Company Benefits Database Template

Your Company Benefits database at a glance

This template gives HR and operations teams a centralized way to track insurance plans, wellness perks, and company policies. It ensures employees always have access to accurate, up-to-date benefit information.

Information is cleanly separated into dedicated tables for Users, Benefits, Categories, and Documents. You can link specific claim forms directly to their corresponding benefit, keeping related data perfectly connected.

Built-in Database AI agents automatically write brief summaries for each perk, generate search keywords, and even browse the web to draft category descriptions.

Why company benefits get messy in Google Sheets

Tracking complex healthcare policies and employee eligibility in a spreadsheet quickly becomes a nightmare of broken links and outdated rows.

What a structured database changes

In a spreadsheet, you end up cramming PDFs, links, and long descriptions into tiny cells. When you need to update a dental provider's details across multiple plans, you're forced to copy-paste endlessly.

A structured system links documents directly to benefits without relying on fragile formulas. This is exactly what Softr Databases are designed for, keeping your data clean as your team scales.

What you can do with this template

Instantly categorize every perk and attach relevant claim forms or user guides in one organized view.

Use AI to automatically generate search tags so your team can easily find exactly what they are looking for within seconds.

Who is this Company Benefits database for

This system simplifies human resources and operations by keeping critical information instantly accessible.

• HR Managers: Centralize all insurance plans and wellness perks in one easily updated hub.
• Operations Leads: Track standard operating procedures correctly without digging through shared folders.
• Department Heads: Give new hires immediate, organized access to their available benefits from day one.

How to take it further

1. Customize the database
You can easily rename benefits, update eligibility criteria, or add new document types to fit your exact policies. Because it natively structures your data, modifying select drop-downs is instant and safe.

2. Import your existing data
Drop your current HR spreadsheet directly in via CSV bulk upload. Your existing perks and employee directories will map perfectly into the new relational structure.

3. Build a full app around it
When you are ready to share this with the team, you can build a secure employee portal. By using an interface builder, you turn this raw data into a friendly, professional dashboard.

You can set up strict permissions so employees only see standard benefits while HR admins have the right to edit provider contracts. A well-organized database makes launching this customized internal tool incredibly fast.