Workplace health and wellness expertise for employee wellness programs, mental health initiatives, ergonomics and safety, healthcare benefits strategy, and health analytics. Use when designing wellness programs, improving workplace safety, or analyzing health metrics.
Comprehensive workplace wellness frameworks for employee wellbeing, safety, and health program design.
PHYSICAL: Exercise, nutrition, sleep, preventive care, chronic disease management
MENTAL: Stress management, resilience, work-life balance, mindfulness
FINANCIAL: Financial literacy, retirement, debt management, emergency savings
SOCIAL: Community connection, team relationships, belonging
CAREER: Development, purpose, job satisfaction, growth, recognition
| Component | Description | Participation Target |
|---|---|---|
| Health Risk Assessment | Annual health screening | 70%+ |
| Biometric Screening | Blood pressure, BMI, cholesterol | 60%+ |
| Fitness Programs | Gym subsidies, challenges | 40%+ |
| Nutrition Programs | Healthy eating, coaching | 30%+ |
| Mental Health | EAP, counseling, apps | 25%+ |
| Financial Wellness | Education, coaching | 35%+ |
| Tobacco Cessation | Support programs | 50%+ of smokers |
PARTICIPATION-BASED: HRA ($100), Biometric ($150), Coaching ($50), Challenges ($50)
OUTCOME-BASED: BP target ($100), Healthy BMI ($100), Non-smoker ($300)
PREMIUM DIFFERENTIALS: Up to $600/year reduction, HSA contributions
COMPLIANCE: EEOC 30% limit, ADA accommodations, privacy protections
PREVENTION: Awareness, stress management, manager training, work-life policies
EARLY INTERVENTION: Screening, EAP, digital tools, peer support
TREATMENT: Therapy, psychiatric services, substance abuse, crisis intervention
RECOVERY: Return-to-work programs, accommodations, relapse prevention
| Resource | Access | Coverage |
|---|---|---|
| EAP | 24/7 hotline, web | 6-8 free sessions |
| Teletherapy | App, video | Varies by plan |
| Digital Tools | Apps (Calm, Headspace) | Free to employees |
| Crisis Support | Text/call lines | Unlimited |
| Support Groups | ERG-led | Free |
MENTAL HEALTH FIRST AID:
RECOGNIZE:
- Warning signs
- Behavioral changes
- Performance impacts
RESPOND:
- Start conversation
- Listen without judgment
- Express concern
REFER:
- EAP resources
- HR support
- Professional help
- Crisis resources
SUPPORT:
- Reasonable accommodations
- Flexible arrangements
- Check-ins
- Return-to-work planning
LEADERSHIP: Executive commitment, safety policy, accountability
HAZARD ID: Job analysis, risk assessments, incident investigation, near-miss reporting
CONTROLS: Elimination → Substitution → Engineering → Administrative → PPE
TRAINING: New hire, job-specific, refresher, emergency response
MONITORING: Inspections, observations, metrics, audits
| Metric | Formula | Benchmark |
|---|---|---|
| TRIR | (Incidents × 200,000) / Hours worked | <1.0 |
| DART | (Days away/restricted × 200,000) / Hours | <0.5 |
| Lost Time | Lost time incidents / Total incidents | <20% |
| Near Miss | Near misses reported | Increasing trend |
| Training | Completion rate | >95% |
ERGONOMIC ASSESSMENT:
WORKSTATION SETUP:
- Monitor at eye level
- Arms at 90° angle
- Feet flat on floor
- Back supported
EQUIPMENT:
- Adjustable chair
- Monitor stand
- Keyboard tray
- Footrest if needed
BEHAVIORS:
- Regular breaks
- Stretch exercises
- Position changes
- Eye rest (20-20-20 rule)
ASSESSMENT PROCESS:
1. Self-assessment questionnaire
2. Virtual assessment option
3. In-person evaluation
4. Equipment recommendations
5. Follow-up check
COMPREHENSIVENESS: Medical, dental, vision, behavioral health, specialty care
ACCESSIBILITY: Network adequacy, telemedicine, geographic coverage
AFFORDABILITY: Competitive premiums, HSA/FSA options, subsidies
FLEXIBILITY: Multiple plan options, voluntary benefits, life event changes
| Plan Type | Premium | Deductible | Best For |
|---|---|---|---|
| PPO | Higher | Lower | Frequent care needs |
| HDHP/HSA | Lower | Higher | Healthy, want tax benefits |
| HMO | Lower | Lower | Cost-conscious, PCP-centric |
| EPO | Medium | Medium | Network-only OK |
COST CONTAINMENT STRATEGIES:
PLAN DESIGN:
- High-deductible options
- Reference-based pricing
- Narrow networks
- Tiered cost-sharing
VENDOR MANAGEMENT:
- Competitive bidding
- Performance guarantees
- Coalition purchasing
- Carve-out programs
CARE MANAGEMENT:
- Utilization management
- Case management
- Disease management
- Centers of Excellence
MEMBER ENGAGEMENT:
- Transparency tools
- Navigation support
- Wellness incentives
- Consumer education
| Source | Data Type | Use Case |
|---|---|---|
| Claims | Utilization, costs | Population health |
| Biometrics | Health measures | Risk identification |
| HRA | Self-reported health | Program targeting |
| Engagement | Program participation | ROI analysis |
| Absence | Disability, leave | Productivity impact |
HEALTH METRICS:
POPULATION HEALTH:
- Risk distribution (low/medium/high)
- Chronic condition prevalence
- Preventive care rates
- Medication adherence
UTILIZATION:
- ER visits per 1000
- Inpatient admits per 1000
- Primary care visits
- Specialist referrals
COST:
- Per-employee per-month (PEPM)
- Per-member per-month (PMPM)
- Year-over-year trend
- Plan cost vs. benchmark
PRODUCTIVITY:
- Absenteeism rate
- Presenteeism estimate
- Disability incidence
- Workers' comp claims
WELLNESS ROI CALCULATION:
DIRECT SAVINGS:
- Healthcare cost reduction
- Disability cost reduction
- Workers' comp reduction
- Absenteeism reduction
INDIRECT BENEFITS:
- Productivity improvement
- Engagement increase
- Retention improvement
- Recruitment advantage
ROI FORMULA:
ROI = (Total Benefits - Program Costs) / Program Costs
VOI (VALUE ON INVESTMENT):
Include harder-to-quantify benefits:
- Culture improvement
- Employer brand
- Employee satisfaction
- Risk reduction
BENCHMARK:
$1.50 - $3.00 return per $1 invested (3-5 year horizon)
| Regulation | Requirement | Impact |
|---|---|---|
| OSHA | Workplace safety standards | Safety programs |
| ADA | Disability accommodations | Wellness design |
| GINA | Genetic non-discrimination | HRA limitations |
| HIPAA | Health information privacy | Data handling |
| ERISA | Benefit plan requirements | Plan documents |
| ACA | Wellness incentive limits | Program design |
HEALTH DATA PRIVACY:
COLLECTION:
- Voluntary participation
- Informed consent
- Minimum necessary data
STORAGE:
- Encrypted at rest
- Access controls
- Separate from HR records
USE:
- Aggregate reporting only
- No individual disclosure
- De-identified for vendors
SHARING:
- HIPAA authorization required
- Business associate agreements
- Firewall from employment decisions
| Phase | Timeline | Activities |
|---|---|---|
| Assessment | Month 1-2 | Needs analysis, benchmarking |
| Design | Month 3-4 | Program design, vendor selection |
| Build | Month 5-6 | Systems, communications |
| Launch | Month 7 | Rollout, training |
| Optimize | Month 8+ | Measure, iterate |
CRITICAL SUCCESS FACTORS:
LEADERSHIP SUPPORT:
- Visible sponsorship
- Resource commitment
- Role modeling
CULTURE:
- Wellness as value
- Manager engagement
- Peer support
COMMUNICATION:
- Clear messaging
- Multiple channels
- Ongoing promotion
ACCESSIBILITY:
- Inclusive design
- Multiple options
- Remove barriers
MEASUREMENT:
- Track participation
- Measure outcomes
- Demonstrate value
- Continuous improvement