Overview
Page 6 collects comprehensive information about your organization's benefits offerings. This data helps benchmark total compensation packages and identify industry trends in benefits administration.
Before You Begin
Gather information about:
Health insurance plans and costs
Retirement programs
Paid leave policies
Additional benefits offerings
Employee/employer cost sharing
Eligibility requirements
Understanding Benefits Categories
1. Insurance Benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Short-term disability
Long-term disability
Workers' compensation
2. Retirement Benefits
403(b)/401(k) plans
Defined benefit pensions
Employer contribution rates
Matching policies
Vesting schedules
3. Paid Leave
Vacation time
Sick leave
Personal days
Holidays
Parental leave
Bereavement leave
Sabbatical policies
4. Additional Benefits
Professional development
Tuition reimbursement
Parking/transportation
Cell phone allowance
Professional memberships
Performance tickets
Wellness programs
Step-by-Step Guide
1. Insurance Benefits Entry
For each type of insurance:
Indicate if offered
Specify payment responsibility:
Employer paid
Employee paid
Cost shared
Note coverage levels
Document eligibility requirements
2. Retirement Benefits
Select plan types offered
Enter employer contribution details
Document matching formulas
Specify vesting schedules
Note any recent changes
3. Paid Leave Policies
For each leave type:
Enter days/hours provided
Note accrual methods
Specify carry-over policies
Document eligibility timing
Indicate payout practices
4. Additional Benefits
For each benefit:
Indicate if offered
Specify eligibility requirements
Note any limits or caps
Document approval processes
Best Practices
1. Data Accuracy
Use current benefit plan documents
Verify costs and contributions
Confirm eligibility requirements
Cross-check with HR records
2. Documentation
Note policy effective dates
Document recent changes
Specify waiting periods
Record special provisions
3. Consistency
Use same time period for all benefits
Apply consistent eligibility rules
Maintain uniform documentation
Follow standard classifications
Common Scenarios
Multiple Plans
If offering multiple insurance plans:
Enter most common or standard plan
Note variations in comments
Document enrollment distribution
Explain cost differences
Varied Eligibility
When benefits vary by employee type:
Document primary policies
Note variations by group
Explain eligibility criteria
Specify waiting periods
Recent Changes
If benefits changed during fiscal year:
Enter current benefits
Document significant changes
Note effective dates
Explain transition arrangements
Special Considerations
1. Union Benefits
For unionized workforce:
Note contract-required benefits
Document variations from standard
Specify covered groups
Include contract dates
2. Part-Time Benefits
For part-time employees:
Document eligibility thresholds
Note pro-rated benefits
Specify minimum hours
Explain any variations
3. Executive Benefits
For leadership positions:
Note additional offerings
Document special provisions
Explain unique arrangements
Specify eligibility
Tips for Success
1. Information Gathering
Review benefit plan documents
Consult HR/Benefits staff
Check policy manuals
Verify current offerings
2. Accuracy
Confirm current policies
Verify costs and contributions
Check eligibility requirements
Review recent changes
3. Completeness
Enter all offered benefits
Document policy details
Note special circumstances
Include effective dates
Common Pitfalls to Avoid
Outdated benefit information
Incomplete eligibility details
Missing policy variations
Unclear cost sharing
Inconsistent documentation
Quality Checklist
[ ] All benefits reviewed
[ ] Eligibility verified
[ ] Costs confirmed
[ ] Changes documented
[ ] Special provisions noted
[ ] Union benefits included
[ ] Part-time policies specified
Next Steps
Review all entries
Cross-check with policies
Verify completion
Submit data
Need Help?
Contact [email protected]
Schedule a support call
Review FAQ section
Check field definitions
Important Notes
Keep information current
Update for policy changes
Maintain accurate records
Document special cases