Wellbeing templates toolkit

£34.90
UK-specific Editable Instant download 12 months' updates

Support employee wellbeing with a complete, practical set of HR templates covering wellbeing needs, assessment, support, communication and review — helping you follow a clear, consistent and supportive approach.

Use this toolkit to:

  • Support positive employee wellbeing and healthy working practices
  • Identify wellbeing concerns and appropriate sources of support
  • Encourage constructive conversations between managers and employees
  • Document appropriate support and follow-up actions
  • Review wellbeing initiatives and identify opportunities for improvement

Toolkit contains:

  • Templates – wellbeing forms, support documents, employee communications, check-ins and related HR resources.
  • Knowledge Hub – guidance about employee wellbeing, a step-by-step wellbeing process, common mistakes, employment law, ACAS guidance, best practice and FAQs.
Wellbeing templates toolkit
2026 Reviewed
Specifications
Templates 24 ( 3 Guides, 6 Policies, 3 Letters, 6 Forms, 3 Scripts, 3 Plans, )
Access 12 months, includes updates
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Delivery Instant download
Formats .doc · .xls · .pdf · .txt · email
When purchased
All templates Download all templates in this collection as a ZIP file Available after purchase
Contents
Knowledge Hub

Wellbeing

More than just templates, the Wellbeing Knowledge Hub brings together practical HR guidance, real-world experience and tried-and-tested resources to help you understand the subject, manage it effectively and make informed decisions.

Explore the knowledge below

What is Employee Wellbeing?

Workplace wellbeing refers to the comprehensive health of employees, encompassing their physical, mental, and emotional states within the work environment. This includes ensuring a safe and healthy workplace, providing resources for managing stress, promoting work-life balance, and fostering a supportive culture. By addressing these areas, employers can create a more positive and productive atmosphere where employees feel valued and engaged.

The importance of workplace wellbeing extends beyond individual health, influencing overall organisational success. Healthy, satisfied employees are typically more productive, experience fewer absences, and exhibit higher job satisfaction. Moreover, a strong focus on wellbeing can enhance a company’s reputation, making it an attractive place to work and helping to retain top talent. In essence, prioritising employee wellbeing leads to a more effective and resilient workforce, benefiting both employees and the organisation as a whole.

Wellbeing templates are essential for managing a low-risk, compliant Wellbeing process.

How Can Employers Support Employee Wellbeing?

An employee wellbeing process helps employers identify and address factors that can affect employee wellbeing. It will typically follow these key stages:

1
Understand Workplace wellbeing needs and potential pressures are identified.
2
Assess Workload, management, culture and available support are considered.
3
Support Appropriate workplace resources and support are made available.
4
Engage Employees and managers are encouraged to discuss wellbeing appropriately.
5
Review The effectiveness of wellbeing arrangements is considered.

Wellbeing is broader than perks. Consider the underlying working environment as well as individual support and wellbeing initiatives.

Common mistakes

Understand the common mistakes employers can make when managing this area of HR, helping you reduce risk, prevent unnecessary costs and ensure the process is handled fairly, consistently and correctly.

Compliance

UK employment law and best practice

This toolkit is designed to support Wellbeing, but its resources should be used alongside the relevant HR policies and procedures and applied to the circumstances of each individual case. Always consider the specific facts, your organisation's processes and the applicable employment law before taking action.

Employee wellbeing is an important part of good people management, but employers should distinguish between general wellbeing support and their specific legal duties relating to health, safety, equality and employee welfare. The documents in this toolkit are designed to support practical wellbeing arrangements.

Health and wellbeing

Employers should consider workplace factors that may affect employee health and wellbeing, including workload, working conditions, management practices and workplace relationships. https://www.hse.gov.uk/stress/

Mental health

Employers should take workplace mental health concerns seriously and consider appropriate support. Where a mental health condition amounts to a disability, the Equality Act 2010 may require reasonable adjustments. https://www.acas.org.uk/mental-health-at-work

Confidentiality

Wellbeing information can involve sensitive personal data. Employers should ensure that information is handled appropriately and only shared where there is a legitimate reason to do so. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/employment/

FAQs

What is employee wellbeing?

Employee wellbeing covers the physical, mental, social and wider factors that can affect how people experience work and their ability to remain healthy and effective.

Why is workplace wellbeing important?

Supporting wellbeing can contribute to employee engagement, attendance, retention and a healthier workplace culture.

How can employers support employee wellbeing?

Employers can consider workload, working relationships, management practices, health support, communication, flexibility and access to appropriate resources.

Should wellbeing be part of management practice?

Yes. Managers play an important role in recognising concerns, having appropriate conversations and signposting employees to available support.

How should wellbeing initiatives be evaluated?

Employers can review participation, employee feedback, absence information and other appropriate indicators to assess whether initiatives are achieving their aims.

Why use HRDocBox to support employee wellbeing?

HRDocBox combines real-world HR experience, subject-matter expertise and commercial understanding to support effective employee wellbeing with practical, tried-and-tested resources. With instant access, editable documents, ongoing updates and 12 months' access, you get practical HR support when you need it.

How this content is developed and reviewed

The Wellbeing templates toolkit is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing wellbeing HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
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