Free Download: Employee PTO & Benefit Survey Template

Understand What Your Employees Really Want from Their PTO and How to Give It to Them

 

Is your paid time off policy working for your workforce or just sitting unused on your balance sheet?

This free, customizable Employee Feedback Survey helps HR teams gather real insights on how employees use their PTO, what gets in the way of time off, and how interested they are in converting unused time into benefits like retirement contributions, student loan payments, HSAs, and charitable giving.

Built by PTO Exchange and used by top employers, this survey is your first step to designing a more flexible, employee-centric benefits program.

 

What’s Inside

 

  • Pre-written survey questions focused on:

✅PTO usage patterns and barriers

✅Employee interest in benefit conversions

✅Sentiment around PTO policy fairness

✅Philanthropy, loyalty, and financial wellness


  • Rating scale tables to capture interest in specific exchange options (e.g., 401(k), student loans, HSA, charitable giving, etc.)
  • Sentiment-based questions on how benefits affect loyalty and perceived value
  • Ready-to-deploy format send it via your existing survey tool (Qualtrics, Google Forms, SurveyMonkey, etc.)

 

Why Use This Survey?

 

Employee time off is one of your most expensive and underutilized benefits. According to internal data, employees regularly forfeit PTO or take time off only to avoid losing it. Others hold onto days, creating costly accruals for your organization.

This survey gives you the insight you need to:
🔁 Rethink how PTO is earned, used, or exchanged
📊 Build a data-backed business case for flexible benefits
💬 Hear directly from employees about what matters most
📉 Reduce liability and increase perceived value without adding cost

 

Who Should Use This?

 

  • HR leaders and Total Rewards managers

  • People Operations and Employee Experience teams

  • Finance and Benefits Analysts

  • Anyone looking to refresh their PTO policy or introduce a flexible benefit program

 

Bonus: Start the Conversation for PTO Exchange

 

This survey pairs perfectly with a PTO Exchange demo, the platform that lets employees convert unused PTO into personalized financial wellness benefits.

Employers using PTO Exchange have reported:

  • Up to 54% reduction in turnover among participants

  • Over $100M in PTO value exchanged

  • Increased engagement in retirement and student loan benefits

Fill out the form to download your survey