Employee Behaviors

Do your employees have healthy money habits?

Determining how your employees behave with money is the last step in completing your financial wellness assessment. This step involves you sending a quick (and anonymous!) survey to your employees. Don’t worry–we’ve made it as easy as possible! Just follow the three simple steps below:

  1. Confirm your contact information and click Email Instructions.
  2. Use the survey link and instructions provided in your email to distribute the survey to your employees.
  3. When you’ve reached a minimum of five responses, your results will be available for you to download! We will also update you via email with your results.

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View Sample Report

Want to see a completed employee behaviors report? Download this sample report to see the data, trends, and benchmarks that this report provides.

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