting Agenda Template
3. Workplace Inspection Checklist Template
4. Employee Training Record Template
5. Emergency Evacuation Plan Template
Calendars
Setting up Employee Benefits Coordinator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Employee Vacation Calendar
2. Benefits Enrollment Calendar
3. Training and Development Calendar
4. Compliance and Regulatory Calendar
5. Employee Recognition Calendar
Invoice Templates
Several types of Employee Benefits Coordinator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Employee Health Insurance Invoice
2. Retirement Plan Contribution Invoice
3. Dental and Vision Benefits Invoice
4. Flexible Spending Account Invoice
5. Life and Disability Insurance Invoice
Survey Templates
For a Employee Benefits Coordinator to get insights related to the work they do, they need to send out Employee Benefits Coordinator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Benefits Utilization Survey
3. Wellness Program Feedback Survey
4. Training and Development Needs Assessment Survey
5. Employee Engagement Survey
Meeting Agendas
Having premade Employee Benefits Coordinator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Benefits Review Meeting
2. Open Enrollment Planning Meeting
3. Employee Wellness Program Meeting
4. Retirement Plan Education Meeting
5. Benefits Communication Strategy Meeting
Budget Templates
To manage finances well, a Employee Benefits Coordinator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Employee Benefits Budget Template
2. Health Insurance Budget Template
3. Retirement Benefits Budget Template
4. Wellness Program Budget Template
5. Employee Assistance Program Budget Template
Dashboards
Dashboards are a useful way for a Employee Benefits Coordinator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Enrollment Dashboard
2. Benefits Utilization Dashboard
3. Employee Satisfaction Dashboard
4. Cost Analysis Dashboard
5. Compliance Dashboard
Proposal Templates
For bidding or requesting work, a Employee Benefits Coordinator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Employee Wellness Program Proposal
2. Retirement Savings Plan Proposal
3. Health Insurance Benefits Proposal
4. Flexible Work Arrangement Proposal
5. Employee Recognition and Rewards Program Proposal
Get Your Template Made
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