Looking for Employee Benefits Specialist Templates to download? See the main templates that a Employee Benefits Specialist would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Employee Benefits Specialist Templates
Contents
Employee Benefits Specialist Templates
There is a huge number of templates that someone in the Employee Benefits Specialist 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 Specialist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Employee Benefits Enrollment Form
2. Benefits Summary Spreadsheet
3. Employee Benefits Handbook
4. Benefits Cost Analysis Spreadsheet
5. Open Enrollment Announcement Template
6. Benefits Change Request Form
7. Benefits Communication Email Template
8. Benefits Termination Form
9. Benefits Survey Template
10. Benefits Compliance Checklist
Reports
Reports are often prepared by a Employee Benefits Specialist 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 Claims Analysis Report
8. Benefits Benchmarking Report
9. Benefits Communication Effectiveness Report
10. Benefits Program Recommendations 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 Specialist does and how they do it.
1. New Employee Onboarding SOP
2. Benefits Enrollment SOP
3. Open Enrollment SOP
4. Leave of Absence SOP
5. Employee Termination SOP
6. Benefits Communication SOP
7. COBRA Administration SOP
8. Retirement Plan Administration SOP
9. Employee Wellness Program SOP
10. Benefits Compliance SOP
Presentations
Employee Benefits Specialist 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 Specialist 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. COBRA Notice Template
5. FMLA Request Form
Health & Safety Templates
Health & Safety templates for a Employee Benefits Specialist 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 Specialist 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. Open Enrollment Calendar
Invoice Templates
Several types of Employee Benefits Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Premium Invoice
2. Employee Enrollment Invoice
3. COBRA Invoice
4. Claims Reimbursement Invoice
5. Administrative Fee Invoice
Survey Templates
For a Employee Benefits Specialist to get insights related to the work they do, they need to send out Employee Benefits Specialist 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 Evaluation Survey
5. Employee Engagement Survey
Meeting Agendas
Having premade Employee Benefits Specialist 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 Planning Seminar
5. Benefits Communication Strategy Meeting
Budget Templates
To manage finances well, a Employee Benefits Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Employee Benefits Budget Template
3. Training and Development Budget Template
4. Recruitment and Hiring Budget Template
5. Employee Recognition and Rewards Budget Template
Dashboards
Dashboards are a useful way for a Employee Benefits Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Enrollment Dashboard
2. Claims Dashboard
3. Compliance Dashboard
4. Cost Analysis Dashboard
5. Employee Engagement Dashboard
Proposal Templates
For bidding or requesting work, a Employee Benefits Specialist 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 Plan Proposal
3. Health Insurance Proposal
4. Flexible Spending Account Proposal
5. Employee Assistance Program Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Employee Benefits Specialist templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
