Employee Wellness Check-In

Overview

This template helps 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. It tracks stress levels, overall well-being, and work-life balance, equipping managers with valuable insights to provide timely support and create a positive work environment.

Key Steps

Step 1: Configure Trigger Settings

Choose “Based on a date and time scheduled” to automatically initiate the wellness survey at a regular cadence, such as weekly or monthly. Adjust frequency based on organizational needs — for high-stress periods like project endings, increase check-in frequency to weekly.

Step 2: Link Workflow to Wellness Surveys & AI Summary

Send wellness surveys via Dailybot with questions on stress levels, workload, and general well-being. Use AI to analyze survey responses and generate summary reports highlighting key wellness trends, common concerns, and areas needing attention. Notify managers with AI-generated summaries and actionable insights.

Step 3: Additional Settings for Enhanced Workflow

Configure follow-up surveys when responses indicate high stress or workload concerns. Set up monthly consolidated wellness insights for executives and HR to make informed decisions about wellness programs and support initiatives.

Best Practices

• Use specific survey questions: Align questions with team goals and common challenges regarding workload, mental well-being, and work-life balance for accurate insights.
• Adjust survey frequency: More frequent during high-pressure periods, monthly during low-stress periods.
• Ensure anonymity: Anonymous responses increase honesty and accuracy in feedback, leading to better insights.
• Review trends regularly: Regularly review AI summaries to identify recurring issues and enable proactive responses to team well-being and morale.