Educate Employees on Benefits for Open Enrollment
Employees need clear, easily accessible guidance to choose the best benefits options. Without proper education, they may not fully recognize or appreciate the value of their employer-sponsored benefits package, leading to underutilized offerings and confusion during open enrollment.
How you might currently be doing this
- In-person benefits meetings
- Printed benefits guides or brochures
- One-on-one sessions with HR or benefits administrators
- Email communication with benefits information
- Posting benefits information on bulletin boards
- Group presentations or webinars
- Employee benefits communication software with employee portals
- Distributing video tutorials or walkthroughs
How to do this more effectively
Team Engine’s automated messaging workflows let you space out benefits education, so employees don’t get overwhelmed by too much information at once. By delivering targeted texts and resources, you ensure every worker receives the right details at the right time—boosting comprehension and reducing confusion.
Why Use Team Engine Instead
Accessibility: Not all employees regularly check email, but 97% of U.S. adults own a mobile phone and can receive text messages.
Engagement: A quick, conversational text format encourages employees to ask questions and get answers faster.
Convenience: Let employees review benefits on their own time—possibly at home with their families—rather than attending in-person meetings.
Less Overwhelming: Present information in small, digestible pieces instead of all at once, improving retention.
Better Comprehension: Spacing out benefits education over time helps employees fully absorb and understand their options.
Easy Follow-Up: Track who has engaged with each message and send reminders to those who need more assistance.
How you can use Team Engine to do this
- Plan an informational campaign to help your employees understand their options, see the value in their coverage, and make informed decisions. (See content ideas below.)
- Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
- Create an announcement with the benefits information you wish to share. (See sample text provided in the copy-and-paste boxes.)some text
- Optional: Attach a document to the text message, like an informational PDF.
- Optional: Link to a webpage, such as to a blog post or news article.
- Draft additional messages as needed for your non-English speaking employees.
- Schedule the messages to send over time, or create the campaign as an automated workflow.
Use Team Engine's employee communication platform, you can use the following types of content to distribute information about employee benefits:
- Employee Testimonial Videos: Share stories from employees who have benefited from using specific employer-sponsored benefits.
- Cost Comparison Charts: Provide visual comparisons showing the potential cost savings of opting into various benefits versus out-of-pocket expenses without coverage.
- Step-by-Step Enrollment Guides: Create easy-to-follow guides as PDFs or short videos (or both!) that walk employees through the enrollment process.
- Benefits Overview Infographics: Design simple, visually engaging infographics that outline the key benefits offered and their advantages.
- Storytelling Emails: Send out periodic emails with relatable stories of employees who have used their benefits to improve their lives. Be sure to get the employees’ approval to use their story, and keep their identity anonymous unless they want to be identified.
- Cost Savings Calculator: Develop an online tool that allows employees to input their circumstances and see potential cost savings from different benefits options.
- Dollar and Cents Breakdown Sheets: Create documents that translate benefits into financial terms, highlighting long-term savings and cost avoidance.
- FAQ Sheets: Compile a list of common questions you get every year at open enrollment along with detailed answers that address typical concerns and misconceptions.
- Interactive Decision Trees: Create digital tools that guide employees through choosing the best benefits based on their personal situations.
- Benefit Myth-Busting Series: Release content that debunks common myths or misconceptions about certain benefits, clarifying their true value.
- Real-Life Scenarios: Present hypothetical situations where having or not having certain benefits would significantly impact an employee’s financial and health outcomes.
How you can use Team Engine to do this
- Plan an informational campaign to help your employees understand their options, see the value in their coverage, and make informed decisions. (See content ideas below.)
- Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
- Create an announcement with the benefits information you wish to share. (See sample text provided in the copy-and-paste boxes.)some text
- Optional: Attach a document to the text message, like an informational PDF.
- Optional: Link to a webpage, such as to a blog post or news article.
- Draft additional messages as needed for your non-English speaking employees.
- Schedule the messages to send over time, or create the campaign as an automated workflow.
Use Team Engine's employee communication platform, you can use the following types of content to distribute information about employee benefits:
- Employee Testimonial Videos: Share stories from employees who have benefited from using specific employer-sponsored benefits.
- Cost Comparison Charts: Provide visual comparisons showing the potential cost savings of opting into various benefits versus out-of-pocket expenses without coverage.
- Step-by-Step Enrollment Guides: Create easy-to-follow guides as PDFs or short videos (or both!) that walk employees through the enrollment process.
- Benefits Overview Infographics: Design simple, visually engaging infographics that outline the key benefits offered and their advantages.
- Storytelling Emails: Send out periodic emails with relatable stories of employees who have used their benefits to improve their lives. Be sure to get the employees’ approval to use their story, and keep their identity anonymous unless they want to be identified.
- Cost Savings Calculator: Develop an online tool that allows employees to input their circumstances and see potential cost savings from different benefits options.
- Dollar and Cents Breakdown Sheets: Create documents that translate benefits into financial terms, highlighting long-term savings and cost avoidance.
- FAQ Sheets: Compile a list of common questions you get every year at open enrollment along with detailed answers that address typical concerns and misconceptions.
- Interactive Decision Trees: Create digital tools that guide employees through choosing the best benefits based on their personal situations.
- Benefit Myth-Busting Series: Release content that debunks common myths or misconceptions about certain benefits, clarifying their true value.
- Real-Life Scenarios: Present hypothetical situations where having or not having certain benefits would significantly impact an employee’s financial and health outcomes.
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