Start using this Workflow
Employee Benefits Administration Checklist
Enrollment and Eligibility
Review and update the list of eligible employees for benefits enrollment
Verify employee classifications to ensure accurate benefits eligibility
Distribute benefits enrollment materials to eligible employees
Benefits Communication
Schedule informational meetings and webinars about benefits packages
Provide access to summary plan descriptions and other benefit documentation
Set up a helpline or support email for employee questions regarding benefits
Plan Management
Negotiate terms with benefits providers to ensure competitive offerings
Ensure compliance with federal and state regulations regarding employee benefits
Regularly review and assess benefits plans for cost-effectiveness and employee satisfaction
Benefits Processing
Process new enrollments, changes, and terminations in a timely manner
Maintain accurate records of employee benefits selections
Coordinate with payroll to ensure proper deduction of benefits costs
Compliance and Reporting
Keep abreast of changes in laws that may affect employee benefits
Prepare and submit required compliance reports to government agencies
Conduct regular audits to ensure adherence to benefits policies and regulations
Employee Support
Resolve employee benefits issues and discrepancies promptly
Provide ongoing education about how to use and maximize benefits
Gather feedback from employees to improve the benefits offerings
