Creating a recurring wellness check-in for your employees helps to maintain engagement, encourage ongoing feedback and track employee sentiment trends across your business. The Wellness Check provides an overview of personal wellness based on the wellness rating (thumbs up, thumbs down or OK) and corresponding text feedback.
This article covers:
- How to create a Wellness Check
- How to automate your Wellness Check
- How to Review your Wellness Check Data and Responses
Creating a Simple Wellness Check
1. Navigate to Engagement >> Form Designs to access the Form Design Library
2. Refine your search by category using the filter Employee Engagement
3. Scroll to the bottom of the list to find the Wellness Check form. This can be used as a simple employee check-in format to help provide the basis for a conversation with a supervisor.
4. Click on the Edit icon to add additional field types or to make amendments to the questions in your form.
5. Under the Options column you can make amendments to your existing form fields, by clicking edit, hide, delete or duplicate. Alternatively, select Add field to create a new field for your form.
Review the Form Design
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Library Item Fields: Standard form fields that can be used across multiple forms to capture qualitative data from multiple form sources.
Form Library Item: Wellness Check Rating Library Item.
Form Library Item: Wellness Check Text Library Item.
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Edit Form Fields:
For more information on how to edit and customise your form review the Using Forms knowledge base article
Automating your Wellness Check Pulse
A pulse can be used to reach any group of employees. They can be scheduled in advance or set to be recurring using Forms from your Form Design library.
1. Navigate to Engagement >> Pulses
2. Select Schedule Pulse
3. Type the Name of your Pulse (this will be used to identify the pulse in your records)
4. Select the Form Design to be used in your Pulse
5. Select your targeted group(s) of employees (default is All). You can also target a particular group of employees using the pulse filters.
6. Toggle the Recurring button on to have the wellness check continue to send at a cadence of your choice. For more information on creating and editing pulses review our knowledge base article.
Reviewing your Data and Form Responses
Review data and responses provided from your Wellness Check. The Employee Wellness analytics page will allow you to gain insights into what your people are saying, in an easy to understand report. This analytics page will help you to identify how your employees are coping and what key themes are trending across your business.
Understanding the Key Terms
- Completion Rate: The percentage of employees who have completed the Wellness Check form.
- Significance Score: Keywords from completed form responses are weighted by significance and frequency so you can identify trending themes across your business.
With all of the intelliHR Analytics pages, you can dive deeper into your data to explore where your information is coming from. Use the Row Data Table icon in the bottom right-hand corner to access critical data points. For more information on accessing data points from row data check out our knowledge base article.