---
generated_by: surveylegend-page-markdown
title: Employee Benefits Planning Survey Template | SurveyLegend
description: Learn which future benefits employees would value most. Use this
  planning survey template to compare priorities before reviewing your benefits
  package.
canonical: https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-benefits-planning-template/
---

# Employee Benefits Planning Survey Template

This employee benefits planning survey template asks employees which improvements they would value in a future benefits package and what could make those options difficult to use. Use their priorities to decide what to investigate before choosing your next offering.

[Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-benefits-planning-template/#try-template)

Preview on a device

Show the desktop survey preview

Show the tablet survey preview

Show the mobile survey preview

![Employee Benefits Planning Survey: first question and response field, desktop preview](https://www.surveylegend.com/survey-template-media/previews/employee-benefits-planning-template-preview.avif)

![Employee Benefits Planning Survey: first question and response field, tablet preview](https://www.surveylegend.com/survey-template-media/previews/employee-benefits-planning-template-preview-tablet.avif)

![Employee Benefits Planning Survey: first question and response field, mobile preview](https://www.surveylegend.com/survey-template-media/previews/employee-benefits-planning-template-preview-mobile.avif)

Employee Benefits Planning Survey [Preview](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-benefits-planning-template/#try-template)

Share

[Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fhuman-resource-and-employee-satisfaction-surveys%2Femployee-benefits-planning-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fhuman-resource-and-employee-satisfaction-surveys%2Femployee-benefits-planning-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fhuman-resource-and-employee-satisfaction-surveys%2Femployee-benefits-planning-template%2F\&text=Employee%20Benefits%20Planning%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fhuman-resource-and-employee-satisfaction-surveys%2Femployee-benefits-planning-template%2F\&title=Employee%20Benefits%20Planning%20Survey%20Template)

Use this employee benefits planning survey template to learn which improvements employees would value in a future benefits package. It asks about priorities, likely usefulness, and practical access needs. Build it in SurveyLegend before narrowing the options your organization will investigate.

## When to use this employee benefits planning survey

Use the survey early enough for feedback to inform planning, before communicating a final package. Explain which decisions are open and which constraints are already known. Asking about a benefit does not mean you will offer it. This version focuses on future choices rather than satisfaction with the benefits employees currently receive.

To evaluate the benefits already available, use our [employee benefits feedback](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-benefits-template/) template.

**Create your employee benefits planning survey in SurveyLegend**

Use this employee benefits planning survey template to learn which improvements employees would value in a future benefits package. It asks about priorities, likely usefulness, and practical access needs.

## 7 questions for your employee benefits planning survey

Use these 7 questions as a starting point. All fields are optional; choose one answer where choices are listed. Leave an irrelevant open field blank.

Respondent introduction:\
Help us understand priorities for a future benefits review. The categories are ideas to consider, not promised benefits or enrollment options. All questions are optional. Please avoid private health or financial details.

Try the survey

## A little feedback. A clearer picture.

Explore this 7-question example at your own pace. Every question is optional.

Preview on a device

Show the survey at full desktop width

Resize the survey to a tablet-width preview

Resize the survey to a mobile preview with scrolling inside the frame

Choose a look

Use Classic: a white survey card over the background photo

Use Light: dark text over a light tint covering the background photo

Use Dark: light text over a dark tint covering the background photo

SurveyLegend demo Question 1 of 7

### Employee Benefits Planning Survey

01 Which area should receive the most attention in our next benefits review?

Choose one answer, or skip this question.

Time-off arrangements Flexible working arrangements Learning and development support Wellbeing activities Commuting support Another area No preference

02 Why is that area your first priority?

Share your answer, or skip this question.

03 What specific improvement would you like us to consider?

Share your answer, or skip this question.

04 How likely would you be to use that improvement if it were available on workable terms?

Choose one answer, or skip this question.

Very unlikely Somewhat unlikely Neither likely nor unlikely Somewhat likely Very likely Not sure

05 What might make a new benefit difficult for you to use?

Share your answer, or skip this question.

06 How would you prefer to learn about proposed benefits?

Choose one answer, or skip this question.

A short written overview A live group session A recorded explanation A private discussion with the benefits team Another way No preference

07 What question should we answer before asking employees to choose between options?

Share your answer, or skip this question.

#### One last look

Review your answers before submitting this demo.

0 answered

#### Thank you for trying the survey!

You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend.

[Create your own survey](https://www.surveylegend.com/register/)

Checking submission availability…

This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved.

**—**Starts

**—**Submissions

Activity is temporarily unavailable.

## How to customize your employee benefits planning survey

Replace the example categories with realistic options your organization could consider. Keep the first-priority question to one selection so you learn what matters most when choices compete. Do not ask employees to disclose diagnoses, dependent details, or financial circumstances to justify a preference. If comparing options with different costs, provide accurate, consistent descriptions and assess affordability separately with the responsible team. Before sharing widely, try the questions with a few people from the intended audience and clarify anything they interpret differently.

## Printable employee benefits planning survey template

Use this printable employee benefits planning survey template during a benefits consultation or staff briefing. It includes the same questions and space to write, giving people who prefer paper or are less comfortable online another way to take part. SurveyLegend helps you offer both formats. Tell respondents where to return the completed form and who will review it. Paper answers need a separate review or manual entry process; they are not automatically added to online responses.

[![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download PDF](https://www.surveylegend.com/downloads/survey-templates/employee-benefits-planning-template.pdf)

Export employee benefits planning survey template as PDF

## AI prompt for a employee benefits planning survey

Learn what employees would value before committing to your next benefits plan.

The full prompt below specifies your employee benefits planning survey, including all 7 questions and response settings. Copy it, register for a free SurveyLegend account, and paste it into SurveyLegend’s AI survey creation tool. Review the result and add your organization’s details before sharing.

AI prompt for a employee benefits planning survey

[Use prompt directly in SurveyLegend](https://www.surveylegend.com/register/)

Create a free account, then paste the copied prompt into SurveyLegend.

Already have an account? [Sign in to create your employee benefits planning survey.](https://app.surveylegend.com/login/)

## Use employee priorities to shape feasible benefits options

Count first priorities, then read the reasons and access suggestions. Look for a benefit that many employees want but would struggle to use under a proposed schedule or delivery model. Review less common needs rather than assuming the most popular category should receive the whole budget. Separate expressed interest from actual enrollment and communicate what you considered, what will change, and what remains undecided.

## Frequently asked questions

### Does answering enroll an employee in a benefit?

No. This is a planning survey, not an enrollment form. Any eligibility, election, or enrollment process must happen separately.

### How is this different from a benefits satisfaction survey?

Planning asks what employees would value next. Satisfaction asks how well current benefits work. Keeping those questions separate makes the intended decision clearer.

### Should we offer the most popular benefit automatically?

No. Use the results alongside cost, feasibility, access, and the needs of different employee groups. Explain the decision instead of treating the survey as a binding vote.

Human Resource and Employee Survey Templates for Satisfaction

1. [![Preview of the Employee (HR) Engagement Survey Template](https://www.surveylegend.com/survey-template-media/previews/template-employee-engagement-survey-hr-template-survey-preview.avif) Employee (HR) Engagement Survey Template Employee You Are as Strong as Your Employees,Yes that’s 100% true. Companies with the happiest and most innovative employees are often the ones leading their industries. Just look at organizations like Google, Facebook, and Apple—the list goes on.](https://www.surveylegend.com/survey-examples-templates/employee-engagement-survey-hr-template/)
2. [![Preview of the Manager Performance Survey Template](https://www.surveylegend.com/survey-template-media/previews/template-manager-performance-survey-template-survey-preview.avif) Manager Performance Survey Template Employee Companies today—whether small, mid-sized, or large—depend on supervisors to manage and guide their teams. The larger the company, the greater the need for effective supervision. But more managers alone isn’t the solution—you need the right ones.](https://www.surveylegend.com/survey-examples-templates/manager-performance-survey-template/)
3. [![Preview of the Employee Exit Survey Template](https://www.surveylegend.com/survey-template-media/previews/template-employee-exit-survey-template-survey-preview.avif) Employee Exit Survey Template Employee It is never easy when an employee leaves, especially when it is someone who brought real value to the company. Still, departures happen—and often for similar reasons. That is why a smart move for any human resource department is to dig into the “why” behind the decision.](https://www.surveylegend.com/survey-examples-templates/employee-exit-survey-template/)
4. [![Preview of the Employee Onboarding Survey demo showing its first question and answer options](https://www.surveylegend.com/survey-template-media/previews/employee-onboarding-demo-preview.avif) Employee Onboarding Survey Template Employee This employee onboarding survey template helps you understand how new hires are settling in during their first month. Its eight questions cover role clarity, tools, training, manager support, and feeling welcome. Adapt the questions to your onboarding process and create your survey with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-onboarding-template/)
5. [![Preview of the Employee Pulse Survey demo showing its first question and answer options](https://www.surveylegend.com/survey-template-media/previews/employee-pulse-demo-preview.avif) Employee Pulse Survey Template Employee This employee pulse survey template helps you check your team’s workload, priorities, and support over the past two weeks. Use its six questions for a focused, recurring check-in, then choose an action based on the feedback. Adapt the example and create your survey with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-pulse-template/)
6. [![Preview of the 360-Degree Employee Evaluation Survey demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/360-degree-employee-evaluation-demo-preview.avif) 360-Degree Employee Evaluation Survey Template Employee This 360-degree employee evaluation survey template helps you gather feedback from people who work with an employee in different ways. Its eight questions focus on communication, collaboration, reliability, and useful development examples. Customize the wording to the role and create your feedback survey with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/360-degree-employee-evaluation-template/)
7. [![Preview of the Candidate Experience Survey demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/candidate-experience-demo-preview.avif) Candidate Experience Survey Template Employee This candidate experience survey template helps you learn how applicants experienced your hiring process. Its eight questions cover application instructions, updates, scheduling, interviews, and time spent. Adapt the questionnaire to the stages candidates actually completed, then create your survey with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/candidate-experience-template/)
8. [![Preview of the Employee Benefits Survey demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/employee-benefits-demo-preview.avif) Employee Benefits Survey Template Employee This employee benefits survey template helps you understand whether your current benefits are clear, accessible, and useful to your team. Its seven questions separate awareness from actual experience, so you can investigate why a benefit is overlooked or difficult to use. Customize the example and create your survey with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-benefits-template/)
9. [![Preview of the Employee Recognition Survey demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/employee-recognition-demo-preview.avif) Employee Recognition Survey Template Employee Use this employee recognition survey template to collect peer nominations with specific examples of a colleague’s contribution. Its six questions ask who helped, what they did, and why it mattered. Adapt the questions to your recognition criteria, then create your nomination form with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-recognition-template/)
10. [![Preview of the Remote Work Readiness Assessment demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/remote-work-readiness-assessment-demo-preview.avif) Remote Work Readiness Assessment Template Employee This remote work readiness assessment template helps you check the practical setup before an employee starts working remotely. Its eight questions cover equipment, system access, connection reliability, communication, and support. Adapt the checklist to the agreed working arrangement and build your questionnaire with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/remote-work-readiness-assessment-template/)
11. [![Preview of the Training Needs Assessment Survey demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/training-needs-assessment-demo-preview.avif) Training Needs Assessment Survey Template Employee This training needs assessment survey template helps you find out which work tasks employees need more support to perform. Its eight questions connect training requests to real tasks, current confidence, learning barriers, and a useful outcome. Adapt the example to your team and create the questionnaire with SurveyLegend.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/training-needs-assessment-template/)
12. [![Preview of the 60-Day Onboarding Survey demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/60-day-onboarding-demo-preview.avif) 60-Day Onboarding Survey Template Employee Use this 60-day onboarding survey template to check what happens when new hires start putting their training into practice. Eight questions explore real tasks, feedback, team coordination, and unresolved obstacles. Adapt it in SurveyLegend before your second-month check-in, then use the answers to agree on specific support for the weeks ahead.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/60-day-onboarding-template/)
13. [![Preview of the 90-Day Onboarding Survey demo showing its first question and response field](https://www.surveylegend.com/survey-template-media/previews/90-day-onboarding-demo-preview.avif) 90-Day Onboarding Survey Template Employee Use this 90-day onboarding survey template to review the first three months and plan what comes next. The eight questions focus on ongoing responsibilities, feedback, development, and any support that still needs to continue. Build the questionnaire in SurveyLegend and use it to prepare a clear transition from introductory training to everyday work.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/90-day-onboarding-template/)
14. [![Preview of the Candidate Evaluation Form demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/candidate-evaluation-form-template-preview.avif) Candidate Evaluation Form Template Employee Use this candidate evaluation form template to record what an interview revealed about a job-related requirement. It keeps observed evidence, unanswered questions, and the interviewer’s recommendation separate. Customize it in SurveyLegend so your hiring team can discuss the same criteria instead of relying on general impressions.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/candidate-evaluation-form-template/)
15. [![Preview of the Employee Self-Evaluation Form demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/employee-self-evaluation-form-template-preview.avif) Employee Self-Evaluation Form Template Employee Use this employee self-evaluation form template to help employees prepare for a focused review conversation. It asks for goals, examples of work, obstacles, and the support needed next. Create the form in SurveyLegend and give employees time to reflect before discussing progress with their manager.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-self-evaluation-form-template/)
16. [![Preview of the Employee Workload Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/employee-workload-template-preview.avif) Employee Workload Survey Template Employee Use this employee workload survey template to understand whether people can complete their assigned work within their available time. The questions cover task volume, competing priorities, interruptions, and help with decisions. Build your survey in SurveyLegend to identify changes to work allocation before simply adding more tasks.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-workload-template/)
17. [![Preview of the Work-Life Balance Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/work-life-balance-template-preview.avif) Work-Life Balance Survey Template Employee Use this work-life balance survey template to understand how work schedules and expectations affect time outside work. It asks about predictability, after-hours contact, time off, and practical flexibility. Create a survey in SurveyLegend that helps your team discuss working arrangements without asking employees to explain their private lives.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/work-life-balance-template/)
18. [![Preview of the Workplace Technology Survey demo showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/workplace-technology-template-preview.avif) Workplace Technology Survey Template Employee Use this workplace technology survey template to find out whether everyday tools help employees complete their work. The questions connect access, reliability, and guidance to a specific task that needs improvement. Build the questionnaire in SurveyLegend to prioritize technology support around real work rather than a list of software preferences.](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/workplace-technology-template/)

Free survey maker

## Start creating surveys today *for free*

Create and bring your ideas to life with the survey tool used by people all over the world.

[Get started for free ](https://app.surveylegend.com/register/)[Book a demo](https://www.surveylegend.com/schedule-a-demo-of-surveylegend/)

Academic research survey

### Ready to collect better research data?

Create academic surveys and questionnaires from ready-made templates.

[Sign up!](https://app.surveylegend.com/register/)

Share this page

[Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fhuman-resource-and-employee-satisfaction-surveys%2Femployee-benefits-planning-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fhuman-resource-and-employee-satisfaction-surveys%2Femployee-benefits-planning-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fhuman-resource-and-employee-satisfaction-surveys%2Femployee-benefits-planning-template%2F\&text=Employee%20Benefits%20Planning%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Fhuman-resource-and-employee-satisfaction-surveys%2Femployee-benefits-planning-template%2F\&title=Employee%20Benefits%20Planning%20Survey%20Template)

Ready when you are

## Create your employee benefits planning survey in SurveyLegend

Learn what employees would value before committing to your next benefits plan. [Start free](https://app.surveylegend.com/register/) to create your employee benefits planning survey and adapt the questions to your audience.

[*Self-serve* Start free Create your first survey in minutes **Start free** ](https://app.surveylegend.com/register/)[*Guided help* Book a demo Talk with a SurveyLegend expert and choose the right plan. **Book a demo**](https://www.surveylegend.com/schedule-a-demo-of-surveylegend/)