Your how-to: Conducting regular check-ins on employee well-being

Category
Culture and Behaviour
Sub-category
Work-Life Balance and Flexibility
Level
Maturity Matrix Level 2

This refers to the routine process of engaging with and supporting the mental health of your employees within your workplace. Regular check-ins, often facilitated by managers or HR teams, are intended to catch up with staff on their wellbeing, gauge their current mental state, assess any pressures they may be facing and offer support where needed. The focus is on open communication and proactive action, allowing problems to be identified and addressed before they escalate.

In an Australian context, this initiative aligns with the Safe Work Australia's Guide to Promoting Health and Wellbeing in the Workplace, which highlights the employer's role in creating a health-conscious environment that considers all aspects of wellbeing, including mental health. Regular check-ins can be structured or informal, one-on-one or in groups, and can be conducted in person or virtually. They serve as a platform for early identification of potential mental health issues and for promoting positive wellbeing in the work environment.

Step by step instructions

Step 1

Understanding the Importance of Regular Check-Ins: Begin by doing some research on why regular wellbeing check-ins are important in the workplace. The Australian government body, Safe Work Australia, produced a guide that highlights the benefits of these check-ins. The focus is particularly on mental health, which is a vital aspect of overall wellbeing, and recognises the role that employers have in fostering a healthy work environment.

Step 3

Creating Comfortable Environments: To make these check-ins successful, staff must feel comfortable to speak openly. You must design a comfort zone and assure privacy, eliminating intimidation and judgement. This will encourage them to reveal the pressures they face, enabling you to offer the right support.

Step 5

Implementation: Start implementing your strategy, making sure that all staff are aware of the initiative. Clarify the purpose behind these wellbeing check-ins to encourage participation.

Step 7

'Periodic Review and Continuous Improvement: Regularly review your approach and make necessary amendments based on feedback and observations to make the process more effective. Always remember, the aim is to ensure the wellbeing of your employees and hence, changes and improvements should be centric to this objective.

Step 2

Planning the Check-Ins: Next, form an effective strategy to conduct check-ins. Determine the frequency – weekly, fortnightly, or monthly – and also establish whether they'll be informal or structured, depended on what you think suits the organisation and the employees' needs best. Decide the medium, be it in person or online, and whether it will be one-on-one or in groups.

Step 4

Training the Facilitators: The people who will conduct these check-ins - HR team or line managers, need to be well trained in empathetic listening, reassuring staff, and handling conversations about mental wellbeing in an effective, respectful manner. They must also know the existing supports available both within your organisation and externally, such as financial counselling, psychological services, and social support groups.

Step 6

'Collecting Feedback: After a few rounds of check-ins, gather feedback from both the staff and the facilitators. This will help you to understand what's working, what's not, and how your strategy can be improved. Ensure this feedback is received anonymously to maintain trust and honesty within your team.

Step 8

Reflect and Breathe: This step can be challenging, so it's important to take a moment to breathe and reflect. Pause to consider the progress made, the obstacles encountered, and the lessons learned. This reflection will not only help in gaining clarity but also in maintaining a balanced perspective, allowing for thoughtful and deliberate decision-making moving forward.

Use this template to implement

To ensure you can execute seamlessly, download the implementation template.

Pitfalls to avoid

Neglecting Confidentiality

When dealing with personal issues such as mental health or other well-being problems, it's critical to respect and maintain employee confidentiality. Sharing this information inappropriately could lead to trust issues, potential litigation and in some cases, violation of the Privacy Act 1988 in Australia.

Neglecting a Supportive Environment

The purpose of regular well-being checks is to promote a supportive, caring environment. Hence, not taking action to create such a nurturing atmosphere could discourage employees from participating in these checks, consequently hindering the overall effectiveness.

Overlooking Employee Feedback

Feedback from employees can provide valuable insight into how effective the check-ins are. Ignoring this feedback, which could offer ways to improve, is a potential pitfall that could hinder progress and stir dissatisfaction among staff.

Ignoring Follow-ups

Simply conducting well-being check-ins isn't enough. It is equally important to follow up on the issues identified during these check-ins. Ignoring this could undermine the entire effort, leaving staff feeling neglected and their concerns unheard.

Inconsistency in Check-ins

Set a regular schedule, fortnightly or monthly, for these check-ins. Sporadic and inconsistent check-ins can confuse employees about the importance of their well-being in the workspace. They may also perceive this inconsistency as a lack of commitment from the management.

Assuming One-Size-Fits-All

Every employee is unique with different needs. Adopting a one-size-fits-all approach to well-being interventions could result in dissatisfaction among employees and reduced effectiveness of check-ins. Tailoring conversations to individual needs is vital.