Workflow Templates: employee benefits checklist

Evaluate different healthcare plan options

Communicate open enrollment dates to employees

Ensure compliance with Affordable Care Act requirements

Review and update employee eligibility criteria

Coordinate with insurance providers for plan details

Assess available retirement savings plans

Determine employer contribution levels

Educate employees on investment options

Set up automatic enrollment for new hires

Review and update vesting schedules

Identify suitable wellness program providers

Set goals for employee participation rates

Develop communication strategy for program awareness

Organize health screenings and workshops

Gather feedback and measure program effectiveness

Define types of leave available to employees

Ensure compliance with Family and Medical Leave Act

Communicate leave policies clearly to staff

Monitor leave balances and accruals

Review and update leave policies annually

Select a reputable EAP service provider

Communicate EAP benefits to employees

Evaluate the range of services provided

Track employee utilization of EAP services

Review and renew EAP contracts as needed

employee benefits checklist