How to use this worksheet:
Use this report template to digest benefits utilization and satisfaction data through the lens of age. Get a more nuanced view by considering chronological age, life stage and career stage. These overlap in very personal ways and understanding how benefits are used and perceived can help you continually improve your benefits strategies.
Who to include in the conversations:
Human Resources benefits team, with representation from staff involved in benefits selection, open enrollment, benefits communications, implementation, and employee support. Take care to ensure to include staff who support benefits that are key for employees at either end of the age spectrum, such as employee leave programs (FMLA, paid or unpaid family or parental leave, caregiving leave, etc.) and financial planning (retirement savings plans, student loan programs, FSA, HCRA and DCRA accounts, etc.)