The Employee Wellness Check-In workflow template is designed to help organizations stay informed about team well-being. By scheduling regular wellness surveys, AI-summarizing the results, and sending insights to managers, this workflow enables a proactive approach to team health and morale. Ideal for tracking stress levels, overall well-being, and work-life balance, this workflow equips managers with valuable insights to provide timely support and create a positive work environment.
Key Steps:
- Configure the Trigger Settings:
- When This Event Happens: Choose “Based on a date and time scheduled” to automatically initiate the wellness survey at a regular cadence, such as weekly or monthly.
- Customization Tips: Adjust the frequency based on your organization’s needs. For high-stress periods, such as the end of a project, you may wish to increase the check-in frequency to weekly.
- Link Workflow to Wellness Surveys & AI Summary:
- Send Wellness Survey: Use “Sends a chat message via @DailyBot to DMs or channels” to deliver a survey link or check-in form to all team members. Include questions on stress levels, workload, and general well-being.
- AI-Summarize Results: Use “Generate content with AI based on a given input” to analyze survey responses and generate a summary report, highlighting key wellness trends, common concerns, and areas needing attention.
- Notify Managers with Insights: Use “Sends an email to DailyBot users or any email addresses” or “Sends a chat message via @DailyBot to DMs or channels” to share the AI-generated summary with managers, providing them with actionable insights to address team needs.
- Additional Settings for Enhanced Workflow:
- Automate Follow-Up Surveys: If certain responses indicate a need for follow-up (e.g., high stress or workload concerns), configure “Sends the user a reminder to fill out their report” to check in with these individuals more frequently.
- Monthly Wellness Summary for Leaders: Set up “Send the consolidated report of a Check-in” to compile monthly wellness insights for executives and HR, helping them make informed decisions about wellness programs and support initiatives.
Best Practices & Tips:
- Use Specific Survey Questions for Accurate Insights: Tailor the survey questions to capture data that aligns with team goals and common challenges, such as questions on workload, mental well-being, and work-life balance.
- Adjust Survey Frequency Based on Team Needs: For teams experiencing high-pressure work periods, consider conducting wellness check-ins more frequently. Conversely, during low-stress periods, a monthly check-in may suffice.
- Encourage Anonymity for Honest Feedback: Assure team members that survey responses are anonymous to increase honesty and accuracy in feedback.
- Monitor Trends Over Time: Regularly reviewing trends in the AI summaries helps identify recurring issues and enables managers to proactively address team well-being and morale.
With the Employee Wellness Check-In workflow, organizations can foster a culture of health and well-being. This workflow makes it easy to keep managers updated on team wellness, enabling timely and empathetic responses to support a healthy, balanced workplace.
