5 Employee Benefits Communication Samples From Successful HR Teams

If you’re putting together your benefits communication strategy for the year, you might have an idea of what you’d like to share with your employees—but sometimes figuring out the how and when can be a challenge.

And when we’re stumped, we like to turn to the experts and take a page out of their book. (After all, imitation is the sincerest form of flattery, right?) That’s why we’re sharing some of the most creative ways to communicate employee benefits that we heard from HR leaders during Engage 2022

There’s not one magical formula that works for every company, but there are a few tactics that appear again and again in our most successful customers’ campaigns—the companies that have really nailed benefits engagement. Let’s jump in.

1. Customize your messaging depending on your audience

As organizations large and small have increased their focus on DEI initiatives in the past two years, benefits pros are looking for ways to make sure their benefits messages reach and appeal to a broad range of employees

One important component of that effort? Reaching every generation within your workforce. According to MetLife, 70% of organizations say leading multigenerational workforces is important to their success over the next 18 months, but only 10% say they’re ready to address this trend.

During Engage, Lauren Trost of Marsh McLennan Agency highlighted how choosing the right communication channels is crucial to making sure your benefits messages are heard and understood by each generation:

“When we talk about different communication channels, think about which platforms each generation prefers. Social media or mobile apps for Gen Z. Texts, emails, Slack for Millennials. Email for Gen X. In-person or over the phone for Baby Boomers.”
Lauren-Trost headshot
Lauren Trost
National Employee Health and Benefits Program Manager, Marsh McLennan Agency

And while you’re thinking about how to communicate with each generation, think about the what as well. Trost argues that not all benefits are created equally: Baby Boomers are more likely to be curious about their retirement benefits, while Millennials want to hear more about student loan reimbursement and parental leave. Think about which benefits you’re focused on most with each audience. 

Each generation has their own benefits interests

Gen Z

Student loan repayment

Ways to get involved in DE&I efforts

Recognition programs

Mental health care


Student loan repayment

Pet insurance

Volunteer opportunities

Flexible working schedules

Gen X

Retirement match

Work/life balance

Childcare benefits

Baby Boomers

Competitive salary

Rich medical plan

Life & transition coaches

Retirement planning support

2. Leverage employee resource groups

Like many of us, the HR team at Zendesk was focused on driving higher engagement with mental health and wellness initiatives during the pandemic. And while they used all of the typical communication tactics in their toolbelt to get the word out about new and existing resources, they also tapped into one surprising marketing channel: their employee resource groups. 

During Engage, Benefits Manager Jen Bergman told us about Zendesk’s Whole Self employee community, a group focused on advancing mental health awareness and wellness within the organization. 

“We know we’re doing something right, because we’re seeing organic marketing happen. In our Whole Self Employee Resource Group Slack channel, employees are referring one another to these [mental health] resources. It’s not all coming from our team—they’re actually telling each other about these solutions. And other ERGs are referring their members to our [mental health] solutions, too.”
Jen-Bergman headshot
Jen Bergman
Global Benefits and Well-Being Program Manager, Zendesk

This is one of our favorite communication ideas for large companies especially, because it relies on smaller networks of people in the office that can help you disperse your message to lots of employees, rather than relying on one point person in HR. Arm your employee “influencers” with all of the information they need to help you spread the word about your benefits offerings. 

Watch Jen, Kristi and Lauren’s full session from Engage 2022:

3. Take your benefits fair virtual

Gone are the days where all of your employees will gather in one room for a single open enrollment benefits fair. Employees need benefits information on their time, on their preferred device — so that they can digest it asynchronously. 

That’s why Zendesk pursued a virtual benefits fair in 2022:

"With our partnership with HR Flip, we created an online benefits fair that was branded to Zendesk. It was filled with virtual rooms that employees could visit for resources, videos, FAQs, Q&A — everything they needed to get ready to make benefits decisions for 2022. It was all available 24/7 throughout our 3-week enrollment period.”
Jen-Bergman headshot
Jen Bergman
Global Benefits and Well-Being Program Manager, Zendesk

How do you incentivize employees to participate? Aside from ensuring the virtual benefits fair was available at any time on any device throughout the open enrollment period, the Zendesk HR team also turned it into a game. Employees earned badges for each action they took during the virtual fair, and vendors raffled off prizes to employees with the most badges. They also prioritized a mix of live and recorded events so that employees could engage in the way they wanted to. And they ensured all of their benefits vendors were represented so that employees could get their questions answered.

Total site visits:
Benefits actions taken:
ALEX was the
most popular tool visited during the fair

4. Make benefits accessible to the whole family

Your employees aren’t making benefits decisions in a vacuum. Many have spouses, children, and elderly family members to consider. So making educational materials available to the whole family is crucial when employees are deciding which healthcare plans and other benefits to choose. 

That’s something Kristi Morrissey and her team at Niagara Bottling kept in mind during last year’s open enrollment: 

“Many of our primary decision-makers are spouses at home, so it’s vital that we reach them [with our benefits materials] and lift those barriers to access.”
Kristi Morrissey headshot
Kristi Morrissey
Senior Manager, Benefits & Wellness, Niagara Bottling

How did Kristi and her team make it happen? Niagara Bottling mails newsletters to their employees’ homes, and they host live benefits meetings in their offices that are open to family members. Plus, they record open enrollment presentations so that spouses can access the information they need on their own time. 

5. Incorporate texting into your benefits engagement strategy

If you’re not already, it’s time to think about adding texting to your benefits communication plan. 

Why is texting such a good idea? First, it’s a short, actionable communication channel where you can send easy links to important resources and benefits to-dos. Plus, our employees are now texting more than they use the internet, and they’re more likely to open a text than they are an email:

Employees check their phones
times per day
Americans open
of texts they recieve

Plus, texting helps us connect with hard-to-reach employees who may not have a company email address or a desk job: 

“In manufacturing, our workforce is not in front of a computer all day, and getting access to them has been difficult. Our most effective tool in our arsenal has been our text messaging campaigns to those hard-to-reach populations.”
Kristi Morrissey headshot
Kristi Morrissey
Senior Manager, Benefits & Wellness, Niagara Bottling

Not sure where to start? Services like ALEX, Text Request, Simple Texting, and Twilio, and TextUs will help you message employees about their benefits. And don’t forget, shorter is better — the best-performing texts are under 140 characters. 

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Watch all five Engage 2022 sessions for even more ideas to take your benefits engagement strategy to the next level.

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