Wellness
The Wellness module helps you understand how your team is feeling and provides a safe channel for raising concerns. It includes pulse surveys for regular check-ins and a safeguarding system for anonymous reporting.
Key features
- Pulse surveys — short, regular surveys to gauge team wellbeing
- Survey templates — create reusable survey templates with different question types
- Anonymous responses — survey responses are anonymous by default to encourage honest feedback
- Safeguarding — confidential reporting channel for employees to raise concerns
- GDPR compliance — responses are anonymised and can't be traced back to individuals
How it works
Surveys
For employees
- Go to Wellness from the sidebar
- Any pending surveys appear at the top of the page
- Click on a survey to respond — questions may include ratings, free text, or multiple choice
- Submit your response — it's anonymous and can't be linked back to you
Previously completed surveys are shown below for reference.
You'll only ever see and be able to answer surveys you're actually in the audience for — targeting is enforced when the form is served and again when the response is recorded, so a survey aimed at another team can't be answered by someone outside it.
For admins
- Go to Admin > Wellness Surveys
- Create a survey template with your questions
- Launch the survey — choose which teams or departments to include, and set a deadline
- Monitor response rates as employees complete the survey
- Review aggregated results — responses are shown as averages and distributions, never individually
Safeguarding
The safeguarding feature provides a confidential way for employees to report concerns about workplace safety, bullying, harassment, or other serious issues.
- Go to Wellness and click Report a Concern
- Describe the concern — you can choose to remain anonymous
- The report is sent to designated safeguarding leads
- You can check the status of your report from the wellness page
Reports are handled confidentially and logged for audit purposes.
Admin setup
Survey templates
Create templates from Admin > Wellness Surveys:
- Give each template a name and category (general, mental health, management, culture, etc.)
- Add questions with different types (rating scale, free text, multiple choice)
- Set whether responses are anonymous (recommended)
Launching surveys
When launching a survey:
- Choose the template
- Select the target audience (whole company, specific departments, or teams)
- Set a deadline
- Employees are notified and the survey appears on their wellness page
Safeguarding administration
Configure safeguarding from Admin > Safeguarding:
- Designate safeguarding leads — choose trained individuals who will receive and manage reports
- Review reports — safeguarding leads can view submitted concerns, update case status, and add notes
- Case management — track each report through stages: received, under review, action taken, closed
- Anonymity — reporter identity is protected throughout the process. Only designated leads can see reports
- Audit trail — all actions on safeguarding cases are logged for compliance
Related
- Performance — for goals, reviews, and feedback
- Notifications — configuring survey notification preferences