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Monthly Employee Happiness Check-In

A recurring pulse that tracks overall happiness and satisfaction across work, relationships, health, and growth month over month, with an AI follow-up that digs into whichever area is driving the score up or down. Built for HR and people teams running a lightweight monthly wellbeing cadence. Takes about 4 minutes.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Hi! This is your monthly happiness check-in — a quick, honest pulse on how things are going. Your responses are completely confidential and anonymized. It takes about 7 minutes and your answers help us notice patterns and support you better.

Q02
Opinion ScaleRequired

Overall, how happy have you felt this past month?

Scale: 0 – 10
Min:Very unhappyMax:Extremely happy
Q03
Slider MatrixRequired

How satisfied are you with each of these areas of your life right now?

5 rows, one slider each
  • Work or career
  • Relationships (family, friends, partner)
  • Health and energy levels
  • Personal growth or learning
  • Financial situation
Slider 0–10Min:Not satisfiedMax:Very satisfied
Q04
Multiple ChoiceRequired

Compared to last month, how has your overall happiness changed?

  • Improved a lot
  • Improved slightly
  • Stayed about the same
  • Declined slightly
  • Declined a lot
Q05
Multiple ChoiceRequired

Which single area had the biggest influence on your happiness this month?

  • Work or career
  • Relationships
  • Health and energy
  • Personal growth
  • Financial situation
Q06
AI Interview

Focus on whichever area the respondent flagged as most influential this month (or whichever life area they rated lowest in the satisfaction breakdown if they skipped that question). Ask what specifically happened this month in that area, whether it's a new development or an ongoing pattern, and what would need to change for it to improve next month. If they report a big improvement or decline in overall happiness, ask them to name the single event or shift that caused it.

Q07
Multiple ChoiceRequired

In the last 30 days, how often did you feel stressed beyond your ability to cope?

  • Never
  • Rarely
  • Sometimes
  • Often
  • Almost always
Q08
Rating Scale

How supported did you feel by the people around you this month?

Range: 1 – 5
Min:Not supported at allMax:Completely supported
Q09
Long Text

What's one thing that would make next month better for you?

Q10
Multiple Choice

Do you feel you currently have the resources or support you need to improve your happiness?

  • Yes
  • No
  • Not sure
Q11
Multiple Choice

What's your age range?

  • Under 25
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65 or older
  • Prefer not to say
Q12
Multiple Choice

Which team or department are you part of? (Replace with your organization's team list before launching)

  • (Replace with Team A)
  • (Replace with Team B)
  • (Replace with Team C)
  • Prefer not to say
Q13
Message

Thanks for checking in! Your responses feed into a monthly wellbeing summary that helps us spot patterns early and offer support where it's needed — individual answers are never shared without your consent.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Combines a fixed monthly pulse (happiness score, satisfaction across work, relationships, health, and growth) with an AI follow-up interview that automatically probes whichever area the respondent flagged as most influential that month.
  • Captures month-over-month change directly (via a 'how has it changed' question) rather than requiring HR to manually diff static reports.
  • Includes a stress-coping frequency question and a resources/support question, giving people teams both a happiness score and actionable context in one 4-minute flow.
  • Ends with a long-text 'what would make next month better' prompt plus an auto-generated monthly wellbeing summary, so open-ended feedback isn't left unanalyzed.

SurveySparrow

Monthly Employee Check-In Template | Maximize Employee Productivity

This is a fielding-ready template covering a similar monthly employee check-in use case, positioned around productivity as much as happiness. It's a static question set that HR can send on a recurring basis. No mention of adaptive follow-up questioning based on individual responses.

What it does well

  • Purpose-built recurring monthly check-in template for employees
  • Framed around productivity, which may appeal to teams wanting a business-outcomes angle
  • Ready to deploy without custom question design

Where it falls short

  • Fixed question set with no adaptive AI probing into whichever area is driving the score
  • No stated per-response quality scoring or transparent prompt methodology
  • No indication of voice-based interview option or guided screen-share tasks

QuestionPro

Happiness Survey For Employees Questions + Sample Questionnaire Template

This page reads as a sample questionnaire and question bank for employee happiness rather than a single ready-to-send recurring pulse, useful as a reference for question ideas. It covers similar ground (happiness, satisfaction) but is presented as static content to copy from rather than an interactive, adaptive instrument.

What it does well

  • Offers a broad bank of sample happiness-related questions for customization
  • Established survey platform with standard reporting/analytics tooling
  • Useful as a question-writing reference for teams building their own survey

Where it falls short

  • Presented as a question list/guide rather than a turnkey recurring monthly template
  • No adaptive AI follow-up that digs into the specific area driving happiness up or down
  • No automated per-response quality scoring or transparent AI prompt visibility

Frequently asked questions

What questions are in the “Monthly Employee Happiness Check-In” template?

The template includes 13 ready-to-use questions, starting with: “Hi! This is your monthly happiness check-in — a quick, honest pulse on how things are going. Your responses are complete…” · “Overall, how happy have you felt this past month?” · “How satisfied are you with each of these areas of your life right now?”. The full set is previewed above, and every question is editable.

How long does this survey take to complete?

Respondents typically finish the 13 questions in about 7 minutes.

Can I customize this template?

Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.

Is this template free to use?

Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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