Creating and renaming a custom health model

You can create a custom health model for your team or for your organization. To create a custom health model, you'll need to be a team administrator or organization owner.

Creating a custom health model

Under Team SETTINGS or Organization level SETTINGS.

Creating a template under the team settings means that those templates are only visible to the team.

Creating a template under the organizational level means that it will be available to all teams in the organization. You can also choose the default health check for all teams.

To create a Team Level Custom Health Model:

1. Navigate to the Team Home Page.


To create an Organization Level Custom Health Model:

1. Navigate to the Organization Home Page.


3. Choose the style of Health check you would like.

  1. If applicable, you have the option to choose from a range of COLOR SCALES that you wish to use.

  • Emotion - A traffic light style using negative, neutral or positive emoticons for people to respond to.

  • Scale - A numerical scale that allows people to indicate a min or max response. The minimum value can also be negative if desired.

  • Ranged - A survey style model that allows you to add a descriptor for each numerical response.

4. In the dialog that appears, you can pick a name for your new health model and customize each of the health dimensions - this is the information that will be presented to your team members while they complete the health check survey. 

Please note: Once a health model has been used; removing dimensions may result in the loss of previous health ratings for that dimension, and adding questions will result in gaps in the health rating history.  

5. After clicking CREATE, the template will appear in your Health Check Library.

If you are on an ENTERPRISE level account, this health check will be added to your organizational dashboard where you can track the overall progress of the health of your teams over a period of time, as well as generate team health reports.

To rename a Custom Health Model:

  1. Navigate to SETTINGS and go to HEALTH CHECKS.
  2. Select the health check model that you would like to update, click the 3 dots on the upper right hand side of the health check, select EDIT HEALTH MODEL.

  1. RENAME your health model.

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