Writing a one-page benefits summary employees will keep
A one-page reference should help employees find the right detail, not try to replace the plan document.
In this guide · 5 sections
01
Start with the decisions employees make
Start with the decisions employees make most often: where to find plan details, how to get help, and which events require a timely response.
02
Clear headings and short descriptions
Use clear headings and short descriptions. Define unfamiliar terms at first use, and avoid fitting so much information on the page that the type becomes difficult to read.
03
Label the summary as an overview
Label the summary as an overview and point to the official plan materials. If the summary and plan document differ, the plan document controls.
04
The current plan period and an owner
Include the current plan period and an owner for updates. A useful page becomes risky when employees cannot tell whether it is still current.
05
Test the draft
Test the draft with someone outside HR. Ask them to find one deadline, one contact, and one explanation. Revise the page based on where they hesitate.
