---
title: Employee Benefits Orientation Checklist Form Template | Paperform
description: A structured benefits enrollment checklist for new hires with deadline tracking, required forms, benefits fair attendance, and counselor consultation scheduling for HR teams.
url: "https://paperform.co/templates/employee-benefits-orientation-checklist"
type: static
generatedAt: "2026-03-28T00:43:46.313Z"
---

[← Back to free form templates](/templates/)    ![Employee Benefits Orientation Checklist](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/employee-benefits-orientation-checklist.png)
    [Preview](https://_preview.paperform.co/ai-template/employee-benefits-orientation-checklist) [Use this template for free](/create?ai-template=employee-benefits-orientation-checklist)    [Registration Forms](/templates/category/registration/)[Human Resources Forms](/templates/category/hr/) [Business](/templates/industry/business/)[Human Resources](/templates/industry/human-resources/) [Office Manager](/templates/role/office-manager/)[HR Manager](/templates/role/hr-manager/)[Manager](/templates/role/manager/)[HR Specialist](/templates/role/hr-specialist/)     About this free form template
### Streamline Your Employee Benefits Enrollment Process

Starting a new job comes with excitement—and paperwork. For HR teams managing benefits orientation, keeping track of enrollment deadlines, required documentation, and benefits counselor appointments can quickly become overwhelming. This **Employee Benefits Orientation Checklist** template helps HR professionals create a structured, trackable process that ensures every new hire completes their benefits enrollment on time and with confidence.

#### Built for HR teams who need clarity and compliance

Whether you're onboarding a single employee or managing seasonal hiring waves, this template gives you a clear framework to guide new hires through health insurance, retirement plans, FSA elections, life insurance, and more. The form captures attendance confirmation for benefits fairs, tracks completion of required forms, monitors enrollment deadlines, and schedules one-on-one consultations with your benefits counselor—all in one place.

By centralizing benefits orientation tasks in Paperform, you eliminate the need for scattered email chains, lost PDF forms, and missed deadlines. New employees get a professional, branded experience that reflects your company culture, while HR teams get organized submissions that integrate seamlessly with your HRIS, payroll systems, and project management tools.

#### Automate follow-ups and stay compliant

With Paperform's conditional logic and integrations, you can automatically route submissions to your benefits administrator, send reminders about upcoming deadlines, and trigger follow-up workflows in [Stepper](https://stepper.io) based on which benefits an employee selects. Connect the form to your Slack workspace to notify HR when a consultation is scheduled, sync responses to Google Sheets or Airtable for tracking, or push data directly into your HubSpot or other CRM for a complete employee record.

This template is ideal for HR managers, benefits coordinators, and people operations teams in small to mid-sized businesses who want to deliver a seamless, compliant onboarding experience without adding hours to their workload. Trusted by HR professionals worldwide, Paperform is SOC 2 Type II compliant and designed to handle sensitive employee information with care.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![German Employee Wellness Program Enrollment Form (Gesundheitsprogramm Anmeldung)](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/german-employee-wellness-program-enrollment-form-gesundheitsprogramm-anmeldung.png)

### German Employee Wellness Program Enrollment Form (Gesundheitsprogramm Anmeldung)

A comprehensive wellness program enrollment form for German employees, featuring activity selection, privacy consent, and incentive tracking in compliance with German data protection regulations.](/templates/german-employee-wellness-program-enrollment-form-gesundheitsprogramm-anmeldung/)
[![Profit Sharing Plan Enrollment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/profit-sharing-plan-enrollment-form.png)

### Profit Sharing Plan Enrollment Form

A comprehensive profit sharing enrollment form that verifies eligibility, explains vesting schedules, captures distribution preferences, and projects annual contributions for employees joining their company's profit sharing plan.](/templates/profit-sharing-plan-enrollment-form/)
[![Accessibility Software & Hardware Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/accessibility-software-hardware-request-form.png)

### Accessibility Software & Hardware Request Form

Request assistive technology, accessibility software, and adaptive hardware to support workplace accommodations and ensure ADA compliance.](/templates/accessibility-software-hardware-request-form/)
[![Argentina Employee Benefits Cafeteria Plan Election Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/argentina-employee-benefits-cafeteria-plan-election-form.png)

### Argentina Employee Benefits Cafeteria Plan Election Form

A comprehensive employee benefits cafeteria plan election form designed for Argentine companies to capture flexible compensation choices with AFIP-compliant reporting and CUIT validation.](/templates/argentina-employee-benefits-cafeteria-plan-election-form/)
[![Argentina Employee Referral Bonus Form with AFIP Reporting](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/argentina-employee-referral-bonus-form-with-afip-reporting.png)

### Argentina Employee Referral Bonus Form with AFIP Reporting

A comprehensive employee referral bonus form for Argentine companies with AFIP supplemental compensation reporting and tax withholding compliance for CUIT registered employees.](/templates/argentina-employee-referral-bonus-form-with-afip-reporting/)
[![Benefits Continuation During Leave of Absence Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/benefits-continuation-during-leave-of-absence-form.png)

### Benefits Continuation During Leave of Absence Form

Manage employee benefits during FMLA, medical, or personal leave. Collect coverage decisions, premium payment arrangements, COBRA eligibility, and benefits reinstatement preferences in one streamlined form.](/templates/benefits-continuation-during-leave-of-absence-form/)
[![Canadian Employment Insurance Special Benefits Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/canadian-employment-insurance-special-benefits-application.png)

### Canadian Employment Insurance Special Benefits Application

Apply for EI special benefits including sickness, maternity, and parental leave. Securely submit your application for Employment Insurance benefits in Canada.](/templates/canadian-employment-insurance-special-benefits-application/)
[![Certificate of Employment Request Form (在職証明書申請フォーム)](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/certificate-of-employment-request-form.png)

### Certificate of Employment Request Form (在職証明書申請フォーム)

Professional certificate of employment request form designed for Japanese businesses. Request employment verification with dates, position, and salary details for visa applications, housing, and official purposes.](/templates/certificate-of-employment-request-form/)
[![Christmas Bonus Distribution Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/christmas-bonus-distribution-form.png)

### Christmas Bonus Distribution Form

A comprehensive form for HR departments to manage year-end bonus distribution, verify employee eligibility, calculate bonus amounts, and confirm payment preferences during the holiday season.](/templates/christmas-bonus-distribution-form/)
[![Chronic Fatigue Syndrome Remote Work Accommodation Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/chronic-fatigue-syndrome-remote-work-accommodation-request-form.png)

### Chronic Fatigue Syndrome Remote Work Accommodation Request Form

A comprehensive accommodation request form for employees with chronic fatigue syndrome (CFS/ME) seeking remote work arrangements with energy management support, flexible rest periods, and specialist appointment scheduling.](/templates/chronic-fatigue-syndrome-remote-work-accommodation-request-form/)
[![Corporate Wellness Program Consent Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/corporate-wellness-program-consent-form.png)

### Corporate Wellness Program Consent Form

Employee consent form for participating in workplace wellness initiatives, including health risk assessments, fitness challenges, biometric screenings, mental health resources, and incentive programs.](/templates/corporate-wellness-program-consent-form/)
[![Czech Workplace Wellness Program Enrollment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/czech-workplace-wellness-program-enrollment-form.png)

### Czech Workplace Wellness Program Enrollment Form

A comprehensive enrollment form for Czech workplace wellness programs with health insurance company coordination, IČO/DIČ verification, and regulatory compliance built in.](/templates/czech-workplace-wellness-program-enrollment-form/)