Getting a new team member set up with their benefits is a key part of onboarding. We're breaking down five email templates to help you guide them through the process.
Using a template takes the guesswork out of what to say, ensuring you cover all the essential details clearly and consistently every time.
<template>
Subject: Your Welcome Package & Benefits Information from [Company Name]
Hi [New Hire Name],
Welcome to the team! We're excited to have you join [Company Name]. To help you get settled, this email serves as your guide to our comprehensive benefits package.
Inside, you’ll find everything you need to get started, including details on our health and dental plans, retirement savings options, and other company perks. Please review the attached documents and make your selections through our benefits portal: [Link to Benefits Portal].
The deadline to enroll is [Enrollment Deadline Date]. It's important to complete your enrollment by this date to ensure your coverage starts on time.
We know this is a lot of information at once. If you have any questions, please don't hesitate to reach out to [Benefits Specialist Name] at [Benefits Specialist Email or Phone Number]. They are your dedicated resource for everything benefits-related.
Best,
[Your Name]
[Your Position]
[Company Name]
</template>
<template>
Subject: Time to Choose Your Health Benefits at [Company Name]
Hi [New Hire Name],
Let's get your health coverage set up. This email walks you through selecting your medical, dental, and vision plans with [Company Name]. Choosing the right plan is an important decision, and we want to make it as straightforward as possible for you.
To get started, please review the plan summaries and use the provider directory to see which doctors are in-network. You can find everything you need at the links below:
• Medical Plan Options: [Link to Medical Plan Summaries]
• Dental & Vision Plans: [Link to Dental & Vision Plan Summaries]
• Find a Provider: [Link to Provider Directory]
Once you are ready to make your selections, log in to our benefits portal here: [Link to Benefits Portal]. The deadline to enroll is [Enrollment Deadline Date]. Completing this by the deadline ensures your coverage will start on [Coverage Start Date].
If you have any questions about plan details or the enrollment process, [Benefits Specialist Name] is your dedicated contact. You can reach them at [Benefits Specialist Email or Phone Number].
Best,
[Your Name]
[Your Position]
[Company Name]
</template>
<template>
Subject: Start Building Your Future: Enroll in [Company Name]'s Retirement Plan
Hi [New Hire Name],
Let's get you set up for your long-term financial goals. At [Company Name], we offer a [Retirement Plan Name, e.g., 401(k)] to help you invest in your future, and we encourage you to take full advantage of it.
To support your savings, we offer a company match. We will match [details of the company match, e.g., 100% of your contributions up to 4% of your salary]. This is a significant part of your total compensation, so we want to make sure you don't miss out. You can find more details about our matching program and investment options here: [Link to Plan Details].
When you’re ready, you can enroll and choose your contribution percentage through our retirement portal: [Link to Retirement Portal]. The deadline to enroll is [Enrollment Deadline Date].
If you have questions about how the plan works or your investment options, please reach out to [Benefits Specialist Name] at [Benefits Specialist Email or Phone Number].
Best,
[Your Name]
[Your Position]
[Company Name]
</template>
<template>
Subject: Your Onboarding Schedule at [Company Name]
Hi [New Hire Name],
We’re looking forward to you joining us! To help you get oriented, here is a schedule for your first few days. This guide outlines key meetings and sessions designed to get you acquainted with the team and your role.
Your first day is [Start Date]. Please plan to join us at [Start Time] for a team welcome meeting here: [Link to Meeting or Office Address]. Following that, you’ll have a one-on-one with your manager, [Manager's Name], to discuss your role and initial projects.
We have dedicated time on [Date of Benefits Session] at [Time of Benefits Session] for you to review and select your benefits. This is an important step, and we want to ensure you have the space to make your choices without feeling rushed. You can find all the necessary information in our benefits portal ahead of time: [Link to Benefits Portal].
If you have any questions about your schedule or what to expect, please feel free to reach out to me or your manager.
Best,
[Your Name]
[Your Position]
[Company Name]
</template>
<template>
Subject: A Few Extra Perks: Your Employee Discounts at [Company Name]
Hi [New Hire Name],
Beyond our standard benefits, we want to make sure you have access to the extra perks we offer. As part of the [Company Name] team, you get access to our employee discount program.
This program includes special pricing and offers from our partners on things like gym memberships, software, local restaurants, and more. We’ve gathered them all in one place to make them easy for you to explore.
You can view all the available discounts here: [Link to Employee Discount Portal]. The page is updated regularly as we add new partners.
If you have any questions about a specific discount, please reach out to [HR Contact Name] at [HR Contact Email].
Best,
[Your Name]
[Your Position]
[Company Name]
</template>
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Clear communication is foundational to a strong onboarding experience, and these templates provide the framework. They ensure you deliver crucial benefits information with consistency and clarity.
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