Conducting Employee Wellness Surveys (Questions + Template)

A small tech startup was experiencing a wave of burnout and attrition.

Employees were stressed, and productivity had dropped. The company’s leaders were puzzled and concerned. They knew something needed to change, but they weren’t sure where to start.

Then, they decided to conduct an employee wellness survey. The results were eye-opening. The survey revealed that employees were struggling with long hours, a lack of work-life balance, and feeling disconnected from the company’s mission.

Armed with this information, the company implemented changes that eventually improved employee morale, productivity, and retention.

Employee wellness and engagement surveys serve as a diagnostic tool for your company culture. They are vital for any company looking to improve employee satisfaction, productivity, and retention.

In today’s competitive talent market, employee wellness programs are no longer an employee perk; they’re a necessity. Employee wellness surveys provide a direct line to understand your employees’ needs and challenges, ultimately helping you create a more positive and productive work environment.

How to Conduct Employee Wellness Surveys (Questions + Template)

Understanding Employee Wellness Surveys

An employee wellness survey is a confidential questionnaire designed to assess the overall well-being of your workforce. It gathers valuable insights into employees’ physical and mental health, work-life balance, and satisfaction with company wellness programs.

By carefully crafting your wellness survey questions, you can identify areas for improvement, measure the effectiveness of your current wellness programs, and promote a culture of well-being within your organization.

To create this questionnaire, you need to understand the various components of the employee wellness survey and its potential impact:

Physical health: Explore their active lifestyles, access to healthcare, and any health concerns that might be affecting their work performance
Mental health: Understand their stress levels, sleep quality, and access to mental health resources
Work-life balance: Delve into how employees juggle work and personal commitments, such as childcare. Discover if they feel overwhelmed or supported
Workplace environment: Explore how employees perceive the company culture, workload, and opportunities for professional growth

Tailoring your survey questions to your specific objectives allows you to gather targeted feedback and avoid overwhelming employees with irrelevant inquiries. For example, do you want to gauge employee interest in a new on-site fitness center? Are you looking to understand remote work challenges?

Employee wellness surveys are a powerful tool for boosting employee retention and engagement. Demonstrating that you care about their well-being creates a sense of trust and loyalty.

The data you collect can also help you develop targeted wellness programs that address specific employee health needs. Think of it like this: wouldn’t you be more likely to stay at a company that cares about and invests in your health and happiness?

Core Areas to Cover in Employee Wellness Surveys

Employee wellness surveys should explore a variety of dimensions to provide a holistic picture of your workforce’s well-being. By understanding these core areas, businesses can identify specific challenges and implement targeted solutions.

Here are some areas to cover:

Occupational stress and stress management techniques

Stress is a common workplace challenge. Assessing employee stress levels and their coping mechanisms helps identify potential burnout risks.

Companies like Google have implemented stress management programs and mindfulness initiatives to improve employee well-being.

Mental health and happiness at work

Promoting mental health is crucial for a positive work environment. Companies should understand employees’ mental health needs and give them access to support resources.

Microsoft conducted employee studies that indicated that employees who spent more time collaborating—attending meetings, writing emails, and sending chats—had less job satisfaction than their colleagues who spent fewer hours on these activities.

Based on these surveys and studies, Microsoft has restructured work arrangements to enhance employee happiness and well-being.

Physical fitness and workplace wellness programs

Physical health directly impacts employee energy levels and productivity. Assessing employees’ fitness levels and interest in wellness programs provides valuable data for creating a healthier workplace.

Companies like Nike have successfully integrated fitness and wellness into their corporate culture.

Work-life balance and remote work satisfaction

Balancing work and personal life is essential for employee job satisfaction. Assessing employees’ work-life balance perceptions, especially for remote workers, helps identify areas for enhancing engagement and productivity.

IBM (Canada) encourages employees to take the work-life pledge to promote and nurture work-life balance.

Job satisfaction and performance indicator assessment

Measuring job satisfaction and its correlation with performance indicators helps identify areas for improvement. Understanding employees’ job roles and alignment with company goals is crucial for boosting morale and productivity.

Giant corporations such as Amazon have made it a priority to develop their employees, enhancing performance and employee satisfaction.

Organizational culture, training, and development evaluation

Understanding employees’ perceptions of company values and their access to learning opportunities is essential for fostering a positive work environment.

Apple’s success story is not just about its innovative products but also its commitment to comprehensive employee training, with a strong focus on employee development and career growth.

Designing an Effective Employee Wellness Survey and Best Practices

Building trust is paramount for honest feedback. Sending surveys through a secure and familiar platform ensures employee data remains confidential and encourages participation.

ClickUp, a project management and collaboration tool, offers robust security features and encryption to protect sensitive employee information. Additionally, employees will likely feel more comfortable responding to surveys distributed through a platform they already use for work purposes.

How ClickUp can aid in conducting and tracking employee wellness surveys

Here, we’ll explore best practices and how ClickUp can simplify the process.

ClickUp Forms

ClickUp Employee Feedback Survey Form — Create and send effective employee wellness surveys through the ClickUp Form view

Create professional and user-friendly surveys with ClickUp’s Form view. Its drag-and-drop functionality allows you to easily add various question types, from multiple-choice to open-ended, catering to your specific needs. You can also add clear instructions and ensure anonymity to maximize participation.

ClickUp’s Form view makes creating an effective workplace wellness survey a breeze:

Customizable fields: Go beyond basic question types. Add dropdown menus, date pickers, or even rating scales to gather the most relevant data for your survey goals
Conditional logic: Craft dynamic surveys that adapt based on employee responses. For instance, if an employee reports high stress levels, a follow-up question might ask them to identify specific work-related stressors. This conditional branching ensures you gather targeted insights

ClickUp Docs

Use ClickUp Docs, a document management system, to craft a clear introduction to your survey. Outline the survey’s purpose, address confidentiality concerns, and express appreciation for employee participation. Include a link to the survey form within the Doc for seamless access.

ClickUp Docs’ collaborative features streamline the survey creation process. Since ClickUp Docs allows real-time co-editing and commenting, you can involve Human Resource personnel, managers, and even employees themselves in crafting the survey content.

It automatically tracks all changes made to the survey document. This allows you to easily revert to previous versions if needed and ensures transparency in the survey development process.

Leverage ClickUp’s pre-built templates to save time and ensure you cover essential areas instead of starting from scratch.

ClickUp’s Employee Engagement Survey Template

The ClickUp Employee Engagement Survey Template is the perfect tool for capturing accurate data on employee satisfaction and engagement.

With this template, you can develop clear, actionable insights into how your team feels, create personalized surveys with custom questions, and gather real-time employee feedback on any device.

It has 32 custom fields to capture employee feedback accurately. It provides a well-structured framework for gathering feedback on work environment, culture, and overall satisfaction.

Download This Template

ClickUp’s Feedback Template

The ClickUp Employee Feedback template provides a platform for open and honest conversations between managers and employees

A well-designed employee feedback form template can help managers communicate and provide feedback in a structured and consistent manner and promote an environment of growth and trust.

ClickUp’s Employee Feedback Template puts the power of feedback in your hands. With it, you can quickly gather meaningful feedback from employees and track employee sentiment over time with powerful visualizations.

Whether you’re just getting started or already have an established feedback process in place, ClickUp’s Employee Feedback Template will help you make the most out of every interaction!

Download This Template

ClickUp Feedback Form Template

ClickUp’s Feedback Form Template helps you design employee surveys and collect meaningful data to drive HR policy decisions for a positive workplace culture.

This template can speed up the employee feedback process, enabling you to analyze survey responses quickly so you can identify trends and insights faster.

It uses a star rating system for employees to rate their job satisfaction levels. There’s also a field where they can elaborate on the reasons for their rating. It goes a step further and collects recommendations for improvement, giving you everything you need to create a comprehensive feedback loop!

Download This Template

Ask the right questions: Best practices for collecting feedback

The success of your employee wellness survey hinges on asking the right questions. Carefully crafted questions provide valuable insights into employee needs and concerns.

Here are some best practices to follow:

Ensure anonymity for candid responses: Guarantee anonymity to encourage honest and open feedback. Employees should feel comfortable sharing their thoughts without fear of repercussions. Assuring confidentiality builds trust and increases the likelihood of receiving accurate data
Keep the survey short: While asking numerous questions is tempting, a lengthy survey can lead to low completion rates. Prioritize the most critical areas of inquiry with reference to well-being survey questions and keep the survey concise. Focus on gathering high-quality data rather than overwhelming employees with excessive questions
Create a communication plan to ensure maximum participation: Effectively communicate the purpose and benefits of the survey to generate enthusiasm and participation. Clearly outline the survey’s goals, how the information will be used, and the expected timeline for results
Offer incentives for completion: Consider offering incentives to encourage participation, such as gift cards, raffle entries, or additional time off. However, the incentive should maintain the integrity of the survey
Send a thank-you message: Expressing gratitude for employees’ participation shows appreciation for their time and effort. A personalized thank-you message can strengthen the employee-employer relationship and build goodwill

Processing and Implementing Feedback from Employee Wellness Surveys

Once you’ve gathered valuable data from your employee wellness survey, it’s time to transform those insights into tangible improvements.

How to turn survey insights into action

Uncover trends: Analyze survey results for stress, work-life balance, or job satisfaction trends. Identify the root causes of these issues. For instance, a high burnout rate might indicate excessive workloads or unclear job roles
Develop an action plan: Based on your findings, create a targeted action plan. Consider initiatives like flexible work arrangements to address work-life balance concerns or mindfulness programs to reduce stress
Measure and adapt: Regularly assess the impact of your wellness initiatives. Use metrics such as employee turnover, sick days, and productivity to gauge success
Demonstrate ROI (return on investment): Quantify the benefits of your wellness programs. Improved employee satisfaction often leads to increased productivity and reduced recruitment costs. Think of it as building a business case for employee well-being, similar to justifying any other strategic investment
Continuous improvement: Employee needs evolve. Treat wellness initiatives as an ongoing process, not a one-time event. Regularly gather feedback and refine your programs to stay aligned with employee expectations

Leveraging ClickUp to create a healthier work environment

You can create a healthier, more productive workplace by following these steps and leveraging data-driven insights.

And ClickUp can step in again to help. To effectively analyze data from an employee wellness survey, use ClickUp Dashboards. It has the following features:

Custom widgets: Create custom widgets to display key metrics from your survey, such as average satisfaction scores, participation rates, and specific wellness indicators
Graphs and charts: Use bar graphs, pie charts, and line charts to visualize trends in employee feedback over time, making it easier to spot patterns and areas for improvement
Filters and segmentation: Apply filters to segment data by team, department, or demographic factors, allowing for more granular analysis of wellness across different groups
Integrations: Integrate other tools (like Google Forms or SurveyMonkey) to automatically pull in survey data, streamlining the process and ensuring real-time updates

Turn employee feedback into actionable tasks and track progress against milestones with the ClickUp Engagement Survey Action Plan Template

ClickUp also offers a variety of pre-built templates to streamline your employee health and wellness initiatives. Consider the ClickUp Engagement Survey Action Plan Template as a starting point.

Employee survey software tools are indispensable for gathering employee feedback, but this data collection exercise is only half the task. An effective engagement survey action plan helps you turn your employee well-being survey responses into tangible results, boosting employee morale and reducing quiet quitting.

This template provides just the structure you need to transform employee wellbeing survey feedback into tangible improvements. You can create a project to analyze the engagement survey results and collaborate with stakeholders to brainstorm ideas for improving employee health. Decide on tasks, organize and assign them, designate a timeline, and track progress.

Download This Template

Elevate Your Workplace with Employee Wellness

Regularly conducting employee wellness surveys helps create a thriving workplace. By understanding your employees’ needs, challenges, and aspirations, you can create a more supportive, productive, and engaging environment.

Remember, happy and healthy employees are more likely to stay with your company, leading to increased retention, lowered recruitment costs, and overall business success.

ClickUp can be a valuable tool in your employee wellness survey journey. With its intuitive platform, you can easily create, distribute, and analyze surveys, saving you time and effort. By leveraging ClickUp’s features, you can streamline the entire process of well-being surveys and implement actionable solutions to improve employee wellness.

To get started, sign up for a free Clickup account today!

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How to Conduct Employee Wellness Surveys (Questions + Template)

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Understanding Employee Wellness Surveys

Top 20 Questions to Ask in an Employee Wellness Survey

Core Areas to Cover in Employee Wellness Surveys