Well-being logs
A confidential record of every check-in
Bereavement, trauma, return to work, counselling referrals: log every well-being conversation, keep the private detail apart, and set follow-up dates that land on your calendar.
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What it does
- Log types for check-ins, trauma, personal emergencies, bereavement, performance concerns, return to work and counselling referrals.
- A short summary kept apart from private notes. Private notes don't show in the log list or in reminder emails.
- Only company admins and managers can add, change or delete a log, and changes are recorded in the activity log.
- Follow-up dates go on your compliance calendar.
- Reminder emails 7 days and 1 day before a follow-up, on the day, and 3 days after if it is still open.
- Mark a follow-up complete, and see how many are still pending.
How it works
Log the conversation
Choose the employee and the type of conversation, and write a short summary.
Keep the detail private
Put the sensitive detail in private notes, apart from the summary.
Follow up
Set a follow-up date. It goes on the calendar and you get a reminder before it is due.
Book a demo
See it working on records like yours. Leave your details and someone from our Cape Town team will contact you to set a time.
Your records are stored in South Africa (Cape Town).
Frequently asked questions
Who can add or change a well-being log?
Company admins and managers. Every change is recorded in the activity log.
Do private notes appear in reminder emails?
No. Reminder emails carry the employee's name, the type of conversation, the summary and the follow-up date, never the private notes.
Does this replace an employee assistance programme?
No. It is a record of the conversations HR has and the follow-ups agreed. Use it alongside your EAP or a counselling referral, not instead of one.