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Employee Benefits Open Enrollment Survey Template

Measure employee satisfaction with benefits enrollment: clarity of info, plan options, support, and process to improve open enrollment and boost participation.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Rating
Overall, how would you rate your enrollment experience this year?
Scale: 10 (star)
Min: Very poorMax: Excellent
Q2
Multiple Choice
Which of the following best describes your enrollment outcome this year?
  • Completed enrollment
  • Changed my selection before the deadline
  • Kept my previous selection
  • Did not enroll
  • Not eligible / Not applicable
  • Prefer not to say
Q3
Opinion Scale
How clear was the information provided for enrollment?
Range: 1 – 10
Min: Not clearMid: NeutralMax: Very clear
Q4
Matrix
Please indicate your agreement with the following statements about the enrollment materials.
RowsStrongly disagreeDisagreeNeitherAgreeStrongly agree
The information was accurate.•••••
Terms and definitions were clear.•••••
Options were easy to compare.•••••
Deadlines and next steps were clear.•••••
I knew how to get help if needed.•••••
Q5
Multiple Choice
Which resources did you use while enrolling? Select all that apply.
  • Guide or FAQ
  • Enrollment portal instructions
  • Comparison charts/tools
  • Live info session or webinar
  • HR support (email/chat/ticket)
  • Manager
  • Colleagues/peers
  • External websites or vendor resources
Q6
Opinion Scale
I had enough options to meet my needs.
Range: 1 – 10
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q7
Ranking
Please rank the factors that most influenced your selection (1 = most important).
Drag to order (top = most important)
  1. Total cost to me
  2. Value for money
  3. Features/benefits included
  4. Fit for my situation
  5. Provider/vendor reputation
  6. Ease of using the service after enrollment
  7. Impact on my household
Q8
Rating
How easy was it to complete the enrollment steps?
Scale: 10 (star)
Min: Very difficultMax: Very easy
Q9
Numeric
About how many minutes did you spend on enrollment this year? Enter a whole number.
Accepts a numeric value
Whole numbers only
Q10
Multiple Choice
Which, if any, barriers did you encounter? Select all that apply.
  • Finding the right option
  • Understanding terminology
  • Comparing options
  • Using the enrollment portal
  • Time constraints
  • Missing or late information
  • Waiting for approvals
  • None
Q11
Multiple Choice
Attention check: To confirm you’re paying attention, please select “I am paying attention.”
  • I am paying attention
  • I am not paying attention
Q12
Multiple Choice
What is your employment status?
  • Full-time
  • Part-time
  • Contractor / Temporary
  • Intern
  • Prefer not to say
Q13
Multiple Choice
How long have you been with the organization?
  • Less than 6 months
  • 6–12 months
  • 1–3 years
  • 3–5 years
  • More than 5 years
  • Prefer not to say
Q14
Multiple Choice
Which region do you primarily work in?
  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East/Africa
  • Multiple regions
  • Prefer not to say
Q15
Long Text
What is one change that would most improve the next enrollment cycle?
Max 600 chars
Q16
AI Interview
AI Interview: 2 Follow-up Questions on your enrollment experience
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q17
Chat Message
Thanks for completing the survey!

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