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Healthcare & Clinical

Employee Financial Wellness & Benefits Utilization Survey

Measures how financial stress shows up at work, how well employees understand and use existing financial benefits, and where new investment would land best. Built for HR and total-rewards teams, with an AI follow-up interview that uncovers why eligible employees skip benefits they say they value.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全14問・約7分
Q01
メッセージ

Thanks for taking a few minutes on this one — it's about money stress and the financial benefits available to you, not a performance review. Nothing you say is tied to your pay or manager. Your responses are completely confidential and anonymized. About 5-6 minutes.

Q02
選択式必須

In the last 3 months, how often have money worries made it hard to concentrate at work?

  • Never
  • Once or twice
  • About weekly
  • Most days
Q03
オピニオンスケール必須

How confident are you that you could cover an unexpected $1,000 expense right now without going into debt?

スケール: 1 – 10
最小:Not at all confident最大:Extremely confident
Q04
マトリクス必須

For each benefit below, which best describes your experience with it?

6行 × 4列
  • Employer retirement match
  • HSA/FSA account
  • Free financial counseling (EAP)
  • Student loan repayment assistance
  • Emergency savings program
  • ほか1件
列: Never heard of it · Heard of it, haven't used it · Used it once or twice · Use it regularly
Q05
ベスト・ワースト選択（MaxDiff）必須

Which of these potential benefits would matter most to you, and which would matter least?

  • Higher employer retirement match
  • Employer-seeded emergency savings account
  • Student loan repayment assistance
  • One-on-one financial coaching sessions
  • Homebuying down-payment assistance
  • Childcare cost subsidy
  • Tuition reimbursement
各セットで最も良いもの・最も悪いものを選択最も良い:Most valuable to me最も悪い:Least valuable to me
Q06
ポイント配分必須

Imagine your employer has $100 in new financial wellness budget per employee to spend. How would you split it across these areas?

  • Retirement matching
  • Emergency savings program
  • Debt payoff support
  • Financial education/coaching
  • Direct cash bonus
100ポイントを配分
Q07
評価スケール必須

Overall, how satisfied are you with the financial wellness support your employer currently offers?

範囲: 1 – 5
最小:Very dissatisfied最大:Very satisfied
Q08
選択式

How would you prefer to get financial wellness help, if you needed it?

  • One-on-one coaching (phone/video)
  • Live group workshops
  • Self-serve app or online tool
  • Written guides or email tips
  • I wouldn't seek help
Q09
AIインタビュー

Explore the gap between the respondent's stated financial confidence/stress and their actual use of available benefits. If they rated low confidence in covering a $1,000 expense but haven't used relevant benefits (emergency savings, coaching, EAP), ask directly what stopped them — awareness, trust, privacy concerns, timing, or the benefit not fitting their situation. If they've never used any benefit, probe whether they even knew who to ask. Anchor the conversation on one concrete recent moment of financial stress they mentioned, and end by asking what single change would have made the most difference.

Q10
メッセージ

Just a few optional background questions to help us see patterns across groups — feel free to skip any.

Q11
選択式

Which age range are you in?

  • Under 25
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q12
選択式

What is your approximate annual household income?

  • Under $40,000
  • $40,000-$69,999
  • $70,000-$99,999
  • $100,000-$149,999
  • $150,000 or more
  • Prefer not to say
Q13
選択式

How long have you worked at this organization?

  • Less than 1 year
  • 1-3 years
  • 4-9 years
  • 10+ years
  • Prefer not to say
Q14
メッセージ

That's everything — thank you for being candid about a topic that's often hard to talk about. Your responses will be combined with others (never shared individually) to shape which financial wellness benefits we invest in next.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Pairs quantitative measures (confidence in covering a $1,000 expense, benefit-by-benefit experience matrix, MaxDiff on potential new benefits, constant-sum budget allocation) with an AI follow-up interview that specifically probes why employees skip benefits they say they value — something a static question list can't do.
  • Includes a rating and satisfaction question alongside a preference question on how employees want to receive financial wellness help, giving HR both a scorecard and an actionable channel preference.
  • Uses conversational chat messages to frame a sensitive money-stress topic respectfully, which can improve honesty on questions about concentration/stress and household income.
  • Demographic questions (age, income band, tenure) are placed at the end and framed as optional/for-pattern-analysis, supporting segmentation without front-loading sensitive asks.

SurveyMonkey

Financial Benefits And Wellness Survey Template

A fielding-ready, static template covering financial wellness and benefits topics on a well-known survey platform. It's a fixed question set meant to be launched as-is or lightly edited, with SurveyMonkey's standard reporting layered on top. No mechanism for probing why an individual respondent's stated attitudes and behaviors diverge.

優れている点

  • Ready-to-deploy template on a mainstream, widely trusted survey platform
  • Likely benefits from SurveyMonkey's standard analytics/dashboard reporting
  • Simple to launch quickly for HR teams already familiar with the tool

物足りない点

  • Static question list with no adaptive AI follow-up to explore individual gaps between stated and actual behavior
  • No per-response quality scoring
  • No published methodology or prompt transparency since there's no AI interview layer

Jotform

Financial Wellness Survey Form Template

A drag-and-drop form template aimed at collecting basic financial wellness data rather than running a structured research study. Good for quick, simple data capture, but it's a form-builder product, not a purpose-built research instrument for HR/total-rewards analysis.

優れている点

  • Easy no-code customization via Jotform's form builder
  • Fast to set up for basic data collection
  • Familiar interface for teams already using Jotform for other forms

物足りない点

  • No adaptive interviewing or voice AI option — purely a static form
  • No built-in per-response quality scoring or automated analytical report generation for this kind of behavioral research
  • Not purpose-built for benefit-utilization analysis (e.g., no MaxDiff, constant-sum budget allocation)

QuestionPro

Employee Benefits Survey Questions + Sample Questionnaire Template

This page is framed as a sample questionnaire and question bank for employee benefits research, closer to a guide than a one-click fielding-ready template. It's useful as a reference for question ideas, and QuestionPro's platform does support survey logic, but the page itself emphasizes sample questions over a deployable instrument.

優れている点

  • Broad sample question bank covering multiple benefits topics
  • Backed by QuestionPro's established survey platform capabilities (logic, reporting)
  • Useful as a reference/starting point for building a custom questionnaire

物足りない点

  • Presented as sample questions/guide rather than a ready-to-field structured instrument
  • No adaptive AI follow-up or voice interview capability referenced
  • No automated quality scoring or transparent AI-prompt methodology

SurveySparrow

Employee Benefits Survey: What, Why and How

Despite living under a 'templates' URL, this page reads as an explainer article (what/why/how) about employee benefits surveys rather than a turnkey questionnaire ready to field. It's helpful for understanding survey rationale, but a researcher would need to build the actual instrument separately.

優れている点

  • Educational framing that explains the purpose and value of an employee benefits survey
  • Associated with SurveySparrow's conversational survey platform for later building
  • Can help HR teams justify running such a survey to stakeholders

物足りない点

  • Reads as a guide/explainer rather than a ready-to-deploy question set
  • No adaptive AI interviewing or voice-based follow-up described
  • No indication of automated response quality scoring or transparent AI prompts

よくあるご質問

「Employee Financial Wellness & Benefits Utilization Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が14問含まれており、最初の設問は次のとおりです：「Thanks for taking a few minutes on this one — it's about money stress and the financial benefits available to you, not a…」・「In the last 3 months, how often have money worries made it hard to concentrate at work?」・「How confident are you that you could cover an unexpected $1,000 expense right now without going into debt?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、14問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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