BKCW Employee Survey Kit

A S t r a t e g i c Wa y To Ga i n A Pu l s e On Yo u r Emp l o y e e s

EMPLOYEE ENGAGEMENT SURVEYS

Kate l ynn Smi th Benef i ts Consul tant k . smi th@bkcw. com

WE L COME

OBJECTIVE Hello and thank you for visiting BKCW's survey guide. We hope this resource is able to help you and your employees during this time and throughout the year. As an organization that prides ourselves on radical truth and transparency, we believe it is of the utmost importance to constantly be gauging employee's feedback and input. Throughout this survey guide, we hope you are able to find questions that can help steer conversations on important aspects of your organization that may need to be evaluated centered around employee engagement, wellness, communication, and benefits. Our hope is that you can take this as a starting point to better understand your employees and their well-being, and help you identify initiatives you are currently implementing that are working, as well as areas for improvement. In the long run, our goal is to help increase satisfaction among employees while making sure you are spending your precious dollars in ways that will make a larger impact.

CONTENTS

Survey 1: COVID-19 Employer Check-In This survey is designed to understand employee's ability to effectively and efficiently complete their work, assess if they need any additional resources, and better understand if the employer can provide any additional help or offerings to employees. Survey 2: Employee Benefits Survey BKCW's best practices are to send out an employee survey on your benefit offerings 3-4 months before your benefits effective date. The data from the survey can help guide you to create benefit packages geared toward employee retention and satisfaction. It can also help determine if you are paying for services your employees may not find valuable. Survey 3: Exit Survey You would be surprised at how many companies do not gauge feedback on why an employee is leaving. This is a simple tool to better understand why an employee may be leaving and what you can do to help improve the experience of others at your organization.

k.smith@bkcw.com I 405-306-4557

WE L COME

SURVEY TIPS

Never created a survey for your team before?

No worries. It's easier than you think!

Survey Monkey has some free resources available to organizations looking to send a survey. There are also several subscriptions available through their platform that allow for additional features. The free subscription does limit the amount of questions you can ask to 10, so if you are looking to implement the survey but are not wanting to pay you may check out Google Forms. Google Forms allows for organizations to create and send out surveys to employees for free. Although the analytics are not as in-depth as you may see with Survey Monkey, it is a great way to get the job done. Additionally, if you have a payroll provider you may check to see if this is already included as a feature for you to use. Sometimes this is the easiest way to survey your employees because their data is already in the system and they're familiar with using the payroll system on a daily basis to clock in and out, check their pay stubs etc. If you would like more information about some of the ways BKCW has implemented surveys and creative approaches we have taken to increase employee participation, feel free to reach out to Katelynn Smith at k.smith@bkcw.com for more information. PS- if you're a survey pro and have a great story about how you have had success with implementing a survey, we would love to hear from you! Your ideas may be able to help someone else in our community.

k.smith@bkcw.com I 405-306-4557

COV I D EMP LOYER CHECK I N

1) DO YOU LIVE SOMEWHERE WHERE YOU CAN SAFELY AND COMFORTABLY COMPLETE YOUR WORK RESPONSIBILITIES IN A REASONABLE AMOUNT OF TIME?

Yes No Prefer not to answer

2) IF YOU ANSWERED NO TO THE ABOVE QUESTION, DO YOU HAVE ANOTHER REMOTE WORK OPTION?

Yes No Not sure

3) IF YOU ARE ABLE TO CONDUCT YOUR WORK REMOTELY, ARE THERE MATERIALS OR EQUIPMENT YOU WOULD NEED? IF SO, PLEASE SPECIFY BELOW.

4) PLEASE RATE THE BELOW POTENTIAL CONCERNS/RISKS ACCORDING TO HOW YOU ARE PERSONALLY IMPACTED. (THIS QUESTION IS MEANT TO ASSESS HOW CERTAIN RISKS ARE DIRECTLY IMPACTING OUR STAFF. WE UNDERSTAND THAT ALL OF THESE RISKS ARE/SHOULD BE OF CONCERN TO ALL OF US, EVEN IF WE ARE NOT DIRECTLY IMPACTED. )

1: I am not personally concerned about this / I do not feel at risk. 2: I am somewhat concerned about this

3: I am very concerned about this 4: This is among my top concerns

Food insecurity / Access to affordable and nutritious food options Lack of / poor / insecure internet access

Housing instability Mental health issues Difficulty paying monthly bills Caregiving needs Loss of income (for self or other household members) Other (feel free to specify in comments below)

k.smith@bkcw.com I 405-306-4557

COV I D EMP LOYER CHECK I N

5) ASIDE FROM MATERIALS OR SUPPLIES, IS THERE ANYTHING THAT WE CAN PROVIDE THAT WOULD SUPPORT YOU, YOUR WELL-BEING, AND YOUR WORK?

6) IS THERE ANYTHING ELSE YOU'D LIKE US TO KNOW ABOUT HOW YOU ARE BEING IMPACTED BY THIS SITUATION?

7) WHAT WOULD MAKE YOU FEEL MORE SUPPORTED DURING THIS TIME AND GOING FORWARD?

8) HOW ARE YOU TAKING TIME FOR YOURSELF DURING THIS TIME AND WHAT CAN WE DO TO HELP YOU?

9) HOW WOULD YOU RATE YOUR MENTAL WELLBEING DURING THIS TIME? ON A SCALE OF 1 TO 10, 1 BEING VERY POOR AND 10 BEING GREAT)

10) MY ORGANIZATION SUPPORTS ME TO BALANCE MY WORK AND CARING RESPONSIBILITIES EFFECTIVELY?

Strongly Disagree Disagree Neutral Agree Strongly Agree

11) I TRUST OUR LEADERSHIP TEAM TO MAKE DECISIONS THAT PROTECT ME AND MY COLLEAGUES.

Strongly Disagree Disagree Neutral Agree Strongly Agree

k.smith@bkcw.com I 405-306-4557

COV I D EMP LOYER CHECK I N

12) LEADERSHIP VISBIBLY ROLE MODELS THE BEHAVIORS THEY ASK OF US.

Strongly Disagree Disagree Neutral Agree Strongly Agree

13) I AM RECEIVING THE PROPER AMOUNT OF COMMUNICATION

Strongly Disagree Disagree Neutral Agree Strongly Agree

k.smith@bkcw.com I 405-306-4557

BENE F I T S SURVEY

1) WHICH OF THE FOLLOWING BENEFIT PLANS OFFERED BY COMPANY XYZ ARE YOU ENROLLED IN (CHECK ALL THAT APPLY)?

2) INSURANCE PREMIUMS FOR COMPANY XYZ MEDICAL PLAN ARE AFFORDABLE FOR ME AND MY FAMILY

Strongly Disagree Disagree Neutral Agree Strongly Agree Not applicable/Covered under other plan

3) WOULD YOU PREFER TO PAY MORE FROM YOUR PAYCHECK FOR MEDICAL INSURANCE OR MORE AT THE TIME YOU VISIT THE DOCTOR OR HOSPITAL (HIGHER DEDUCTIBLE AND/OR HIGHER CO-PAYS. )

More at the time I go to the doctor of hospital More from paycheck Undecided/Not sure

4) HOW WELL DO YOU CURRENTLY UNDERSTAND HOW YOUR BENEFITS WORK?

Extremely well Very Well Well Not very well Do not understand them at all

5) PLEASE RATE YOUR OVERALL SATISFACTION WITH COMPANY XYZ'S CURRENT BENEFITS PACKAGE

Very Satisfied Satisfied Neutral Dissatisfied Very Dissatisfied

6) PLEASE EXPLAIN YOUR REASON(S) FOR YOUR OVERALL BENEFITS SATISFACTION RATING

k.smith@bkcw.com I 405-306-4557

BENE F I T S SURVEY

7) WHEN YOU WANT DETAILED INFORMATION ABOUT HOW YOUR BENEFITS WORK, WHAT RESOURCE(S) DO YOU TURN TO (CHECK ALL THAT APPLY)?

Supervisor Human Resources Carrier Website Benefits Booklet Google Other_____

8) ARE THERE ANY CHANGES YOU WOULD LIKE TO MAKE TO THE EXISTING BENEFITS PLAN?

Yes (please specify) No

9) ARE YOU ABLE TO FIND PHYSICIANS THAT ARE WITHIN OUR MEDICAL NETWORK?

Yes No Not Applicable/ Covered under other plan

10) ARE YOU ABLE TO FIND PHYSICIANS THAT ARE WITHIN OUR DENTAL NETWORK?

Yes No Not Applicable/ Covered under other plan

11) IF YOU USE CERTAIN MEDICATIONS THAT ARE COVERED UNDER A SPECIFIC CO-PAY OR HAVE THE SAME CO-PAY FOR A PRIMARY CARE PHYSICIAN OR SPECIALIST, WOULD YOU BE WILLING TO HAVE THESE CO-PAYS CHANGE OR BE ADJUSTED FOR LOWER PREMIUMS AND HIGHER CO-PAYS AND/OR HAVE THESE FALL UNDER YOUR DEDUCTIBLE?

Yes No I do not understand the question

12) ARE THERE BENEFITS YOU ARE USING THAT YOU DO NOT WANT TO LOSE? IF SO, SELECT ALLTHAT APPLY

Medical Dental Vision Life Insurance

Long-Term Disability Short-Term Disability Employee Assistance Program HRA Carrier Wellness Program Gym Membership

BENE F I T S SURVEY

13) WOULD YOU PREFER TO PAY MORE FROM YOUR PAYCHECK FOR MEDICAL INSURANCE AND KEEP YOUR CURRENT DOCTORS/NETWORK, OR PAY LESS AND POTENTIALLY HAVE TO CHANGE SOME OF YOUR DOCTORS?

Pay more so I can keep all of my same doctors Pay less and potentially have to change some of my doctors Neutral

14) I AM SATISFIED WITH THE CURRENT WELLNESS OFFERINGS COMPANY XYZ OFFERS TO EMPLOYEES (WELL-ON-TARGET, BIOMETRIC SCREENINGS, GYM MEMBERSHIP, ETC. )

Strongly Agree Agree Neutral Disagree Strongly Disagree

15) IF THE PRICE WAS RIGHT, I WOULD BE INTERESTED IN PARTICIPATING IN A FINANCIAL WELLNESS CLASS OR BENEFIT IF OFFERED (LEARNING HOW TO BETTER MANAGE MONEY)

Strongly Agree Agree Neutral Disagree Strongly Disagree

16) WHAT TYPES OF WELLNESS ACTIVITIES WOULD YOU PARTICIPATE IN IF THEY WERE OFFERED AT COMPANY XYZ? PLEASE SELECT ALL THAT APPLY:

Boot Camp Yoga Tai Chi/Self Defense

Basketball Volleyball Free weights

Bike/run machines Running/bike paths I wouldn’t participate

k.smith@bkcw.com I 405-306-4557

BENE F I T S SURVEY

17) I PREFER TO RECEIVE COMMUNICATION ABOUT MY BENEFITS VIA: (CHECK ALL THAT APPLY)

Employee meetings Email Company newsletter Mailer Breakroom flyer

18) WHAT WOULD MAKE OPEN ENROLLMENT SESSIONS THE MOST HELPFUL FOR YOU?)

19) MY ORGANIZATION ENCOURAGES ME TO USE OUR HEALTH AND WELLNESS BENEFITS

Strongly Agree Agree Neutral Disagree Strongly Disagree

20) I FEEL THAT MY ORGANIZATION IS CONCERNED ABOUT MENTAL WELLBEING

Strongly Agree Agree Neutral Disagree Strongly Disagree

21) THE WELLNESS BENEFITS OFFERED BY MY ORGANIZATION HAVE IMPROVED MY PHYSICAL OR MENTAL HEALTH

Strongly Agree Agree Neutral Disagree Strongly Disagree

k.smith@bkcw.com I 405-306-4557

EX I T I NTERV I EW

1) WHAT WAS YOUR MAIN REASON FOR LEAVING COMPANY XYZ? SELECT ALL THAT APPLY.

Your values no longer align with the company mission. You’d like additional compensation. You feel undervalued in your current role. You are looking for a new challenge. You want a job with better career growth opportunities. You had to leave due to family or personal reasons. You don’t like the hours at your current job. You decided to relocate to a new city. You want to change career paths. You decided to go back to school . Your personality didn’t align with the company culture. You found a better opportunity. You had to leave for health reasons. You were laid off or let go. You wanted to work in a different industry. Other (please specify): ____________

2) HOW LONG HAD YOU BEEN CONSIDERING LEAVING COMPANY XYZ.?

Less than one month One to three months Three to six months More than six months

3) HOW SATISFIED WERE YOU WITH THE QUALITY OF YOUR WORK ENVIRONMENT?

Very Dissatisfied Dissatisfied Satisfied Very Satisfied

4) HOW SATISFIED WERE YOU WITH THE COMPANY PROVIDED BENEFITS?

Very Dissatisfied Dissatisfied Satisfied Very Satisfied

k.smith@bkcw.com I 405-306-4557

EX I T I NTERV I EW

5) HOW SATISFIED WERE YOU WITH YOUR POTENTIAL FOR ADVANCEMENT?

Very Dissatisfied Dissatisfied Satisfied Very Satisfied

6) MY IMMEDIATE SUPERVISOR WAS RESPECTFUL AND FAIR.

Strongly Disagree Disagree Agree Strongly Agree

7) MY IMMEDIATE SUPERVISOR WAS KNOWLEDGEABLE ABOUT MY JOB.

Strongly Disagree Disagree Agree Strongly Agree

8) I RECEIVED THE TRAINING I NEED TO DO MY JOB.

Strongly Disagree Disagree Agree Strongly Agree

9) I WAS GIVEN ADEQUATE TIME TO COMPLETE MY JOB RESPONSIBILITIES.

Strongly Disagree Disagree Agree Strongly Agree

10) I WAS GIVEN ADEQUATE PHYSICAL SPACE NEEDED TO PERFORM MY JOB RESPONSIBILITIES.

Strongly Disagree Disagree Agree Strongly Agree

k.smith@bkcw.com I 405-306-4557

EX I T I NTERV I EW

11) I FOUND MY WORK INTERESTING AND STIMULATING.

Strongly Disagree Disagree Agree Strongly Agree

12) MY CO-WORKERS TREATED ME WITH RESPECT.

Strongly Disagree Disagree Agree Strongly Agree

13) MY WORKLOAD WAS:

Too Much Just About Right Too Little

14) WOULD YOU RECOMMEND WORKING FOR COMPANY XYZ TO YOUR FAMILY AND FRIENDS ON A SCALE OF 1-10 (10 BEING ABSOLUTELY AND 1 BEING NOT AT ALL)

15) WHAT DID YOU LIKE MOST ABOUT WORKING FOR COMPANY XYZ?

16) WHAT DID YOU LIKE LEAST ABOUT WORKING FOR COMPANY XYZ?

k.smith@bkcw.com I 405-306-4557

EX I T I NTERV I EW

17) OVERALL, HOW SATISFIED WERE YOU WORKING FOR COMPANY XYZ?

Very Dissatisfied Dissatisfied Satisfied Very Satisfied

18) WHAT, IF ANYTHING, COULD HAVE BEEN DONE TO KEEP YOU WITH COMPANY XYZ?

k.smith@bkcw.com I 405-306-4557

MORE RESOURCES THROUGH BKCW

BAN PARTNERSHIP Benefit Advisors Network (BAN), is the premier national , credentialed network of independent benefit advisory and consulting companies. Through best practice sharing, market clout leveraging and shared capital for investments, BAN delivers industry leading tools, technology and expertise, allowing BKCW to deliver optimum results for our employee benefits customers.

Wellness Pharmacy Captives

Actuarial Services Legal & Compliance HR Admin & Technology

Human Capital Management Data Analytics & Bench-marking Webinars

EMPLOYEE NAVIGATOR

Employee Navigator’s end-to-end benefits administration software makes it easier to attract and retain top talent by offering an extensive benefits package without more benefits administration work. At BKCW, this product is offered at different levels of service depending on your specific wants and needs. ThinkHR is a technology provided to all BKCW clients. This robust system has additional functionality that may be purchased by the client if requested. General functionality includes: live HR consultants, training courses, legislative updates and more. THINK HR BKCW provides clients access to a weekly email that highlights simple steps to live a healthier lifestyle. This campaign is a wellness initiative put forth by the BKCW staff featuring tips on physical , mental , and financial wellness. This holistic approach is articulated in a weekly email that clients may share with employees to build happier and healthier work cultures. This initiative was put in place in January 2020 and is subject to change based off client engagement and interest. WELLNESS WEDNESDAY

k.smith@bkcw.com I 405-306-4557

KATELYNN SMITH B e n e f i t s C o n s u l t a n t

MY ROLE

As a benef i ts consul tant at BKCW, Katelynn helps organizat ions by providing a complete and superior benef i ts package to current as wel l as new cl ients. Her mission is to give organizat ions the tools and resources necessary to help educate and engage employees about their heal thcare plans. Through educat ion and engagement , Katelynn bel ieves and has proven that organizat ions can take more control and lower their premium expendi ture. Katelynn started her career wi th BKCW in 2017. She bel ieves that BKCW has a leading edge on the compet i t ion because of the high- qual i ty nature of the solut ions avai lable, the company’s dedicat ion to engaging employees, as wel l as BKCW’s abi l i ty to provide the best customer service in the industry. It is the cul t ivat ion of these i tems that makes Katelynn so passionate about present ing these solut ions to companies in the Central Texas Region. Katelynn is a nat ive Oklahoman and graduated from the Universi ty of Oklahoma. Prior to working at BKCW, Katelynn worked as a sales representat ive for a HRIS solut ion where she was able to learn valuable informat ion about HR, compl iance, payrol l , and benef i ts, as wel l as become an expert on the inner workings of the HR Technology sector . Katelynn also enjoys travel ing abroad, bal let , gol f , spending t ime wi th fami ly and friends, and watching Thunder Basketbal l .

"Making Insurance Fun & Easy to Understand"

CONTACT

k.smi th@bkcw.com

(405) 306-4557

2001 N. Lamar Blvd Aust in, TX 78705

INVOLVEMENT

BOARD MEMBER 2019- Present Central Compensat ion & Benef i ts Associat ion MEMBER 2017- Present Aust in Human Resource Management Associat ion

ABOUT BKCW

MEMBER 2017- Present Aust in Associat ion of Heal th Underwri ters MEMBER 2017- Present Nat ional Associat ion of Heal th Underwri ters MEMBER 2017- Present Texas Associat ion of Heal th Underwri ters SPEAKER January 2019 Benef i ts Advisors Network Winter Conference

BKCW Insurance, Risk Management & Benef i ts is an industry leading provider of insurance products in the State of Texas. Passionate about improving our cl ient ’s businesses, BKCW designs, implements and manages programs that best support their strategic direct ion. BKCW strives to provide the best customer service, technology, and educat ion in the industry. In a world that is heavi ly focused on transact ional business, BKCW strives to separate i tsel f by inst i l l ing the organizat ion’s focus on being more relat ional . BKCW does not treat their customers l ike cl ients, but rather as fami ly. BKCW has been recognized by I IABA as a Best Pract ices agency for seventeen consecut ive years, by the Aust in Business Journal as top 5 insurance brokerage, and by Insurance Journal as the Best Agency to Work for in the South Central Region.

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