Templates
Human Resources
Employee Benefits Specialist Onboarding
👩‍💼

Employee Benefits Specialist Onboarding

1
Provide an overview of the company's benefits package
2
Present to the specialist the software and tools used in benefits management
3
Training on company policies regarding employee benefits
4
Provide a list of frequent inquiries and their resolutions
5
Approval: Manager to provide a set of active cases to be handled by the new hire
6
Walkthrough the Benefits Management System
7
Arrange a meeting with key people from the HR and Benefits team
8
Familiarize with legal requirements related to employee benefits
9
Training on how to address sensitive benefits-related issues
10
Educate about the different insurance plans offered by the company
11
Provide company-specific plan details and options
12
Assist in setting up the employee's information in the Benefits Management System
13
Explain how to verify insurance coverage details
14
Teach how to process benefits claims
15
Approval: HR Manager for completion of initial training and start of handling live cases
16
Provide some past resolved cases for a better understanding
17
Understand how to maintain and update employee benefit records