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Checklist
Employee Benefits Checklist
Use this during onboarding or annual renewal to review insurance, PF, gratuity, leave, wellness, and tax benefits.
- Group health insurance sum insured and dependants
- Parents cover availability and premium sharing
- Term life or group personal accident cover
- EPF contribution details and UAN activation
- Gratuity eligibility and service date
- Leave policy and encashment rules
- HRA, meal, phone, fuel, or LTA components
- Wellness, OPD, mental health, and preventive check-up benefits
- Nominee details across insurance and PF
- HR contact and escalation process for claims
Before You Use This
This resource is educational. Always verify with insurer, TPA, HR, hospital billing desk, official rules, and your policy wording.