The Burnout Resources Workflow helps identify and support employees showing signs of stress or burnout. It centralizes requests, detected burnout cases, positive engagement signals, and underperformance incidents — enabling managers, HR, and support teams to take timely actions such as notifications, one-on-one check-ins, and escalations

Use the Request button from the Home page to open the workflow window and choose the relevant tab to view or act on items.

Who can access Burnout Resources Workflow?

1. Any user role with the Required permissions to access Request and assign Request view. Administrators can configure custom roles with these permissions.
2. Anyone can access Request in the current section if they have the access to view it.

1. From the Home page, In left-hand sidebar there is a request option

   

2. Click the Request button to open the Request window.

   

3. Within the Request window use the top navigation to switch between: Breaks Requests Status, Burnout Employees, Positive Engagement, and Underperforming Employees.

The Request window has a navigation bar with four tabs:

1. Breaks Requests Status — view and manage employee break/leave requests.
2. Burnout Employees — list of employees flagged by AI for burnout symptoms and actions to support them.
3. Positive Engagement — employees showing high engagement or positive signals; track and acknowledge.
4. Underperforming Employees — employees flagged for performance issues to review and support.

Click on Burnout Employees tab to view the list of employees flagged by AI with a detected burnout score and recommended actions.

The Burnout Employees tab lists resources flagged by AI with a detected burnout score and recommended actions.

Use the filter buttons to change the list:

• All — show all flagged resources.
• Unaddressed — cases not yet acted upon.
• Needs Updates — cases that require follow-up or progress notes.
• Closed — resolved or closed cases.

List Columns

• Resource Name
• Detected On date AI detected burnout signs.
• Actions — icons to Schedule Meeting / Message , icon to View Analysis icon to View Meeting History
• Status — e.g., Meeting Scheduled, Needs Follow-up, Closed

Example

Aaron Wright — Detected On: Jul 29, 2025 — Burnout Score: 2 (Moderate Risk) — Actions: Schedule Meeting / View

Actions include:

• Message (Schedule meeting) icon opens the one-on-one meeting summary form to capture discussion points, next meeting date, concerns, observations and development focus; then submit or cancel.

  

• View (eye) icon — opens the AI analysis report for that resource (see Modal / Action Details below).

  

One-on-One Meeting Summary (Message / Schedule Meeting)

When the Message icon is clicked a modal opens to capture meeting notes:

One-on-One Meeting Summary — [Resource Name]

Items Discussed:
a. Current interest in daily work
b. Sense of purpose in the role
c. Opportunities for growth and learning
d. Connection with team and culture
e. Energy and motivation levels
(Add any additional discussion points...)

Next Meeting Scheduled (dd/mm/yyyy):
Concerns (list any specific concerns raised):
Observations (add observations from the meeting):
Development Focus (specify skills or areas to work on):

[Cancel] [Submit]
                            

AI Analysis / Burnout Report (View / Eye Icon)

The AI analysis modal shows a generic, privacy-safe summary for any selected resource. This modal is generic — replace personal example data with the selected resource details.

[Resource Name] — Burnout Analysis
🚨 Risk Level: Moderate Risk
🕒 Detected On: Jul 29, 2025
Employee Info:
 Name: [Resource Name]
 Email: [resource.email@company.com]
 Department: [Department]
 Manager: [Manager Name]
 Status: [e.g., Meeting with HR scheduled]

🧠 Detected Symptoms (AI Assessment):
 - High absenteeism / sick days in recent period
 - Low average performance score in the last quarter
 - Decline in active time or increased idle time
 - Other signals (notes)

👥 Recommendations for HR:
 - Proactive check-in and monitor closely
 - Investigate frequent sick leave with sensitivity
 - Offer wellbeing support and professional resources

🙋 Recommendations for the Resource:
 - Consider seeking professional advice if appropriate
 - Improve time-management practices and boundary setting
 - Encourage small, actionable changes to reduce overload

Task examples (sample recent tasks):
 - Task Name: Review current UI design and gather requirements — Due Date: 12-Mar-2025

Status: Meeting With HR Scheduled
                            

1. Respect privacy — Share AI findings and reports only with authorized HR and managers.
2. Human review required — AI provides recommendations — always validate and follow HR policies.
3. Timely follow-up — Use the Message modal to record meeting outcomes and next steps.
4. Document actions — Keep meeting notes, survey responses, and agreed action plans in the case record.
5. Frequency - For moderate or high-risk cases, schedule regular check-ins (weekly or bi-weekly) until improvement is observed.

Note: All decisions based on these workflows must comply with company HR policies and local laws. AI outputs are advisory only.