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Skill · 已公开版本

health-wellness · 员工健康福祉跟踪模板

为员工福祉项目推荐最小跟踪方案,按需生成参与度统计或检查表的CSV、SQL、JSON Schema与Notion映射空模板。

先看看示例

作者提供的示例,实际效果取决于你的输入和使用工具。

输入

公司想上健身房补贴但不知道使用率,帮我设计只统计参与度、不存个人健康数据的跟踪表。

输出

预期交付:最小方案建议,以及CSV、SQL DDL、JSON Schema或Notion属性映射空模板。(编辑说明,非实际运行结果)

方法说明

---
name: health-wellness
description: 'Wellbeing check-in register: anonymous flag, department, check-in date, wellbeing score, stress and energy levels, support and resource flags, confidentiality and status. Use for wellness programmes.'
category: business
risk: safe
source: self
source_type: self
date_added: "2026-09-26"
author: WHOISABHISHEKADHIKARI
tags: [sme, business, operations, database, csv, notion, sql, engage]
tools: []
source_repo: WHOISABHISHEKADHIKARI/sme-ops-system-builder
---

# Health & Wellness

**What it is:** Wellbeing tracking.

## Overview

Works out the smallest useful **Health & Wellness** setup for the business in front of it, then
builds it only when asked. The default output is a short recommendation, not a
spreadsheet. Artifacts - CSV, SQL DDL, JSON Schema, Notion mapping - are produced on
request, from one field list so they cannot drift apart.

Layer: Layer 6: Engage. Fits: Scale stage. Table code: n/a.

## When to Use This Skill

- employee wellbeing
- health check in tracker
- wellness survey
- mental health support log

Also use it when the user says "wellbeing tracking", or describes the same process happening in a
spreadsheet, a document or someone inboxes.

Do not use it for: payroll calculation, tax filing, or legal advice. This skill produces
empty templates only - it never holds or processes real employee or customer data.

## How It Works

Follow the shared execution contract. The module-specific rules below define only domain fields, decisions, calculations, and safety constraints.

### Step 1 - Identify intent

Read the request and pick the intent before asking anything.

- "set up" or "build" or "create" -> the user wants artifacts; go to Step 2.
- "our process is ..." or "it is in a sheet" -> the user wants to move an existing process; capture it, then Step 2.
- "is this right" or "review" or "audit" -> the user wants a check, not a build; answer from what they share.
- "how do I ..." -> advice question; answer directly and offer the build only if it helps.

Ask only if this is the highest-value missing fact; otherwise proceed without an opener:

> **Q:** Is this for employees or a team?

### Step 2 - Ask only what is missing

Skip anything the user already answered, in any earlier message. Ask the rest one at a
time, and stop as soon as the remaining answers would not change the output.

- **Scope** - Who is it for? / How many people? / Perks or programmes?
- **Use** - What is offered? / Optional or mandatory? / Any medical data?
- **Privacy** - Is it anonymous? / Who can see participation? / Any health details held?
- **Current process** - Anything offered now? / How is it communicated? / Is uptake tracked?
- **Outcome** - What do you need? / A benefits list, participation counts or both?

Never invent an answer. If the user does not know, record it as unknown and carry on.

### Step 3 - Hold the internal context

Hold the answers in this shape. It stays internal - it is not shown to the user unless
they ask, and it never carries a value the user did not give.

```yaml
module: health-wellness
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Scope": null
  "Use": null
  "Privacy": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking
```

### Step 4 - Recommend the smallest workflow

If an artifact was requested, build it after resolving essential missing facts. Otherwise give a short recommendation and offer the relevant artifact.

**Recommended approach:** Track benefits and uptake only. Do not store any individual health information, since the benefit does not need it.

**Why this one:** Wellness programmes create risk the moment individual health data is held. Keep participation counts and leave the details out.

**Workflow:** Benefit offered → Uptake count → Anonymous feedback → Review

The check-in schema below is an optional synthetic survey-design example, not the default uptake register. For benefits/uptake-only requests, output Benefit, Period and Aggregate Uptake Count instead; omit individual wellbeing, stress, support, department and exact-date fields. An Anonymous flag does not anonymize a row: small groups, timestamps and linked support requests can identify people. Do not promise anonymity, and keep voluntary support contact separate from survey responses.

### Step 5 - Build only on request

Once the user asks for it, derive the fields from the confirmed context and emit the
requested artifacts. For machine-readable text, keep prose outside the data; for files,
provide a usable link. Report material validation failures or limitations separately.

**A selected Notion output is rendered by `notion-manual-import`, so route the
Notion step there.** When the user selects Notion, hand that step to
@notion-manual-import: it holds the CSV, the property
mapping, the import steps and the verification checklist, and it renders the Field
Reference below instead of defining a table of its own. Do not restate the mapping
here and do not improvise the import steps. Manual CSV and mapping outputs need no
connection. For requested workspace changes, follow the shared contract: verify actual
tool access and the target before writing. A user saying "connected" is not tool evidence.
Never ask for a Notion password or token.

For an Excel-compatible CSV, use UTF-8 with a byte order mark so Excel opens the
text correctly. A CSV is not an `.xlsx` workbook; create `.xlsx` only when the user
requests a workbook.
A CSV carries no types, so after it, name the columns
that need a number, date or currency format applied.

```csv
Check-in Title,Anonymous,Department,Check-in Date,Wellbeing Score,Stress Level,Energy Level,Support Requested,Resource Shared,Confidential,Status,Wellness ID
Weekly wellbeing check,FALSE,Delivery,2026-01-15,4,Low,Low,FALSE,FALSE,Internal,Completed,
```

```sql
CREATE TABLE health_wellness (
  check_in_title VARCHAR(255),
  anonymous BOOLEAN NOT NULL,
  department VARCHAR(255),
  check_in_date DATE NOT NULL,
  wellbeing_score NUMERIC NOT NULL,
  stress_level VARCHAR(100) NOT NULL,
  energy_level VARCHAR(100) NOT NULL,
  support_requested BOOLEAN NOT NULL,
  resource_shared BOOLEAN NOT NULL,
  confidential VARCHAR(100) NOT NULL,
  status VARCHAR(100) NOT NULL,
  wellness_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_health_wellness_status ON health_wellness (status);
```

```json
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Health & Wellness",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Check-in Title": { "type": "string" },
      "Anonymous": { "type": "boolean" },
      "Department": { "type": "string" },
      "Check-in Date": { "type": "string", "format": "date" },
      "Wellbeing Score": { "type": "number" },
      "Stress Level": { "type": "string" },
      "Energy Level": { "type": "string" },
      "Support Requested": { "type": "boolean" },
      "Resource Shared": { "type": "boolean" },
      "Confidential": { "type": "string" },
      "Status": { "type": "string" },
      "Wellness ID": { "type": "integer" }
  },
  "required": [
      "Anonymous",
      "Support Requested",
      "Resource Shared",
      "Check-in Date",
      "Wellbeing Score",
      "Stress Level",
      "Energy Level",
      "Confidential",
      "Status"
  ]
}
```

```markdown
| CSV column | Notion property | Set after import |
|---|---|---|
| Check-in Title | Title | Use as the database title |
| Anonymous | Checkbox | Convert to Checkbox |
| Department | Text | Leave as Text |
| Check-in Date | Date | Convert to Date |
| Wellbeing Score | Number | Convert to Number |
| Stress Level | Select (add options after import) | Convert to Select, add options: "Low", "Medium", "High", "Critical" |
| Energy Level | Select (add options after import) | Convert to Select, add options: "Low", "Medium", "High" |
| Support Requested | Checkbox | Convert to Checkbox |
| Resource Shared | Checkbox | Convert to Checkbox |
| Confidential | Select (add options after import) | Convert to Select, add options: "Public", "Internal", "Restricted", "Highly Restricted" |
| Status | Select (add options after import) | Convert to Select, add options: "Scheduled", "Completed", "Missed", "Follow-up Due" |
| Wellness ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |
```

The rows above are documentation examples only. Emit empty templates unless the user explicitly requests examples. Money stays `currency`, dates stay `date`,
and anything pointing at another table stays `relation`.

## Field Reference

| # | Field | Type | SQL | JSON Schema | Notion | CSV example |
|---:|---|---|---|---|---|---|
| 1 | Check-in Title | `text` | `VARCHAR(255)` | `string` | Text | `Weekly wellbeing check` |
| 3 | Anonymous | `checkbox` | `BOOLEAN` | `boolean` | Checkbox | `FALSE` |
| 4 | Department | `text` | `VARCHAR(255)` | `string` | Text | `Delivery` |
| 5 | Check-in Date | `date` | `DATE` | `string, format: date` | Date | `2026-01-15` |
| 6 | Wellbeing Score | `number` | `NUMERIC` | `number` | Number | `4` |
| 7 | Stress Level | `select` | `VARCHAR(100)` | `string` | Select (add options after import) | `Low` |
| 8 | Energy Level | `select` | `VARCHAR(100)` | `string` | Select (add options after import) | `Low` |
| 9 | Support Requested | `checkbox` | `BOOLEAN` | `boolean` | Checkbox | `FALSE` |
| 10 | Resource Shared | `checkbox` | `BOOLEAN` | `boolean` | Checkbox | `FALSE` |
| 11 | Confidential | `select` | `VARCHAR(100)` | `string` | Select (add options after import) | `Internal` |
| 12 | Status | `select` | `VARCHAR(100)` | `string` | Select (add options after import) | `Completed` |
| 13 | Wellness ID | `id` | `SERIAL PRIMARY KEY` | `integer` | Text (preserve source ID) | `(blank)` |

## Select Options

**Stress Level**

```
Low | Medium | High | Critical
```
**Energy Level**

```
Low | Medium | High
```
**Confidential**

```
Public | Internal | Restricted | Highly Restricted
```
**Status**

```
Scheduled | Completed | Missed | Follow-up Due
```

## Relations

Link fields: none

## Examples

**Prompt**

```
We want a wellness benefit but do not know whether anyone uses it.
```

**Context first** - one question per message, nothing already answered:

> **Q:** Who is it for?
> **A:** All employees.
>
> **Q:** Do you store health data?
> **A:** No, and I do not want to.
>
> **Q:** What is offered?
> **A:** A gym allowance and counselling.

**Recommended next step** - offered, not built:

> Track benefits and uptake only. Do not store any individual health information, since the benefit does not need it.
>
> Workflow: Benefit offered → Uptake count → Anonymous feedback → Review
>
> Want the CSV, SQL, JSON Schema and Notion mapping for this?

## Best Practices

- Build when requested; recommend and offer a build for advice-only requests.
- One question per message. A batched intake reads as a form and gets guessed at.
- Keep display names identical across CSV and JSON; document normalized SQL identifiers.
- Use `relation` for anything that points at another table, `text` only for free text.
- Money fields are `currency`, never `text`. Dates are `date`, never free text.
- If the user requests an example row, keep it obviously fake so nobody imports it as real data.

## Limitations

- Empty template only. It does not compute payroll, tax, leave balances or KPIs.
- Notion relations need both databases imported before the link column resolves.
- Select options are a starting set. Rename them to match how the business talks.
- No automation, reminders or sync. Those need the integration layer.
- Does not provide medical advice, cover or any health service.
- Legal, tax and HR review is still required before this drives real decisions.

## Security & Safety Notes

- Never fill in real names, salaries, medical or banking data. Placeholders only.
- Label example rows as synthetic, and keep bank details masked.
- Local reads, generation commands, and validation are part of a requested artifact build.
  External writes, messages, provisioning, and publication require authorization for that
  action and target; existing explicit authorization does not need to be repeated.
- If sensitive data is supplied, avoid repeating unnecessary identifiers. Use only what
  the requested review needs; keep generated templates empty. Do not claim deletion
  from the conversation or service storage.
- Privacy, legal and disciplinary cases need a qualified human reviewer before anything
  is acted on.

## Common Pitfalls

- **Problem:** a static mapping is described as a completed workspace build.
  **Solution:** deliver manual mappings without a connection; claim a live change only
  after the authorized tool operation succeeds.
- **Problem:** asked all six questions in one message.
  **Solution:** ask one, wait, and drop any the first answer already covered.
- **Problem:** built a full system when one table was asked for.
  **Solution:** build what was requested; mention the parent skill separately.
- **Problem:** all four artifacts drift apart.
  **Solution:** derive all four from the field list in this file, never by hand.
- **Problem:** Notion import shows every column as Text.
  **Solution:** that is expected. Apply the property mapping table once, after import.

## Related Skills

- [Catalog](https://github.com/sickn33/agentic-awesome-skills/blob/main/CATALOG.md) - find the relevant module, then read its skill.
- @people-directory - the employee master record most modules link to.
- @notification-reminder-hub - turns due dates in this module into reminders.

## Reusable Prompt

```
I want to set up wellbeing tracking for my company.
Ask me one short question at a time, and only about what I have not already told you.
Then recommend the smallest setup that fits, and wait for me to ask before you build it.
When I ask, output CSV, SQL DDL, JSON Schema, a Notion property mapping or an Excel workbook. Data only.
```