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Employee Benefits Checklist

Use this during onboarding or annual renewal to review insurance, PF, gratuity, leave, wellness, and tax benefits.

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  1. Group health insurance sum insured and dependants
  2. Parents cover availability and premium sharing
  3. Term life or group personal accident cover
  4. EPF contribution details and UAN activation
  5. Gratuity eligibility and service date
  6. Leave policy and encashment rules
  7. HRA, meal, phone, fuel, or LTA components
  8. Wellness, OPD, mental health, and preventive check-up benefits
  9. Nominee details across insurance and PF
  10. 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.