Company Benefits Database Template

Your Company Benefits Database at a glance

This template replaces scattered documentation with a single, reliable hub to manage perks, insurance plans, and internal policies.

It natively connects employee directories to benefit summaries and claim forms. Instead of manually updating spreadsheet tabs, related documents and categories update everywhere at once.

Native AI features automatically generate concise summaries, pull category insights from the web, and extract searchable keywords from benefit descriptions instantly.

Why managing company perks in Excel breaks down

Tracking healthcare plans, eligibility criteria, and PDFs in Excel quickly turns into a maze of broken links and outdated rows.

What a structured database changes

Instead of burying policy PDFs in cells or relying on fragile VLOOKUPs, a true relational structure keeps everything intact. You can link a health plan directly to its claim forms and eligible departments without copy-pasting data.

This means dates stay as dates, file attachments stay securely accessible, and data never gets accidentally deleted. This is exactly what Softr Databases are designed for.

What you can do with this template

You can organize perks into clean categories and attach relevant user guides or claim forms directly to the specific benefit record.

Thanks to native AI workflows, you can automatically generate elevator pitches for new perks and tag them with relevant search terms so employees easily find what they need.

Who is this Company Benefits database for

This template is built for teams looking to centralize and streamline how they manage internal perks.

• HR Managers: Centralize health plans and onboarding documents so eligibility rules stay crystal clear.
• Benefits Administrators: Track provider details, websites, and updated compliance forms in a single view.
• Operations Leads: Connect employee roles to relevant perks without reviewing manual spreadsheets.

How to take it further

Start by customizing your category types and department dropdown lists. You can easily add new columns or adjust the select options to match your exact organizational structure.

Next, import your existing roster, previous policy PDFs, and benefit providers via CSV. You'll intuitively see your messy offline data transform into a clean, searchable directory.

Finally, you can move beyond this dataset and build an app to serve as an internal employee portal. Because your data is appropriately structured, adding users and permissions takes just a few clicks. This ensures staff only explore their eligible perks while HR administrators can update terms securely.