Employee Benefits Videos from SPDs and Enrollment Guides

The direct answer: Before the next enrollment window, turn the benefits guide you already have into explanations employees and families can replay. Golpo is built to be the complete workflow for that kit. Start from this year’s SPD, comparison, account guide, or life-event policy, or from an approved script, or from HR’s own recording. Golpo drafts the narration, you approve the script before the video is created, and the same employer look can return next year after the numbers and deadlines are reviewed.

This guide is for employers, HR and total-rewards teams, benefits consultants, and enrollment leads. Four document-grounded videos are below: how to use an SPD, a plan comparison, HSA and FSA accounts, and a qualifying life event. Each was generated from the linked PDF, and no narration script was supplied. The election deadline and the annual update are the production habits that keep the kit useful after this window closes.

The window, and what you reuse next year

Employees need the comparison while the window is open, and they need the life-event rules on the day a deadline starts. Contribution amounts, coverage tiers, account limits, and election dates change by plan year. The employer’s visual identity, HR’s voice, and the scene map for “three plans, side by side” can stay. The figures and the deadline get a new review against the new guide, then a new render.

Example 2 is the plan comparison as a Sketch infographic, playback 2:25, from the enrollment comparison PDF. A readable full-screen layout of those same three plans, an employee-facing walkthrough of the enrollment screen, and next year’s update are the three productions in the workflow below. The SPD video, the account video, and the life-event video are the rest of the kit, each from its own document.

Four source-to-video workflows you can inspect

Each card keeps the source, the brief that was sent, the visual direction, and the finished video. Open the PDF and check the figures and the dates against what is spoken and shown.

Build this video entirely from the attached document. Title it: How to Use Your Summary Plan Description. Explain what the SPD contains, how to find eligibility, contributions, claims, appeals, and which documents control. Write the narration yourself from the attached document. No narration script has been supplied. Do not introduce any fact, figure, date, name, instruction, recommendation, legal conclusion, clinical interpretation, benefit, or outcome that is not in the document. Do not soften or strengthen its wording. The document is a clearly labelled fictional specimen, so describe its organizations, people, identifiers, and values as illustrative rather than real.

Build the SPD as a navigable map. Never turn the example into individualized benefits or legal advice. FIGURE LOCK: every number, date, identifier, threshold, amount, dose, score, time, temperature, visit window, phone number, and code shown or spoken must be copied from the attached document. Never invent a placeholder or rounded value.

Build this video entirely from the attached document. Title it: Compare Plans Before You Enroll. Explain the plan comparison, payroll contributions, deductible, out-of-pocket maximum, network, prescriptions, and election steps. Write the narration yourself from the attached document. No narration script has been supplied. Do not introduce any fact, figure, date, name, instruction, recommendation, legal conclusion, clinical interpretation, benefit, or outcome that is not in the document. Do not soften or strengthen its wording. The document is a clearly labelled fictional specimen, so describe its organizations, people, identifiers, and values as illustrative rather than real.

Compare only the three fictional plans and preserve every amount, date, and caveat exactly. FIGURE LOCK: every number, date, identifier, threshold, amount, dose, score, time, temperature, visit window, phone number, and code shown or spoken must be copied from the attached document. Never invent a placeholder or rounded value.

Build this video entirely from the attached document. Title it: HSA, Health FSA, and Limited-Purpose FSA. Explain eligibility, ownership, contribution handling, carryover, eligible expenses, substantiation, and coordination. Write the narration yourself from the attached document. No narration script has been supplied. Do not introduce any fact, figure, date, name, instruction, recommendation, legal conclusion, clinical interpretation, benefit, or outcome that is not in the document. Do not soften or strengthen its wording. The document is a clearly labelled fictional specimen, so describe its organizations, people, identifiers, and values as illustrative rather than real.

Use three labelled containers and the plan-year figures in the guide. Do not offer tax advice. FIGURE LOCK: every number, date, identifier, threshold, amount, dose, score, time, temperature, visit window, phone number, and code shown or spoken must be copied from the attached document. Never invent a placeholder or rounded value.

Build this video entirely from the attached document. Title it: A Life Event Starts a Deadline. Explain the event table, election windows, required evidence, effective dates, dependent verification, and status tracking. Write the narration yourself from the attached document. No narration script has been supplied. Do not introduce any fact, figure, date, name, instruction, recommendation, legal conclusion, clinical interpretation, benefit, or outcome that is not in the document. Do not soften or strengthen its wording. The document is a clearly labelled fictional specimen, so describe its organizations, people, identifiers, and values as illustrative rather than real.

Build a countdown from each event using exact windows and document lists. Do not decide whether an event qualifies. FIGURE LOCK: every number, date, identifier, threshold, amount, dose, score, time, temperature, visit window, phone number, and code shown or spoken must be copied from the attached document. Never invent a placeholder or rounded value.

Controls for an enrollment kit you can run again

• Employer branding and HR’s voice. Save a Custom Style from the employer’s public materials and reuse it on the comparison, the walkthrough, the account video, and the life-event video. Business and higher. API use also needs API access. The style is a recognizable look, not pixel-exact typography. Own Narration builds visuals around a recording HR has agreed to. The recording sets the duration and the spoken language. Voice Clone reads later scripts in that saved voice, with permission. Both are on Business and higher. Voice Instructions, on Creator and higher, direct pace and pronunciation of a generated voice, including a pause around a dollar amount. The four videos here use built-in styles and generated narration.
• The real enrollment screen. Own Media, on Business and higher, inserts an authorized screenshot of the enrollment page: where to choose a tier, where the deadline is printed, where to confirm. Canvas or Sketch diagrams explain the plan differences around that screen. A generated picture of a benefits portal is an illustration.
• Expanded scenes for the comparison. Expanded gives deductible, out-of-pocket maximum, network, and the per-paycheck contribution each their own room, which is what a full-screen enrollment meeting needs. Compact groups a short account distinction. Example 2 uses Sketch Infographics for the comparison document. The full-screen layout uses Expanded so the three plans stay readable. In the API, an unsuffixed style value selects Expanded and _compact selects Compact. Compact vs Expanded. Custom Scenes, on Growth and higher, let you put each coverage tier on its own scene and keep the election deadline with the election step. The map does not rewrite the narration.
• Exact words for tiers, contribution periods, and deadlines. Use Script Mode when “employee only,” “employee plus spouse,” “family,” and the contribution period must be spoken as the guide prints them. About 1,050 characters of supplied narration fit in a selected minute. Picture directions go in Video Instructions. On-screen text from script only, on Canvas and Sketch, limits labels to that script. It may show a subset. It is not the caption track, and it does not verify the guide.
• Family-language variants, and next year’s numbers. Each language is a separate render for employees and families. Creator and higher include multilingual features, and Starter can add a language option. A reviewer checks tiers, amounts, and deadlines in that language. Next year, keep the style, the voice, and the scene map. Review the new contributions, limits, and election window, then render again. See pricing.

The visual directions include a prompt line, FIGURE LOCK, that tells the model to copy every number. Reviewers still compare every contribution, limit, and date with the guide. The prompt does not hold those figures in place.

Workflow before the window opens

1. Source. Start with this year’s open-enrollment comparison for the plan video, and with the enrollment steps employees must click for the walkthrough. Use the life-event guide when the question is a deadline that starts mid-year. Record the plan year, the employee group, and the review owner.
2. Settings. Apply the employer Custom Style and HR’s voice. For the comparison, choose a horizontal full-screen frame and Expanded scenes so each plan element has room. For the walkthrough, insert the real enrollment screen with Own Media and keep the deadline in the same scene as the confirm step. Select a duration long enough for the three plans to stay readable.
3. Script review. Prompt Mode drafts narration from the document. That is how the four videos on this page were made. Open Edit script before creating video. Use Script Mode for coverage-tier names, the contribution period, and the election window. The comparison presents the approved figures. It does not recommend a plan.
4. Result. Example 2 is the comparison in Sketch Infographics, playback 2:25. Example 1 is the SPD map, playback 2:20, Canvas Editorial Expanded. Example 3 is the account comparison, playback 2:21, Canvas Illustration Compact. Example 4 is the life-event deadline, playback 2:04, Canvas Sharpie Expanded. The full-screen comparison and the enrollment walkthrough are the two layouts to add for the meeting and the click-path.
5. One correction. When a contribution, a tier label, or a deadline changes, update the source and the script, then render again if the words are spoken. If the narration is already right and only a visual label is wrong, use frame editing. The first edited version is free across sessions until finalized. Later charges follow the selected duration of that version. The edit changes the picture. Next year’s number change is this same correction, run against the new guide.
6. One reuse. Next plan year, open the saved style, the saved voice, and the comparison scene map. Review the new amounts and the new deadline, then render. A family-language variant is a separate reviewed render of the same approved script.

What Golpo does, and what HR’s systems do

Scale includes API access. Business can add API access as a paid add-on. API Only is metered separately and does not include dashboard generation. The API can request a render and report status. Elections, payroll, and plan disclosures stay with the employer. Confirm with counsel before treating an electronic notice as a disclosure safe harbor for a health and welfare plan.

Plan, duration, and credits

A standard video costs 1 credit per selected minute. Playback on this page is 2:20, 2:25, 2:21, and 2:04. The selected duration for those renders is not recorded here, so this page does not state a credit total. Custom Style is on Business and higher. Voice Clone, Own Narration and Own Media are on Business and higher. Frame editing: all paid plans. Custom Scenes are on Growth and higher. You can download Golpo's free 1-minute video without a watermark for $9.99, or subscribe to download it at no extra charge. Current prices are on the pricing page.

Review checklist

• Every contribution, limit, coverage tier, election window, and caveat matches the governing guide for this plan year. The FIGURE LOCK line in the prompt is not that check.
• The video presents approved differences. It does not recommend a plan or estimate an employee’s personal cost. HSA and FSA explanations point to the plan-year guide and to qualified tax advice.
• The SPD video helps employees find eligibility, contributions, claims, and appeals. The governing documents remain the legal terms. Carrier coverage decisions stay in the carrier’s materials.
• Life-event windows and evidence lists are checked against the current employer guide before publication. A family-language variant gets the same check.
• Captions, contrast, and player controls are checked on the benefits page. On-screen text from the script is not that caption track. The general video does not include any one employee’s election.
• Plan year, employee group, source revision, and review owner are recorded with the file. Last year’s amounts are removed from employee channels when the new guide is published.

Evidence and further reading

• DOL Summary Plan Description requirements
• 29 CFR 2520.102-2 style and format
• IRS health savings accounts
• DOL HIPAA special enrollment

Frequently asked questions

Can a video replace the SPD?

No. It helps employees navigate benefits, while the governing documents control.

Is this the same as health-plan onboarding?

No. The employer explains its cross-vendor benefits stack; carriers remain responsible for plan-owned coverage materials and decisions.

Can the plan comparison recommend an option?

Not in this workflow. It presents approved figures and differences without individualized advice.

How are life-event deadlines protected?

Generate from the current employer guide and compare every election window and evidence list with that guide before publication. A prompt instruction does not lock the dates.

Can HSA and FSA videos give tax advice?

No. They can explain the approved plan-year guide and direct employees to qualified advice and governing materials.

What should HR measure?

Measure whether employees complete the task and how long HR review takes. Enrollment quality and savings are separate questions, and the video does not establish them.

Make the explanation employees ask for first

Before the next enrollment window, create the explanation employees ask for most often. For many employers that is the plan comparison or the life-event deadline. In Golpo, start from this year’s guide, review the tiers, the contribution period, and the deadline, and generate a full-screen comparison plus a short walkthrough of the real enrollment screen. Next year, reuse the employer style and HR’s voice, and review the new numbers and the new deadline before you render again. Measure whether employees finish the task and how long HR review takes. A standard video is 1 credit per selected minute. See pricing.

Create the enrollment video