Benefits Satisfaction Survey
Understanding how employees value their benefits package is essential for retention and recruitment. This survey uses matrix questions to rate satisfaction across all benefit categories including health insurance, retirement plans, paid time off, and workplace perks. Employees can also indicate which benefits are most important to them and suggest improvements. The anonymous format encourages honest feedback for meaningful benefits program optimization.
Try the Form
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export function benefitsSatisfactionSurvey(form: FormTs) {
// Benefits Satisfaction Survey - HR Benefits Feedback
// Demonstrates: MatrixQuestion, StarRating, CheckboxList, Slider, RadioButton, Dynamic Visibility
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Benefits Satisfaction Survey',
computedValue: () => 'Your feedback helps us create a benefits package that works for you. All responses are anonymous.',
customStyles: {
backgroundColor: '#0891b2',
color: 'white',
padding: '24px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// SECTION 1: About You (Anonymous Demographics)
// ============================================
const aboutSection = form.addSubform('about', {
title: 'About You (Optional & Anonymous)'
});
aboutSection.addRow(row => {
row.addRadioButton('tenure', {
label: 'How long have you worked here?',
options: [
{ id: 'new', name: 'Less than 1 year' },
{ id: 'mid', name: '1-3 years' },
{ id: 'senior', name: '3-5 years' },
{ id: 'veteran', name: '5+ years' }
],
orientation: 'horizontal'
}, '1fr');
row.addRadioButton('lifeStage', {
label: 'Which best describes your situation?',
options: [
{ id: 'single', name: 'Single' },
{ id: 'couple', name: 'Married/Partner' },
{ id: 'family', name: 'Family with children' },
{ id: 'empty', name: 'Empty nester' }
],
orientation: 'horizontal'
}, '1fr');
});
// ============================================
// SECTION 2: Overall Benefits Satisfaction
// ============================================
const overallSection = form.addSubform('overall', {
title: 'Overall Benefits Package',
customStyles: { backgroundColor: '#f0f9ff', padding: '16px', borderRadius: '8px' }
});
overallSection.addRow(row => {
row.addStarRating('overallSatisfaction', {
label: 'How satisfied are you with our overall benefits package?',
maxStars: 5,
size: 'lg',
alignment: 'center',
showConfettiOnMax: true
});
});
overallSection.addRow(row => {
row.addRatingScale('competitiveness', {
label: 'How do our benefits compare to other employers?',
preset: 'likert-5',
lowLabel: 'Much worse',
highLabel: 'Much better',
alignment: 'center'
});
});
// ============================================
// SECTION 3: Health Benefits Matrix
// ============================================
const healthSection = form.addSubform('health', {
title: 'Health & Wellness Benefits'
});
healthSection.addRow(row => {
row.addMatrixQuestion('healthRatings', {
label: 'Rate your satisfaction with each health benefit:',
rows: [
{ id: 'medical', label: 'Medical Insurance', isRequired: true },
{ id: 'dental', label: 'Dental Coverage' },
{ id: 'vision', label: 'Vision Coverage' },
{ id: 'mental', label: 'Mental Health Support' },
{ id: 'wellness', label: 'Wellness Programs' },
{ id: 'gym', label: 'Gym/Fitness Benefits' }
],
columns: [
{ id: 'na', label: 'N/A' },
{ id: 'poor', label: 'Poor' },
{ id: 'fair', label: 'Fair' },
{ id: 'good', label: 'Good' },
{ id: 'excellent', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
// Health deep dive for dissatisfied
const healthIssuesSection = form.addSubform('healthIssues', {
title: 'Health Benefits Concerns',
isVisible: () => {
const ratings = healthSection.matrixQuestion('healthRatings')?.value();
if (!ratings) return false;
return Object.values(ratings).some(v => v === 'poor' || v === 'fair');
},
customStyles: { backgroundColor: '#fef3c7', padding: '16px', borderRadius: '8px' }
});
healthIssuesSection.addRow(row => {
row.addCheckboxList('healthConcerns', {
label: 'What are your main concerns with health benefits?',
options: [
{ id: 'cost', name: 'Premiums are too high' },
{ id: 'deductible', name: 'Deductibles are too high' },
{ id: 'network', name: 'Limited provider network' },
{ id: 'coverage', name: 'Coverage gaps' },
{ id: 'rx', name: 'Prescription drug costs' },
{ id: 'options', name: 'Not enough plan options' }
],
orientation: 'vertical'
});
});
// ============================================
// SECTION 4: Financial Benefits Matrix
// ============================================
const financialSection = form.addSubform('financial', {
title: 'Financial & Retirement Benefits'
});
financialSection.addRow(row => {
row.addMatrixQuestion('financialRatings', {
label: 'Rate your satisfaction with financial benefits:',
rows: [
{ id: '401k', label: '401(k) / Retirement Plan', isRequired: true },
{ id: 'match', label: 'Company Match' },
{ id: 'stock', label: 'Stock Options/ESPP' },
{ id: 'hsa', label: 'HSA/FSA Options' },
{ id: 'life', label: 'Life Insurance' },
{ id: 'disability', label: 'Disability Coverage' }
],
columns: [
{ id: 'na', label: 'N/A' },
{ id: 'poor', label: 'Poor' },
{ id: 'fair', label: 'Fair' },
{ id: 'good', label: 'Good' },
{ id: 'excellent', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
// ============================================
// SECTION 5: Time Off & Flexibility
// ============================================
const timeOffSection = form.addSubform('timeOff', {
title: 'Time Off & Work-Life Balance'
});
timeOffSection.addRow(row => {
row.addMatrixQuestion('timeOffRatings', {
label: 'Rate your satisfaction with time-off benefits:',
rows: [
{ id: 'pto', label: 'Paid Time Off (PTO)', isRequired: true },
{ id: 'sick', label: 'Sick Leave' },
{ id: 'parental', label: 'Parental Leave' },
{ id: 'bereavement', label: 'Bereavement Leave' },
{ id: 'flexible', label: 'Flexible Hours' },
{ id: 'remote', label: 'Remote Work Options' }
],
columns: [
{ id: 'na', label: 'N/A' },
{ id: 'poor', label: 'Poor' },
{ id: 'fair', label: 'Fair' },
{ id: 'good', label: 'Good' },
{ id: 'excellent', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
timeOffSection.addRow(row => {
row.addSlider('ptoUsage', {
label: 'What percentage of your PTO do you typically use each year?',
min: 0,
max: 100,
step: 10,
unit: '%',
showValue: true,
defaultValue: 70
}, '1fr');
row.addEmojiRating('workLifeBalance', {
label: 'How is your work-life balance?',
preset: 'satisfaction',
size: 'md',
alignment: 'center'
}, '1fr');
});
// ============================================
// SECTION 6: Perks & Development
// ============================================
const perksSection = form.addSubform('perks', {
title: 'Perks & Professional Development'
});
perksSection.addRow(row => {
row.addMatrixQuestion('perksRatings', {
label: 'Rate satisfaction with workplace perks:',
rows: [
{ id: 'learning', label: 'Learning & Development' },
{ id: 'tuition', label: 'Tuition Reimbursement' },
{ id: 'equipment', label: 'Equipment/Home Office' },
{ id: 'meals', label: 'Meals/Snacks' },
{ id: 'commute', label: 'Commuter Benefits' },
{ id: 'events', label: 'Company Events/Team Building' }
],
columns: [
{ id: 'na', label: 'N/A' },
{ id: 'poor', label: 'Poor' },
{ id: 'fair', label: 'Fair' },
{ id: 'good', label: 'Good' },
{ id: 'excellent', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
// ============================================
// SECTION 7: Benefits Priorities
// ============================================
const prioritiesSection = form.addSubform('priorities', {
title: 'What Matters Most to You?',
customStyles: { backgroundColor: '#f0fdf4', padding: '16px', borderRadius: '8px' }
});
prioritiesSection.addRow(row => {
row.addCheckboxList('topPriorities', {
label: 'Select your TOP 3 most important benefits:',
options: [
{ id: 'medical', name: 'Health Insurance' },
{ id: 'retirement', name: 'Retirement/401k' },
{ id: 'pto', name: 'Paid Time Off' },
{ id: 'remote', name: 'Remote Work' },
{ id: 'flexibility', name: 'Flexible Hours' },
{ id: 'parental', name: 'Parental Leave' },
{ id: 'learning', name: 'Learning & Development' },
{ id: 'mental', name: 'Mental Health Support' }
],
max: 3,
orientation: 'vertical'
}, '1fr');
row.addCheckboxList('wishlist', {
label: 'Which NEW benefits would you like to see?',
options: [
{ id: 'sabbatical', name: 'Sabbatical Program' },
{ id: 'student', name: 'Student Loan Assistance' },
{ id: 'fertility', name: 'Fertility Benefits' },
{ id: 'pet', name: 'Pet Insurance' },
{ id: 'legal', name: 'Legal Services' },
{ id: 'childcare', name: 'Childcare Assistance' },
{ id: 'financial', name: 'Financial Planning' },
{ id: 'volunteer', name: 'Volunteer Time Off' }
],
orientation: 'vertical'
}, '1fr');
});
// ============================================
// SECTION 8: Impact on Retention
// ============================================
const retentionSection = form.addSubform('retention', {
title: 'Benefits & Your Future Here'
});
retentionSection.addRow(row => {
row.addRatingScale('stayLikelihood', {
label: 'How much do benefits influence your decision to stay with the company?',
preset: 'likert-5',
lowLabel: 'Not at all',
highLabel: 'Very much',
alignment: 'center'
});
});
retentionSection.addRow(row => {
row.addThumbRating('wouldRecommend', {
label: 'Would you recommend our benefits package to a friend considering working here?',
size: 'lg',
showLabels: true,
upLabel: 'Yes, I would',
downLabel: 'No, I would not',
alignment: 'center'
});
});
// ============================================
// SECTION 9: Open Feedback
// ============================================
const feedbackSection = form.addSubform('feedback', {
title: 'Additional Feedback'
});
feedbackSection.addSpacer({ height: '8px' });
feedbackSection.addRow(row => {
row.addTextarea('suggestions', {
label: 'What specific changes would improve our benefits package?',
placeholder: 'Share your ideas for better benefits, coverage changes, or new perks...',
rows: 4
});
});
// ============================================
// SECTION 10: Summary
// ============================================
const summarySection = form.addSubform('summary', {
title: 'Your Benefits Feedback Summary',
isVisible: () => overallSection.starRating('overallSatisfaction')?.value() !== null
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const overall = overallSection.starRating('overallSatisfaction')?.value();
const competitive = overallSection.ratingScale('competitiveness')?.value();
const workLife = timeOffSection.emojiRating('workLifeBalance')?.value();
const ptoUsage = timeOffSection.slider('ptoUsage')?.value();
const topPriorities = prioritiesSection.checkboxList('topPriorities')?.value() || [];
const wishlist = prioritiesSection.checkboxList('wishlist')?.value() || [];
const stayInfluence = retentionSection.ratingScale('stayLikelihood')?.value();
const recommend = retentionSection.thumbRating('wouldRecommend')?.value();
const healthRatings = healthSection.matrixQuestion('healthRatings')?.value();
const financialRatings = financialSection.matrixQuestion('financialRatings')?.value();
const timeOffRatings = timeOffSection.matrixQuestion('timeOffRatings')?.value();
const perksRatings = perksSection.matrixQuestion('perksRatings')?.value();
// Count excellent/good vs poor/fair across all matrices
let excellent = 0, poor = 0;
[healthRatings, financialRatings, timeOffRatings, perksRatings].forEach(ratings => {
if (ratings) {
Object.values(ratings).forEach(v => {
if (v === 'excellent' || v === 'good') excellent++;
if (v === 'poor' || v === 'fair') poor++;
});
}
});
let summary = `Benefits Feedback Summary\n`;
summary += `${''.repeat(25)}\n\n`;
if (overall) {
summary += ` Overall Satisfaction: ${overall}/5 stars\n`;
}
if (competitive) {
const compLabels: Record<number, string> = {
1: 'Much worse than competitors',
2: 'Worse than competitors',
3: 'About average',
4: 'Better than competitors',
5: 'Much better than competitors'
};
summary += ` Competitiveness: ${compLabels[competitive] || competitive}\n`;
}
summary += `\n Category Ratings:\n`;
summary += ` ${excellent} rated Good/Excellent\n`;
summary += ` ${poor} rated Fair/Poor\n`;
if (workLife) {
const workLifeLabels: Record<string, string> = {
'very-bad': 'Very Poor',
'bad': 'Poor',
'neutral': 'Neutral',
'good': 'Good',
'excellent': 'Excellent'
};
summary += `\n Work-Life Balance: ${workLifeLabels[workLife] || workLife}\n`;
}
if (ptoUsage !== null && ptoUsage !== undefined) {
summary += ` PTO Usage: ${ptoUsage}%\n`;
}
if (topPriorities.length > 0) {
summary += `\n Top ${topPriorities.length} Priorities: Selected\n`;
}
if (wishlist.length > 0) {
summary += ` Wishlist Items: ${wishlist.length} new benefits requested\n`;
}
if (recommend) {
summary += `\n Would Recommend: ${recommend === 'up' ? ' Yes' : ' No'}\n`;
}
return summary;
},
customStyles: () => {
const overall = overallSection.starRating('overallSatisfaction')?.value() ?? 0;
const baseStyles = {
padding: '20px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '14px'
};
if (overall >= 4) return { ...baseStyles, backgroundColor: '#d1fae5', borderLeft: '4px solid #10b981' };
if (overall >= 3) return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
return { ...baseStyles, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Benefits Feedback'
});
form.configureCompletionScreen({
type: 'text',
title: 'Thank you for your feedback!',
message: 'Your anonymous input helps us create a better benefits package for everyone. HR will review all responses to prioritize improvements for the upcoming benefits cycle.'
});
}
Frequently Asked Questions
Why conduct a benefits satisfaction survey?
Benefits surveys help HR understand which benefits employees value most, identify gaps in coverage, and optimize spending on benefits that matter. They also demonstrate that the company cares about employee wellbeing and can inform retention strategies.
How often should we survey employees about benefits?
Best practice is to conduct a comprehensive benefits survey annually, typically before open enrollment. You can also send shorter pulse surveys quarterly to track satisfaction trends and gather feedback on new benefits.
Should the survey be anonymous?
Yes, anonymous surveys typically generate more honest feedback about sensitive topics like compensation and benefits. Employees may hesitate to criticize benefits if they fear identification.
What benefits should I include in the survey?
Include all benefits your company offers: health insurance, dental/vision, retirement plans, PTO, parental leave, wellness programs, professional development, and any perks. You can also ask about benefits employees wish they had.
How can I use the survey results?
Use results to prioritize benefits spending, negotiate better rates with providers, introduce new benefits that employees want, improve communication about existing benefits, and benchmark against industry standards.
Can I customize the benefit categories?
Yes, all matrix questions, rating categories, and benefit lists are fully customizable. You can add company-specific perks, remove irrelevant options, and adjust the rating scale to match your needs.